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How to create a Work Order in Orderry using Zapier?
How to create a Work Order in Orderry using Zapier?

Learn how to transfer Orders from Amazon Seller, Shopify, and other marketplaces to your Orderry CRM

Amalia avatar
Written by Amalia
Updated over a week ago

Zapier is one service for all integrations, which allows you to set up data transfer between all the critical systems in a few clicks.

Zapier supports over 200 applications, including Orderry. So, you can connect Orderry with various cloud services and automate your business processes.

Follow this link for information on setting up and connecting Orderry in Zapier.

In this article, you'll learn how to set up the zap in Zapier so that new work orders are created in Orderry using Shopify as an example.

Step 1: Find and connect Shopify in Zapier.

Step 2: Create a new Zap between Shopify and Orderry.

Click the + Create Zap button.

Add Trigger

In the Trigger field, choose Shopify and specify the Trigger Event, for example, New Order. Then, click Continue.

Choose the connected Shopify account and click Continue.

Add Action “Create a client”

Important: to successfully create a work order in Orderry, you must first create a client. That is, the order of actions in the zap should be as follows: first, create a client, and then create a work order.

In the Action field, choose Orderry and specify the Action EventCreate a Client. Then, click Continue.

Choose the connected Orderry account and click Continue.

Set up Action “Create a client”

Here, you choose the field from the client form to which the information from the Shopify order should be transferred. To do this, click on the field name and select the required value.

After Setting up the Action, click Continue.

Make an Action “Create a client” Test

If the test was successful, proceed to the next step.

Add Action “Create an order”

In the Action field, choose Orderry and specify the Action EventCreate an Order. Then, click Continue.

Choose the connected Orderry account and click Continue.

Set up Action “Create an order”

Here, you choose the field from the work order form to which the information from the Shopify order should be transferred. To do this, click on the field name and select the required value.

There are two mandatory fields (Branch id and Order Type), and four optional fields (Manager ID, Engineer ID and Client ID) in which you must specify the numeric ID.

There are two ways to find out the IDs for these fields.

Method 1. View the ID through Inspect or Address Bar in the browser.

Go to the Settings > Locations page. Right-click and select Inspect from the context menu.

Choose the arrow in the upper left corner of Inspect in the Elements tab.

Select the needed location and click.

As a result, in the Elements tab, you will see the ID of this location.

To check precisely, put the cursor over the ID and make sure that the needed location is highlighted.

Similarly, you can find the values for the Manager ID and Engineer ID fields on the Settings > Employees page.

You can see the ID for the work order type in the browser address bar.

On the Settings > Forms editor > Orders page, select a work order type. After that, in the address bar you will see the digital ID for this work order type.

Method 2. Get ID using API

The API documentation for Orderry describes all available API methods.

The Orders > Order types section describes a method for retrieving all work order types with their IDs.

The Locations section describes a method for retrieving all the locations in your account with their IDs.

The Employees section describes a method for retrieving all the employees in your account with their IDs.

In the Client ID field, you need to select the Data ID value that we got in the previous step ("Create a client").

After Setting up the Action, click Continue.

Step 3: Make an Action “Create an Order” Test and Publish Zap

If the test was successful and a work order was created in your Orderry account, proceed to the next step.

Click the Publish Zap button. Orders from Shopify will now be automatically created in your Orderry account.

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