Agile CRM + ShipStation
Add notes in Agile CRM for new orders in ShipStation
Create an efficient workflow that activates when an item is ordered in ShipStation, prompting a note to be added in Agile CRM. This automation enhances communication efficiency and ensures important order details are transferred promptly and accurately to your CRM. Improve tracking and customer service with this streamlined process between ShipStation and Agile CRM.
Create an efficient workflow that activates when an item is ordered in ShipStation, prompting a note to be added in Agile CRM. This automation enhances communication efficiency and ensures important order details are transferred promptly and accurately to your CRM. Improve tracking and customer service with this streamlined process between ShipStation and Agile CRM.
- When this happens...Item Ordered
Triggers for each individual line item when a new order is created or imported.
- automatically do this!Add Note
Add a Note to the Contact.
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Order #Required
Order StatusRequired
Unique IDRequired
Order DateRequired
Buyer NameRequired
Payment Date
Buyer Email
Recipient NameRequired
Recipient Company
Recipient Address (Line 1)Required
Recipient Address (Line 2)
Recipient CityRequired
Recipient State
Recipient Postal CodeRequired
Recipient Country Code
Recipient Phone #
Amount Paid
Tax Paid
Shipping Paid
Customer's Notes
Internal Notes
Is a Gift?
Gift Message
Requested Shipping Method
Sku
Name
Image URL
Quantity
Unit Price
Track / MilestoneRequired
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