How to create a workflow

Steps

1. Open Workflow Automation

Go to the LSP tab and open the Workflow Automation section.

2. Click "Add New Workflow"

This opens the Create Workflow Automation modal.

3. Enter a title and choose a trigger

The trigger (called a Subscriber) determines what event starts the workflow. See Triggers reference for all available options.

4. Select the organization and save

Choose which organization the workflow applies to, then click Save. The workflow is created in Inactive status.

5. Add filters

Click the blue plus sign, or drag and drop a filter from the step list on the right. Filters narrow down which shipments the workflow applies to. See Filters reference for all available filters.

6. Add at least one action

Click the Filter / Action toggle at the top right to switch to the action form, then drag or select an action from the list. See Actions reference for all available actions.

7. Activate the workflow

Once an action is added, the Activate Workflow button becomes available. Click it to turn the workflow on.

Trigger and filter compatibility

Some triggers only work with specific filters. The system will alert you if there's a mismatch. Known required pairings:

Related articles

• Workflow Automation overview
• Triggers reference
• Filters reference
• Actions reference
• Workflow Automation samples