Shopify - Order Created

This rule gets triggered when a Shopify order is created, so you can trigger notifications.

Conditions

FieldOperators

Payment gateway

includes any, does not include all

Financial status

is part of all, is part of any, is not part of all

Total Amount

equals, not equals, lesser than, greater than, lesser than equal to, greater than equal to

Total Discounts

equals, not equals, lesser than, greater than, lesser than equal to, greater than equal to

Contact Group

is part of all, is part of any, is not part of all

Client Tags

includes any, does not include all

Contact Tags

includes any, does not include all

Contact Stage

equals, not equals


Actions

ActionDescription

send a WhatsApp template message

Sends a WhatsApp template message to the contact based on the conditions and trigger setup in the rule. This can be used to initiate a new conversation using preapproved WhatsApp templates.

send Customer Satisfaction Survey (CSAT)

This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction.

Add the Contact to Group

Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules.

Remove the Contact from Group

Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure the same rule does not execute multiple times in a flow.

Add Client Tags

Add tags to the client based on the conditions and trigger setup in the rule. This can be used in conditions to segment clients in subsequent rules.

Remove Client Tags

Remove tags from the client based on the conditions and trigger setup in the rule. This can be used to remove the client from a segment.

Add Contact Tags

Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts.

Remove Contact Tags

Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment.

Update Contact Stage

Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey.

Assign a form and request form to be filled

This action assigns a form template to the underlying client record and sends a WhatsApp message to fill the form. This can be used for surveys post appointment visit, data collection prior to appointment visit.

Notify Staffs via WhatsApp

Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staff.

Send Email

Sends email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staff, and other custom email lists.

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