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Auto Send Invoice from sales on our Ecommerce

started a topic over 1 year 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

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