Ideas to Improve Your Shopify Workflow with Order Automator

Order Automator is a high rated Shopify app that automate tasks + expands your store's functionality.

⭐️ It's been recommended by Shopify support, other apps, fulfillment services, and people that work in the Shopify ecosystem.

Here we've collected popular use cases for the app to give you ideas.

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How it works

Create workflows to automate tasks + actions for Order Automator to perform.

If the app doesn't do what you want out of the box, send us a message with your request and we'll try to make it happen.

✉️ Custom Notifications

Send custom order notifications

Create a template to send emails to staff, suppliers, partners, or yourself based on certain order conditions. See How to Send Custom Order Notifications in Shopify for a detailed guide.

Examples:

• Notify your team of orders they're responsible for
• Dropshipping stores: send orders to your supplier (optionally filter to show only their items)
• Get notified on high priority orders or orders from a specific sales channel
• Get notified if someone makes a big or unique purchase
• Get notified if order contains a certain product or collection
• Get out of stock notifications when a product's inventory is low

🏷️ Auto Tagging

Automatically tag orders

Create rules to identify conditions in the order / customer / products and choose a tag to add if the conditions match.

Examples:

• Tag orders from a certain country
• Tag orders based on the marketing campaign, referral site, utm parameter, etc
• Tag an order if it's the customer's 1st order
• Tag orders that applied certain discount codes to monitor marketing efforts

Automatically tag customers

• Tag 1st time customers
• Tag repeat customers
• Tag VIP customers
• Create tiers to tag customers on their order levels (10 orders, 20 orders, ...)
• Tag customers that used a certain discount code
• Create marketing lists by auto tagging customers that purchased certain product types

🚚 Fulfillment

Create rules to automatically trigger fulfillment actions

Examples:

• Auto fulfill digital items, fees, gift cards, shipping insurance
• Request fulfillment to a 3PL
• Route orders to different fulfillment centers based on shipping country
• Change location of fulfillment order based on the product
• Hold certain orders that need to be reviewed
• Use Order Automator to have more control fulfillment and routing

Allow remote tracking updates

Use the Remote Tracking feature to include a tracking link in a custom order notification to allow the person receiving that email to update the tracking on the order + mark it fulfilled, without needing a Shopify staff account.

The included link will have a secure code that allows them to submit tracking information (for all or some skus) in the remote tracking portal.

🔗 Amazon

Connect your Shopify store to your Seller Central account

Sync inventory and automatically fulfill Shopify orders using your Amazon FBA inventory.

• Create rules in Order Automator to decide what items to auto fulfill using Amazon MCF
• Tracking automatically gets updated (and order fulfilled) after Amazon fulfills the order
• Map your skus and shipping methods to Amazon
• Control options like shipping in blank boxes, packing slip comments

Set up is easy. Follow this guide to see how to configure it.

🕵️‍♂️ Identify + Handle Risky Orders

Use the Fraud Guard feature to help monitor and mitigate scam orders

Examples:

• Notify staff on high or medium risk orders
• Auto cancel high risk orders

See How to Deal with Fraudulent Orders and Minimize Chargebacks on Shopify for details and tips.

🔎 Order Monitoring

Create rules that monitor activities on orders

Examples:

• Get an email when an order is X days old and unfulfilled (stale orders)
• Get an email when an order is refunded
• Do something (email, tag) when an action happens on an order (tagged with a certain tag, fulfilled, etc)

☀️ Daily Jobs

Create a job that runs daily (or weekly, monthly) at a certain time to handle tasks

Examples:

• Get a daily summary email of orders
• Process certain fulfillment rules at a specific time every day
• Release fulfillment holds every day at a specific time
• Get a weekly summary of orders

🗂️ Attach CSVs + PDFs

An extension of the Custom Notifications feature, add a csv with the order details

Examples:

• Attach a csv with the order, customer, shipping details to an email that goes to your fulfillment partner
• Send a daily or weekly csv with order contents
• Coming soon Attach a PDF or custom purchase order (contact us to set this up)

🫡 Batch Process old orders

Process your rules on past orders by selecting a date range and the rules to process

• Great for organizing orders and customers with tags

• You can also process 1 order, commonly used to test new rules

🎁 Auto update orders

Create actions that trigger on orders that match your rules

Examples:

• Add a free item to a customer's first order

• Add specific notes to the order, based on order conditions, that show up on the packing slip

⚙️ Customize the app

Order Automator is designed to have a simple interface to create workflows using rules and actions, but it's quite powerful under the hood and widely expandable.

Here are a few examples of customizations people have with Order Automator.

• Dynamically tag orders (ex: tag all the vendor names of the products in the order)
• Dynamically tag customers (ex: tag customers with the name of collections they purchased from)
• Make calculations based on the order contents and add those to notes or an email
• Cancel orders in X hours if unpaid
• Capture payment after X hours

Some public app features started as a customations, requested by 1 person. Feel free to contact us through the app if you want something customized.

We love helping to automate workflows for you! ✅