Get recent WooCommerce orders
The flow runs on a recurring schedule. It gets the WooCommerce orders that fall within the chosen date range.
Order ManagementCustomer CommunicationERP to eCommerce
WooCommerce Order Delay Notification When Epicor Kinetic Promise Dates Slip
Compare ship dates with promised dates in Epicor Kinetic on a schedule, then note the WooCommerce order, email the customer through Gmail or alert the Sales Manager in Microsoft Teams
Apps used in this template
About this template
What This Workflow Does
When a ship date slips in Epicor Kinetic, online customers often find out only after the delivery is already late. On a recurring schedule, this template gets recent WooCommerce orders, compares the current ship date with the promised date on the matching Epicor Kinetic sales order, and then adds an order note, emails the customer through Gmail or alerts the Sales Manager in Microsoft Teams, depending on the delay.
Key benefits
- Customers hear it from you — The customer gets the previous and new ship dates by email, with the choice to keep or cancel.
- Three paths by delay size — Minor slips get an order note, moderate delays get an email and serious delays get an escalation.
- At-risk orders escalated — Very long delays and high value orders alert the Sales Manager in Microsoft Teams.
- Record on the order — The new delivery estimate and a delay note are saved on the WooCommerce order.
Inside the flow
How the template works
The flow runs on a schedule, gets WooCommerce orders in the chosen date range and reads the current and promised ship dates from the matching Epicor Kinetic sales order. It calculates the delay in days and routes each web order to a quiet order note, a customer email or a sales escalation.
Read ship dates in Epicor Kinetic
For each order, the flow finds the matching sales order in Epicor Kinetic. It reads the current ship date and the originally promised date for every open delivery.
Keep web orders only
Only orders that came through the online store move forward. The rest of the order book is left untouched.
Calculate the delay and choose a path
The flow compares the current ship date with the promised date and calculates the delay in days. Each order goes to one of three paths: minor delay, customer notification or escalation, with very long delays and high value orders escalated.
Record minor delays on the order
For a slip of a day or two, the flow adds the new delivery estimate and a delay note to the WooCommerce order. No email is sent to the customer.
Email the customer and escalate serious delays
For moderate delays, Gmail sends the customer the previous and new ship dates with two choices: keep the order or reply to cancel. For serious delays or high value orders, Microsoft Teams also alerts the Sales Manager, and the WooCommerce order gets the new estimate and note in both cases.
Business Benefits
What changes when ship date delays are caught and communicated without manual checks.
01
Proactive delay communication
Customers hear about a delay from you before the delivery is late, which helps reduce complaints and cancellations.
02
Right response for every delay
Small slips are recorded quietly, moderate delays trigger a customer email and serious ones reach a manager.
03
No more manual messaging
Operations teams no longer compare dates and contact customers one by one. The flow detects the delay and sends the message.
04
Faster recovery of at-risk orders
Long delays and high value orders alert the Sales Manager in Microsoft Teams, so a personal follow up can happen early.
05
A clear record on every order
The new estimate and the delay note sit on the WooCommerce order, so customer service and operations can see what changed.
01
Proactive delay communication
Customers hear about a delay from you before the delivery is late, which helps reduce complaints and cancellations.
02
Right response for every delay
Small slips are recorded quietly, moderate delays trigger a customer email and serious ones reach a manager.
03
No more manual messaging
Operations teams no longer compare dates and contact customers one by one. The flow detects the delay and sends the message.
04
Faster recovery of at-risk orders
Long delays and high value orders alert the Sales Manager in Microsoft Teams, so a personal follow up can happen early.
05
A clear record on every order
The new estimate and the delay note sit on the WooCommerce order, so customer service and operations can see what changed.
Keep exploring
More templates for creativity
Every repetitive process between your ERP, CRM, and business apps has a template. Find yours, customize it, and go live today.
Customize the flow
Build Your Own Version of This Workflow
Every trigger and action this template uses is available in the appse ai builder, so the same flow can be rebuilt with your own routing, thresholds and destinations.
Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
How does WooCommerce order delay notification work?
The flow runs on a schedule and gets recent WooCommerce orders. It reads the current and promised ship dates from the matching Epicor Kinetic sales order and calculates the delay in days. Minor delays get an order note, moderate delays get a customer email from Gmail, and serious delays or high value orders also alert the Sales Manager in Microsoft Teams.
Which delays send an email to the customer?
What does the customer email say?
When is the Sales Manager alerted in Microsoft Teams?
What needs to be in place before it runs?
Why businesses love appse ai
Discover how appse ai has helped businesses automate processes and achieve growth through our users' success stories.
Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Founder and CEO
Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Founder and CEO
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
Deploy this workflow in minutes
Start free — no credit card, no setup calls required. Use this template as-is or customize every step inside the appse ai no-code builder and go live today.
SOC 2
SAP Certified Partner
ISO/IEC 27001
GDPR