Knowledge center

Learn how to improve your business with Automation.app

Assign employees to order handling

Why you need to combine manual and automated task assignment We also have a guide about user roles & permissions that has a lot of interesting content. And with a very short description on how to use user roles and permissions when the permissions have been set: https://automation.app/helpdesk/user-roles-and-allowing-partners-access-to-specific-orders/ Timely and efficient order handling and task… Continue reading

Display templates for orders - create order pdf's or html documents

Create customised order notes, pdf's, shipping notes or whatever print you'll need.

User roles and permissions: Allowing partners to access specific orders

With user roles in Automation.app you can set up a contributor who has access only to the orders that you assign to him. This limits the permissions of that user, so he/she can only access the orders that the admin has defined. How to define user permissions for order viewing When an order enters automation.app… Continue reading

Structuring data from WooCommerce: Mapping custom fields and Naming column headers

Structuring data from WooCommerce: Mapping custom fields and naming column headers

Order import plugin - Bulk Import WooCommerce orders to Automation.app

How the "Automation.app Export" function works

Repeat-purchase-cycle for sales team activation

Repeat-purchase-cycle for sales team activation

Rental, booking and appointment handling in Automation.app

Rental, booking and appointment handling in Automation.app

Automation.app integrates with +3.000 apps

We offer a webhook-based solution that sends your data to Zapier. From Zapier you're able to forward the data to any application in the repository.

Sending supplier confirmation based on product ordered

WooCommerce sending custom email with info, when a client orders a specific product or group of products.

Automation.app plugin for referrer tracking

Automation.app Referrer Tracker adds the referrer (website, Google, Facebook etc.) to the order meta data without using cookies. So that you can evaluate marketing efforts and create segmentation for groups of users with no added data privacy complexity.

WooCommerce Product Ratings and Reviews - customer feedback on autopilot

Brings you better business knowledge with concrete feedback. Raises sales by showing how great your product works for other users.

25 tips for Marketing Automation with WooCommerce

This post contains a list of concrete automation tools you need + works as a practical guide with relevant marketing automation advise. Designed to grow your business through an organic and long term email growth strategy.

Customize WooCommerce Emails

Create your emails with the combination of a WooCommerce Email Customizer templates and dynamic value inserts. WooCommerce Email Customizer in Automation.app allows you to have more control over your emails.

Improve your business processes with WooCommerce order item meta

WooCommerce Meta fields for orders - doing Automation, setting up sorting by recognising the data allows WooCommerce shop owners to work more efficiently with WooCommerce order item meta.

WooCommerce plugin for Automation.app

Automation.app lets you install a free plugin that syncs your shop with Automation.app

WooCommerce Order Status Management sync. with Automation.app

Code free customisable WooCommerce order management system with plugin integration. Design a custom order management flow with Automation.apps WooCommerce plugin.

WooCommerce Order Workflow Customisation

With WooCommerce and Automation.app together, the WooCommerce workflows can be perfectly adapted to your business process.

Autocomplete WooCommerce Orders

Complete status, can be set automatically in WooCommerce without code by Automation.app. You'll have full flexibility to set order status depending on any order specific data.

Digital Automation of E-commerce Workflows

Guide to creating a successful Digital Automation Transformation for Ecommerce including "How to make a BPA-plan for your organisation?"

Multiple WooCommerce Shop Pages (Ecommerce Multi Store)

Automation.app is designed to run your business the way you like to, offering an option to add a separate WooCommerce management setup to the shops focused on multi shop order management and automation of processes.

WooCommerce orders not transferring by plugin to Automation.app

Webhooks in WooCommerce are responsible for the communication between WooCommerce and Automation.app.

Case Studies

In-depth looks at our work.