Injecting Orders Into DeliverLogic After Parsing Emails Received Via Another 3rd Party
For this approach, everything will be done via Zapier. They have a built-in parsing tool that will allow you to send sample emails and then parse them into the necessary data fields and use that to inject the order with all the necessary data into DeliverLogic.
In the top right select the button to “Create Mailbox”
It will give you a unique email (email@example.com) to send a test email to. Send/forward one of the emails from the third party that you are planning to integrate with to the provided email, also copy and paste this email somewhere so you can easily know which partner it’s for later.
Once the email is received it will pop up a preview of that email so that you can highlight the text that you want to extract and assign each piece of the text a name. You can also add something to the email to make it easier to tell which partner it’s for, be sure to leave some unique data there to keep it safe though. Once complete click on the “Save Address and Template” button.
Set up a “Zap” in Zapier
Now that your parser is complete, head over to http://zapier.com to set up your “Zap”
If you already have an account, log in. If not, please set up a new account.
Once logged in, click “create zap”
Be sure to name the “Zap” in the top left by editing where it says “Untitled Zap” and giving it a name that will make it easy for you to find later
You will create a simple two-step zap - you’ll receive data from Email Parser by Zapier (the trigger) and this will inject an order into DeliverLogic (the action)
Set up the trigger
Search for “Parse” and you should see “Email Parser by Zapier” as an option, select it.
Next for the “Event” select “New Email” and click continue.
Next you will need to connect your account and click continue.
Select the “Mailbox” that you just setup and sent your test to and click continue.
It should now prompt you to test the trigger. Click the “Test Trigger” button to pull in the data from the template you setup in the first steps. Click continue if all appears correct.
Set up the action
Search for DeliverLogic
Once selected you can select the “Event” - “Create Order” then click “Continue”
Next, you must choose an account if you have already connected one, or click “Connect a new account”. Once selected or connected click “Continue”
You will now be able to set up the action!
Select the location that this form will be used to inject orders into from the “Delivery Location ID” drop-down
Then you can proceed to select the necessary fields and insert data into them. For example, if you put your cursor in the Dropoff info “Address” box you should see a drop-down that allows you to insert data from the parser. Each field will be called “Parse Output + the name you gave that field when doing the initial template in the parser setup”. Select the parse output field for the Dropoff address field from your parsed email and it will inject into this box.
Next, do this for the other boxes, in this case we suggest at least the following:
Customer First Name
Customer Last Name
Customer Phone Number
Next, you will want to manually apply data into the following fields by putting your cursor in them and typing the data directly into the box (this will remain the same data for every order - this is why you do not need to collect it for each row):
Pickup Address - this will be the vendor's address (required)
Pickup Name - this will be the vendor's name (suggested)
Once you have handled the rest of the fields that you want to inject you should be ready to click “Continue” and then Test the action. If all looks good to you then press the test action button. If everything is properly set up you should receive an order on your DeliverLogic dispatch screen.