How to Create an Automation Email When a B2B Order Is Packed

Use this automation to receive an email notification anytime a Wholesale (B2B) order changes to “Packed”. 

Before you start

• This automation is specific to B2B (Wholesale) orders by using a B2B=True condition. 
• Automations typically apply to all warehouses unless specified (per the note shown on the page). 

Step-by-step

1. Go to Automations
   1. Log into the Kase app 
   2. Select Automations from the left-hand menu
   3. Stay on the Create Automation tab

2. Set the Condition (B2B Orders Only)

Under Condition, set the fields as follows: 

1. 1st Dropdown: Order Field
2. 2nd Dropdown: B2B
3. 3rd Dropdown: is
4. 4th Dropdown: True

This ensures the automation only triggers for Wholesale (B2B) orders.

3. Set the Trigger Event (When Status Changes to Packed) 

Under Trigger Event, set: 

1. Trigger: Order Status Changes 
2. To: Packed

4. Set the Action (Send an Email Notification) 

Under Action, set: 

1. 1st Dropdown: Send Notification
2. 2nd Dropdown: Email
3. Recipient field: Enter your email address (or the email(s) you want notified) 

(Optional) Add a note in the text box if you’d like, but it’s not required.

5. Save the Automation 

Once your setup matches the screenshot example, select Save 

What you’ll receive 

Every time a B2B order is updated to Packed, you’ll receive an email notifications that includes the order number, similar to the example screenshot provided. 

Quick Troubleshooting

• Not receiving emails? Confirm the order is truly B2B=True and the status changes specifically to Packed. 
• Triggering on non-B2B orders? Double-check the Condition is set to B2B is True. 
• Too many notifications? Consider using a shared inbox/distribution list (if supported by your email rules), or route to a team mailbox.