5 min read

Introduction to automation

Automation is the process of setting up rules that make your system take certain actions automatically. it has become one of the most powerful tools in modern e-commerce. Whether you're managing orders, sending follow-up messages, or coordinating with your team, automation allows you to handle repetitive tasks automatically so you can focus on what matters: growing your business.

Why Automation Is Important for E-Commerce

Automation helps streamline your business operations and creates a seamless experience for your customers. Here are the biggest benefits:

1. Saves Time

Manual tasks like sending messages, updating order stages, or notifying team members can take hours. Automation handles all of that instantly.

2. Reduces Human Error

Mistakes happen—forgetting to update an order, missing a follow-up, sending the wrong message. Automation ensures tasks are executed perfectly, every time.

3. Improves Customer Experience

Customers love fast communication and accurate updates. Automation makes sure they receive what they need without delays.

4. Helps You Manage Multiple Stores

If your business operates across several sales channels, automation helps you centralize orders and keep everything synchronized.

5. Scales With Your Business

As your sales grow, automation grows with you. Whether you process 10 orders a day or 1,000, tasks are always handled reliably.

How Automation Works: The 3 Core Elements

To understand automation fully, you need to know its three main components:

1. Trigger (What starts the automation)

A trigger tells the system when the automation should begin.

Examples:

  • When an order is created

  • When an order is updated

  • When the order status changes

  • When a new customer is added


2. Condition (Rules that must match)

Conditions help you filter when the automation should run.

Examples:

  • City = Casablanca

  • Payment status = Paid

  • Order stage = Confirmed

  • Product = “Wireless Earbuds”

This is extremely useful when you want actions to apply only to specific orders or customers.


3. Action (What the automation does)

Actions are what the system performs automatically once the trigger and conditions are met.

Examples:

  • Send an email

  • Send a WhatsApp message

  • Move an order to a new stage

  • Notify a team member

  • Add a tag to an order


How to Create an Order-Based Email Automation (Step-by-Step Guide)

In this guide, we’ll walk through how to build a simple yet powerful automation that sends an email automatically when an order reaches a specific stage (for example: Order Delivered).


Why This Automation Is Useful

This type of automation is commonly used in e‑commerce to:

  • Notify internal teams when an order is delivered

  • Trigger follow‑up emails to customers

  • Launch post‑delivery actions (reviews, upsells, support, etc.)

  • Eliminate manual checking and human errors

Once set up, the automation runs 24/7 without intervention.


Automation Overview

Our automation has three main steps:

  1. Trigger – Detect when an order stage changes

  2. Condition – Check if the new stage matches a specific value

  3. Action – Send an email when the condition is met

Each step is explained below using the corresponding screen.


Step 1: Trigger- Order Stage Updated

Trigger screen: “Order Stage Updated”

This is where the automation starts.

What happens here?

The trigger listens for any change in an order’s stage inside your system. Every time an order moves from one stage to another (e.g. Confirmed → Shipped → Delivered), the automation is notified.

How to configure it:

  • App: Select eGrow

  • Webhook: Choose Order Stage Updated

  • Connection: Use your connected eGrow account

  • Webhook URL: Copy and add this URL inside eGrow’s webhook settings

Once connected, the trigger is ready to receive real‑time order updates.


Step 2: Condition - Check the New Order Stage

Condition screen: “Set a Condition”

Not every stage change should send an email. That’s why we add a condition.

Condition logic used:

  • Field: New Stage

  • Operator: Text → Exactly matches

  • Value: Order Delivered

What this means:

The automation will continue only if the order’s new stage is exactly “Order Delivered”.

If the order moves to any other stage (e.g. Confirmed, In Transit), the automation stops here.

 This ensures emails are sent only when the order is delivered, nothing else.


Step 3: Action – Send Email

Action screen: “Send Email”

Once the condition is met, the automation performs the final action: sending an email.

Typical use cases:

  • Notify your team that an order has been delivered

  • Send a delivery confirmation to the customer

  • Trigger a satisfaction or review request

What you can configure:

  • Recipient email (team member or customer)

  • Email subject (e.g. “Order Delivered Successfully”)

  • Email body with dynamic order data such as:

    • Order ID

    • Customer name

    • Delivery city

    • Total amount

 You can personalize the email using dynamic fields coming from the trigger data.


Final Automation Flow (Summary)

Here’s how everything works together:

  1. An order changes stage in eGrow

  2. The automation detects the change

  3. The condition checks if the stage is Order Delivered

  4. If true → an email is sent automatically

  5. If false → nothing happens

Simple, clean, and fully automated.


Best Practices & Tips

  • ✔ Use exact stage names to avoid mismatches

  • ✔ Test the automation with a sample order

  • ✔ Keep email content short and clear

  • ✔ Log important automations for monitoring

Conclusion

With this setup, you’ve built a reliable, no‑code automation that reacts instantly to order updates and keeps your team or customers informed.

This approach can be extended to:

  • WhatsApp notifications

  • CRM updates

  • Review requests

  • Customer segmentation

Automation like this saves time, reduces errors, and scales effortlessly as your order volume grows.

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