Automation Reference Guide

List of available triggers, conditions, & actions | Automation examples

In This Article

Triggers Conditions Actions

This guide lists the available Triggers, Conditions, and Actions when creating automations. Learn more about creating automations in our Introduction to Automations with Examples help article.

Check out the Automations section of our help center for more examples of useful automations.

Creating custom automations is a premium feature requiring an Expand, Thrive, or Soar billing plan. Learn more about managing your Postsale account in our Frequently Asked Questions.

Triggers

WHEN…	USE CASE
A shipment is processed	The automation is triggered when a label is created.
A label's tracking status has changed	The automation is triggered when the label's tracking status changes to the status that you specify.
A shipment is voided	The automation is triggered when you void a shipping label.
An order's status has changed	The automation is triggered when the status of an order is changed.
An order is imported	The automation is triggered when an order is imported into Postsale for the first time.
An order is reimported	The automation is triggered when an order that has already been imported into Postsale is imported again.
An order note is created	The automation is triggered when a note is added to an order.
An order note is updated	The automation is triggered when an existing order note is changed or modified.
An order note is deleted	The automation is triggered when an existing order note is deleted.

Conditions

Table: Automation Available Conditions

Orders

POSTSALE FIELD	OPERATORS	VALUE	OPTIONS
Order Number	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Order Source	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Order Status	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Order Requested Shipping	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Order ID	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Order Archived	Equals Not Equals	True False	-
Order Date	Equals Not Equals Greater Than Greater Than or Equals Less Than Less Than or Equals Is Between Is Yesterday Is Today Is This Week Is Last Week Is This Month Is Last Month Is This Year Is Last Year Is Older Than Days	The date you select	-
Order Import ID	Equals Not Equals In	The Value you enter	-
Order Created On	Equals Not Equals Greater Than Greater Than or Equals Less Than Less Than or Equals Is Between Is Yesterday Is Today Is This Week Is Last Week Is This Month Is Last Month Is This Year Is Last Year Is Older Than Days	The date you select
Order Note	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Order Note Count	Equals Not Equals Greater Than Greater Than or Equals Less Than Less Than or Equals	The Value you enter	-
Order Total	Equals Not Equals Greater Than Greater Than or Equals Less Than Less Than or Equals	The Value you enter	-
Order Subtotal	Equals Not Equals Greater Than Greater Than or Equals Less Than Less Than or Equals	The Value you enter	-

Order Ship To/Bill To

POSTSALE FIELD	OPERATORS	VALUE	OPTIONS
Order Ship to/Bill to Name	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Order Ship to/Bill to Company	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Order Ship to/Bill to Street Line 1	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Order Ship to/Bill to Street Line 2	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Order Ship to/Bill to City	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Order Ship to/Bill to State	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Order Ship to/Bill to Postal Code	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Order Ship to/Bill to Country	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Order Ship to/Bill to Email	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Order Ship to/Bill to Phone	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-

Order Item

POSTSALE FIELD	OPERATORS	VALUE	OPTIONS
Order Item Name	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Order Item SKU	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Order Item Quantity	Equals Not Equals Greater Than Greater Than or Equals Less Than Less Than or Equals	The Value you enter	-
Order Item Price	Equals Not Equals Greater Than Greater Than or Equals Less Than Less Than or Equals	The Value you enter	-
Order Item Total	Equals Not Equals Greater Than Greater Than or Equals Less Than Less Than or Equals	The Value you enter	-
Order Item Weight	Equals Not Equals Greater Than Greater Than or Equals Less Than Less Than or Equals	The Value you enter	Weight Unit lbs oz kg g
Order Item Total Weight	Equals Not Equals Greater Than Greater Than or Equals Less Than Less Than or Equals	The Value you enter	-
Order Item Country of Origin	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Order Item Harmonized Code	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Order Item Count of Separate Line Items	Equals Not Equals Greater Than Greater Than or Equals Less Than Less Than or Equals	The Value you enter	-
Order Item Sum of Line Item Quantities	Equals Not Equals Greater Than Greater Than or Equals Less Than Less Than or Equals	The Value you enter	-
Order Item Sum of Line Item Total Weights	Equals Not Equals Greater Than Greater Than or Equals Less Than Less Than or Equals	The Value you enter	-

Order Payment

POSTSALE FIELD	OPERATORS	VALUE	OPTIONS
Payment Name	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Payment Amount	Equals Not Equals Greater Than Greater Than or Equals Less Than Less Than or Equals	The Value you enter	-
Payment Detail	Equals Not Equals Begins With Ends With Includes	The Name and Value you enter

Order Charge

POSTSALE FIELD	OPERATORS	VALUE	OPTIONS
Charge Description	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Charge Amount	Equals Not Equals Greater Than Greater Than or Equals Less Than Less Than or Equals	The Value you enter	-
Charge Type	Equals Not Equals In	The Value you enter	-

