Automating Order Processing by Status with Auto Workflow

The Auto Workflow feature allows you to define how orders should be processed in Odoo based on their status in the e-commerce system (Shopify, Magento, WooCommerce, PrestaShop).

How Auto Workflow Works

Each time an order is imported or its status is updated with webhooks:

1. The connector reads the order status

2. It finds the corresponding Auto Workflow rule

3. Executes configured actions automatically

For each order status, you can define actions such as:

• Confirm Sale Order → automatically confirms the quotation

• Validate Delivery → processes delivery (stock picking)

• Create Invoice → generates invoice

• Confirm Invoice → validates invoice

• Register Payment → marks invoice as paid

• Send Invoice → sends invoice to customer via Odoo emailing

You can combine multiple actions to create a full automation flow.

How to Configure

To have it configured, you need to go to Navigate to: Integration → Configuration → Auto-Workflow

then, you can specify actions to be completed for each order status.

Example Flow for Shopify Order Status: “Paid”

Configured workflow:

• Confirm Sale Order

• Validate Delivery

• Create Invoice

• Validate Invoice

Result: As soon as a Paid order is imported, it is imported as a “Sale Order” with created and validated Invoice.

What’s next?

See also these articles:

• How to install and configure VentorTech connector?

• Managing Orders Import