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      How ShippyPro Automation works (Beta)

      Sommario:

      1. What is Automation?
      2. How to get started
      3. How to create a workflow
      4. Missing something or want to leave feedback?


       

      1. What is Automation?

       

      Automation allows you to automate repetitive tasks allowing you to save time, reduce manual errors and adapt your shipping management to your specific needs.

      Each automation is based on a workflow which is composed by 3 main components:

      1. Triggers: the event that initiates the execution of a workflow. The trigger is mandatory in each workflow.
      2. Conditions: a logical check or rule within a workflow that determines whether certain actions should happen next. Workflows can also be created without any condition

      Actions: a specific task or operation that a workflow performs once a trigger has been activated and (if applicable) any conditions are me. Each workflow must have at least one action and can end only with an action.



      2. How to get started

       

      You can access the Automation section from the side menu of ShippyPro. The section includes 2 tabs:

      • Workflows: in this tab you’ll find all the workflows that you’ve created along with their status and details. From here you can quickly enable or disable a workflow and open it to edit

      • Logs: Access the detailed logs here to keep track of executions and quickly check the orders impacted by your workflows

      3. How to create a workflow

       

      To create a workflow, first click on the Create Workflow button:


      1. Select a Trigger


      2. Click “add” to add the next component

      3. Add Conditions (optional)



      4. Add an Action

      5. Name workflow



      6. Save






      4. Missing something or want to leave feedback?

       

      Please share your feedback or requests to add missing Triggers / Actions / Conditions to automate your manual tasks, our team will be happy to help!