The automation engine lets you set up rules that automatically perform actions when specific events happen. For example: when an order is confirmed, automatically send a WhatsApp message and assign a deliverer.
How to create an automation
- Go to Tools > Automations.
- Click Create Automation.
- Enter a name for your automation.
- Choose a trigger โ the event that starts the automation:
| Trigger | When it fires |
|---|---|
| Order Created | A new order is created |
| Order Confirmed | Confirmation status changes to confirmed |
| Order Shipped | Order is marked as shipped |
| Order Delivered | Order is successfully delivered |
| Delivery Failed | A delivery attempt fails |
| Delivery Status Changed | Any delivery status update |
| Customer Created | A new customer is added |
- Add conditions (optional) โ filters to narrow when the automation runs:
- Order total (greater than, less than, equals)
- Order items count
- Delivery status
- Customer city, country, phone
- Combine with AND/OR logic
- Add actions โ what happens when triggered:
| Action | What it does |
|---|---|
| Send WhatsApp | Sends a WhatsApp template or text |
| Send Email | Sends an email notification |
| Add Tag | Adds a tag to order or customer |
| Remove Tag | Removes a tag |
| Update Order Status | Changes confirmation or delivery status |
| Assign Deliverer | Auto-assigns a delivery partner |
| Create Note | Adds a note to the order |
| Webhook | Calls an external URL with order data |
| Wait | Adds a delay before the next action |
- Click Save.
- Toggle the automation on to activate it.
Monitoring automations
- Go to an automation's Logs tab to see execution history.
- Each log entry shows: trigger event, order involved, actions executed, success/failure status.
Use case examples
- Auto-confirm store orders: Trigger = Order Created (from store), Action = Update status to Confirmed + Send WhatsApp confirmation.
- Failed delivery follow-up: Trigger = Delivery Failed, Action = Wait 1 hour + Send WhatsApp asking for new delivery time.
- City-based routing: Trigger = Order Confirmed, Condition = City equals Casablanca, Action = Assign Deliverer A.
- Review request: Trigger = Order Delivered, Action = Wait 3 days + Send Email requesting a review.
Tip: You can create multiple automations that fire on the same trigger. Design conditions carefully to avoid duplicate actions.
Frequently Asked Questions
Can I have multiple automations running at once?
Yes, create as many as your plan allows. They run independently.
How do I debug an automation?
Check the Logs tab to see execution history, including which orders triggered it and whether actions succeeded.
What's the Wait action for?
It adds a delay between actions. For example, send WhatsApp immediately, wait 2 hours, then send a follow-up email.