Flow Automation: Triggering Workflows When a Draft Order is Created
When a staff member creates a draft order for a customer in the admin panel, you can use the Draft Order is Created trigger in Flow Automation to initiate a workflow. This workflow can be configured to send notification emails, update counters, and more, helping you improve order management efficiency.
Supported Actions
When triggered by a Draft Order is Created event, the following actions are available in your workflow. Click each action name to view its setup details:
- [General] Send Email Notification
- [General] Update Counter
- [General] Loop Operation
Testing the Workflow
To test a workflow triggered by draft order creation, follow these steps:
- In the admin panel, go to Orders > Draft orders and click Create to manually add a test draft order.
- The system will execute the configured workflow actions (e.g., send notifications) automatically.
- Go to your Flow Automation app to verify whether the trigger worked as configured.
Example Use Case
Here’s a real-world example of using the Draft Order Created trigger: notifying staff when a draft order is created (available in order templates). When a staff member creates a draft order for a customer in the admin panel, you can use a Flow Automation workflow with the Send Email Notification action to automatically notify relevant internal team members, ensuring all departments are promptly informed of new order activity.
- Trigger: Draft Order Created
- Action: Send email notification to assigned staff
Available Template
Below is a template using the Draft Order Created trigger. Click it to view its details or quickly apply it:
- Send notification when a draft order is created: When a staff member creates a draft order, the system automatically sends an email notification to designated staff to alert them of a new order pending follow-up.