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Automation lets DMS react to shipment events on its own, instead of someone having to watch the shipment list and act by hand. You set up a rule that says when a shipment event happens, do this — for example, email the customer whenever a shipment's status changes to Out For Delivery. Once saved, the rule runs automatically every time its trigger condition is met.
Getting to Automation
- In the left sidebar, click DMS. A popup opens with the DMS screens.
- Click Automation. LogixFlow opens the automation rules list.
The list shows every automation rule for DMS Shipment, when it was last updated and by whom, and whether it's currently active.
| Column | What it's for |
|---|---|
| Automation | A summary of the rule's trigger, such as "When a status changes to Out For Delivery." |
| Last Update | How recently the rule was changed. |
| Created On / Created By | When the rule was added and who added it. |
| Status | Toggle a rule active or inactive without deleting it. Only active rules fire on matching shipment events. |
| Action | Click the pencil icon to edit the rule. |
Step 1: Choose the trigger
- Click + Automation.
- Click When this happens to open the trigger picker.
- Choose one: When a new Shipment is created, When a status changes to something, When a column value changes, or When the Shipment is assigned.
Step 2: Choose the action
- Click Then do this to open the action picker.
- Choose one: Send an email to someone, Add a note, or Send API Request.
If you chose Send an email to someone, a panel opens for Recipient (with Cc and Bcc), Subject, and a rich-text message body. Use Select Placeholder next to the recipient and subject fields, and above the message body, to insert shipment field values into the email automatically.
Step 3: Save
Once the trigger and action are configured, click Save. The rule becomes active immediately and runs automatically whenever its trigger condition is met on a DMS shipment in this org. Use the Status toggle on the list at any time to pause or re-enable a rule without deleting it.
Good to know: DMS Automation always applies to Shipment events in the DMS module — it can't be scoped to CRM leads or FreightNX shipments. If you need automations tied to a custom Studio app instead, use that app's own Automation tab under Studio → Design.