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Automation Reference Guide

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

Updated June 30, 20261 min readAutomate Your Shipping

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 processedThe automation is triggered when a label is created.
A label's tracking status has changedThe automation is triggered when the label's tracking status changes to the status that you specify.
A shipment is voidedThe automation is triggered when you void a shipping label.
An order's status has changedThe automation is triggered when the status of an order is changed.
An order is importedThe automation is triggered when an order is imported into Postsale for the first time.
An order is reimportedThe automation is triggered when an order that has already been imported into Postsale is imported again.
An order note is createdThe automation is triggered when a note is added to an order.
An order note is updatedThe automation is triggered when an existing order note is changed or modified.
An order note is deletedThe automation is triggered when an existing order note is deleted.

Conditions

Actions

PERFORM THESE ACTIONS…USE CASE
Update the order statusWhen the automation is triggered, update the order's status to the status you specify.
Update the order's online statusWhen the automation is triggered, update the store's online status to the status you specify.
Upload the shipmentWhen the automation is triggered, upload the shipment details to the sales channel.
Archive the orderWhen the automation is triggered, archive the order.
Send an emailWhen 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.

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