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Workflow Automation

Workflow Automation lets you build rules that run automatically when something happens in a shipment, without manual follow-up. Each workflow combines a trigger, optional filters, and one or more actions.

 

How it works

Every workflow is built from three parts:

Part What it does
Trigger The event that starts the workflow — e.g. a shipment is created, a status changes, or a carrier is added.
Filters Conditions that must be true for the workflow to continue — e.g. shipment type is Truckload, or customer is Acme Corp.
Action What happens when conditions are met — e.g. send an email, add an alert, update the shipment status, or resolve all assignments.

Where to find it

Navigate to the LSP tab and locate the Workflow Automation section. The main screen lists your existing workflows and includes an option to create a new one. Click the blue pencil or information icon on the right of any workflow to view, edit, duplicate, or delete it.

Note: All newly created workflows start in Inactive status. You must add at least one action before you can activate a workflow.

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