Platform / Live
FAQ

Can I test a Workflow before enabling it for my team?

Yes. EasyRoutes allows you to build Workflows in a safe, draft environment where you can preview how they would behave without actually triggering live actions. This lets you confirm that your conditions and actions are working as expected before rolling them out to your team.

For example, you might test a Workflow that creates a route every morning at 8 AM by running it with sample orders first, so you can see how the route would look. Once you’re confident it works, you can enable it in production and have it run automatically every day. This ability to test Workflows helps prevent mistakes like dispatching routes too early or sending customers duplicate notifications. It also makes it easier to experiment with new automations before committing to them.

See: Testing Workflows

Related

People also ask

How do Workflows work with notifications and dispatch?

Workflows can trigger notifications when automatically dispatching routes to drivers, ensuring consistent communication without extra effort from your team. Customers can then receive order status update notifications as soon as a driver starts their route.

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Do Workflows work with EasyRoutes for Web & Shopify?

Yes. Workflows are available across both platforms. In Shopify, they integrate tightly with your store’s orders and fulfillments (both Shopify-native and custom/imported stops), while on EasyRoutes for Web, they connect with your imported, custom, or API-generated orders.

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Do I need coding skills to use Workflows?

No coding is required. EasyRoutes Workflows use a simple “if-this-then-that” style interface where you choose triggers and actions from a menu. This makes Workflows easy to set up without developer knowledge.

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How can Workflows automate my delivery operations?

Workflows save time and reduce errors by automating routine steps, like creating routes with new orders on delivery days, or auto-dispatching routes to assigned drivers, all based on custom scheduling that works for your business. This keeps operations efficient and customers informed.

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Can I use EasyRoutes Workflows for BigCommerce orders?

Yes. Imported BigCommerce orders can trigger Workflows inside EasyRoutes.

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Can I export activity feed data?

Not directly, as the Activity Feed is intended as a real-time stream of events for quick reference and attribution. Export related route/stop data (with timestamps and PoD links) to CSV for analysis or records.

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Can I export analytics data?

Yes. Export Analytics as CSV for reporting or reconciliation. Choose your date range/driver filter, then select Export or Print from the Analytics page.

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Can I export delivery data?

Yes. Export route/stop data to CSVs including customer details, timestamps, and links to proof of delivery for record‑keeping or analysis.

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