Creating a "Purchase Order Status" Notification

The Purchase Order Status trigger allows Merchant users to receive automatic notifications whenever one of their Purchase Orders changes status in 3PLICITY.

This automation helps merchants stay informed about receiving progress without needing to monitor the platform continuously.

Examples of status changes include:

• Approved
• Received
• Cancelled
• Other Purchase Order status updates

Selecting the Trigger

From the Zapier dashboard:

1. Click Create Zap.
   
2. In the Zap creation screen, click the Trigger box.
3. Search for 3PLICITY.
   
   
4. Select 3PLICITY as the Trigger application.

Under Trigger Event, select:

Purchase Order Status

Selecting Your 3PLICITY Account

Open the Account dropdown.

Select the connected Merchant account you want to use.

If your account is not yet connected:

1. Click Connect a New Account.
2. Sign in using your 3PLICITY Merchant credentials.
3. Click Connect.
4. Return to the Zap and click Continue.

Testing the Trigger

Before testing the trigger, make sure you have at least one recent Purchase Order available in your Merchant account.

If necessary, ask your 3PL provider to update a Purchase Order or use a recently created Purchase Order for testing.

After a Purchase Order has been updated:

1. Return to Zapier.
2. Click Test Trigger.

Zapier retrieves the most recently updated Purchase Orders associated with your Merchant account.

Select the desired record.

If the expected Purchase Order is not displayed, click Find New Records to refresh the available records.

Once the correct Purchase Order appears, click Continue with Selected Record.

Configuring the Action

Choose the application that should receive the notification.

Examples include:

• Gmail
• Outlook
• Slack
• Microsoft Teams
• Google Sheets
• Microsoft Excel
• HubSpot
• Thousands of other supported applications

For this example:

1. Select Slack.
2. Choose Send Direct Message.
3. Connect your Slack account if necessary.
4. Click Continue.

Mapping Purchase Order Information

Use the + button next to each configurable field to insert information from the Purchase Order.

Available fields may include:

• Purchase Order ID
• Purchase Order Number
• Current Status
• Merchant Name
• Supplier
• Warehouse
• Created Date
• Updated Date
• Product Information

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

For example:

Purchase Order #{{Purchase Order Number}} has been updated to {{Status}}.

After configuring the desired fields, click Continue.

Testing the Action

Review the action configuration.

Click Test Step.

Zapier sends a test notification using the selected Purchase Order information.

Verify that the notification is received correctly in the selected application.

If everything looks correct, click Publish.

Your automation is now active.

Whenever the status of one of your Purchase Orders changes in 3PLICITY, Zapier will automatically trigger the configured workflow.

Managing Your Connection

Your Zapier connection remains available from Settings → Zapier in your Merchant account.

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