You can connect Onfleet to your Shopify account via a simple Zapier integration, allowing you to automatically convert orders into tasks and auto-assign to drivers. To access our public Zapier app listing, please follow this link.
To set up a Shopify integration, log into Zapier and click. From the drop-down menu, select Shopify.
From thedrop-down menu, select Onfleet. In order to automatically create a delivery task when an order is placed in Shopify, choose New Paid Order from the available triggers and Create Task as the resulting action in Onfleet.
Select your Shopify Account from the available options or connect it via thetab. In order to connect your account, you will need to enter your Shopify username. To make sure that your account works properly, try to test it using the button on the right hand side.
Then, select your Onfleet Account from the available options or connect it via thetab. In order to connect your account, you will need to enter your Onfleet API key. Once again, to make sure that your account works properly, try to test it using the button on the right hand side.
You can further specify the conditions for your Shopify order that will trigger a new task in Onfleet. You have the option between different payment, order, or fulfillment statuses. There is also a custom filter you are able to create based on other Shopify fields.
To match up the Shopify order to an Onfleet task, choose your organization as the merchant, or “task creator”. Then, choose the executor, which is the “task executor”, i.e. the organization that will be performing the work. If you have drivers who are completing tasks, choose your own organization. Choose a linked organization if you are delegating tasks to a third party for fulfillment.
For the Address Line 1, click on thebutton on the right hand side and search for Shipping Address Address1.
Repeat this action for the following fields and fill in Shipping Address Address2 for Address Line 2, Shipping Address City for Address City, Shipping Address Province Code for Address State/Province, Shipping Address Zip for Address Postal Code/ZIP, and Shipping Address Country for Address Country. For the Longitude, search for Shipping Address Longitude. For Latitude, fill in Shipping Address Latitude. You also have the option to choose whether you want the task created to be a Pick-up task.
For the Recipient Name, choose Shipping Address Name, and for the Recipient phone Shipping Address Phone. You can also include a note used for special delivery instructions, door codes, etc. that will remain attached to the recipient in Onfleet for future deliveries. Choose Customer Note here from the available options. In the Task Details section, you can specify the name, quantity, or price of the order by putting in Line Items Title, Line Items Quantity, and Line Items Price.
For the Complete After Timestamp, choose either Created At (typical for on-demand deliveries) or another date/time field from Shopify. You can also add a Complete Before Timestamp using a Shopify field or by using Zapier's time modifiers. For example, to specify that a delivery should occur within two hours of creation, add Created At, a space, then "+2h." For more information about Zapier's time modifiers, see Adjusting Dates and Times.
The Driver-Auto-Assign Mode and the Driver Auto-Assign Team Filter are optional, and allow you to specify a team and mode of auto-assignment. For definitions of available modes, see Create a Task in Onfleet's API documentation.
Finally, click thebutton to test your trigger. If it is working properly, activate your Zap by clicking on the button and you are ready to start deliveries!