Store automation rules let you automate how orders from your connected stores are processed in Swotzy. Instead of manually adjusting each order, you define rules that apply actions automatically based on conditions you set.
Each rule follows a simple structure: when an order meets your defined conditions, Swotzy applies the action you chose. This reduces repetitive work and helps you process shipments faster.
How Automation Rules Work
Every rule consists of three parts:
- Action — what Swotzy does when the rule is triggered (e.g., find the closest parcelshop, set a specific carrier, or skip the import)
- Conditions — the criteria an order must meet for the action to apply (e.g., shipping method, destination country, or order value)
- Settings — an optional rule name and a status toggle to activate or deactivate the rule
When an order is imported from your store, Swotzy evaluates your rules from top to bottom. The first rule whose conditions match the order is applied. No further rules in that category are checked for that order.
If no conditions are set, the rule applies to every imported order.
Rule Categories
Automation rules are organized into three categories. Each category targets a different stage of order processing.
Order Import
Order Import rules run on every order imported from your store. Use them to control what happens at the moment an order arrives in Swotzy.
Available actions include skipping an import, auto-fulfilling an order after a label is created, finding the closest parcelshop for the recipient, and setting order fields such as phone numbers. Open the action menu to see all available options.
Checkout Rates
Checkout Rates rules let you offer parcelshop delivery options to your customers at checkout. You select which carriers' parcelshops to offer and set the price your customers see, based on conditions you define. The first matching rule per carrier wins.
Checkout Rates are available for Shopify stores only.
Carrier Selection
Carrier Selection rules automatically pick a carrier and service before you generate a label. Use them to assign carriers based on order conditions, so you don't have to select one manually for every shipment.
Available actions include setting a specific carrier and service, finding the closest parcelshop, and using your own carrier contract.
Rule Priority
Within each category, rules are evaluated from top to bottom. The first rule whose conditions match the order is applied — all remaining rules in that category are skipped.
If you have multiple rules, order them from most specific to most general. Place rules with narrow conditions at the top and broader catch-all rules at the bottom.
Where to Find Automation Rules
- In the left-hand menu, click Integrations
- Select Stores
- Click Manage under the store you want to configure
- The Rules panel is on the right side of the screen
Need Assistance?
If you have questions about setting up automation rules, our support team is here to help.
Contact us at support@swotzy.com
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