Mechanic is a development and ecommerce automation platform for Shopify. :)
This task scans your incoming orders, tagging customers based on the Shopify app responsible for creating each order. Run this task manually to tag your customers based on their historical orders.
Runs Occurs whenever an order is created, Occurs when a user manually triggers the task, and Occurs when a bulk operation is completed. Configuration includes app titles and customer tags and test mode.
This task scans your incoming orders, tagging customers based on the Shopify app responsible for creating each order. Run this task manually to tag your customers based on their historical orders.
Configure this task with app titles on the left, and customer tags to add on the right.
Use the "Test mode" option to see what the task intends to do, without actually having the task actually make any changes to your customers.
Mechanic is designed to benefit everybody: merchants, customers, developers, agencies, Shopifolks, everybody.
That’s why we make it easy to configure automation without code, why we make it easy to tweak the underlying code once tasks are installed, and why we publish it all here for everyone to learn from.
(By the way, have you seen our documentation? Have you joined the Slack community?)
shopify/orders/create mechanic/user/trigger mechanic/shopify/bulk_operation
{% if event.topic == "shopify/orders/create" %}
{% capture query %}
query {
order(id: {{ order.admin_graphql_api_id | json }}) {
customer {
id
tags
}
events(
first: 1
sortKey: CREATED_AT
query: "verb:placed"
) {
edges {
node {
id
... on BasicEvent {
appTitle
}
}
}
}
}
}
{% endcapture %}
{% assign result = query | shopify %}
{% if event.preview %}
{% capture result_json %}
{
"data": {
"order": {
"customer": {
"id": "gid://shopify/Customer/1234567890",
"tags": []
},
"events": {
"edges": [
{
"node": {
"appTitle": {{ options.app_titles_and_customer_tags__keyval_required.first.first | json }}
}
}
]
}
}
}
}
{% endcapture %}
{% assign result = result_json | parse_json %}
{% endif %}
{% assign app_title = result.data.order.events.edges.first.node.appTitle %}
{% assign tag_to_add = options.app_titles_and_customer_tags__keyval_required[app_title] %}
{% if app_title == blank %}
{% log message: "This order was not created by an app. Skipping." %}
{% elsif tag_to_add == blank %}
{% log message: "No tag found for this app. Skipping.", app_title: app_title %}
{% elsif result.data.order.customer.tags contains tag_to_add %}
{% log message: "The customer already has the tag for this app. Skipping.", app_title: app_title, tag_to_add: tag_to_add %}
{% elsif options.test_mode__boolean %}
{% action "echo" customer_id: result.data.order.customer.id, order_app_title: app_title, customer_tag_to_add: tag_to_add %}
{% else %}
{% action "shopify" %}
mutation {
tagsAdd(
id: {{ result.data.order.customer.id | json }}
tags: {{ tag_to_add | json }}
) {
userErrors {
field
message
}
}
}
{% endaction %}
{% endif %}
{% elsif event.topic == "mechanic/user/trigger" %}
{% capture bulk_operation_query %}
query {
customers {
edges {
node {
__typename
id
tags
orders {
edges {
node {
__typename
id
events(
first: 1
sortKey: CREATED_AT
query: "verb:placed"
) {
edges {
node {
__typename
id
... on BasicEvent {
appTitle
}
}
}
}
}
}
}
}
}
}
}
{% endcapture %}
{% action "shopify" %}
mutation {
bulkOperationRunQuery(
query: {{ bulk_operation_query | json }}
) {
bulkOperation {
id
status
}
userErrors {
field
message
}
}
}
{% endaction %}
{% elsif event.topic == "mechanic/shopify/bulk_operation" %}
{% if event.preview %}
{% capture bulkOperation_json %}
{
"objects": [
{
"__typename": "Customer",
"id": "gid://shopify/Customer/1234567890",
"tags": []
},
{
"__typename": "Order",
"id": "gid://shopify/Order/1234567890",
"__parentId": "gid://shopify/Customer/1234567890"
},
{
"__typename": "BasicEvent",
"id":" gid://shopify/BasicEvent/1234567890",
"appTitle": {{ options.app_titles_and_customer_tags__keyval_required.first.first | json }},
"__parentId": "gid://shopify/Order/1234567890"
}
]
}
{% endcapture %}
{% assign bulkOperation = bulkOperation_json | parse_json %}
{% endif %}
{% assign customers = bulkOperation.objects | where: "__typename", "Customer" %}
{% assign orders = bulkOperation.objects | where: "__typename", "Order" %}
{% assign events = bulkOperation.objects | where: "__typename", "BasicEvent" %}
{% assign app_title_counts = hash %}
{% for event in events %}
{% assign app_title = event.appTitle %}
{% if app_title == blank %}
{% assign app_title = "(not placed via app)" %}
{% endif %}
{% assign app_title_counts[app_title] = app_title_counts[app_title] | plus: 1 %}
{% endfor %}
{% log app_title_counts: app_title_counts %}
{% if options.test_mode__boolean %}
{% assign summaries = array %}
{% endif %}
{% for customer in customers %}
{% assign customer_order_ids = orders | where: "__parentId", customer.id | map: "id" %}
{% assign customer_app_titles = array %}
{% for event in events %}
{% if event.appTitle != blank and customer_order_ids contains event.__parentId %}
{% assign customer_app_titles[customer_app_titles.size] = event.appTitle %}
{% endif %}
{% endfor %}
{% assign tags_to_add = array %}
{% for app_title in customer_app_titles %}
{% assign tag = options.app_titles_and_customer_tags__keyval_required[app_title] %}
{% if tag == blank or customer.tags contains tag %}
{% continue %}
{% endif %}
{% assign tags_to_add[tags_to_add.size] = tag %}
{% endfor %}
{% if tags_to_add != empty %}
{% if options.test_mode__boolean %}
{% assign summary = hash %}
{% assign summary["customer_id"] = customer.id %}
{% assign summary["customer_app_titles"] = customer_app_titles %}
{% assign summary["customer_tags_to_add"] = tags_to_add %}
{% assign summaries[summaries.size] = summary %}
{% else %}
{% action "shopify" %}
mutation {
tagsAdd(
id: {{ customer.id | json }}
tags: {{ tags_to_add | uniq | json }}
) {
userErrors {
field
message
}
}
}
{% endaction %}
{% endif %}
{% endif %}
{% endfor %}
{% if options.test_mode__boolean %}
{% action "echo" summaries %}
{% endif %}
{% endif %}