Automations (previously Notifications & Triggers)
complete
D
Devon Reehl
High Level:
"When something happens with data in SG - trigger an email send"
So right now we have this basically with Workflows on a form. But what if it's not a form getting submitted? What if it's an order status changing? Or a specific field in a web app getting a specific value?
Use Cases:
An order is shipped - Customer gets an email with the tracking data (which is stored in the order)
An office worker at a Real Estate office (or more than one worker) need to get an email when a property web app item has a field's data changed
Business Owner gets notified when Product inventory hits a specific threshold
Specifics:
Build a "Notification Triggers" module. Here's the flow for the user in the SG admin:
1) "Create New Trigger".
2) "Select a Data Source" - (Orders, Cases, Web App Items, Products)
3) "Select a Data Item" - Set criteria for Any/Equals/Does not Equal kinda like Filter in Zapier - lets me drill in on a specific order or all orders, or a specific web app for example.
4) "Write your message" - I write an email message, define subject line, from email, and who recieves the email. In the Email I can use tags from the Data Source to make my email dynamic. For orders, I could chose "customer_email" as a tag for the recipient. In other use cases I could just type in an email, or a couple.
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Matt Walter
complete
This feature has now been released.
Demo/discussion video -> https://image.siteglide.com/yAuQJL1w
Join us on Discord to start discussing this feature with the Siteglide community! -> https://forum.siteglide.com/post/siteglide-support-updates-and-improvements-634443d2520a4a371cd777b3
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Jon Macmorland
Any update @Matt on the automations for ECommerce? Could really do with this after nearly a year
Matt Walter
Jon Macmorland: Still working on it now. Likely to get a release this month, with features for Forms, WebApps, and some Modules. eCommerce Orders will be a part of that.
See here for an alpha version on which we're welcoming feedback still -> https://forum.siteglide.com/post/automations-alpha-release-62cede87a1b11b3295cbb8ff
J
Jon Macmorland
Matt Walter: thanks for the update. Good to hear it's coming this month. Will test the Alpha version and feedback.
Matt Walter
I've posted an update on progress here -> https://forum.siteglide.com/post/automations-previously-notifications-triggers---progress-update-6286734626e32f663acfae9a
Matt Walter
in progress
Matt Walter
planned