Fulfillment project for an order changes status
The Fulfillment project for an order changes status trigger starts an automation whenever a Task Manager project that is linked to a sales order moves to a new status. Use this trigger to keep order-related workflows moving — such as notifying a customer when their order enters fulfillment or flagging delays for internal review.
This trigger operates at the account scope, so account, order, and project data are all available to downstream steps.
Trigger scope
This trigger operates at the account scope. Account fields, order data, and fulfillment project data are available downstream.
How it works
- A fulfillment project linked to a sales order changes status in Task Manager.
- The account associated with the order is brought into scope.
- Project status, order details, and account data become available as dynamic content.
- Downstream steps execute using that combined context.
Available data
| Output | Description |
|---|---|
| Project name | Name of the fulfillment project |
| Project status | The new status the project moved to |
| Previous status | The status the project was in before the change |
| Order ID | Identifier of the linked sales order |
| Account name | The account associated with the order and project |
| Status changed at | Timestamp of the status change |
Use trigger conditions to target a specific status if you only want the automation to run at a particular point in the fulfillment lifecycle.