Zapier is one service for all integrations, which allows you to set up data transfer between all the necessary systems in a few clicks.
Zapier supports over 300 applications, including Orderry. So, you can connect Orderry with various cloud services and automate your business processes.
For information on setting up and connecting Orderry in Zapier, follow this link.
In this article, you'll learn how to set up the zap in Zapier so that new orders are created in Orderry. Let's review using Shopify as an example.
Step 1: Find and connect Shopify in Zapier.
Step 2: Make a new zap between Shopify and Orderry.
Click the “Make a Zap” button.
In the “Trigger” field, choose Shopify and specify the desired “Trigger Event”, for example, “New Order”. Then, click “Continue”.
Choose the connected Shopify account and click “Continue”.
In the “Action” field, choose Orderry and specify the desired “Action Event”, for example, “Create an Order”. Then, click “Continue”.
Choose the connected Orderry account and click “Continue”.
Set up Action
Here, you choose the field from the order form to which the information from the Shopify order should be transferred. To do this, click on the field name and choose the required value.
There are two mandatory fields: “Branch_id” and “Order Type,” in which you must specify the numeric ID of the field.
There are two ways to find out the IDs for these fields.
1 method. View the ID through Inspect in the browser.
1. Go to the “Settings > Locations” page.
2. Right-click and choose “Inspect” from the context menu.
3. Choose the arrow in the upper left corner of Inspect in the “Elements” tab.
4. Select the desired location and click.
As a result, in the “Elements” tab, you will see the ID of this location.
To check exactly, put the cursor over the ID and make sure that the desired location is highlighted.
Similarly, you can see the ID for the order type.
On the “Settings > Forms editor > Orders” page, open Inspect, select the arrow, and click the “Order type” field.
Click the arrow on the highlighted line to see the list of all order types. As a result, you will see the IDs for each order type.
2 method. 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 order types with their IDs.
The “Locations” section describes a method for retrieving all the locations in your account with their IDs.
After Set up Action, click “Continue.”
Step 3: Make an Action Test.
If the test was successful and an order was created in your Orderry account, proceed to the next step.
Step 4: Turn on zap.
Click the “Turn on Zap” button. Orders from Shopify will now be automatically created in your Orderry account.