Auto-tag new orders using the customer's tags, with Mechanic.

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Auto-tag new orders using the customer's tags

Use this task to apply the same categorizations you use for your customers. Useful for pre-approving customers, and then quickly sorting your orders based on that pre-approval. Optionally, configure this task to only copy certain tags from customers to their orders.

Runs Occurs whenever an order is created. Configuration includes only copy these tags.

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Open source
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Subscriptions
shopify/orders/create
Tasks use subscriptions to sign up for specific kinds of events. Learn more
Options
only copy these tags (array)
Code
{% if event.preview %}
  {% capture order_json %}
    {
      "admin_graphql_api_id": "gid://shopify/Order/1234567890",
      "tags": "",
      "customer": {
        "tags": {{ options.only_copy_these_tags__array | join: ", " | default: "wholesale, approved" | json }}
      }
    }
  {% endcapture %}

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

{% assign customer_tags = order.customer.tags | split: ", " %}
{% assign order_tags = order.tags | split: ", " %}
{% assign tags_to_add = array %}

{% for tag in customer_tags %}
  {% if options.only_copy_these_tags__array == blank or options.only_copy_these_tags__array contains tag %}
    {% unless order_tags contains tag %}
      {% assign tags_to_add[tags_to_add.size] = tag %}
    {% endunless %}
  {% endif %}
{% endfor %}

{% if tags_to_add != empty %}
  {% action "shopify" %}
    mutation {
      tagsAdd(
        id: {{ order.admin_graphql_api_id | json }}
        tags: {{ tags_to_add | json }}
      ) {
        userErrors {
          field
          message
        }
      }
    }
  {% endaction %}
{% endif %}
Task code is written in Mechanic Liquid, an extension of open-source Liquid enhanced for automation. Learn more