The Shopify Cancel Order step is an integrated step that allows the Sidekick user to cancel and optionally refund an order in Shopify. To enable this step you must be on the Integrated plan and also have the integration setup in the Integrations Lab. As an admin you can define the default date range forContinue reading “Shopify: Cancel Order”
Author Archives: Matt Moone
ShipStation: Create Order
ShipStation Create Order step is an integrated step that allows the Sidekick user to generate an order in ShipStation. To enable this step you must be on the Integrated plan and also have the integration setup in the Integrations Lab. As an admin you can define the products available for reps to select when placingContinue reading “ShipStation: Create Order”
Decision Tree
Creating a Decision Tree at the end of a flow Decision Tree steps provide a branching of a process based on a decision by the user (e.g. “Is order shipped?” If “Yes” then follow these steps. If “No” then follow these steps). Note: The number of allowed decision branches for this step type varies according toContinue reading “Decision Tree”
Verify Customer Info
The Verify Customer Info step provides a one-time validation of the customer information (Name, Email, Address) that can be used by all subsequent steps in that flow. For example, once this information is verified all other step types (ShipStation, Add Comment, Shopify, Arena etc.) that use name, email or address will use the verified information fromContinue reading “Verify Customer Info”
Create PDF
The Create PDF step type can be used to configure a desirable PDF layout that can be added to your flow process when this is designed in Flow Builder. Here you can define various elements that you would like the generated PDF to have. The inputs for these elements can be plain static values or canContinue reading “Create PDF”