Admin
Order assignment, automation rules, and integration settings
New Order Auto-Assignment
Default Assignee by Source
New orders are automatically assigned to the selected user based on where the order came from. Set to “None” to leave unassigned.
Etsy
Website
Stage Progression & Assignment
Default Assignee & Due Date by Stage
When an order advances to the next stage (e.g. a user marks it “Done” on their kanban), it is automatically reassigned to the configured person, the work state resets to “To Do”, and the due date is set based on the offset below. If the assignee doesn't complete their work within that window the order is flagged as overdue.
New Order
Done → Mockup RequestedMockup Requested
Done → Mockup In ProgressMockup In Progress
Done → Mockup ReviewMockup Review
Done → Ready to PrintReady to Print
Done → PrintingPrinting
Done → PackagingPackaging
Done → Quality CheckQuality Check
Done → Ready to ShipReady to Ship
Shipped via ShipStation (label printed)Shipped
Delivered via ShipStation (carrier confirmed)Delivered
(terminal)On Hold
(terminal)Cancelled
(terminal)Automation Rules
Notify production on print-ready
ActiveWhen an order moves to Ready to Print, notify the production team so printing can begin.
Trigger: order.stage_changed
Actions: SEND_NOTIFICATION
Overdue order alert
ActiveWhen an order passes its due date, send an alert to the manager and flag the order.
Trigger: schedule.daily
Actions: SEND_NOTIFICATION
Create ShipStation order
DisabledWhen an order moves to Ready to Ship, automatically create a corresponding order in ShipStation so a shipping label can be printed.
Trigger: order.stage_changed
Actions: SHIPSTATION_CREATE_ORDER
ShipStation status sync
DisabledPeriodically polls ShipStation for status updates. When a label is printed and the order is marked as shipped, it moves to Shipped. When the carrier confirms delivery, it moves to Delivered.
Trigger: schedule.hourly
Actions: SHIPSTATION_SYNC_STATUS, SEND_NOTIFICATION
Customer Email Notifications
Email by Stage
When enabled, customers are automatically emailed when their order enters the corresponding stage. Use the template variables
{{customer_name}}, {{order_number}}, and {{team_name}} in your messages. Emails are sent via SendGrid (requires integration setup below).Off
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On
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Integration Settings
Etsy
Storefront integration for order import and customer messaging
Coming in Packet 4
ShipStation
Order sync and shipment status tracking
Coming in Packet 4
Planned Features
- Auto-create order in ShipStation when an order moves to Ready to Ship
- Periodic status sync — detects when a shipping label is printed (order moves to Shipped) and when carriers confirm delivery (order moves to Delivered)
SendGrid
Transactional email delivery for customer notifications
Coming in Packet 3
Planned Features
- Send customer emails at configurable stages (see Customer Email Notifications above)
- Plain-text email templates with order and customer variable substitution