Cin7 Orderhive Automation lets you automate many tasks of your day to day operations. Cin7 Orderhive has a wide range of automations available within the system which can help you avoid manual tasks and save time, leading to efficient processes within an organization.
- Go to Automations
Create a New Automation
- In Order to create a new automation, click on the New button.
- Give a suitable name
- Add the description for reference.
- Select the Trigger
There are two types of automation available in Cin7Orderhive - Inbuilt Trigger and Custom Trigger.
- Inbuilt triggers will automatically run as soon as the event occurs and conditions are met.
- Custom Trigger will run at a specific time interval for the selected module.
To specify the time interval for the custom event, please follow the below steps.
- Click on the Custom Trigger button on the Automations page.
- To add a new custom trigger click on New Trigger
- Then click on Add Custom Trigger
- Add a name which you can easily remember. We recommend keeping the name which involves the action of automation.
- Select the time interval at which you want automation to run and whether it will be a bulk process or single process.
- And at what frequency you wish it to repeat itself.
- Select the module for which you want to run this automation. Currently it works only for the Order module.
- After entering all these details, Click on Create.
Once the custom trigger is created, custom automation for that module will run at the selected interval.
- After selecting between Inbuilt Trigger or Custom Trigger, move ahead to select the conditions.
- Create an Event - you can create an event by selecting the combination of trigger and value to create an event based on which the action will be taken automatically.
- Add Condition - you can create a variety of conditions and when those conditions occur, selected action will be performed automatically.
- Add Actions - Cin7 Orderhive has a wide range of actions available which will be performed as the conditions of the automations are met.
- It also allows you to select an opposite action if the required conditions are not met.
- You can select both actions if the given conditions are met then to have one action and if they are not met you can have a separate action selected for it.
- Once you select Event, Condition, and Action, click on Add to add the automation. You can also keep multiple conditions and actions.
- You can check automation logs by clicking on Logs.
- It will give you Success/Error Logs based on the automation performed for that particular order. You can filter the logs by date, type and action.
- It also gives an option to search a specific order number.
Let's take a sample use case to understand automations better:
Use case: Set automation to add a tag of Payment Pending when order is unpaid.
- Give Suitable Name - Specify the name for automation which you are going to create. For this automation, we will keep Add a Tag for Unpaid Orders.
- Select Automation - If you want automation to run as soon as the conditions are met then select Inbuilt triggers. If you want automation to run at a specific time interval then select the Custom trigger.
- Select the Event - Create an event by selecting triggers and value, here the trigger would be When an Order would be Created.
- Add Condition - In the condition section, you can select whether all conditions should be met or any of them. For this use case, we will keep All.
- Add Payment Status condition - From the dropdown list of conditions, select payment status - is - Not Paid.
- Add action - For this use case, we will add a tag of payment pending if any unpaid order is present in the Cin7Orderhive.
- Click on Add Button to add the automation.
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