Plug Sample #8 - Track your ecommerce order real-time with Zobot - Zoho Commerce integration

Plug Sample #8 - Track your ecommerce order real-time with Zobot - Zoho Commerce integration

Hi Everyone!

Zoho SalesIQ's Zobot is an intelligent tool to increase customer engagement and provide support, especially in the e-commerce industry. A crucial aspect of e-commerce is ensuring your customers can easily keep track of their orders. Just imagine your Zobot providing real-time updates on your customers' order status, tracking URL, shipment details, and estimated delivery dates. Sounds cool, right? That's what we are going to look at in this post. 



Zoho Commerce is a comprehensive e-commerce platform for building a website, accepting orders, tracking inventory, processing payments, and more. With SalesIQ's Zobot seamlessly integrated with Zoho Commerce, you can now provide exceptional support and prioritize convenience for your customers by making your bot actively promote your key offers, assist in tracking orders, create support tickets, and much more. 

To learn more about chatbots usage in the e-commerce industry, check out our exclusive webinar and help article. Now, let's dive into the step-by-step process of how to make your bot track orders with the codeless bot builder.

Overview of tracking orders



Step 1 - Create a connection between SalesIQ and Zoho Commerce.

  •  In your SalesIQ Dashboard, navigate to Settings > Developers > Plugs > Click on Add.
  •  Provide your plug a name, and description, select the Platform as SalesIQ Scripts, and finally, click on Connection to your left bottom. You will be redirected to the connection interface.

  •  Click on Create connection at the top right corner. Under Default connection, select Zoho OAuth service. 

  • Provide your connection name, connection link name, and choose the scopes below.
    • ZohoCommerce.salesorders.READ
    • ZohoCommerce.items.READ
  • Click on Create And Connect to connect Zoho SalesIQ and Zoho Commerce. 


  • Upon successful authentication,  Zoho SalesIQ will be connected with Zoho Commerce. 
Note: The Connection Link Name will be used in the scripts to invoke URL tasks.
 

 

Step 2 - Fetch the "Shipped" orders (Plug 1)

First, let's look at how to list all the shipped orders of the visitor from Zoho Commerce. To do this, we need the email address of the visitor. By List all sales orders API, the bot can fetch all the orders from the visitors (email). Then using the status as a filter, all the Shipped orders can be fetched and displayed to the visitors as options. 

Input Parameter:
  • Name: email | Type: Email
Output Parameter: 
  • Name: orderList | Type : Options list


Copy/paste the below code to list all the shipped orders. 
 
  1. response = Map();
  2. if(session.containsKey("email"))
  3. {
  4. email = session.get("email").get("value");
  5. }
  6. params = Map();
  7. params.put("email",email);
  8. params.put("page","1");
  9. params.put("per_page","5");
  10. header = Map();
  11. //Insert your Zoho Commerce Org ID (From your Zoho Commerce, navigate to the Store > Settings > Organization Profile > Organization ID)
  12. header.put("X-com-zoho-store-organizationid","<org_ID>");
  13. check_status = invokeurl
  14. [
  15. url :"https://commerce.zoho.com/store/api/v1/salesorders"
  16. type :GET
  17. parameters:params
  18. headers:header
  19. connection:"zohocommerce"
  20. ];
  21. array = check_status.get("salesorders");
  22. optionList = List();
  23. for each  entry in array
  24. {
  25. salesorder_id = entry.get("salesorder_id");
  26. URL = "https://commerce.zoho.com/store/api/v1/salesorders/" + salesorder_id;
  27. get_order_details = invokeurl
  28. [
  29. url :URL
  30. type :GET
  31. headers:header
  32. connection:"zohocommerce"
  33. ];
  34. shipping_status = get_order_details.get("salesorder").toList().get(0).get("shipped_status").toUpperCase();
  35. //Printing the shipped orders
  36. if(shipping_status == "SHIPPED")
  37. {
  38. product_ordered = get_order_details.get("salesorder").get("line_items").toList().get(0).get("name");
  39. quantity = get_order_details.get("salesorder").get("line_items").toList().get(0).get("quantity").toNumber();
  40. display_text = product_ordered + " (" + quantity + ")";
  41. optionList.add({"id":salesorder_id,"text":display_text});
  42. }
  43. }
  44. response.put("orderList",optionList);
  45. return response;
  • Then, click Save, preview the plug and Publish it. 
Note: API invoked in the plug List all sales orders 

Step 3- Getting order details (Plug 2)

In the previous step, we fetched all the "Shipped" orders and displayed them to the visitors. When they click on a specific order, the bot will get the order details from the Retrieve sales order API and provide them to the visitor. 

Input Parameter:
  • Name : orderID | Type : String
Output Parameter: 
  • Name: shippingAddress | Type : String
  • Name: deliveredDate | Type : String
  • Name: orderName | Type : String
  • Name: orderNumber | Type : String
  • Name: quantity | Type : Number
  • Name: orderCost | Type : Number
  • Name: trackingUrl | Type : String
  • Name: shippedDate | Type : String
  • Name: paymentMode | Type : String
  • Name: shippingStatus | Type : String


 Copy and paste the below code to get the order details.
 
