Injecting Orders Into DeliverLogic Using A Specific Form For Each Vendor
Injecting Orders Into DeliverLogic Using A Specific Form For Each Vendor
You will need a Jotform account and the ability to build/edit forms. If you do not, please review their knowledgebase here: https://www.jotform.com/help/
Set up a jotform
Name it something that will help you remember it's a restaurant-specific pickup request form, so you can easily find it when needed, for example, “Joe’s Pizza - 123 Main St Driver Request Form”
We highly suggest including the following fields in your form:
Customer First Name
Customer Last Name
Customer Phone Number
Dropoff Address
View all additionally available fields here
Once your form is completely set up, please test it out yourself with real/accurate data so that you will be able to test the “Zap” once it’s set up.
Set up a “Zap” in Zapier
Now that your form 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 the Jotform (the trigger) and this will inject an order into DeliverLogic (the action)
Set up the trigger
Search for jotform.
Once selected you should be able to select the “Event” which should be “New Submission” - 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”
Select the form that you just setup and click “Continue”
This should prompt you to “Test your trigger” - click “Test Trigger” this should pull in your recent submission from the previous step, if this works - click “Continue”. If not, try filling out the form and testing it again.
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, this will be the data collected in your jotform submission. Select the dropoff address field from your form and it will inject into this box.
Next, do this for the other boxes, a reminder that for this use case we suggest at least the following:
Customer First Name
Customer Last Name
Dropoff Address
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 submission with the “restaurant specific” form approach):
Pickup Address - this will be the vendor's address (required)
Pickup Name - this will be the vendor's name (suggested)
View all additionally available fields here
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.
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