Skip to main content

Efficient Automation: Targeted Triggers and Real-Time Updates

By February 21, 2024February 26th, 2024Automation
Efficient Automation: Targeted Triggers and Real-Time Updates

In the era of digital transformation, businesses are constantly seeking ways to streamline their operations and maximize productivity. One powerful automation tool that enables efficient workflows is Zapier. With its ability to connect and integrate various apps, Zapier allows businesses to leverage targeted triggers and real-time updates to automate tasks and processes seamlessly.

In this blog post, we will explore how Zapier empowers businesses with efficient automation through targeted triggers and real-time updates, revolutionizing workflow management and driving operational excellence

User Flows

We’ve developed an advanced eCommerce fulfillment solution, incorporating bespoke integration with targeted Zapier triggers and a webhook connection to client accounts. This cutting-edge system ensures that every order modification triggers real-time updates through our specialized advanced eCommerce fulfillment Zapier automation.

Due to the limitations of webhook data, we’ve implemented a robust solution to extract comprehensive eCommerce order details through an API call. This process is facilitated by Zapier’s code feature, utilizing JavaScript for interacting with a GraphQL API. This approach allows us to decode and retrieve essential data points. Filters are applied to pinpoint specific actions, triggering customized email notifications to the appropriate customers, identified via their account ID from a Zapier-managed table.

Enhanced Order Management Process

1) Order Shipment Notification: Upon a customer placing an order, we employ a Gmail-based Zapier automation (Zap) to seamlessly dispatch a shipping confirmation email directly to them. This proactive approach ensures timely communication and significantly enhances the overall customer experience by keeping them informed about the current status of their order.

2) Return Process Update: When a return is processed in the Fulfillment Center, marked either as “Warehouse Complete” or “Damaged Warehouse Complete,” our advanced eCommerce fulfillment system utilizes Zapier automation with targeted triggers and real-time updates. This triggers an automated email through Zapier, notifying stakeholders of the update. We’ve successfully implemented 47 such updates, each featuring individual Zaps tailored for specific accounts. This approach ensures personalized and accurate communication in our commitment to delivering exceptional service.

3) Purchase Order (PO) Confirmation: Completing the product receipt for a purchase order (PO) and updating its status in our system activates an automated notification to the client via Zapier. This advanced eCommerce fulfillment Zapier automation, equipped with targeted triggers and real-time updates, ensures efficient communication. The notification promptly informs the client about the successful processing of their purchase order, enhancing transparency and overall effectiveness in our PO management.

4) Order Cancellation Alert: In instances where an order is canceled by the customer after being picked in the warehouse but before shipping, we’ve set up a Zap to notify clients about this change. The automation also informs them when the tote is cleared, keeping them updated on the order’s status and warehouse operations.

5) Order Hold Communication: For orders placed on hold, we generate an email that explains the reason for the hold and includes a link for the customer to review their specific order. To support this process, we’ve integrated a table that logs details on orders placed on hold. Utilizing an advanced pooling mechanism available through our private integration, we periodically fetch data (every 10-15 minutes) to ensure timely updates. This system is designed to pull data specifically for orders on hold within the last hour, reducing unnecessary data retrieval and focusing on relevant orders. The targeted customer’s email for these notifications is sourced from a Zapier table, accessed via the account ID, ensuring that our communication is both efficient and effective.

Webhook Interface and Registration

A user-friendly interface has been crafted to streamline the webhook registration process for new clients, linked directly to a table for easy value retrieval through dropdown menus. This innovation not only simplifies the process of registering a webhook with the client account upon new entries but also enhances the automation infrastructure, allowing for dynamic and scalable client integration.

Advancing Beyond Traditional Search The Evolution of Vector Databases and Embedding Technologies


Raj Sanghvi

Raj Sanghvi is a technologist and founder of BitCot, a full-service award-winning software development company. With over 15 years of innovative coding experience creating complex technology solutions for businesses like IBM, Sony, Nissan, Micron, Dicks Sporting Goods, HDSupply, Bombardier and more, Sanghvi helps build for both major brands and entrepreneurs to launch their own technologies platforms. Visit Raj Sanghvi on LinkedIn and follow him on Twitter. View Full Bio