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How do I create an automation rule?

Automation Rules allow you to automate parts of your shipping workflow by creating “if this, then that” logic.

For example, you can create rules to:

  • Automatically select a carrier or service
  • Assign packaging based on SKU
  • Apply insurance based on order value
  • Add or update tags
  • Split or box orders based on order details
  • Make changes before or after shipping

ReadyShipper X also includes built-in rules that can be shown using the Show built-in rules toggle at the bottom of the Automation Rules window.

To create a new automation rule:

  1. Go to Automation > Automation Rules.
  2. Click the + button at the top-left of the Rules panel to create a new rule.
  3. Use the Enabled toggle to control whether the rule is active. You can leave the rule disabled while building or testing it.
  4. Enter a descriptive Name for the rule.
  5. Optionally add a Description explaining what the rule is intended to do.
  6. If desired, assign a Shortcut key for quick access.

  1. Under Trigger, choose when the rule should run.

Available triggers include:

  • Manually — Run the rule when you manually apply it to an order.
  • New Orders imported by CSV and ODBC — Run the rule when new orders are imported through CSV or ODBC.
  • Before Shipping — Run the rule after you initiate shipping but before the label is created.
  • After Shipping — Run the rule after the shipment has been completed.
  • Incoming order in View — Run the rule when an incoming order matches the applicable Order View workflow.
  • New Orders imported from ReadyCloud — Run the rule when new orders are imported into ReadyShipper from ReadyCloud. This is typically the trigger to use for ecommerce orders coming through connected stores or marketplaces.

  1. Under Changes, choose which level of the shipment the rule should affect:
    • Orders — applies conditions and actions to the overall order.
    • Boxes — applies conditions and actions at the package or box level.
    • Line Items — applies conditions and actions to individual items within the order.
  2. Click + Condition to define when the rule should apply. Conditions are the “if” portion of the rule.
  3. Add any additional conditions needed for the workflow.
  4. Click + Action to define what ReadyShipper should change when the conditions are met. Actions are the “then” portion of the rule.
  5. Add any additional actions needed.
  6. Enable the rule once you are ready for it to begin running.

Tip: For more complex rules, start with the Manually trigger. This allows you to test the rule on specific orders before allowing it to run automatically.

Note: The available Conditions and Actions will change depending on whether Orders, Boxes, or Line Items is selected under Changes.

Ecommerce Note: If your orders are coming into ReadyShipper through a connected ecommerce store or marketplace via ReadyCloud, use New Orders imported from ReadyCloud when you want the rule to run automatically as those orders are imported.