Prevent’s Workflow Automation helps you automatically take actions on orders based on their risk level.
What Is Workflow Automation?
Workflow Automation lets you define IF–THEN rules that act automatically when an order matches specific conditions.
For example:
IF Risk Score > 50, THEN Hold Order.
This allows Prevent to handle low-risk orders automatically while flagging or pausing high-risk ones for manual review, saving you time and minimizing risk.
Manage rules in your Dashboard: Settings → Prevent Settings → Workflow Automation.
How to Enable a Workflow Automation Rule
Log in to your Prevent Dashboard.
Navigate to Prevent Settings → Workflow Automation.
Click Set New Rule.
Name your rule (e.g., "High-Risk Hold").
Define IF conditions (e.g., Risk Score > 50).
Select a THEN action (e.g., Hold Order).
Click Set Rule to save and activate
What Are the Supported Actions?
You can automate your decision-making and streamline your fulfillment process with actions like Proceed, On Hold, Verify, and Cancel.
1. Proceed For low-risk orders that can move straight to fulfillment. This marks the order as Closed in Prevent, signaling it’s been reviewed, cleared, and is ready for shipping. The order status in your commerce platform remains the same, so your normal fulfillment process continues uninterrupted.
💡 Pro tip: Use the “Proceed” action for your lowest-risk orders to accelerate fulfillment and minimize manual reviews.
2. On Hold For high-risk orders that need manual review. Prevent flags the order with an “On Hold” status and logs the reason. This helps your team identify which orders need extra attention. Once reviewed, simply release the hold in your system to allow fulfillment to continue.
💡 Pro tip: Use the “On Hold” action when you want time to investigate orders before items ship.
3. Verify (Coming Soon) For medium-risk orders requiring buyer confirmation. Prevent will send a branded verification email to the buyer, using your store name, logo, and order details to confirm the purchase.
💡 Pro tip: You will be able to customize verification timing, messages, and fallback actions in your settings.
4. Cancel For ultra-high-risk orders that should not be fulfilled. The order is canceled only if it’s unfulfilled and not already canceled or refunded. Prevent updates the order’s status to “Canceled” and initiates a full refund to the buyer.
💡 Pro tip: Reserve this action for your highest-risk thresholds only.
Common Questions
Can I Receive Notifications When a Rule Is Triggered?
Can I Receive Notifications When a Rule Is Triggered?
Yes. You can enable Email Notifications for any rule in your settings. When activated, Prevent will send alerts each time that specific rule is triggered.
Does Rule Order Matter?
Does Rule Order Matter?
Yes , rule order is critical. Prevent processes rules from top to bottom. The first rule that matches an order's conditions is applied, and any subsequent rules are skipped.
Place strict rules at the top (e.g., "Hold all orders over $2,000").
Order from specific to general.
Avoid conflicting rules (e.g., having one rule approve and another hold the same order).
Why Are “On Hold” Orders Being Released Automatically?
Why Are “On Hold” Orders Being Released Automatically?
This usually happens if another automation tool (such as Shopify Flow or an inventory app) overrides Prevent’s hold action. To prevent this, ensure your other automation workflows include a condition to check if an order is tagged “On Hold” before they attempt to fulfill it.
Can Workflow Automation Trigger Buyer Verification? Coming soon!
Can Workflow Automation Trigger Buyer Verification? Coming soon!
Prevent is currently developing automated buyer verification triggers, which will allow you to request confirmation from buyers before fulfillment directly through Workflow Automation.