Creating an "Update Sales Order" Automation

An Update Sales Order automation is triggered whenever an existing Sales Order is modified in 3PLICITY.

Common events include:

• Order status changes

• Carrier assignment or updates

• Tracking number assignment

• Shipping label updates

• Other operational changes made during the order fulfillment process

This guide follows the same steps described in the previous guide. Here you can review how to change the target trigger.

Creating the Trigger

From the Zapier dashboard:

1. Click Create Zap.

2. Click the Trigger module.
   
   

3. Search for 3PLICITY and select the application.
   
   

4. Under Trigger Event, select Update Order.
   
   

5. Open the Account dropdown.
   
   

6. Select the connected 3PLICITY account you want to use.

If your account has not yet been connected:

• Click Connect a New Account.

• Sign in using your 3PLICITY credentials.

• Click Connect.

• Grant permissions if prompted.

Once the account has been selected, click Continue.

Testing the Trigger

Before testing the trigger, make sure you have at least one recently updated Sales Order available. If needed, update an existing order before clicking Test Trigger. 

Examples include:

• Approving an order

• Assigning a carrier

• Assigning or updating a tracking number

• Updating the shipping label

• Changing the order status

Return to Zapier.

Click Test Trigger.

Zapier retrieves the most recently updated Sales Orders.

If multiple records are displayed, select the order you just updated.

If the displayed information does not reflect your latest changes, click Find New Records to retrieve the newest version of the order.

Once the correct record is displayed, click Continue with Selected Record.

Configuring the Action

Select the application that will receive the update.

Examples include:

• Slack

• Gmail

• Microsoft Excel

• Google Sheets

• HubSpot

• Thousands of other supported applications

For this example:

1. Select Slack.

2. Choose Send Direct Message as the Action Event.

3. Connect your Slack account if necessary.

4. Click Continue.

Mapping Sales Order Information

Zapier allows you to include information from the updated Sales Order in your notification or workflow.

For each configurable field, click the + icon to insert dynamic values.

Common fields include:

• Order ID

• Order Number

• Customer Name

• Current Status

• Carrier

• Tracking Number

• Shipping Address

• Merchant Name

You can combine dynamic values with custom text to create personalized notifications.

Once the desired fields have been configured, click Continue.

Testing the Action

Review the action configuration.

Click Test Step.

Zapier sends a test notification using the selected Sales Order.

Verify that the notification or action has been completed successfully.

If everything looks correct, click Publish.

Your automation is now active.

Every time a Sales Order is updated in 3PLICITY, Zapier will automatically execute the configured workflow.

Managing Your Connection

Your Zapier connection remains available from Settings > Zapier within 3PLICITY.

From this section, you can verify that your account is connected and continue managing your automations directly from Zapier.