Store

POSTSALE FIELD	OPERATORS	VALUE	OPTIONS
Store	Equals Not Equals In	The Store you select	-
Store Type	Equals Not Equals In	The Value you select	-

Shipment

POSTSALE FIELD	OPERATORS	VALUE	OPTIONS
Shipment Carrier	Equals Not Equals In (is in a comma-separated list of values)	USPS FedEx UPS	-
Shipment Carrier Account Number	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Shipment Carrier ID	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Shipment Count	Equals Not Equals Greater Than Greater Than or Equals Less Than Less Than or Equals	The Value you enter	-
Shipment Domestic	Equals Not Equals	True False	-
Shipment ID	Equals Not Equals Greater Than Greater Than or Equals	The Value you enter	-
Shipment Package Count	Equals Not Equals Greater Than Greater Than or Equals Less Than Less Than or Equals	The Value you enter	-
Shipment Processed Cost	Equals Not Equals Greater Than Greater Than or Equals Less Than Less Than or Equals	The Value you enter	-
Shipment Processed Date	Equals Not Equals Greater Than Greater Than or Equals Less Than Less Than or Equals Is Between Is Yesterday Is Today Is This Week Is Last Week Is This Month Is Last Month Is This Year Is Last Year Is Older Than Days	The Date you select	-
Apply Shipment Protection	Equals Not Equals	True False	-
Shipment Protection Claim Status	Equals Not Equals In	None Submitted	-
Shipment Protection Package Cost	Equals Not Equals Greater Than Greater Than or Equals Less Than Less Than or Equals	The Value you enter	-
Shipment Protection Provider	Equals Not Equals In	Shipsurance Carrier	-
Shipment Reference	Equals Not Equals In	The Value you enter	-
Return Shipment Type	Equals Not Equals In (is in a comma-separated list of values)	None Return Shipment Include Return Label	-
Shipment Service	Equals Not Equals In (is in a comma-separated list of values)	Select from the list of available services	-
Shipment Ship Date	Equals Not Equals Greater Than Greater Than or Equals Less Than Less Than or Equals Is Between Is Yesterday Is Today Is This Week Is Last Week Is This Month Is Last Month Is This Year Is Last Year Is Older Than Days	The date you select	-
Shipment Status	Equals Not Equals In (is in a comma-separated list of values)	Unprocessed Processed Voided	-
Shipment Voided Date	Equals Not Equals Greater Than Greater Than or Equals Less Than Less Than or Equals Is Between Is Yesterday Is Today Is This Week Is Last Week Is This Month Is Last Month Is This Year Is Last Year Is Older Than Days	The Date you select	-

Shipment Ship To

POSTSALE FIELD	OPERATORS	VALUE	OPTIONS
Shipment Ship To Name	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Shipment Ship To Company	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Shipment Ship To Street Line 1	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Shipment Ship To Street Line 2	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Shipment Ship To City	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Shipment Ship To State	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Shipment Ship To Postal Code	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Shipment Ship To Country	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Shipment Ship To Email	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-
Shipment Ship To Phone	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	-

Label

POSTSALE FIELD	OPERATORS	VALUE	OPTIONS
Label Tracking Status	Equals Not Equals In (is in a comma-separated list of values)	Select from the list of available statuses	Match: Any label in the shipment All labels in the shipment The label that triggered the event
Label Tracking Number	Equals Not Equals Begins With Ends With Includes Not Includes In (is in a comma-separated list of values)	The Value you enter	Match: Any label in the shipment All labels in the shipment The label that triggered the event
Return Label	Equals Not Equals	True False	Match: Any label in the shipment All labels in the shipment The label that triggered the event
Return Label Tracking Status	Equals Not Equals In	Select from the list of available statuses	Match: Any label in the shipment All labels in the shipment The label that triggered the event
Label Latest Tracking Event Date	Equals Not Equals Greater Than Greater Than or Equals Less Than Less Than or Equals Is Between Is Yesterday Is Today Is This Week Is Last Week Is This Month Is Last Month Is This Year Is Last Year Is Older Than Days	The date you enter	Match: Any label in the shipment All labels in the shipment The label that triggered the event

Actions

PERFORM THESE ACTIONS…	USE CASE
Update the order status	When the automation is triggered, update the order's status to the status you specify.
Update the order's online status	When the automation is triggered, update the store's online status to the status you specify.
Upload the shipment	When the automation is triggered, upload the shipment details to the sales channel.
Archive the order	When the automation is triggered, archive the order.
Send an email	When the automation is triggered, send an email using the template you select, with the subject line you enter, to the email address(es) you specify. In addition to manually entering email addresses, there are three tokens you can select from when configuring the action so that the customer's email address is automatically populated: {{ orders[0].ship_address.email }} - Automatically populates the Ship To email address associated with the customer's Order. {{ orders[0].bill_address.email }} - Automatically populates the Bill To email address associated with the customer's Order. {{ shipments[0].to_address.email }} - Automatically populates the email address entered in the To Address section of the Dock when configuring the shipment.

automation reference guide triggers actions conditions examples