Hi.
Our (free) plugin WunderAutomation that you can download from the repo has support doing this without having writing code.
You can easily set up a workflow that checks for a new comment (order notes are actually comments internally) and checks for comment type and if it’s a customer note or not. If it is, you send an email, HTML email, SMS, notify to Slack or perform whatever action you see fit.
https://wordpress.org/plugins/wunderautomation/
Thank you both for your help.
@wundermatics, can I do this for Private Notes only? I just want a notification sent to a team member (not the customer) when a Private Note is created.
Hi @mrtechnique,
Yes, you can do this for both private and customer notes. In the newest version (1.4.3) theres’s a filter for checking if a comment (order note) is a customer note or not. If it’s not a customer note, it has to be a private note.
Version 1.4.3 is going to be available on the repo in a few days. If you’re interested I can send you the most recent internal build as a zip. Are you available on WP Slack?
I don’t need the lastest version as long as the current version is stable.
I’ve installed your plugin, but I don’t see how to create a filter for a customer note.
Also, would this affect the regular comment notifications?
I probably wasn’t too clear in my previous messages. Support for that filter is due to be released in the next version, 1.4.3. When I answered the first time, I mistakenly thought that in was included earlier.
That’s why I offered to send 1.4.3 over to you earlier and wondered if I can reach you via Slack. If you want to, you can reach out to us via hello@wundermatics.com and I’ll send it first thing in the morning tomorrow.
If you’re OK with waiting, we’ll release 1.4.3 onto the repo Monday or Tuesday next week.
I’m not on the WordPress Slack channel. Can you invite me? I’ll send you my email.
We haven’t heard back from you in a while, so I’m going to mark this as resolved – if you have any further questions, you can start a new thread.
Sorry for the late reply. Erik helped me with my issue.