Quotation Automation

Quote faster with automated freight pricing.

Purchase Order Automation

Capture purchase orders straight into CargoWise.

Sales Order Automation

Turn sales orders into shipment records.

Booking Creation Automation

Create bookings automatically from incoming requests.

Shipment Creation Automation

Build shipments from documents without retyping.

AP Invoice Automation

Process vendor invoices faster with accuracy.

AR Collection Tool

Collect payments faster with automated follow-ups.

Transport Job Automation

Launch transport jobs with zero manual steps.

Warehouse Entry Automation

Push shipments into warehouse workflows instantly.

CargoWise Setup

Launch CargoWise with the right foundation.

New Company Onboarding

Onboard new entities faster with confidence.

User Management

Control access without slowing teams down.

E-Doc Management

Share and approve documents without delays.

Workflow Setup

Remove bottlenecks with smarter workflows today.

CargoWise Neo Implementation

Migrate to Neo with lower operational risk.

eAdaptor Next Setup

Connect systems securely with eAdaptor Next.

Patch Update

Deploy CargoWise patches safely every time.

System Scanning & Health Check

Find risks before they hit operations.

Operations Audit & Optimization

Improve performance with measurable operational gains.

Customer Services & Operations

Manifest Filing
End-to-End Customer Service
Shipment Registration
Import & Export Documentation
Customs Entry Management
Real-time Tracking
Pickup & Delivery Co-ordination

Finance & Accounting Services

AR/AP Invoice Posting
Account Receivables
Account Payables
Bank Reconciliation
Vendor Reconciliation
Cost Booking
Financial Consulting

Quality & Data Management

Pricing & Tariff Maintenance
Quality & Data Management
SOP Development
Audit Desk
MIS Desk
Master Data Management

Digital Marketing

SEO & Organic Marketing
Paid Ads Marketing
Website Development
End-to-End Branding
Inside Sales
Design Services

Order Creation and Update API

Sync orders between systems in real time.

Booking Creation and Update API

Push bookings into CargoWise automatically.

Shipment Creation & Update API

Keep shipment data synced across platforms.

Consol Formation API

Group shipments into consols automatically.

House Bill Number Update API

Update house bills as documents finalize.

Consignor & Consignee Update API

Keep party details synced across systems.

Milestone Update API

Publish milestone updates to customers instantly.

Customs Field Update API

Update customs fields from connected systems.

Document Upload API

Attach job documents automatically from anywhere.

Job Management API

Manage CargoWise jobs through secure APIs.

Tracking API

Expose live tracking data to your portals.

Xero Integration

Sync CargoWise billing with Xero seamlessly.

QuickBooks Integration

Automate QuickBooks entries from shipment data.

MS Dynamics Integration

Connect Dynamics finance with CargoWise billing.

Sage Integration

Bridge Sage ledgers with logistics accounting.

Oracle Integration

Link Oracle ERP with shipment workflows.

Brightpearl Integration

Sync retail orders with freight operations.

Retail Express Integration

Connect retail sales with shipment execution.

Onaccount Integration

Automate credit workflows alongside receivables.

EDI Integration

Exchange EDI messages with partners faster.

Express Carriers

FedEx
UPS
DHL Express

Live Tracking

Vessel Tracking

Track vessel ETAs inside your workflows.

Container Tracking

Follow containers across the full journey.

SAP Integration

Connect SAP and CargoWise data reliably.

CargoWise Workflow Setup that Moves Shipments Without Manual Pushing

CargoWise Workflow Setup configures event triggers, milestones, notifications, and automated actions inside your CargoWise environment, so shipments move forward on their own instead of relying on someone to push each step through manually.

Book a Consultation

CargoWise workflow setup built around how shipments actually move

Elicit Technology's CargoWise Workflow Setup combines CargoWise expertise with operational process design to build workflows around your real shipment lifecycle. From triggers to exception handling, CargoWise Workflow Setup helps your team stop chasing tasks manually and start relying on the system to prompt the next action.

Cargowise One CargoWise dashboard configured by Elicit Technology

Our CargoWise Workflow Setup Process

Acceptance Sign-Off

Our CargoWise Workflow Setup begins with stakeholder approval after validating requirements, ensuring trigger logic, task ownership, and automation scope are confirmed before configuration begins.

Business Requirement Analysis

We analyse your shipment lifecycle, operational touchpoints, and required automation points. This helps us design a CargoWise Workflow Setup aligned with forwarding, customs, and warehouse processes.

