Create Workflow
Sending workflow to customer's WhatsApp require Business plan
This guide will walk you through how to use the workflow feature in the TakeApp application. The workflow feature allows you to automate actions such as sending WhatsApp messages or emails to customers or staff members..
Start from the admin dashboard.
Step 1: Navigate to Settings.
Step 2: Locate the Workflow section.
Step 3: Click on Create Workflow.
Step 4: Specify the trigger event for the workflow. Select Order Confirmed as the trigger.
Step 5: Choose the action to be performed when the order is confirmed. Select Send WhatsApp and Template: Order Notification to Staff.
Step 6: Input the staff member's phone number and save the workflow
The workflow is now saved and ready for testing.
Step 8: To test the workflow, navigate to Orders and locate an unconfirmed order.
Step 9: Change the order status to Confirmed. The staff member whose phone number you entered should receive a WhatsApp message with the order details.
You can create multiple workflows for different scenarios. For example, you can set up a workflow to send an email to a specific customer when their payment is confirmed. Check example setting below.
When a payment is confirmed, a confirmation message will automatically be sent to the chosen recipient.
Understanding workflow triggers and events to automate your notification. In this guide, we will focus on a basic workflow with 4 triggers and 3 corresponding events.
Triggers:
Order Created: This trigger initiates when a new order is created by customers.
Order Confirmed: This trigger initiates when seller changes order status to Confirmed in the order menu.
Payment Confirmed: This trigger is initiates when seller changes payment status to Paid in the order menu.
Payment Confirming: This trigger is initiates when seller changes payment status to Confirming payment in the order menu.
Events:
Send WhatsApp: This event sends a notification to the designated WhatsApp number of the store members.
Send Email: This event send an email notification to the specified store email address.
Send Email to customer: This event send an email notification to the customer's registered email address.
Example Scenario:
Triggers: Order created | Events: Send WhatsApp = When customers place an order, the system will send order created notification to the store's WhatsApp
Triggers: Order Confirmed | Events: Send Email to customer = When seller change the order status to Confirmed, the system will send order confirmation notification to the customer's email address
This guide provides a basic framework for implementing a workflow with triggers and events, allowing for efficient automation and communication in various systems.
This guide will walk you through how to use the workflow feature in the TakeApp application. The workflow feature allows you to automate actions such as sending WhatsApp messages or emails to customers or staff members..
Start from the admin dashboard.
Step 1: Navigate to Settings.
Step 2: Locate the Workflow section.
Step 3: Click on Create Workflow.
Step 4: Specify the trigger event for the workflow. Select Order Confirmed as the trigger.
Step 5: Choose the action to be performed when the order is confirmed. Select Send WhatsApp and Template: Order Notification to Staff.
Step 6: Input the staff member's phone number and save the workflow
The workflow is now saved and ready for testing.
Step 8: To test the workflow, navigate to Orders and locate an unconfirmed order.
Step 9: Change the order status to Confirmed. The staff member whose phone number you entered should receive a WhatsApp message with the order details.
You can create multiple workflows for different scenarios. For example, you can set up a workflow to send an email to a specific customer when their payment is confirmed. Check example setting below.
When a payment is confirmed, a confirmation message will automatically be sent to the chosen recipient.
Workflows triggers and events
Understanding workflow triggers and events to automate your notification. In this guide, we will focus on a basic workflow with 4 triggers and 3 corresponding events.
Triggers:
Order Created: This trigger initiates when a new order is created by customers.
Order Confirmed: This trigger initiates when seller changes order status to Confirmed in the order menu.
Payment Confirmed: This trigger is initiates when seller changes payment status to Paid in the order menu.
Payment Confirming: This trigger is initiates when seller changes payment status to Confirming payment in the order menu.
Events:
Send WhatsApp: This event sends a notification to the designated WhatsApp number of the store members.
Send Email: This event send an email notification to the specified store email address.
Send Email to customer: This event send an email notification to the customer's registered email address.
Example Scenario:
Triggers: Order created | Events: Send WhatsApp = When customers place an order, the system will send order created notification to the store's WhatsApp
Triggers: Order Confirmed | Events: Send Email to customer = When seller change the order status to Confirmed, the system will send order confirmation notification to the customer's email address
This guide provides a basic framework for implementing a workflow with triggers and events, allowing for efficient automation and communication in various systems.
Updated on: 21/10/2024
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