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Automation Workflow Templates

Choose from the templates available to streamline and expedite your order processing.

  • Email Team Member with Payment Notification
  • Email to Notify Customer of Order Status
  • Email Team Member when a High-value Customer Orders
  • Add Tags to Customer
  • Add Tags to Order based on SKU
  • Add Tags to Order Based on Buyer Details
  • Add Discount for New B2B eCommerce Platform Customers
  • Add Free Shipping on Sales Orders over $1000
  • Route Order to Fallback Warehouse if Stock is Low
  • Notify Assigned Team Member of Orders Ready to Ship
  • Add Tags to Trade Show Orders
  • Email Customer when Order is Shipped
  • Create Fulfilment upon Order Finalization
  • Assign Team Members to B2B Commerce Platform Orders
  • Add Free Gift Line Item To Shopify Orders Over $100
  • Send Sales Order Invoice
  • Tag Orders with No Stock and Alert Team Member
  • Assign Shopify Orders to Warehouse by Region
  • When Order is not Fully Shippable, Partially Pack and Re-Route
  • Invoice Only Items with Stock Available
  • Notify Team on Slack when Order is Shipped

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