Ship Smarter: Using HubSpot Workflows to Automate Shipments

If your team is still manually creating shipping labels every time a deal closes, you're leaving serious time - and money - on the table. With Shippy by Dijy and HubSpot Workflows, you can automate your entire shipping process from label generation to customs documentation, all triggered by the events already happening in your CRM.

Here's a breakdown of what's possible, how to set it up, and how to get the most out of Shippy's workflow automation features.

What Is Shippy Workflow Automation?

Shippy by Dijy is a native HubSpot shipping app that connects your CRM data directly to your shipping process. On a Super Shipper, Power Shipper, or Mega Shipper subscription, Shippy unlocks powerful HubSpot Workflow Actions that allow you to automate:

• Domestic shipment creation: labels generated automatically, no manual entry
• International shipment creation: including full customs documentation
• Packing slip generation: tied to deal line items

Even on Pay-As-You-Go or Lite Shipper plans, Shippy's workflow capabilities extend to tracking notifications, tracking reminders, and deal stage updates, so there's value at every tier.

Shippy is compatible with contact, company, deal, ticket, custom object, and order-based workflows, giving you significant flexibility in how and when automation fires.

Automate Domestic Shipment Creation

The flagship workflow action is Shippy's Create Shipment. When something happens in HubSpot (a deal closes, a property updates, a form is submitted), Shippy automatically generates a shipping label without any manual intervention.

To configure Create Shipment in a workflow, you'll need to provide:

• Carrier Service: the shipping carrier and service level
• Preset Package: dimensions and weight package preset configured in Shippy
• Sender's Preset Address: your outbound ship-from location
• Recipient Details: name, street address, city, state/region, postal code, and country

One of the most powerful features here is token support for name and address fields. This means you can pull recipient data directly from HubSpot contact or deal properties - including custom fields beyond HubSpot's defaults.

Common trigger examples:

• Deal stage moves to "Closed Won"
• Order object is created
• A custom property (e.g., "Fulfillment Ready") is set to "Yes"

Automate International Shipments (with Customs Documentation)

Shipping internationally adds complexity - but Shippy handles it. The Create International Shipment action builds on the domestic workflow and adds everything needed for customs compliance.

In addition to the standard shipment fields, you'll need to supply:

• Contents Type & Explanation
• EEL/PFC (export compliance reference)
• Customs Certify & Customs Signer
• Item-level details: description, quantity, weight, value, origin country, HS tariff number, and SKU/item code

Pro Tip: Use Branch Actions for Mixed Shipping

If your workflows handle both domestic and international orders, branch actions are your best friend. Set up conditional branches based on the recipient country (or a custom "Shipment Type" property), and route each record to the appropriate Create Shipment action. The result: a single automated workflow that handles your entire order mix - no manual sorting required.

Auto-Generate Packing Slips

For deal-based workflows, Shippy adds another powerful action: Generate Packing Slip. Once line items are associated with a deal, this action auto-creates a packing slip your team can use internally or include in the shipment.

Setup is minimal:

1. Add the Generate Packing Slip action to your deal-based workflow
2. Choose whether to include a barcode: No Barcode or With Shipment Data
3. Save

Generated packing slips are accessible on the Shippy app card within the deal record, or from Shippy Settings > Packing Slips.

Note: Packing slips require at least one line item associated with the deal before the workflow action fires.

Send Real-Time Tracking Notifications

Available on all Shippy tiers, tracking notifications allow you to keep customers informed without lifting a finger. Because Shippy passes live tracking data to associated order objects in HubSpot, you can build order-based workflows that trigger customer-facing emails (or internal alerts) based on shipment status changes.

Shippy's tracking fields include:

• Recent Shippy Tracking Status: Pre-Transit, In Transit, Out for Delivery, Delivered, Available for Pickup, Return to Sender, Error, and more
• Recent Shippy Tracking Status Detail: Label Created, Departed Facility, Arrived at Destination, Delayed, and many more

The key workflow technique here is the "Delay until property value changed" step. This keeps the workflow paused until a tracking status update is received, then fires the notification at exactly the right moment.

Close Deals Automatically When a Package is Delivered

Automatically move a deal to Closed Won the moment a shipment is delivered. Set up a deal-based workflow with:

1. Deal is associated to any order
2. Shippy Recent Tracking Status (on associated order) is "Delivered"

Then use the Edit action to update the Deal Stage to "Closed Won." If your pipeline includes intermediate stages (e.g., "Shipped," "Out for Delivery"), apply the same logic with updated trigger criteria for each stage.

Getting Started

Workflow automation in Shippy is available on all subscription tiers, but offers full autonomy on Super Shipper or above. Head to HubSpot's Workflow editor and search for "Shippy by Dijy" in the workflow actions panel to get started.

Have a workflow use case not covered here? Reach out to the Shippy team - we're actively expanding what's possible.