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Customer Support

Order Tracking Bot

Let customers check order status via chat, WhatsApp, or email using order ID or email lookup.

Automation overview

What this automation does

This automation starts when customer message with order ID pattern or email on WhatsApp, chat, or email. It shopify search order status and shippo pull carrier tracking, then delayed shipments create proactive Zendesk support ticket.

Trigger
Customer message with order ID pattern or email on WhatsApp, chat, or email
Main actions
Shopify search order status → Shippo pull carrier tracking
Final outcome
Delayed shipments create proactive Zendesk support ticket
Execution time
30–90 seconds
Apps used
4 integrations
AI-powered
No
Difficulty
Intermediate
Intermediate
Workflow diagram

End-to-end scenario flow

Read-only visualization of how data moves from trigger to final result.

Trigger
WhatsApp
Customer order lookup
Step 1
Shopify
Search order status
Step 2
Shippo
Pull carrier tracking
Result
Zendesk
Escalate delays
Step-by-step

How each step runs

  1. 1
    WhatsAppTrigger
    Customer order lookup

    Message with order ID or email on WhatsApp, chat, or email

  2. 2
    Shopify
    Search order status

    Shopify order search by ID or email

  3. 3
    Shippo
    Pull carrier tracking

    Fulfillment status and carrier tracking from Shippo or AfterShip

  4. 4
    Zendesk
    Escalate delays

    Delayed shipments create proactive Zendesk support ticket

Apps used

Connected applications

WhatsApp

Parser

Shopify

Parser

Shippo

Parser

Zendesk

Parser

Summary

Automation summary

Trigger
Customer message with order ID pattern or email on WhatsApp, chat, or email
Inputs
Customer message with order ID pattern or email on WhatsApp, chat, or email, Business Name, Notification Email, Timezone
Outputs
Delayed shipments create proactive Zendesk support ticket, Shopify search order status, Shippo pull carrier tracking
Business goal
Automate order tracking bot end-to-end with accurate app routing.
Execution frequency
Real-time on event
Estimated runtime
30–90 seconds
Error handling
Failed steps retry up to 3 times with exponential backoff; persistent failures notify your configured channel and log to the run history.
Dependencies
Shopify, WhatsApp
Benefits

Why use this automation?

Save ~3 hours/week

Remove repetitive steps from Order Tracking Bot so your team focuses on high-value work.

Reduce manual work

Connected apps sync data automatically instead of copy-paste between dashboards.

Prevent human errors

Standardized logic runs the same way every time, with retries on failure.

Faster response times

Events trigger immediate actions instead of waiting for someone to check a queue.

Requirements

What you need to get started

Required apps

  • Shopify
  • WhatsApp

Required accounts

  • Active Shopify workspace with API access
  • Active WhatsApp workspace with API access
  • Shata Automation workspace (free tier supported)

Required API keys

  • OAuth tokens for each connected integration

Permissions

  • Read access on trigger sources (forms, sheets, webhooks, or CRM objects)
  • Write access on destination apps (email, chat, CRM, or storage)

Estimated setup time

  • 10 min including app authorization and test run
  • Difficulty: Intermediate

Optional apps

  • Intercom (optional)
  • Gmail (optional)
  • Twilio (optional)
  • Shippo (optional)
  • Zendesk (optional)

Automation runtime

Activate this template

PreviewSome steps run in preview until their integrations go live.

Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.

Draft
0%
Activation readiness

Est. setup time: ~10 min

Required connections

  • WhatsApp (Twilio)(required)
    PreviewWhatsApp (Twilio): workflow actions run in preview
    Missing
  • Shopify(required)
    PreviewShopify: workflow actions run in preview
    Missing
  • shippo(required)
    Previewshippo: workflow actions run in preview
    Missing
  • Missing connection: WhatsApp (Twilio)
  • Missing connection: Shopify
  • Missing connection: shippo
Manage all connections →View all installations →

Workflow summary

Trigger
Customer message with order ID pattern or email on WhatsApp, chat, or email
Steps
4 nodes
Required apps
3
Optional apps
1

Trigger

New email trigger

Activate this workflow to provision the trigger endpoint.

Run history

No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.

FeaturedFreeIntermediatePreview10 min setup3.95.8k installs · 159 reviews
Customize for My Business
Analytics

Template performance

37.0k
Views
5.8k
Installs
509
Favorites
3.9
Avg rating
15.8%
Conversion
10 min
Setup time
94%
Success rate
108
Trending score
Most used integrations
WhatsAppShopifyshippo

Message containing order # pattern or email on WhatsApp Twilio, Intercom, or email parser triggers Shopify order search, pulls fulfillment status and carrier tracking from Shippo or AfterShip API, formats status timeline in customer language, and if delayed >2 days past estimate creates Zendesk proactive ticket for support outreach.

Some steps run in preview until their integrations go live.

Required apps
WhatsAppPreviewShopifyPreviewShippoPreview
Optional apps
ZendeskPreview
All integrations
WhatsAppShopifyShippoZendesk
Workflow preview

How Order Tracking Bot runs

1
Trigger
Define lookup patterns
2
Process
Rule engine
3
Action
whatsapp
4
Notify
Alert & log
WhatsappShopifyShippoZendesk
Setup steps

Get started in 5 steps

  1. 1
    Connect channels and commerce

    Twilio WhatsApp, Intercom, Gmail parser, Shopify, Shippo/AfterShip, Zendesk.

  2. 2
    Define lookup patterns

    Regex for #12345, ORD-, and email validation before query.

  3. 3
    Format status response

    Ordered → packed → shipped → delivered with timestamps and tracking link.

  4. 4
    Configure delay escalation

    Auto-ticket when carrier shows exception or SLA missed.

  5. 5
    Test lookup paths

    Valid order, invalid order, and delayed shipment scenarios.

Variables

Configurable settings

VariableTypeDefaultRequired
Business NametextYour BusinessYes
Notification EmailemailYes
TimezoneselectYes
Shopify Store DomaintextNo
FAQ

Frequently asked questions

Multiple orders?

List last 3 orders if email match; customer picks by number reply.

Guest checkout?

Order ID + email zip code verification for guest orders.

Marketplace orders?

Amazon branch uses different API; enable per connected marketplace.

PII in WhatsApp?

Minimal data returned; full address only on verified email channel.

Get started

Customize Order Tracking Bot for your business

Our team can adapt this template to your exact workflow, apps, and brand requirements.