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Trigger actions

Required Permissions

An employee must be assigned to the shop with a Shop Owner Admin role to perform actions referred to in this article.

A trigger runs one or more actions when its event occurs. Actions run in the order they appear in the trigger's action list.

Set Order status​

Sets order status of the corresponding order to a certain value. You can select one or several statuses to change. trigger-action-set-order-status

For example, suppose the order was created manually (and not imported from one of the shops). In that case, you might want to automatically change the order status to "Manual", for example, to distinguish these orders from the ones imported from the shops.

Set Invoice status​

Sets invoice status of the corresponding invoice to a certain value. Select a status or several statuses to change. The status will be updated to the status selected, disregarding the invoice's current status. trigger-action-set-invoice-status

Set Purchase Order Status​

In the same way, you could change the purchase order status as a result of a certain event. trigger-action-set-purchase-order-status

Send email​

You can select a mail template to use, decide whether a mail needs attachment (like invoice document auto-generated). Check the single execute checkbox to exclude repetition. The email will be sent only once.

trigger-action-send-email

For example, you can set up an order confirmation email that will be sent after the order was imported or created manually. You can use any shop, customer, or order-related merge fields to populate the mail with relevant data. See more on Email templates.

Call Webhook​

You can configure webhooks to be sent to your external target applications after a certain event in ShopCtrl. trigger-action-webhook

For more information on the webhooks setup, please see Webhooks.

Create Shipment​

It could be used to automatically create shipments when an order is fully allocated.

trigger-action-create-shipment

For the full settings, see Create a shipment when stock is fully allocated.

Create Invoice​

With this action, you can configure the moment an invoice is generated. What items will be included in the invoice is configurable: You could also specify what items will be included in the invoice:

  • Complete order (Default)
  • Shipped items

trigger-action-create-invoice

For example, you can create the invoice as soon as an order is added, or only once it is shipped. See Trigger examples.

Allocate stock​

With this action, you could specify when you would like to reserve (allocate) the stock for the order. You could also specify whether to allocate the previously deallocated order rows. trigger-action-allocate-stock

Depending on your internal processes, you could set this moment to be when:

  • Order invoices all paid
  • Order invoices partial paid
  • Order down payment done
  • Order payments done

Deallocate Stock​

Sets the moment to deallocate stock. Handles the scenarios with the orders put on hold by any reason. For example, you could use it together with the "Order main status changed, Base status: Pause" event.

Set Carrier Account​

You can configure a trigger to change a carrier account to a specific one for a certain shop. trigger-action-set-carrier-account

Set Shipment Shipped​

Sets a corresponding shipment status to shipped.

Create Document​

You can set this trigger to generate the event-related document using the template chosen. Follow it with sending email action to auto send a document to the addressee.

trigger-action-create-document

Create Alert​

You can specify the alert type, severity, title, and message that will be displayed after a certain event. trigger-action-create-alert

The most common use is to create an alert when handling backorders. You could use the "Order has one or more order rows not in stock" event to configure this. The alert will be created for each new backorder to guarantee that the situation will be addressed immediately.

Create ticket​

After any order-related event, you can configure trigger to create a ticket of a certain type and assign it to a certain employee group to handle.

trigger-action-create-ticket-assign-group

Trigger Condition​

With the Trigger condition action, you can control whether the remaining actions in a trigger should execute based on entity properties. This allows you to build conditional workflows without creating separate triggers for each scenario.

For more information, see Trigger Action: Condition.