Create Automation Rules

Explains how to create automation rules in ShipStation.

Automation Rules can help automate many order management-related tasks in ShipStation to reduce the time it takes to create labels. To create an Automation Rule you must know what action (or actions) you wish to perform on an order and what order criteria you want to use to trigger that action.

If you are unfamiliar with how Automation Rules work in ShipStation, please review the Introduction to Automation Rules article first! To learn about all the available rule criteria and actions, review the Automation Rules Criteria and Actions article.

If you are ready to start creating your own rules, then read the sections below.

For a demonstration, watch our video tutorial on automation rules.

Access Automation Rules

Any ShipStation user with Administrator or Configuration user permissions can access, edit, and delete automation rules.

From the Automation Rules page, you can:

  • View all existing automation rules on your account

  • Create new automation rules

  • Edit existing automation rules

  • Create a copy of an existing automation rule

  • Re-organize the order in which rules apply (using click-and-drag)

  • Delete existing rules

  • Reprocess Automation Rules

Create a New Automation Rule

Your new rule will apply to orders as soon as they enter the Awaiting Shipment or On Hold status for the first time (either import from a store or get created manually in ShipStation).

If you would like the new rule to apply to orders already in the Awaiting Shipment status, click the Reprocess Automation Rules button.

Automation Rules. Arrow points to Reprocess Automation Rules button.

Change a Rule

If you ever need to change the criteria or actions for a rule or de-activate it, click Edit from the Action menu next to the rule in the Automation Rules settings window.