Automation

An automation is a rule that runs on orders by itself — for example every time a new order comes in.

Start from a template

Automations → Templates has ready rules, such as order verification. Pick one, look at its steps, change what you want, and switch it on.

What a rule can do

• Check the address, phone and email, and find duplicate orders
• Flag COD risk — customers with returns, or customers you blacklisted
• Change the order status, add tags and notes
• Create a task for your team, e.g. "Call to confirm order #1042"
• Book the order with your default courier
• Send an email to the customer or your team

Test before you turn it on

Run a rule on a real order as a test — nothing is changed — and see what each step would do. After it's on, every run is listed in the rule's history.