Auto-tag new orders based on payment method, with Mechanic.

Mechanic is a development platform for Shopify. :)

Auto-tag new orders based on payment method

by Isaac Bowen (team@usemechanic.com)

This task checks the payment method for new orders immediately upon order creation, and tags the order accordingly.

Runs when an order is created. Configuration includes payment gateway name and order tag to add.

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Documentation

This task checks the payment method for new orders immediately upon order creation, and tags the order accordingly.

Tip: to tag orders paid with a gift card, fill in "Payment gateway name" with "gift_card".

Developer details

Mechanic is designed to benefit everybody: merchants, customers, developers, agencies, Gurus, 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.

Events
when an order is created (shopify/orders/create)
Options
payment gateway name (required), order tag to add (required)
Script
{% if event.preview %}
  {% capture order_json %}
    {
      "admin_graphql_api_id": "gid://shopify/Order/12345",
      "payment_gateway_names": {{ options.payment_gateway_name__required | json }}
    }
  {% endcapture %}

  {% assign order = order_json | parse_json %}
{% endif %}

{% if order.payment_gateway_names contains options.payment_gateway_name__required %}
  {% action "shopify" %}
    mutation {
      tagsAdd(
        id: {{ order.admin_graphql_api_id | json }}
        tags: {{ options.order_tag_to_add__required | json }}
      ) {
        userErrors {
          field
          message
        }
      }
    }
  {% endaction %}
{% else %}
  {% log order_payment_gateway_names: order.payment_gateway_names %}
{% endif %}
Mechanic tasks are written in Liquid, which makes them easy to write and easy to modify. Learn more about our platform.