1.Detect new paid order
Integrate Shopify, order intake tools, and mapping fields to process order IDs and fulfillment inputs to create staged tasks.
Shopifyor swap with your favorite appCreate fulfillment and install tasks from new orders
Automatically monitor new paid orders across Shopify and Trello. Create and update staged work cards when new paid order, shipping method text changes, or line items arriveβso you can route tasks, normalize items, and assign teams without manual dispatching.
How this automation stages field install tasks
When new paid orders arrive, dispatch delays can stall fulfillment and installers may lack clear instructions. This automation maps order fields, routes and normalizes tasks, then creates Trello cardsβso your team can start work faster.
2.Route by shipping method
Integrate Paths by Zapier and conditional routing tools to branch each order into pickup, shipping, install, or fallback tasks.
Paths by Zapieror swap with your favorite app
3.Normalize line items and quantities
Integrate Formatter by Zapier and item parsing tools to split line item names and quantities for downstream bundling.
Formatter by Zapieror swap with your favorite app
4.Bundle-match and consolidate addresses
Integrate Code by Zapier, address normalization tools, and geocoding endpoints to produce prioritized items and a formatted location.
Code by Zapieror swap with your favorite app
5.Create work card on board
Integrate Trello and checklist templates to create an itemized card with location, labels, assignees, and an order lookup link.
Trelloor swap with your favorite app
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Explore all work order dispatching automations
Accelerate work order dispatching with automated job routing, technician alerts, and schedule updates
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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