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Overview

The Order Fulfilled trigger allows you to automatically start a workflow whenever a customer's purchase is marked as complete. This is ideal for executing follow-up actions, such as sending a thank you message, requesting a review, or updating other business systems, immediately after an order is successfully delivered.

Trigger Details

Trigger Name

Order Fulfilled

Trigger Description

This trigger activates the moment an order's status is changed to 'fulfilled' within the system. Using this trigger helps ensure timely and automated customer engagement and operational tasks.

How to Configure

To set up a workflow using this trigger, follow these steps:

Choose a Workflow Trigger: When creating or editing a workflow, select Order Fulfilled from the list of available triggers.
Workflow Trigger Name: Give your trigger a descriptive name, for example, "VIP Order Follow-up."
Apply Filters (Optional): You can add conditions to control when the workflow runs. For instance, you can set a filter to only activate the workflow for orders with a specific cart value.

Available filter options include:

Cart Value: Filter orders based on their total value. This is an optional setting.
Select Operator: Choose a comparison for the cart value, such as Equals, Greater Than, or Less Than.

Example Use Case

Imagine a business that wants to provide special treatment to customers who make large purchases.

Goal: Automatically thank customers and flag them as VIPs when they place an order over $100 that is then fulfilled.

Configuration Steps:

Set the trigger to Order Fulfilled.
Add a filter: Set Cart Value to Greater Than and enter 100 as the value.
Add the desired actions to the workflow, which will execute after the trigger activates:
- Send an automated thank-you email to the customer.
- Update the customer's profile in the CRM to apply a "VIP Customer" tag.
- Create a task for the sales team to schedule a follow-up call with a special offer.