Stage Automations

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

1. Edit a stage in your flow
2. Toggle on Send Email Notification
3. Select an email template
4. 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

1. Edit a stage
2. Toggle on Trigger Webhook
3. Select a configured webhook endpoint
4. 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