Shopify - Order Created
Shopify - Order Created runs when a new order is placed in your connected Shopify store. Use it to send an order confirmation, or to ask cash-on-delivery customers to confirm.
You create and edit Shopify rules from Integrations > Shopify. Connect your store first: see Shopify.
Conditions
Conditions are optional. Click Add Condition, then pick a Field, an Operator and a value. Choose All (AND) or Any (OR) under Condition Type to decide whether every condition or just one must match.
| Condition | Operators | Values |
|---|---|---|
| Payment gateway | includes any, does not include all | Payment gateway names |
| Financial status | is part of all, is part of any, is not part of all | Pending, Authorized, Partially Paid, Paid, Partially Refunded, Refunded, Voided |
| Total Amount | equals, not equals, lesser than, greater than, lesser than equal to, greater than equal to | A number |
| Total Discounts | equals, not equals, lesser than, greater than, lesser than equal to, greater than equal to | A number |
| Contact Group | is part of all, is part of any, is not part of all | Your contact groups |
| Client Tags | includes any, does not include all, is part of all, is part of any, is not part of all | Your client tags |
| Contact Tags | includes any, does not include all, is part of all, is part of any, is not part of all | Your contact tags |
| Contact Stage | equals, not equals | Subscriber, Lead, Engaged, Marketing qualified lead (MQL), Sales qualified lead (SQL), Opportunity, Follow-up Required, Customer, Evangelist, Other, Lost, Inactive |
| Product IDs in Line Items | includes any, does not include all, is part of all, is part of any, is not part of all | Product IDs from your store |
Use Payment gateway and Financial status to tell prepaid orders from cash on delivery.
Actions
Click Add Action and choose from Select Action. Actions run in order; use the arrows to reorder them. To delay an action, click Add wait time (or Add wait & Schedule time on template and email actions). Wait times count from the trigger event, not from the previous action.
Every action on this trigger can wait minutes to months.
| Action | What it does |
|---|---|
| send a WhatsApp template message | Sends an approved WhatsApp template. Works outside the 24-hour session, so use it for reminders, follow-ups and anything sent later. |
| send Customer Satisfaction Survey (CSAT) | Sends a customer satisfaction (CSAT) survey. |
| Add the Contact to Group | Adds the contact to a contact group, which you can check in later conditions. |
| Remove the Contact from Group | Removes the contact from a contact group, for example so a rule does not run twice. |
| Add Client Tags | Adds tags to the client record. Needs CRM Suite. |
| Remove Client Tags | Removes tags from the client record. Needs CRM Suite. |
| Add Contact Tags | Adds tags to the contact. |
| Remove Contact Tags | Removes tags from the contact. |
| Update Contact Stage | Moves the contact to a stage, such as Lead or Customer. |
| Assign a form and request form to be filled | Assigns a form to the client and sends a WhatsApp message asking them to fill it in. Needs CRM Suite. |
| Notify Staffs via WhatsApp | Sends a WhatsApp template message to the team members you choose. |
| Send Email | Sends an email to the client, team members or a custom list. Marketing emails need CRM Suite; Transactional emails do not. |
Example
Confirm cash-on-delivery orders
- Go to Integrations > Shopify and add a rule with the Shopify - Order Created trigger.
- Add the condition Financial status is part of any Pending.
- Add the action send a WhatsApp template message with your COD confirmation template.