Creating a "Sales Order Updates" Notification

The Sales Order Updates trigger allows Merchant users to receive automatic notifications whenever one of their Sales Orders is updated in 3PLICITY.

This automation helps merchants stay informed throughout the fulfillment process without continuously monitoring the platform.

Examples of updates include:

• Carrier assigned
• Carrier changed
• Tracking number assigned
• Shipping label added or updated
• Order status changed

Selecting the Trigger

From the Zapier dashboard:

1. Click Create Zap.
2. Click the Trigger box.
3. Search for 3PLICITY.
4. Select 3PLICITY as the Trigger application.

Under Trigger Event, select:

Update Order

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 recently updated Sales Order available in your Merchant account.

If necessary, ask your 3PL provider to update one of your Sales Orders or use a recently updated order for testing.

Examples of updates include:

• Assigning a carrier
• Assigning a tracking number
• Updating the shipping label
• Changing the order status

After the Sales Order has been updated:

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

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

Select the desired record.

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

Once the correct Sales 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 Sales Order Information

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

Available fields may include:

• Sales Order ID
• Sales Order Number
• Customer Name
• Merchant Name
• Current Status
• Carrier
• Tracking Number
• Shipping Address
• Updated Date

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

For example:

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

Or:

Tracking number {{Tracking Number}} has been assigned to Sales Order {{Sales Order Number}}.

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 Sales 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 one of your Sales Orders is updated 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.