Quick answer
Use this article to create an order automation rule from Order Automations.
Common use cases
Admin: Create a rule that reacts to an order trigger and applies a reviewed action.
Operations manager: Review whether an automation is active before relying on it for live orders.
Fulfillment lead: Check the condition/action structure before asking Logentic why an order was held, routed, or changed.
When to use this
You need to find existing order automations.
You need to create a simple order automation.
You need to understand the builder structure: trigger, condition, pass/fail path, and action.
When not to use this
You are unsure whether the automation should affect live orders.
You need to reprocess automation rules against existing orders.
You need to guarantee shipping, fulfillment, billing, or customer-message outcomes.
At a glance
What you are doing | What you need | Good result | Contact us if |
Use this article to create an order automation rule from Order Automations. | Confirm your account has access to Order Automations. Know the trigger, condition, and action you want to use. | The automation has the intended trigger, condition, action, pass/fail path, and active status before it is submitted. | The needed trigger, condition, or action is missing; the automation cannot be submitted; a live order is affected unexpectedly; rule order/priority matters; or you are unsure whether the automation is safe. |
Before you start
Confirm your account has access to Order Automations.
Know the trigger, condition, and action you want to use.
Confirm with your team whether the automation should be active.
Test carefully before relying on an automation for live orders.
Steps
Go to Settings in the left navigation.
Open Order Automations.
Review existing automations, including Triggers, Conditions, Actions, Status, and Edit.
Select Create Order Automation.
Enter the Order Automation Name.
Keep Active checked only if the automation is ready for live use.
In Trigger, choose the Selected Trigger.
Select Add new condition when the rule needs a condition.
In the condition card, choose Selected Condition.
Choose the Matching type.
Enter the required match value, such as text or number, when the selected condition requires it.
Select Add new action when the rule needs an action.
In the action card, choose Selected Action.
Fill any action-specific fields, such as shipping provider, shipping carrier, SKU quantity, hold action, external shipping, fulfillment method, or packing box.
Review the pass/fail path between cards before submitting.
Select Submit Order Automation only after the trigger, conditions, actions, and active status are correct.
Screenshots
Steps 1-4: Open Order Automations, review existing rules, and select Create Order Automation.
Steps 5-16: Build the automation with trigger, condition, action, active status, and submit control.
What good looks like
The automation has the intended trigger, condition, action, pass/fail path, and active status before it is submitted.
Automation options and examples
For the automation option map and starter examples, see What automation options can I use in Logentic?
Common issues and next actions
If this happens | What to do next |
The condition or action you need is not available. | Do not approximate with a different rule if it could affect live orders. Contact us with the rule you are trying to create. |
The automation should not run yet. | Leave Active unchecked until the rule is reviewed. |
An automation ran differently than expected. | Pause or deactivate the automation if possible, then contact us with an example order. |
Contact us when
The needed trigger, condition, or action is missing; the automation cannot be submitted; a live order is affected unexpectedly; rule order/priority matters; or you are unsure whether the automation is safe.
Contact options
Email Logentic Support: best for detailed requests, screenshots, or follow-up context.
Open in-app chat: fastest when you are already signed in and need help in context.
Call Logentic: call +1 438-256-9777 for an urgent launch, warehouse, or fulfillment blocker.
Request Slack support access: ask us to add your team to a shared Logentic support channel.
Send us this information
Automation name.
Trigger selected.
Condition, matching type, and match value.
Action selected.
Whether Active was checked.
Example order ID if one is involved.
Expected result.
Actual result shown in Logentic.
Related workflow
Decide the operational rule your team wants.
Create the trigger, condition, and action structure.
Validate the first affected orders and escalate unexpected behavior immediately.