Automation Rules

Automation Rules allow you to automate actions based on a defined set of rules. To access this feature, go to GeekSeller Master Panel > Tools > Settings > Automation Rules.

In order to create a new rule:

  1. Click Create Automation
  2. In the popup, provide a name for the automation.
  3. Criteria define the requirements that must be met before tasks will be executed.

How it works

  • Rules are executed when:
    • an order arrives
    • an order’s status changes
  • Each rule is executed on each order once
  • Rules will be applied only to orders not older than 7 days.
  • If you add multiple criteria, the rule will only be executed if all criteria are met. The example below will:
    • add a note to the order, when
    • there is SKU name ABC-1 within the line items of the order
    • the marketplace is either Jet or Shopify
  • Rules are executed in order from the top to the bottom. You can drag and drop them to change the arrangement. If you have two rules that do the same thing, like adding order notes, notes added by the rule at the bottom of the list will be added after notes added by previous rules.

There are many different tasks and criteria available and we add new options on an ongoing basis. Listed below are some more complicated options with additional options.


Order status You can trigger actions based on changes in order status. Multiple statuses can be selected.  

Create date The Master panel uses Eastern Time as the official time zone.

Marketplace Select marketplaces to include in specific order actions. Multiple marketplaces can be selected.

Requested Delivery The number of days a seller has to meet the requested delivery day. This value is the difference between the requested delivery day and the day the order was placed. 0 means the same day, 5 means it is expected a product is delivered to a buyer in 5 days. Since hours are usually provided by the marketplace the value is rounded down. For example, if an order came in 1/1, at 2:00 PM with an expected delivery date of 1/3 at 3:00 PM then the requested delivery is 1 day, even though the two are actually 25 hours apart. If an order came on 1/1, at 2:00 PM, and the expected delivery was 1/2 at 8:00 PM, the delivery day would still be 1 day. When the requested delivery time is not assigned the criteria for this field will not be met. If a given marketplace does not provide the requested delivery day, you can manually assign an expected delivery day by using another automation rule.

Requested Ship By Day – works the same as Requested Delivery 

Total Items Total value of items. Cost without tax, shipping, etc. The definition of this value may differ by market.

Product Name Detect specific words or phrases in the titles of ordered products.

Total The total amount of the order including tax, shipping, item cost etc. The definition of this value may differ by market.

Zip Code Detect specific zip codes in shipping addresses. Detect exact matches or if a zip code contains, does not contain, starts or ends with specific numbers.

State Abbreviation Detect specific state abbreviations in shipping addresses. You can look for an exact match or detect if the name contains, does not contain, starts or ends with a specific letter. Do NOT use the full names of states.

Residential Detect if a shipping address is marked as residential. Not all marketplaces send this information correctly. For example, Amazon orders always come as non-residential, even if they are residential.

Total weights The total weight of ordered products. Detect if weight is provided or not. In order for this value to work, your products must have weight data in GeekSeller.


Task: Send Email

You can trigger an email to be sent to selected email addresses when specific orders arrive. You can design your own email template, and use the available variables in your template. Remember, you need to insert those variables into the curly brackets like so: {{ marketplace }}.
You can use these variables in the Subject of the email, as well. We provide a template automatically when you select Send Email task.

A full list of available for order variables which you can use in your template:

master_order_id
user_id
account_id
master_node_id
marketplace
order_date_add
order_date_update
master_status
internal_order_id
external_order_id
alt_external_order_id
order_placed_date
order_complete_date
order_status
requested_shipping_carrier
requested_shipping_service
requested_ship_by_date
requested_delivery_date
order_totals_items
order_totals_items_tax
order_totals_shipping
order_totals_shipping_tax
order_totals_currency
billing_address_first_name
billing_address_last_name
billing_address_company
billing_address_address1
billing_address_address2
billing_address_city
billing_address_state
billing_address_postal_code
billing_address_country
billing_address_email
billing_address_phone
shipping_address_first_name
shipping_address_last_name
shipping_address_company
shipping_address_address1
shipping_address_address2
shipping_address_city
shipping_address_state
shipping_address_postal_code
shipping_address_country
shipping_address_email
shipping_address_phone
shipping_address_residential
merchant_notes
customer_notes
order_totals_fees

For items, you can use a loop allowing you to list items:

{% for item in items %}
{{ item.sku }} {{ item.name }}
{% endfor %}

A full list of item variables that you can use within the {% for item in items %} … {% endfor %} loop.

item_id
master_order_id
master_product_id
quantity
line_status_quantity
order_line_id
sku
product_name
product_code
product_code_type
image_url
unit_price_item
unit_price_item_tax
unit_price_item_cost
unit_price_shipping
unit_price_shipping_tax
unit_price_currency
unit_shipping_weight_unit
unit_shipping_weight_value
unit_shipping_width_unit
unit_shipping_width_value
unit_shipping_height_unit
unit_shipping_height_value
unit_shipping_length_unit
unit_shipping_length_value
line_status_status
line_update_date
attributes
unit_price_fees