Follow Up Automated

New E-Commerce Order Management

New E-Commerce Order to Project management software

Management of Service-based orders or new sales has to be tracked to delegate to the relevant team members. Or to update shipping information Or to update product details.

List of software available to connect:

  • ClickUp
  • Trello
  • ActiveCampaign
  • Asana
  • Monday.com
  • Or search more here…

PROs for having Project management software

  • Easy Delegation of orders to the team without giving access to Dashboard
  • Update order status from your phone.
  • Clean chart type-view of orders to track
  • Customer management through the phone.

CASE STUDY

 I have one Graphic Designer Client from the USA who like to maintain his orders and customer follow-up on ClickUp so that he can manage and track through his phone.

He was in need of order details on the ClickUp task to manage and delegate Design work with his team without giving access to Woo-Commerce

New Order / Sales to project management software

I created an Integromat Automation, Whenever a new PAID Woo-commerce order comes it creates a new task in ClickUp. Order ID, Product name, Customer name, requirements are mentioned on task while tagging the owner so he comes to know of it.

The main obstacle was to pass only paid orders and ignore unpaid ones. So I created a filer for that too. And another scenario is where it checks for updated orders and then checks ClickUp with task id if the order exists or not.

Pros:

  • Easy delegation with a team for new order on time
  • No need to check Woo/Shopify for new orders every time. Or no need of sharing access to Woo-Commerce or Shopify.
  • Easy track new orders and their progress in your project management software or from your Smartphone.
  • No need for the client to switch to his E-commerce platform to update the status of the orders.
New customer to project management software
  • Perfect for a business that wanna send very personalized emails or who need to communicate on email with their client.
  • Reply to email client by commenting on that particular task.

Sign Up for Make (Formerly Integromat) here and get 1-month Core plan free. Read here about how Integromat can be useful to update products on a different platform or How you can manage orders on CRM and assign them to the team members?

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