Frequently Asked Questions

Yes. Workflows are available across both EasyRoutes platforms, but their triggers and available actions are tailored to fit the data each platform provides. On Shopify, Workflows integrate tightly with orders, fulfillments, and Shopify-specific tags or delivery methods. On EasyRoutes for Web, you can use Workflows to automate processes based on imported orders (CSV uploads or API connections) and route activity.

This flexibility means that whether you’re using Shopify to manage your e-commerce orders or relying on EasyRoutes for Web to handle deliveries from another system, you can still benefit from automation. Businesses that operate across multiple platforms can use Workflows to keep all of their delivery processes running consistently.

See: Workflows Setup

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

Workflows are available on EasyRoutes Premium and Enterprise plans. These plans are designed for businesses that need more advanced tools to handle larger delivery volumes and complex processes. On Premium and Enterprise, you not only get access to Workflows, but also other advanced features like custom notifications, vehicle profiles, real-time driver tracking, and delivery analytics.

If you’re running a small business with only a few deliveries per week, you may be fine with a Standard plan. But if your business is scaling or you want to automate as much as possible, upgrading to Premium ensures you can take advantage of Workflows. This investment pays off quickly by saving your team time, reducing manual work, and improving consistency across your delivery operations.

See: EasyRoutes Pricing Plans

Workflows are closely integrated with EasyRoutes’ existing notification and dispatch systems. This means you can set up a Workflow that not only creates a route but also automatically assigns it to a driver and triggers delivery notifications to customers at the right moments. For example, you could design a Workflow that dispatches a route to a driver as soon as it’s created, ensuring they receive a push notification in the EasyRoutes Delivery Driver app. As soon as the driver starts their route, EasyRoutes can send customers an email or SMS letting them know their delivery is on the way. This seamless integration ensures your team doesn’t need to remember to click multiple buttons — communication and route management just happen automatically.

See: Workflow Integrations

Yes. Workflows function on a custom scheduling basis that can be adjusted at any time. Any new Shopify orders received prior to the scheduling cut-off will be included in auto-generated routes. A common Workflow is set up to automatically generate routes with new Shopify orders matching certain filters criteria. This ensures your team can start deliveries without manual intervention.

This also eliminates the need for dispatchers to constantly refresh EasyRoutes or manually select new orders. By ensuring routes are always up-to-date with the latest order data, Workflows help reduce delays, prevent missed deliveries, and keep your delivery operation moving smoothly.

See: Shopify Order Triggers

Yes. Workflows can include multiple steps and conditions, such as only dispatching routes to certain drivers if the route exceeds a number of stops, or only adding particular stops if the corresponding order includes certain tags. There are no limits to how many Workflows route planners can create, offering maximum flexibility for businesses with varying delivery schedules.

Workflows also respects conditions that are applied via EasyRoutes' order automation rules, giving route planners additional tools and controls for automatically applying time windows, delivery dates, driver tasks, or stop priority status based on matching order tags or attributes.

See: Conditional Workflows · Order Automation Rules

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Workflows in EasyRoutes are powerful automation tools that let you design and run delivery management processes without needing to handle every step manually. Think of them as “if-this-then-that” rules that connect your orders, routes, and driver dispatching into a seamless flow. Instead of relying on a dispatcher to constantly create routes, select orders, or assign drivers, Workflows can do these repetitive tasks for you automatically.

For example, you could create a Workflow that listens for new Shopify orders tagged as “Local Delivery” and automatically builds a route every morning at 9 AM, adds matching orders to the route, optimizes route stops, and assigns it to a specific driver. By reducing manual intervention, Workflows make your operations more consistent, scalable, and error-proof.

See: Workflows Overview

No, you don’t need to be a developer to take advantage of Workflows. The Workflows feature is designed to be accessible to non-technical users by using a visual, menu-based interface. You simply select a scheduling frequency, define any conditions (like “only include orders tagged Local Delivery”), and choose an action (for example, “create and dispatch a route”).

This no-code design makes Workflows similar to popular automation tools like Zapier or Shopify Flow, where anyone can build powerful automations just by clicking and selecting from available options. That said, more advanced users can extend Workflows with APIs or webhooks to create complex, custom integrations, giving both beginners and power users maximum flexibility.

See: No-Code Automation

EasyRoutes Workflows support a wide variety of actions that cover the full delivery process, from order intake to customer communication. You can automatically generate new routes based on incoming orders, apply filters (such as only including orders tagged with “Priority” or due on a specific date), and dispatch routes directly to the correct driver. This level of automation means you can build a Workflow that matches your exact delivery process, no matter how simple or complex.

See: Workflow Actions

Workflows allow you to automate many of the repetitive tasks that take up valuable time in your day-to-day delivery management. For example, if you typically log in each morning to create routes, assign them to drivers, and send customers notifications, Workflows can be set up to handle all of that automatically based on rules you define. This saves your dispatchers hours of work each week and helps eliminate mistakes, such as forgetting to notify a customer or leaving a route unassigned.

Automation also improves reliability — your drivers and customers can count on consistent, timely updates regardless of how busy your team is. In short, Workflows help standardize your operations so they run smoothly, even when volumes are high or resources are stretched thin.

See: Workflows Guide