Automated mail for bank details when customer choose "bank deposit"

Payments + Shipping & Fulfilment
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Topic summary

Automating an email when a customer selects Bank Deposit or Cash on Delivery (COD) at checkout, sending bank details and asking for payment confirmation.

Key points:

  • No explicit automation trigger was found for specific payment methods. A suggested workaround is to trigger on “order created” and filter by the order’s payment gateway field to detect Bank Deposit/COD.
  • A separate question asked how to accept bank deposits. The solution is to enable a manual payment method for offline payments (COD, money orders, bank transfers); a Help Center link with setup steps was provided.

Clarifications:

  • “Gateway” refers to the payment method recorded on the order, which can be used as a condition in automation.
  • “Manual payment method” means offline payments that are marked as paid later, outside of Shopify’s online processors.

Status/outcomes:

  • Process for enabling bank deposits via manual payments is addressed with documentation.
  • The conditional automation email based on Bank Deposit/COD remains not fully resolved beyond the gateway-field filter approach.
Summarized with AI on December 29. AI used: gpt-5.
1

I did go through all automation triggers but could not find a trigger for when payment method is “Bank Deposit” or “Cash on Delivery”.

I need to set up an automated mail that says “here are bank details, please pay then reply this mail”

1 Like
2

I believe it should be the gateway field on the order. You could trigger on order created.

3

Can you help me by telling me the process of accepting a payment by bank deposit?

4

Hi, @shalera .

Thanks for joining the thread!

To accept payments such as Cash on Delivery, money orders and bank transfers, you’ll need to set up a manual payment method. You can follow the steps in our Help Center Resource to enable this.