Stage Automations
Set up automatic actions when orders reach specific stages.
Automations let you trigger actions automatically when an order moves to a specific stage. This reduces manual work and ensures consistent communication.
Available Automations
- Email Notification - Send an email to the customer
- Webhook - Send data to an external system
- Advance on Delivery - Automatically move orders to this stage when the carrier confirms delivery (requires a shipping integration)
Setting Up Email Notifications
- Edit a stage in your flow
- Toggle on Send Email Notification
- Select an email template
- Save the stage
When orders enter this stage, customers receive the selected email template automatically. Make sure you have the customer's email address for this to work.
Setting Up Webhooks
- Edit a stage
- Toggle on Trigger Webhook
- Select a configured webhook endpoint
- Save the stage
Webhooks are useful for updating external systems, triggering fulfillment services, or sending data to your own applications.
Email Templates
Create reusable email templates in Settings → Notifications. Templates support variables:
{{orderNumber}}- The order number{{customerName}}- Customer name{{stageName}}- Current stage name{{trackingUrl}}- Link to tracking page