Data Preparation & Migration

We extract, cleanse, and validate existing milestone and event data before secure setup in CargoWise. This ensures accuracy and consistency during the transition to automated workflows.

Workflow & Trigger Configuration

CargoWise Workflow Setup configures event triggers, workflow design, task assignment, notifications, and automated actions based on your operational requirements.

User Training

We conduct structured training sessions for your teams to ensure smooth adoption of your CargoWise Workflow Setup, including practical guidance on how triggers and automated actions function.

UAT & Sign-Off

We perform User Acceptance Testing with your teams to validate the CargoWise Workflow Setup against real shipment scenarios before go-live approval from stakeholders.

Production Go-Live

We activate your configured CargoWise Workflow Setup across operations with close monitoring to ensure triggers and automated actions fire correctly from day one.

Post Production Support

Post go-live, we provide continuous monitoring, rapid issue resolution, and ongoing refinement of your CargoWise Workflow Setup to ensure long-term reliability.

Capabilities of Our CargoWise Workflow Setup

Event Trigger Configuration

/01

CargoWise Workflow Setup configures triggers based on shipment status changes and milestone completions, so actions fire automatically.

/02

Workflow Design & Task Assignment

CargoWise Workflow Setup designs workflows that assign tasks and route approvals without manual coordination.

/03

Notification Setup

CargoWise Workflow Setup includes email and SMS alerts, so the right people know the right thing at the right time.

/04

Automated Actions

CargoWise Workflow Setup automates invoicing, document dispatch, and other recurring actions tied to workflow triggers.

/05

Custom Event Scripts & Exception Management

CargoWise Workflow Setup handles edge cases with custom logic, flagging exceptions for review instead of letting them fail silently.

Looking for the Right CargoWise Partner to Support Your Growth?

Elicit Technology helps logistics businesses simplify CargoWise through implementation, integration, automation, configuration, BI dashboards, live setup, and ongoing support.

Frequently Asked Questions

Happy to Assist You with Anything

CargoWise Workflow Setup covers event trigger configuration, workflow design, notification setup, automated actions, custom event scripts, and exception management.

Milestones track the stages a shipment passes through. CargoWise Workflow Setup builds the automated actions and notifications that fire once those stages are reached.

Yes. CargoWise Workflow Setup logic and triggers are configured to match specific operational requirements, rather than applying one generic flow across every branch.

Within CargoWise Workflow Setup, exceptions are flagged for review rather than silently failing, so nothing falls through unnoticed while normal shipments keep moving.

Yes. CargoWise Workflow Setup notification rules can include customer-facing alerts alongside internal ones, depending on what each workflow requires.

Latest from our blogs

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Quotation Automation

Purchase Order Automation

Sales Order Automation

Booking Creation Automation

Shipment Creation Automation

AP Invoice Automation

AR Collection Tool

Transport Job Automation

Warehouse Entry Automation

BI Dashboards

Mobile App for Forwarders & Customers

WhatsApp Integration

AI-driven Chat Bot

We are always ready with the solution you need.

CargoWise Setup

New Company Onboarding

User Management

E-Doc Management

Workflow Setup

Registry Setup

CargoWise Neo Implementation

eAdaptor Next Setup

Patch Update

System Scanning & Health Check

Operations Audit & Optimization

User Training

We are always ready with the solution you need.

Customer Services & Operations

Finance & Accounting Services

Quality & Data Management

Digital Marketing

Report Customization

Document Customization

Screen Customization

Label Customization

We are always ready with the solution you need.

Custom Field Configuration

Milestone Configuration

Workflow & Event Configuration

Document Delivery Configuration

Scheduler Configuration

We are always ready with the solution you need.

Order Creation and Update API

Booking Creation and Update API

Shipment Creation & Update API

Consol Formation API

House Bill Number Update API

Consignor & Consignee Update API

Milestone Update API

Customs Field Update API

Document Upload API

Job Management API

Tracking API

Xero Integration

QuickBooks Integration

MS Dynamics Integration

Sage Integration

Oracle Integration

Brightpearl Integration

MYOB EXO Integration

Retail Express Integration

Onaccount Integration

Salesforce

HubSpot

Zoho CRM

Microsoft Dynamics CRM

We are always ready with the solution you need.

ICEGATE Integration

ACE Integration

AMS Integration

AES Integration

CDS Integration

DMS Integration

MPCI Integration

ICS2 Integration

ASM Sequoia Integration

TradeNet Integration

ASYCUDA Integration

SARS Integration

SISCOMEX Integration