Auto Send Invoice from sales on our Ecommerce

started a topic about 2 years ago

I have a the automation module. But I want to set up a trigger that when a sale from our e-commerce platform is shipped it auto sends the invoice to the customer. Is there a way to do that. Or any way to simply auto send the invoice only from that platform. I don't want to blanket send them for all sales

  • I don't believe the automation module has the ability to filter sales channel before an action is taken. This would be a very valuable addition though.

  • create a new sales person just for the sales channel and you can filter the actions by that. 

  • In case anyone is wondering this. I just created a sale workflow, see picture

Login or Signup to post a comment
Log in or Sign up to post a comment