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Automation Reference Guide

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

Written by Dan Coleman

Updated at January 7th, 2026

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In This Article

Triggers Conditions Expand to view available conditions Table: Automation Available Conditions Actions Example Automations Automate Order Statuses Update an Order's Status When a Label is Created Order Status vs. Shipment Status Email Notifications Notify Customers Their Order Has Been Shipped Notify Customer Package is Out for Delivery Notification a Shipment Has Been Delivered Notification of Delivery Exceptions Return Labels Send Return Labels to Your Customers in an Email Notification that a Return Has Been Used

This reference guide lists the available triggers, conditions, and actions when creating automations. We have also included a list of example automations to demonstrate how triggers, conditions, and actions can be used in combination to automate your post-sale tasks.

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 processed The automation is triggered when a label is created.
A label's tracking status has changed The automation is triggered when the label's tracking status changes to the status that you specify. 
A shipment is voided The automation is triggered when you void a shipping label.
An order's status has changed The automation is triggered when the status of an order is changed.
An order is imported The automation is triggered when an order is imported into Postsale for the first time.
An order is reimported The automation is triggered when an order that has already been imported into Postsale is imported again.

Conditions

Expand to view available conditions

Table: Automation Available Conditions

POSTSALE FIELD

OPERATORS

VALUE

OPTIONS

ORDERS

Order Number
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Order Source
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)

The Value you enter

-

Order Status
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)

The Value you enter

-

Order Requested Shipping
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)

The Value you enter

-

Order ID
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)

The Value you enter

-

Order Archived
  • Equals
  • Not Equals
  • True
  • False

-

Order Date
  • Equals
  • Not Equals
  • Greater Than
  • Greater Than or Equals

The date you select

-

Order Import ID
  • Equals
  • Not Equals
  • In

The Value you enter

-

Order Created On
  • Equals
  • Not Equals
  • Greater Than
  • Greater Than or Equals

The date you select

 

Order Note
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)

The Value you enter

-

Order Note Count
  • Equals
  • Not Equals
  • Greater Than
  • Greater Than or Equals
  • Less Than
  • Less Than or Equals

The Value you enter

-

Order Total
  • Equals
  • Not Equals
  • Greater Than
  • Greater Than or Equals
  • Less Than
  • Less Than or Equals

The Value you enter

-

Order Subtotal
  • Equals
  • Not Equals
  • Greater Than
  • Greater Than or Equals
  • Less Than
  • Less Than or Equals

The Value you enter

-

ORDER SHIP TO/BILL TO

Order Ship to/Bill to Name
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Order Ship to/Bill to Company
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Order Ship to/Bill to Street Line 1
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Order Ship to/Bill to Street Line 2
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Order Ship to/Bill to City
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Order Ship to/Bill to State
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Order Ship to/Bill to Postal Code
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Order Ship to/Bill to Country
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Order Ship to/bill to Email
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Order Ship to/Bill to Phone
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

ORDER ITEM

Order Item Name
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Order Item Name
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Order Item Quantity
  • Equals
  • Not Equals
  • Greater Than
  • Greater Than or Equals
  • Less Than
  • Less Than or Equals
The Value you enter -

Order Item Price
  • Equals
  • Not Equals
  • Greater Than
  • Greater Than or Equals
  • Less Than
  • Less Than or Equals
The Value you enter -

Order Item Total
  • Equals
  • Not Equals
  • Greater Than
  • Greater Than or Equals
  • Less Than
  • Less Than or Equals
The Value you enter -

Order Item Weight
  • Equals
  • Not Equals
  • Greater Than
  • Greater Than or Equals
  • Less Than
  • Less Than or Equals
The Value you enter

Weight Unit

  • lbs
  • oz
  • kg
  • g

Order Item Total Weight
  • Equals
  • Not Equals
  • Greater Than
  • Greater Than or Equals
  • Less Than
  • Less Than or Equals
The Value you enter -

Order Item Country of Origin
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Order Item Harmonized Code
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Order Item Count of Separate Line Items
  • Equals
  • Not Equals
  • Greater Than
  • Greater Than or Equals
  • Less Than
  • Less Than or Equals
The Value you enter -

Order Item Sum of Line Item Quantities
  • Equals
  • Not Equals
  • Greater Than
  • Greater Than or Equals
  • Less Than
  • Less Than or Equals
The Value you enter -

