Automation Rules

Automation rules let you automate actions on orders based on triggers. Each rule has: a name, one or more triggers, an optional stage action, and one or more email actions. Rules can be paused/resumed at any time.

Trigger Types

Rules fire when one of their configured triggers matches an order event. You can add multiple triggers to a single rule.

Event Triggers

• Received — fires when a Shopify order is received
• Fulfilled — fires when a Shopify order is fulfilled
• Closed — fires when a Shopify order is closed

Stage Change Triggers

• Configures: source stage (optional) → target stage
• If source stage is omitted, fires when any stage changes to the target stage
• Example: “When an order moves to Ready to Ship”

Due Date Triggers

• Fires based on an order’s due date proximity or expiration
• Timings (can be combined):
  • Overdue — order’s due date was yesterday (just became overdue)
  • Due — order is due today
  • Due in 1 day — order is due tomorrow
  • Due in 3 days — order is due in 3 days
  • Due in 7 days — order is due in 7 days

Note: Due date automation rules run in your account’s timezone. See Account Timezone for details.

Actions

Email Actions

• Send emails using existing templates
• Recipients: Customer, User (you), Team, UserAndTeam, or Custom recipients (comma-separated emails)
• Dynamic data: Handlebars-style variables ({{customer.firstname}}, {{order.id}}, etc.)
• Email actions trigger only once per order to prevent spam

Stage Action (one per rule)

• Set the order to a specific stage when the rule fires
• Note: If the rule is triggered by a stage change, further stage actions in the same rule are ignored

Due Date Rule Behavior (special)

• Runs once per day, checking all open orders in your account’s timezone
• May process many orders at once (batch mode)
• Due date rules require a different template loop syntax: {{each batch.orders}} / {{end}}
• Batch variables available: batch.timing, batch.timingDays, batch.dueDate, batch.dueDateShort, batch.dueDateEuro, batch.dueDateFull
• One rule can never trigger another rule — no cascading automation

Creating and Managing Rules

• Two tabs: Triggers and Actions
• Add triggers via “Add Trigger” flyout (Event, Stage Change, or Due Date)
• Add email actions via “Add Action” flyout
• Set stage action configured in the Actions tab
• Rules can be paused/resumed without deletion
• Preview email templates before saving

Important Behaviors to Know

• Email actions fire once per order regardless of how many triggers match
• Stage change triggers that cause further stage changes in the same rule are ignored
• Due date rules run in the account’s timezone (set in Account Settings → General)
• One rule never triggers another rule — automation is flat, not nested