Automate IO

Provides information on the Automate IO integration to ShipStation, how to connect the accounts, and available triggers and actions.

Automate IO is a is a workflow-automation tool. It allows you to connect over 100 different applications and services together to perform actions when certain criteria are met so you can build automated workflows without needing to know code or request time from your IT department.

Check out Automate IO's full list of app integrations to see how you can optimize your workflows.

Connect an Automate IO account to ShipStation

Follow the steps below to connect your Automate IO account to ShipStation. You can also check out Automate IO's page on ShipStation for additional details.

User Permission Required

To gather the necessary API credentials from ShipStation, your username must have the Administration or Configuration user permission.

  1. Click Generate New API Keys if no key and secret are listed yet.

    Account settings: API Keys: Reads, "You haven't generated any API keys". Generate New API Keys button.

    Important

    If you've already generated your API keys, the existing API keys will be displayed here and the button will say Regenerate API Keys.

    If you already have API keys, do NOT generate new ones. Instead, copy your existing key and secret.

  2. Copy your key and secret.

    You can then provide them to the account you wish to access ShipStation's API.

  3. Open a new tab or browser window and log in to your Automate IO account.

  4. Go to the APPS page.

  5. Click the blue + button on the top-right to open the Add a new app pop-up.

  6. Search for ShipStation and select the app that appears.

    You'll be prompted to validate the app.

  7. Enter the API Key and API Secret you gathered in ShipStation.

  8. Click Validate.

Once you've validated the app, ShipStation and Automate IO will be able to communicate by making API calls. Next, you'll need to create bots so that information from ShipStation can be transmitted to other Automation IO integrations. View the full list of Automation IO integrations.

Use Bots!

You can also connect your ShipStation and Automation IO accounts by using bots. See Automate IO's page on How to create a Bot for more information.

For assistance with building bots, please contact Automate IO Support.

Automate IO Triggers and Actions

The tables below list the triggers and actions available for Automate IO's integration with ShipStation.

ShipStation Triggers

Trigger

Definition

New Order

Trigger activated when a new order record is created. Will apply the action based on the order.

New Order Line Items

Trigger activated when a new order record is created. Will apply the action based on the line items in the order.

New Shipment

Trigger activated when a new shipping label is created. Will apply the action based on the shipment.

New Shipment Line Items

Trigger activated when a new shipping label is created. Will apply the action based on the line items in the shipment.

Order Status Changed

Trigger activated when an existing order record is updated to a different status.

Tag Added To Order

Trigger activated when an existing order record is tagged with the selected tag.

Notes about Triggers

  • The New Order and New Order Line Items triggers will not be activated for orders that are created or imported in the Awaiting Payment status. Instead, it will be triggered if that order moves into any status other than Cancelled.

  • The New Shipment and New Shipment Line Items triggers will not be activated for fulfillments or orders that are manually marked as shipped.

  • The Order Status Changed trigger will not include Tracking Number, even if the order's status was updated as Shipped. If a Tracking Number is needed, use a New Shipment or New Shipment Line Items trigger instead.

Automate IO Actions

Action

Definition

Create Order

Creates a new order record in ShipStation.

Change Order Status

Updates an existing ShipStation order record to the selected status.

Tag Order

Adds the selected tag to an existing ShipStation order record.

Mark An Order As Shipped

Updates an existing ShipStation order record to the shipped status and can update the order's marketplace and customer with shipment details.

Search Orders

Queries the ShipStation order database for the referenced order number.

Search Products

Queries the ShipStation product database for the referenced product.

Search Shipments

Queries the ShipStation shipment database for the referenced order number.

Search Tags

Queries the ShipStation tag database for the referenced tag.

Update a Product

Updates the product defaults for an existing ShipStation product record.

Notes about Actions

  • The Mark an Order As Shipped action will not activate the New Shipment or New Shipment Line Items triggers.

  • The Search Tags action will query records based on Tag ID instead of Tag Name. Tag ID is not displayed within ShipStation. To obtain your Tag IDs, you have two options.

  • Changes made by the Update a Product action will not update existing orders that include the referenced product. Changes will be applied to new orders that include that product.

    To apply the changes to existing orders, you must Reprocess Automation Rules.

Automate IO Integration Notes

  • The Automate IO integration does not support ShipStation's Custom Fields.