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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
NSC | Workflow: Automating Email Notifications for Packed Sales Orders
Are you looking to keep your Sales Reps informed and up-to-date on the status of fulfilled orders? With a simple automation solution, you can ensure that they receive timely email notifications whenever Sales Orders are packed and ready for delivery. Here's how to set it up in just a few easy steps:
- Navigate to Customization > Workflow > Workflows
2. Edit the workflow you want to put the notification: (Example:
Locate and open the workflow responsible for sending notifications related to item fulfillments.
3. Create a Send Email Action:
- Trigger On: After Record Submit
- Condition: Created From: Ship via = Select the shipping method (eg.,Airborne, UPS) and Shipping Status = Packed
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