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Real-time shipment notification and tracking for customers

Purpose

1.1. Enable wholesale HVAC filter suppliers to instantly inform customers of shipment status via preferred communication channels.
1.2. Allow customers to track orders in real-time, increasing transparency, reducing inquiries, and enhancing professional service experience.
1.3. Automate retrieval of shipment data from inventory/order system, trigger notifications, and update tracking links based on carrier feeds.
1.4. Save administrative labor, reduce shipment-related support tickets, and boost repeat purchases through reliable fulfillment.

Trigger Conditions

2.1. Order status changes to “Shipped” in ERP, WMS, or order management system.
2.2. Carrier tracking number added or updated in database/record.
2.3. Scheduled batch interval (e.g., every 10 min) checks for new shipments.
2.4. Manual override via shipment update UI or API call.

Platform Variants

3.1. Twilio Programmable SMS
• Feature/Setting: Send SMS using /Messages API; Configure sender phone, recipient, shipment message; Insert tracking URL dynamically.
3.2. SendGrid
• Feature/Setting: /mail/send API; Template with order variables; Specify recipient email and tracking link merge field.
3.3. Mailgun
• Feature/Setting: messages API; Dynamic email template with {{tracking_link}} variable.
3.4. AWS SES
• Feature/Setting: sendEmail API; Custom shipment notice template with dynamic recipient and variables.
3.5. Slack
• Feature/Setting: webhook or chat.postMessage API; Channel/DM update with shipment summary and link.
3.6. WhatsApp Business API
• Feature/Setting: Send message with shipment template, tracking code; use POST /messages endpoint.
3.7. Google Chat
• Feature/Setting: Webhook notification to room or user with order and tracking info JSON.
3.8. Microsoft Teams
• Feature/Setting: Incoming webhook connector; JSON payload with shipment and tracking.
3.9. Shopify
• Feature/Setting: Order Fulfillment webhook trigger; update customer with REST Admin API.
3.10. ShipStation
• Feature/Setting: List Shipments endpoint to poll new shipments; use /notify endpoint to push status.
3.11. EasyPost
• Feature/Setting: Tracker API monitors carrier status; webhook or notification API pushes updates.
3.12. UPS API
• Feature/Setting: Tracking API retrieves live shipment status; parsed and sent to customer channel.
3.13. FedEx Web Services
• Feature/Setting: Track API; GET tracking number updates to push to customers.
3.14. Zapier
• Feature/Setting: Trigger on order “Shipped,” send multi-channel alert action with tracking embedded.
3.15. HubSpot
• Feature/Setting: Workflow automation with email/snippet delivery when tracking number property filled.
3.16. Klaviyo
• Feature/Setting: Flow trigger for custom event (shipment), message template populates tracking link.
3.17. Salesforce
• Feature/Setting: Process Builder or Flow launches on order update, dispatches shipment notification.
3.18. Oracle NetSuite
• Feature/Setting: Saved Search detects shipped orders, triggers Email Alert with tracking.
3.19. Zoho CRM
• Feature/Setting: Workflow rule triggers when field (shipped, tracking) updated, email/SMS action.
3.20. Gorgias
• Feature/Setting: Macro or automation rule to send tracking message based on ticket/order event.
3.21. Infobip
• Feature/Setting: Use API or Flow to send multichannel (SMS, email, WhatsApp) shipment message.

Benefits

4.1. Reduce manual workload in notifying customers and updating order status.
4.2. Decrease customer support calls regarding shipment queries by providing real-time updates.
4.3. Offer omni-channel notifications according to customer preference.
4.4. Enhance professionalism and trust with instant, accurate tracking.
4.5. Improve customer retention and post-sale satisfaction through reliability and transparency.

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