No-Code Automation

Automate your operations
without writing a single line of code.

Fulfil's automation rules let you configure triggers, conditions, and actions through drop-down menus. No developers, no customizations, no technical knowledge required.

See how it works

How it works

Three parts. All drop-down menus.

Every automation rule has a trigger, optional conditions, and an action. No code required.

01 / TRIGGER

Pick a trigger.

Choose when the rule fires (e.g. when a sales order is confirmed, a shipment is packed, an invoice is posted, and more).

02 / CONDITIONS

Set conditions.

Filter which records the rule applies to. Trigger on all records, records matching all conditions, or any condition.

03 / ACTION

Choose an action.

Select what happens when the rule fires. Route to a warehouse, post to Slack, buy a shipping label, and more.

35+ triggers across every workflow

Each trigger fires when a record reaches a specific state. Select the trigger from a drop-down menu.

Sales Orders

  • Confirmation

Customer Shipments

  • Create
  • Waiting
  • Assignment
  • Assignment Failed
  • Start Picking
  • Done Picking
  • Packed
  • Shipped (Done)
  • Delivered
  • Label Generation Failed

Invoices

  • Created
  • Posted
  • Paid

Production Orders

  • Waiting
  • Assignment
  • Start Running
  • Done

Work Orders

  • Start Running
  • Finished

Purchase Orders

  • Confirmation
  • Waiting Approval

Supplier Shipments

  • Create
  • Received
  • Done

Customer Returns

  • Create
  • Received
  • Done
  • Delivered

Transfers & Drop Ships

  • Drop Shipments: Waiting
  • Internal Shipments: Assignment
  • Internal Shipments: Packed
  • Internal Shipments: Shipped
  • Internal Shipments: Done
  • Bin Transfers: Waiting

100+ actions you can take

When a trigger fires, choose from a list of actions via drop-down menus. Here are some of the most common.

Order Processing

  • Add sales order line item
  • Add shipping line
  • Apply customer price list
  • Process sales order
  • Set sale priority
  • Set channel segment
  • Explode BOM for line
  • Throw error

Fulfillment

  • Route to next available warehouse
  • Assign to next available warehouse for shipment
  • Set warehouse
  • Set fulfillment strategy
  • Set packaging option
  • Set picking zone
  • Assign inventory
  • Add consumables
  • Put customer shipment on hold
  • Ship items separately
  • Ship units separately
  • Split unavailable items to new shipment
  • Remove shipment from batch

Carrier Management

  • Buy shipping label
  • Change carrier on shipment
  • Use cheapest shipping option
  • Change box type
  • Set shipping label date
  • Set estimated package weight
  • Set insurance amount
  • Enable Saturday delivery
  • Add non-delivery option
  • Set shipping instructions
  • Add shipping instructions
  • Set customs information
  • Set incoterm
  • Set dangerous goods category

Scheduling & Dates

  • Set planned date
  • Set requested delivery date
  • Remove requested delivery date
  • Set request confirmation
  • Set shipment priority
  • Set first expiration lot

Accounting & Finance

  • Override COGS account
  • Set class
  • Set class allocation template
  • Add invoice service charge
  • Create Avalara transaction
  • Create Numeral transaction
  • Create TaxJar transaction
  • Create payment on Veem
  • Export invoice to Bill.com
  • Export invoice to Ramp
  • Request for approval
  • Generate payment link

Notifications & Integrations

  • Post to Slack
  • Send email
  • Send event to Klaviyo
  • Create task
  • Set metafield value
  • Run Fulfil function
  • Create packages from Fulfil function

Production & Manufacturing

  • Add manufacturing overhead
  • Set production priority
  • Add to production batch
  • Add lot number to output
  • Start picking
  • Set workstation

Purchasing & EDI

  • Process purchase order
  • Request for approval
  • Send via EDI
  • Set supplier

Receiving & Returns

  • Mark supplier shipment inbound
  • Quarantine lots
  • Change company
  • Change carrier on shipment
  • Add non-delivery option
  • Set customer shipment workflow

Common automation rules

Here's how DTC operations and finance teams use automation rules in practice.

Sales Orders & Returns

  • Add additional sales line items. Marketing items, promotional giveaways, or sale items.
  • COGS override. Record influencer or marketing order costs to a different expense GL rather than typical COGS.
  • Channel segments. Denote the origin of sales orders for layered reporting.
  • Return routing. Route all returns to the same warehouse regardless of where the original order shipped from.

Shipping

  • Warehouse routing. Based on delivery location, available inventory, or both.
  • Holding shipments. Hold shipments for an hour or two to allow time for customer service changes (address updates, cancellations, exchanges) before passing to the 3PL.
  • Shipping instructions. Add special handling instructions for hazardous materials or products needing special care.
  • Updating the carrier. Switch from FedEx Ground to USPS for PO boxes or military addresses.
  • Adding consumables. Track packaging materials, boxes, and mailing inserts by adding them to shipments.
  • Buying the label. Trigger label purchase at the point of picking to save seconds at packing.

Purchasing & AP

  • Approval workflows. Ensure only certain users approve POs.
  • Emailing suppliers automatically. Send PO details on confirmation.
  • Invoice approval. Appropriate users approve before posting.
  • Export to bill pay. Automatically export invoice details to platforms like Bill.com or Veem.

Manufacturing

  • Overhead costs. Add consistent overhead to production costs.
  • Production planning. Set production dates and priorities.
  • FEFO (First Expiring, First Out). Ensure soonest-expiring raw materials get picked first for production, and soonest-expiring finished goods get assigned to shipments.

Ready to automate
your operations?

See how Fulfil's no-code automation rules can save your team hours every week.

See how it works