How to Create Pipelines in Moddule

In this article:


What are pipelines?

Pipelines are a tool for automating data validation, modification, and workflow management based on predefined rules. They allow you to inspect incoming order data and automatically execute actions, such as updating shipping methods or setting custom fields, before the order is created or sent to the warehouse.

Pipelines are defined at the individual company level, allowing Moddule customers to create pipelines for each of their customers independently.


Tip: Speed up pipeline creation for multiple companies by using the copy from feature to copy pipeline settings from one company and apply them to another.


What account types can access pipelines?

Super Manager and Manager accounts can build, edit, and delete pipelines.


How can you use pipelines?

Pipelines work as a smart automated filter and editor for your incoming orders. The system checks the order details against rules you set (the trigger) and then updates the order automatically (the action) before it moves on to the next step.

  • Automatically set shipping method: You can set a pipeline so that if the trigger detects a country in the Ship To Address, the action automatically sets Shipping Method field to your desired method of shipping.
  • Update billing information by product: You can set a pipeline so that if the trigger finds the SKU Field is equal to a specific SKU, the action automatically sets the value of the Billing Contact Name in the Bill To Address to your desired contact name.
  • Validate and modify before fulfillment: Pipelines can validate and modify order data just before the order is sent to the warehouse, for example, by setting Customs to a required value if the order contains a certain SKU Field that needs special handling.
  • Tag orders for priority: Pipelines allow you to set custom fields based on order properties, such as tagging an order as "High Value" if the total order amount exceeds a specified monetary threshold.


What are triggers?

A trigger is a predefined condition or set of criteria that must be met by incoming order data for the pipeline's associated actions to be executed. Think of a trigger as the "if" part of an "if-then" rule.


What is a model object?

A model object is a specific category or segment of data within an order that the pipeline is designed to inspect or modify. When you create a pipeline, you first select a model object to tell the system where to look for a trigger, and where to apply an action.


Model Object

Description

Self

The order itself (refers to main, top-level order properties).

Pass Through

Custom fields associated with the order (at the main order level).

Ship To Address

Shipping address information for the order.

Bill To Address

Billing address information for the order.

Any Order Line SKU

Product SKU contained within any of the order lines.

Any Order Line Pass Through

Custom fields contained within any of the order lines.


What is an operator?

An operator defines the type of comparison the system performs between the data in the model field and the value you provide in the Assertion Value. It's the rule that connects "what you are checking" to "what you are checking against".


Operator

Description

Equal

Finds an exact match.

Not Equal

Finds entries that do not match.

Contain

Finds the field where the value contains the specified text.

Not Contain

Finds the field where the value does not contain the specified text.

Is Included In

Finds where the field value is in a list of values you provide.

Is Not Included In

Finds where the field value is not in a list of values you provide.

Is Blank

Finds fields that are empty.

Is Not Blank

Finds fields that have a value.



How to create pipelines

Create new pipelines in just minutes following these instructions. Pipelines are created at a company level and can be ordered by priority.


Access the pipelines section

  1. When logged in to a Super Manager or Manager account, navigate to the pipelines section in the Moddule platform for the company you are creating a pipeline for. The path to access this section is Enterprise →Companies → Company name → Pipelines.
  2. Click the “+ Create pipeline” button in the top right corner.



Fill in basic pipeline information

Define the core properties of your new pipeline:

  1. Name: Enter a descriptive name for your pipeline.
  2. Event: Choose when the pipeline should be executed: Before Order Creation or Before Sending to Warehouse.
  3. Status: Set the execution status: Active (the pipeline will be executed) or Disabled (the pipeline will not be executed).



Set up triggers

Add one or multiple triggers.

Triggers define the conditions that must be met for the pipeline to run. All triggers in a pipeline must match for the actions to execute.

  1. Click the "+ Add trigger" button.
  2. Trigger label: (Optional) Enter a unique label to identify this specific trigger, useful for referencing in actions.
  3. Model object: Select the part of the data to match against (e.g., Self for the order itself, Ship To Address, Any Order Line SKU, etc.).
  4. Model field: The specific field within the selected Model Object to check (e.g., Country within Ship To Address).
  5. Operator: Choose the comparison type (e.g., Equal, Not Equal, Contain, Is Blank).
  6. Assertion value: The value to compare the model field against.



Set up actions

Actions define what changes the pipeline will make when all triggers are successfully met.

  1. Click the "+ Add action" button.
  2. Action type: Select how the field's value will be set:
  • Set value: Directly sets the field to a specified value.
  • Inherit trigger value: Copies a value from a matching trigger.
  1. Match trigger label: (Only for Inherit trigger value) Do not inherit values by label for "Any Order Line SKU" or "Any Order Line Pass Through" as it is not specific enough to match.
  2. Model object: Select the part of the data to modify (e.g., Self, Pass Through, Bill To Address).
  3. Model field: The specific field to be modified.
  4. Action value: (Only for Set value type) The value to set the Model Field to.


Multiple triggers in a pipeline have an AND relationship. All must match for actions to run.




Finalize and save

  1. Click the “+ Create pipeline” button at the bottom of the form. The newly created pipeline will be shown at the top of the list.


Pipelines can be prioritized, with higher priority pipelines overwriting lower priority results on conflicting fields. You can edit the priority order from the pipeline list.


Confirm and review pipeline information

  1. Your newly created pipeline will appear in the list of pipelines.
  2. Select the arrow to open the pipeline and edit or delete that pipeline.



How to copy settings from existing pipelines

Simplify pipeline creation by copying settings from existing pipelines and applying them to a new pipeline, or another customer’s pipeline.


Access the pipelines section

  1. When logged in to a Super Manager or Manager account, navigate to the pipelines section in the Moddule platform for the company you would like to copy the pipeline to. The path to access this section is Enterprise → Companies → Company name → Pipelines.
  2. Click the “Copy from” button.



Select pipeline

  1. Select the company from which you are copying the pipeline from the dropdown.



  1. Toggle on as many pipelines as you would like to copy. Select the “Paste selected pipelines” button to add them to the current company.



Updated on: 04/12/2025

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