Injecting Orders Into DeliverLogic Using A Single Form For Multiple Vendors

If you are looking to use a specific form for each vendor please refer to this article here:
https://deliverlogic.atlassian.net/wiki/spaces/BSD/pages/2395340818

Injecting Orders Into DeliverLogic Using A Single Form For Multiple Vendors

You will need a Jotform account and the ability to build/edit forms. If you do not, please review their knowledge-base here: https://www.jotform.com/help/

Set up a new form in jotform:

Name it something that will help you remember it is a general pickup request form, not a restaurant-specific form (more on that later).

We highly suggest including the following fields in your form:

• Customer First Name

• Customer Last Name

• Pickup Address

• Dropoff Address

• Customer Phone Number

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 Pickup 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 pickup 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:

• Pickup Address

• Customer First Name

• Customer Last Name

• Dropoff Address

• Customer Phone Number

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.