Creating Workflows

Creating a Workflow

1. Go to Automations in the dashboard
2. Click Create Workflow
3. Select a trigger (e.g., "Order Created", "Customer Updated")
4. Add conditions (optional filters, e.g., "order total > $100")
5. Add actions (e.g., "Tag customer as VIP", "Send email")
6. Enable and save

Available Triggers

• Order created / updated / completed / cancelled
• Customer created / updated
• Product updated / low stock
• Review submitted
• Contact form submitted

Available Actions

• Send email notification
• Tag customer
• Award loyalty points
• Update order status
• Send webhook

Next Steps

• Scheduled Tasks — Time-based actions
• Event Types — Available event triggers