Order Item Sum of Line Item Total Weights
  • Equals
  • Not Equals
  • Greater Than
  • Greater Than or Equals
  • Less Than
  • Less Than or Equals
The Value you enter -

ORDER PAYMENT

Payment Name
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Payment Amount
  • Equals
  • Not Equals
  • Greater Than
  • Greater Than or Equals
  • Less Than
  • Less Than or Equals
The Value you enter -

Payment Detail
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
The Name and Value you enter  

ORDER CHARGE

Charge Description
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Charge Amount
  • Equals
  • Not Equals
  • Greater Than
  • Greater Than or Equals
  • Less Than
  • Less Than or Equals
The Value you enter -

Charge Type
  • Equals
  • Not Equals
  • In
The Value you enter -

STORE

Store
  • Equals
  • Not Equals
  • In
The Store you select -

Store
  • Equals
  • Not Equals
  • In
The Value you select -

SHIPMENT

Shipment Carrier
  • Equals
  • Not Equals
  • In (is in a comma separated list of values)
  • USPS
  • FedEx
  • UPS
-

Shipment Carrier Account Number
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Shipment Carrier ID
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Shipment Count
  • Equals
  • Not Equals
  • Greater Than
  • Greater Than or Equals
  • Less Than
  • Less Than or Equals
The Value you enter -

Shipment Domestic
  • Equals
  • Not Equals
  • True
  • False
-

Shipment ID
  • Equals
  • Not Equals
  • Greater Than
  • Greater Than or Equals  
The date you select -

Shipment Package Count
  • Equals
  • Not Equals
  • Greater Than
  • Greater Than or Equals
  • Less Than
  • Less Than or Equals
The Value you enter -

Shipment Count
  • Equals
  • Not Equals
  • Greater Than
  • Greater Than or Equals
  • Less Than
  • Less Than or Equals
The Value you enter -

Shipment Processed Cost
  • Equals
  • Not Equals
  • Greater Than
  • Greater Than or Equals
  • Less Than
  • Less Than or Equals
The Value you enter -

Shipment Processed Date
  • Equals
  • Not Equals
  • Greater Than
  • Greater Than or Equals
The Date you select -

Apply Shipment Protection
  • Equals
  • Not Equals
  • True
  • False
-

Shipment Protection Claim Status
  • Equals
  • Not Equals
  • In
  • None
  • Submitted
-

Shipment Protection Package Cost
  • Equals
  • Not Equals
  • Greater Than
  • Greater Than or Equals
  • Less Than
  • Less Than or Equals
The Value you enter -

Shipment Protection Provider
  • Equals
  • Not Equals
  • In
  • Shipsurance
  • Carrier
-

Shipment Reference
  • Equals
  • Not Equals
  • In
The Value you enter -

Return Shipment Type
  • Equals
  • Not Equals
  • In (is in a comma separated list of values)
  • None
  • Return Shipment
  • Include Return Label
-

Shipment Service
  • Equals
  • Not Equals
  • In (is in a comma separated list of values)
  • Select from the list of available services
-

Shipment Ship Date
  • Equals
  • Not Equals
  • Greater Than
  • Greater Than or Equals 
  • The date you select
-

Shipment Status
  • Equals
  • Not Equals
  • In (is in a comma separated list of values)
  • Unprocessed
  • Processed
  • Voided
-

Shipment Voided Date
  • Equals
  • Not Equals
  • Greater Than
  • Greater Than or Equals 
The Date you select -

SHIPMENT SHIP TO

Shipment Ship To Name
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Shipment Ship To Company
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Shipment Ship To Street Line 1
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Shipment Ship To Street Line 2
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Shipment Ship To City
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Shipment Ship To State
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Shipment Ship To Postal Code
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Shipment Ship To Country
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Shipment Ship To Email
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter -

Shipment Ship To Phone
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
  • The Value you enter
-

LABEL

Label Tracking Status
  • Equals
  • Not Equals
  • In (is in a comma separated list of values)
Select from the list of available statuses

Match: 

  • Any label in the shipment
  • All labels in the shipment
  • The label that triggered the event

Label Tracking Number
  • Equals
  • Not Equals
  • Begins With
  • Ends With
  • Includes
  • Not Includes
  • In (is in a comma separated list of values)
The Value you enter

Match: 

  • Any label in the shipment
  • All labels in the shipment
  • The label that triggered the event

Return Label
  • Equals
  • Not Equals
  • True
  • False

Match: 

  • Any label in the shipment
  • All labels in the shipment
  • The label that triggered the event

 

 

 

 

 

 
 

Actions

PERFORM THESE ACTIONS… USE CASE
Update the order status When the automation is triggered, update the order's status to the status you specify. 
Upload the shipment When the automation is triggered, upload the shipment details to the sales channel.
Archive the order When the automation is triggered, archive the order.
Send an email

When 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.  

