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

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Auto-tag new orders based on payment method

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

Runs Occurs whenever 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

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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.

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Open source
View on GitHub to contribute to this task
Subscriptions
shopify/orders/create
Tasks use subscriptions to sign up for specific kinds of events. Learn more
Options
payment gateway name (required), order tag to add (required)
Code
{% 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 %}
Task code is written in Mechanic Liquid, an extension of open-source Liquid enhanced for automation. Learn more