Order Created Triggers

Trigger: Activated when a customer successfully places a new order in the store.

This trigger is commonly used for order confirmations, COD verification, and post-purchase communication.

Example Workflow: COD Order Confirmation

This workflow automatically sends a Cash on Delivery (COD) confirmation message to customers when an order is placed, but the payment has not been completed.

Workflow Overview

The workflow follows these steps:

Order Created → Check Condition (Payment Status ≠ Paid) → Send WhatsApp COD Confirmation Message

This ensures that the confirmation message is sent only for Cash on Delivery orders.

Step 1: Select Trigger – Order Created

• Start by selecting the Order Created trigger. This trigger activates the workflow whenever a new order is placed on the store.

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Step 2: Add Condition – Check Payment Status

1. Click Logic.

2. Select Condition.

3. Configure the condition as follows:

Field: Payment Status Rule: Not Equals Value: Paid

This condition checks whether the order is not prepaid.

If the payment status is not paid, the workflow will continue through the Yes branch.

If the payment is already completed, the workflow will follow the No branch, and no action will be triggered.

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Step 3: Add and Configure the WhatsApp Action

After setting up the condition, the next step is to add the WhatsApp action.

1. In the Add Nodes section, click Actions.

2. Select WhatsApp.

3. Now, configure the required details:

   • Select the phone number

   • Select the template

   Example template:

   Hi {{1}}, Thank you for your order #{{2}}. Your order is placed with Cash on Delivery for ₹{{3}}.

   Please confirm your order by replying YES.

4. Click Save Configuration.

At this stage, the WhatsApp action is created and configured, but it is not yet connected to the workflow.

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Step 4: Connect the WhatsApp Action to the "Yes" Branch

Once the WhatsApp action has been configured:

1. Go to the Condition node.

2. From the green Yes branch, draw a connection line.

3. Connect it to the configured WhatsApp action node.

This ensures the WhatsApp message is sent only when the condition evaluates to Yes.

In this example, that means the message will be sent only when: Payment Status ≠ Paid

If the condition evaluates to No, the WhatsApp action will not run.

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Step 5: Managing the Workflow

After adding triggers, logic, and actions:

1. Turn Workflow ON to activate the automation.

2. Click Save Changes to apply the workflow.

Once saved and activated, the workflow will automatically run whenever the trigger conditions are met.