Automations

Configure automated rules for fulfillment workflows.

Automations let you set up rules that automate parts of your fulfillment workflow — reducing manual steps and ensuring consistent processing.

Overview

Fulfillment automations are rule-based triggers that perform actions when certain conditions are met. They help streamline repetitive tasks in the order-to-dispatch pipeline.

Common automation scenarios

• Auto-create consignments — Automatically group confirmed orders into consignments
• Auto-assign shipping services — Set default shipping based on order criteria
• Status updates — Automatically update order statuses as fulfillment progresses
• Notifications — Alert team members when specific conditions occur

How automations work

Each automation consists of:

1. Trigger — What event starts the automation (e.g., order confirmed)
2. Conditions — Criteria that must be met (e.g., order value > £100, specific channel)
3. Action — What the automation does (e.g., create consignment, assign service)