Shipment tracking updates sent to customers

Purpose

1.1. To automate the delivery of real-time shipment tracking updates to customers upon dispatch of machine knives and cutting tools, improving customer experience, operational transparency, and reducing manual communication tasks.
1.2. Automating shipment notifications to ensure customers receive up-to-date status, ETA, and tracking information immediately after the order is shipped from wholesale suppliers.
1.3. Automator provides tracking data integration across platforms, automating the population of tracking fields in CRM, ERP, and email systems.
1.4. Automation ensures compliance with customer expectations for proactive updates, reduces support inquiries, and strengthens ongoing B2B relationships.

Trigger Conditions

2.1. Status change in inventory/order management system to "Shipped" or "Dispatched".
2.2. Receipt of tracking number from courier API or warehouse system.
2.3. Automated batch synchronization (hourly/daily/real-time) for orders in "Ready for Shipment".
2.4. Manual update by warehouse staff on fulfillment completion.
2.5. Automated webhook events from integrated shipping software or ERP signalling order movement.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Send Automated SMS. Configure 'Programmable Messaging' with shipment status template and dynamic tracking URL.
3.2. SendGrid
• Feature/Setting: Automated Transactional Email. Configure 'Dynamic Transactional Templates' for order shipped events, inject order and tracking data via API.
3.3. Mailgun
• Feature/Setting: Automated Email API. Utilize 'Send Message' endpoint for automated dispatch of tracking info to customers.
3.4. Shippo
• Feature/Setting: Webhook integration with 'Shipping Status Updates' API, automatic trigger when status changes to "Shipped".
3.5. EasyPost
• Feature/Setting: 'Tracker Webhook' automated notification on shipment progress, configure automated email/SMS through connector.
3.6. Slack
• Feature/Setting: Automated Channel Notification. Configure 'Incoming Webhooks' to post shipment updates in internal channels.
3.7. Microsoft Teams
• Feature/Setting: Automated Cards/Bot message. Use 'Incoming Webhook' to automate internal shipment notifications to order management group.
3.8. Shopify
• Feature/Setting: Automated Order Update Notification. Configure 'Order Fulfillment' webhook to trigger customer email with tracking.
3.9. WooCommerce
• Feature/Setting: Webhook Settings > Order Completed, automate email with tracking link using custom placeholders.
3.10. Salesforce
• Feature/Setting: Process Builder automation to send tracking update via email template on order status update.
3.11. HubSpot
• Feature/Setting: Automated Workflow. Trigger automated customer email using shipment status property change.
3.12. Zendesk
• Feature/Setting: Trigger-based Ticket Email. Set up automator to send outbound tracking info when ticket type = shipping inquiry.
3.13. Zoho CRM
• Feature/Setting: Workflow Rule automation to dispatch shipment update email/SMS with dynamic fields.
3.14. NetSuite
• Feature/Setting: SuiteFlow automation on order status progression, automate outbound tracking communication.
3.15. Odoo
• Feature/Setting: Automated Actions module, configure order event to trigger customer tracking notification.
3.16. FedEx API
• Feature/Setting: 'Tracking API' Webhooks for push notifications on shipment stage, integrate automated SMS/email triggers.
3.17. UPS API
• Feature/Setting: 'Tracking API' Event hook, automate customer notifications when new checkpoint is logged.
3.18. DHL API
• Feature/Setting: 'Shipment Tracking Webhook', automate dispatch of tracking info to customer via selected channel.
3.19. Google Sheets
• Feature/Setting: Automation Script or Add-on, auto-send email/SMS based on new tracking number entry.
3.20. Jotform
• Feature/Setting: Form Submission Automation, send automated follow-up message containing shipment tracking to customer on status field logic.

Benefits

4.1. Automates customer communication, eliminating manual updates and ensuring consistency in shipment notifications.
4.2. Automated processes save administration time and reduce errors in communication or data entry.
4.3. Improves operational transparency by automating near-instant status updates and confirmation.
4.4. Enhances customer satisfaction by automating delivery of timely, accurate tracking information.
4.5. Reduces support inquiries by automating proactive updates, freeing staff for higher-value work.
4.6. Automation scales efficiently as order volume grows, enabling reliable, hands-off communication.
4.7. Ensures all regulatory or industry compliance requirements for shipment notifications are automatedly met.
4.8. Supports multi-channel communication through flexible automator choice, adapting to client preferences.