How it works

Follow these 4 simple steps to start sending personalized notifications when customer packages are in transit

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Fulfillment Status is In Transit

App connector: Tracktor • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors Tracktor for package status changes and automatically starts the workflow when any package moves to "in transit" status, ensuring customers get timely shipping updates.

This step connects to your Tracktor account and watches for fulfillment status changes. When a package status updates to "in transit," it captures the order ID and fulfillment details needed for the rest of the workflow. The trigger runs automatically in the background - no configuration needed. It passes the order ID to the next step so the workflow can retrieve complete order details.

Retrieve Order

App connector: Tracktor • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step pulls complete order information from Tracktor using the order ID from the trigger, giving you access to customer details like email address and name needed for personalized notifications.

This step takes the order ID from the trigger and retrieves the full order record from Tracktor. It automatically fetches customer information including email address, first name, and order name that will be used in your Gmail notification. The step runs automatically using the order ID passed from the trigger. This data gets formatted and passed to the Gmail step for personalized email content.

Retrieve Shop

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step gets your Shopify store information so your Gmail notifications can include your store name in the email signature, making the communication look professional and branded.

This step connects to your Shopify store and retrieves basic shop details including your store name. The information gets pulled automatically using your connected Shopify account. Your store name will be used in the email template to personalize the "from" signature. No configuration is required - it uses your existing Shopify connection to gather the necessary shop details.

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Send Email

App connector: Gmail • Time to complete: 3 minutes
Why this matters: This step composes and sends the actual Gmail notification to your customer using all the order and store data collected in previous steps, completing the automated communication loop.

This step creates a personalized Gmail message using the customer email, order details, and store information gathered from previous steps. You'll configure three template fields: the "from" email address (your Gmail address), email subject line (defaults to "Order [order name] is on your way!"), and message content (defaults to a friendly notification mentioning the customer's first name and your store name). The email gets sent automatically through your connected Gmail account to the customer's email address from their order.

Make it your own

Customize this workflow even further:

Set custom email templates
Customize the subject line and message content for different shipping stages, like adding tracking numbers or estimated delivery dates for premium shipping methods.
Add conditional logic for shipping methods
Create different email templates based on shipping speed - send more detailed updates for express shipping and simpler notifications for standard delivery.
Connect to SMS notifications
Extend the workflow to also send text message alerts via Twilio or another SMS service for customers who prefer mobile notifications.
Store shipping data in tables
Save delivery updates and customer preferences in MESA Tables to build a database of shipping patterns and improve future customer communications.

Frequently asked questions

Will this send emails for every package or just specific shipping carriers?
This workflow triggers on any fulfillment that reaches "in transit" status in Tracktor, regardless of the shipping carrier. If you want to filter for specific carriers like UPS or FedEx, you can add a condition step to check the carrier name before sending the email.
What happens if a customer's order has multiple packages with different tracking numbers?
The workflow will send a separate email notification for each package that reaches "in transit" status. If an order ships in 2 packages, the customer will receive 2 separate notifications as each package begins its journey.
Can I customize the email design beyond just text, like adding my logo or HTML formatting?
Currently this workflow sends plain text emails through Gmail. To include HTML formatting, logos, or rich text design, you'd need to modify the Send Email step to use Gmail's HTML message format or connect a different email service like Mailgun that offers more design flexibility.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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