Example Automations

This is not a complete list of every possible automation. The goal is to give you ideas on how the triggers, conditions, and actions can be used in combination to automate your shipping workflow.

Automate Order Statuses

Update an Order's Status When a Label is Created

Order Status vs. Shipment Status

There are two different statuses in Postsale:

  • Order Status: Indicates the status of the order in Postsale and is visible in the Orders Grid. Typically, this would be a status such as ‘Not Shipped’, ‘Shipped’, ‘Back Ordered’, etc. Order statuses can be anything you would like them to be.
  • Shipment Status: Indicates the current status of a shipment associated with an order and is visible in the Shipments panel of the Dock. The available Shipment Statuses are ‘Ready’, ‘Processed’, and ‘Voided’.

This automation updates the Order Status.

 

A good option to automate marking orders as shipped (or to any status you specify) once the label is created for the order.

View detailed steps to create this automation in our Introduction to Automation with Examples help article.

  • Trigger: A shipment is processed
  • Condition: None
  • Action: Update the order status

Email Notifications

Notify Customers Their Order Has Been Shipped

Send an email to your customer to let them know that their order has been shipped.

  • Trigger: A shipment is processed
  • Condition: None
  • Action: Send an email

Notify Customer Package is Out for Delivery

Send an email to your customer informing them that their order is out for delivery.

View detailed steps to create this automation in our Introduction to Automation with Examples help article.

  • Trigger: A shipment is processed
  • Condition: None
  • Action: Send an email

Notification a Shipment Has Been Delivered

Send an email to your customer and your shipping department to notify them that the shipment has been delivered. The email includes a copy of the invoice as a reference. Update the order's status to 'Delivered. Then, archive the order.

  • Trigger: A label's tracking status has changed to ‘Delivered’
  • Condition: None
  • Actions: 
    • Send an email
    • Update the order status to ‘Delivered’
    • Archive the order

Notification of Delivery Exceptions

Receive an email letting you know that a delivery exception has occurred. The email includes a copy of the invoice for reference. Also, change the order's status to ‘Exception’.

View detailed steps to create this automation in our Introduction to Automation with Examples help article.

  • Trigger: A label's tracking status has changed to ‘Exception’
  • Condition: None
  • Actions: 
    • Send an email
    • Update the order status to ‘Exception’

Return Labels

Send Return Labels to Your Customers in an Email

This automation sends an email to your customer with a printable return label as soon as you create the return label. It also updates the order's status to ‘Return In Progress’ to help you keep track of orders that are being returned.

View detailed steps to create this automation in our Automation: Send Return Labels via Email help article.

  • Trigger: A shipment is processed
  • Conditions: 
    • Return Label > Equals > True
    • Shipment Return Type > Equals > Return Shipment
  • Actions: 
    • Send an email
    • Update the order status to ‘Return In Progress’

Notification that a Return Has Been Used

Send an email to the shipping department notifying them that a return label you included in the original shipment to your customer has been used and is now in transit to you. The email includes a copy of the invoice for reference.

  • Trigger: A label's tracking status has changed
  • Conditions: 
    • Return Label > Equals > True
    • Shipment Return Type > Equals > Return Shipment
  • Actions: 
    • Send an email

Here's an Idea!

Why not set up individual automations for each tracking status? You could have automations for In Transit, Out for Delivery, Exception, Delivered, etc.

And… did you know that you can organize your orders by the order's current tracking status? You can with Filters! Learn all about it in our About Filters: Examples and Use Cases article.

 
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Related Articles

  • Introduction to Automation with Examples
  • Automation: Notification of Return In Transit
  • Edit & Manage Your Automations
  • Automation: Send Return Labels via Email

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