Docs/Automation

Real-World Automation Examples

These are the most common automation rules Fulfiro users set up. Use them as templates -- copy the trigger, conditions, and actions for your own rules.

1. Tag high-value orders as VIP

  • Trigger: Order Created
  • Conditions: Order Total > 500
  • Actions: Add Tag "VIP"
  • Why: Prioritize high-value orders for faster shipping, special packaging, or personal follow-up. Filter the orders page by the VIP tag to see them instantly.

2. Hold international orders for review

  • Trigger: Order Created
  • Conditions: Shipping Country is NOT one of [US, CA]
  • Actions: Set Custom Field "Review Required" to "Yes"
  • Why: International orders may need customs documentation, different carriers, or fraud review. This flags them before they reach the fulfillment queue.

3. Route large orders to the warehouse team

  • Trigger: Order Created
  • Conditions: Item Count > 10 AND Order Total > 500
  • Actions: Add Tag "Warehouse", Set Custom Field "Zone" to "Bulky Items"
  • Why: Large orders often need different packing workflows. Tagging them routes them to the right team.

4. Flag orders with customer notes

  • Trigger: Order Created
  • Conditions: Customer Note is not empty
  • Actions: Add Tag "Has Note"
  • Why: Customer notes often contain gift messages, delivery instructions, or special requests that should not be missed during fulfillment.

5. Tag wholesale orders

  • Trigger: Order Created
  • Conditions: Item Count > 20 AND Order Total > 1000
  • Actions: Add Tag "Wholesale", Set Custom Field "Priority" to "High"
  • Why: Large B2B orders need different handling -- priority packing, order holds for PO verification, or special shipping arrangements.

6. Identify high-value first-time buyers

  • Trigger: Order Created
  • Conditions: Customer Email is not empty AND Order Total > 100
  • Actions: Add Tag "High-Value-Buyer"
  • Why: New customers spending over $100 are good candidates for loyalty follow-up or a personal thank-you.

7. Tag orders by shipping region for multi-warehouse operations

  • Trigger: Order Created
  • Conditions: Shipping Country is one of [DE, FR, IT, ES, NL]
  • Actions: Add Tag "EU", Set Custom Field "Ship From" to "EU Warehouse"
  • Why: Route European orders to your EU fulfillment center instead of shipping cross-continent.

Tip: Always test rules against existing orders before enabling them on live traffic.