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This article is part of a series helping users get started with the Template Workflows we have included in Automation. To use a Template, visit here and select a Workflow to edit and apply to your orders!
The Workflow helps you to add tags or notes to orders based on the channel of origin.
First, we check for the Order Source by ID. This is selectable as a dropdown menu when you edit the template and all the integrated sales channels in your account will be displayed.
On the workflow show page (shown above), it will display the channel by ID. For instance, the Mobile Sales App ID is 2753, the B2B Commerce Platform ID is 7, and Shopify's ID is 2, etc. However, you can also select the channel by name.
Secondly, we add a tag as such 'Trade Show Order' to all orders being made on the Mobile Sales App. This could also be an Order Note that is added or a Tag added to the Customer Relationship.
This action will appear on the 'Order History' column of the Sales Order page, as an action performed by the user on your account who created the Workflow and via Automation.
Enjoy exploring our Commerce Automation 🤖