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 gateways for new orders immediately upon order creation, and tags the order accordingly.

Runs Occurs whenever an order is created. Configuration includes payment gateway names and tags and run when orders are paid instead of created.

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Documentation

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

Configure the "Payment gateway names and tags" fields with the payment gateway name on the left, and the associated tag on the right.

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
{% if options.run_when_orders_are_paid_instead_of_created__boolean %}
  shopify/orders/paid
{% else %}
  shopify/orders/create
{% endif %}
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Options
payment gateway names and tags (keyval, required) , run when orders are paid instead of created (boolean)
Code
{% assign payment_gateway_names_and_tags = options.payment_gateway_names_and_tags__keyval_required %}

{% if event.preview %}
  {% capture order_json %}
    {
      "admin_graphql_api_id": "gid://shopify/Order/12345",
      "payment_gateway_names": {{ payment_gateway_names_and_tags.first.first | json }}
    }
  {% endcapture %}

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

{% assign tags_to_add = array %}

{% for keyval in payment_gateway_names_and_tags %}
  {% assign payment_gateway_name = keyval[0] %}
  {% assign tag = keyval[1] %}

  {% if order.payment_gateway_names contains payment_gateway_name %}
    {% assign tags_to_add = tags_to_add | push: tag %}
  {% endif %}
{% endfor %}

{% if tags_to_add != blank %}
  {% 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