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