Create automation
Create an automation to change order data automatically when an order is created or updated.
Steps
Go to > and select
Enter a name in Name
Select the order channels the automation applies to in Order channels
Notice
All order channels applies the automation to every order channel, including any order channel you add later.
Select Order created or Order updated in When
In Conditions, select an attribute, an operator, and a value
Note
Conditions are optional. Without them, the actions run on every order from the selected order channels that matches the trigger.
In Actions, select an attribute and a value for the action
Tip
Select or to add more of either. Quick actions adds a ready-made action for Lock order, Unlock order, or Mark as return.
Check the Summary to confirm the automation does what you intend
Select Enabled Select in Details — new automations are created as Disabled and won't run until you enable the
Select Create
Result
The automation is created and appears in the automations list. If you set it to Enabled, it runs on orders from the selected order channels from now on.
Field descriptions
Details
Field | Description |
|---|---|
Name | Identifies the automation in the automations list |
Order channels | Order channels the automation applies to |
Enabled, Disabled | Whether the automation runs when its trigger occurs |
Conditions
Field | Description |
|---|---|
Attribute | Order data the condition checks |
Operator | Comparison made between the attribute and the value |
Value | Value the attribute is compared against |
Actions
Field | Description |
|---|---|
Attribute | Order data the action changes |
Value | Value the action sets |
Condition and action attributes
Conditions can check:
Order item data, such as SKU, item description, unit price, tariff number, country of origin, and weight
Sender, receiver, and service point address data
Order data, such as order channel, price, weight, status, locked, return, currency, and tags
Actions can change the same data, and can also set parcel weight, length, height, width, and unit.
Advanced options
Advanced — writes the condition as a raw LINQ expression instead of an attribute, operator, and value. Select Advanced in Conditions to turn it on.
JSON preview — shows the automation as plain text. Support can use it to review your configuration.