  1. if(session.containsKey("orderID"))
  2. {
  3. salesorder_id = session.get("orderID").get("value");
  4. }
  5. header = Map();
  6. //Insert your Zoho Commerce Org ID (From your Zoho Commerce, navigate to the Store > Settings > Organization Profile > Organization ID)
  7. header.put("X-com-zoho-store-organizationid","<ord_ID>");
  8. URL = "https://commerce.zoho.com/store/api/v1/salesorders/" + salesorder_id;
  9. get_order_details = invokeurl
  10. [
  11. url :URL
  12. type :GET
  13. headers:header
  14. connection:"zohocommerce"
  15. ];
  16. order_number = get_order_details.get("salesorder").toList().get(0).get("salesorder_number");
  17. product_ordered = get_order_details.get("salesorder").get("line_items").toList().get(0).get("name");
  18. cost = get_order_details.get("salesorder").get("line_items").toList().get(0).get("rate").toNumber();
  19. quantity = get_order_details.get("salesorder").get("line_items").toList().get(0).get("quantity").toNumber();
  20. payment_mode = get_order_details.get("salesorder").get("offline_payment_details").toList().get(0).get("payment_mode");
  21. shipping_address = get_order_details.get("salesorder").get("shipping_address").toList().get(0).get("address");
  22. tracking_url = get_order_details.get("salesorder").get("packages").toList().get(0).get("status_message");
  23. shipping_address = get_order_details.get("salesorder").get("shipping_address").toList().get(0).get("address");
  24. shipping_status = get_order_details.get("salesorder").toList().get(0).get("shipped_status").toUpperCase();
  25. if(shipping_status == "FULFILLED")
  26. {
  27. shipping_status = "Delivered";
  28. tracking_url = "No tracking URL";
  29. delivered_date = get_order_details.get("salesorder").get("packages").toList().get(0).get("shipment_date");
  30. shipped_date = get_order_details.get("salesorder").get("packages").toList().get(0).get("shipment_date");
  31. }
  32. else if(shipping_status == "SHIPPED")
  33. {
  34. shipping_status = "Shipped";
  35. tracking_url = get_order_details.get("salesorder").get("packages").toList().get(0).get("status_message");
  36. shipped_date = get_order_details.get("salesorder").get("packages").toList().get(0).get("shipment_date");
  37. delivered_date = get_order_details.get("salesorder").get("packages").toList().get(0).get("shipment_date");
  38. }
  39. else
  40. {
  41. shipping_status = "Yet to Ship";
  42. tracking_url = "No tracking URL available";
  43. shipped_date = "NA";
  44. delivered_date = "NA";
  45. }
  46. response = Map();
  47. response.put("orderNumber",order_number);
  48. response.put("orderCost",cost);
  49. response.put("orderName",product_ordered);
  50. response.put("quantity",quantity);
  51. response.put("shippingStatus",shipping_status);
  52. response.put("paymentMode",payment_mode);
  53. response.put("shippingAddress",shipping_address);
  54. response.put("trackingUrl",tracking_url);
  55. response.put("shippedDate",shipped_date);
  56. response.put("deliveredDate",delivered_date);
  57. return response;
  • Then, click Save, preview the plug and Publish it. 
Note: API invoked in the plug Retrieve sales order
 

Step 4 - Adding these plugs to the Codeless bot builder

  • Navigate to Settings > Bot > Add, provide the necessary information, and select Codeless Bot as a bot platform or open an existing bot.
  • To list the shipped orders, get the email address from the visitor by email card. 
  • Then, select the Plugs under Action Cards and select listShippedOrder (Plug 1). In the input parameters, select the Email context variable and provide a name (tracking.order) to save the list of shipped orders. 


  • Next, use the Single choice card to display all the shipped orders. Provide an option "Can't find my order" and click on dynamic suggestions and select the (tracking.order) variable. 

  • Next, click on Save in bot context (post.tracking.order) and store the visitor's order choice. 

  • Then, use the criteria router to route the flow based on the visitor's choice. 

  • After that, select the orderDetails plug in Plug card. And provide the post.tracking.order as the input and provide names for the outputs. 



  • Finally, use these context variables by typing % in the Send message card to display the order details to track orders. 

  • Also, use the markups to provide the tracking URL as a hyperlink.  


Bot Preview (Output)

  • The bot will ask for the email address and then provide the "shipped" orders list.  

  • Then the visitor selects one order, and the bot will provide the information about the order.  

  • Once the bot flow is complete, click Publish to deploy Zobot on your website or online store. Zobot will be ready to engage with your customers, provide support, and assist with their purchasing journey.
 
Related links:
To know more about the features of Zobot, kindly visit our Resources Section. 

    Access your files securely from anywhere






                    Zoho Campaigns Resources




                          Zoho Developer Community



                              Bootcamp
                              Community
                              Pricing
                              Webinars
                              What's New
                              Integrations
                              Contact Support
                              Contact Sales
                                Zoho Survey Resources
                                  Features
                                  Survey Templates
                                  Integrations
                                  Community
                                  iOS Mobile Surveys
                                  Pricing
                                  Android Mobile Surveys
                                  Insurvey Blogs
                                  Insight Blogs
                                  Tips & Tricks





                                              Latest Feature Updates

                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts




                                                    Zoho SalesIQ Resources


                                                          Manage your brands on social media
                                                          Access Zoho Social

                                                            Zoho Pagesense Resources


                                                                Zoho TeamInbox Resources

                                                                  Zoho DataPrep Resources


                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Can't change form's original name in URL

                                                                                                            Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

                                                                                                          • Tip #7: 5 formas de mantener tus listas de correo electrónico

                                                                                                            Tips and Tricks #7, adaptado de Susmit Sen ¡Hola, comunidad! Esta semana volvemos con nuestros Tips and Tricks para Zoho Campaigns. En esta ocasión, voy a darte algunos consejos para mantener limpias tus listas de correo electrónico, y empezar el 2021

                                                                                                          • Mail Merge related Lists

                                                                                                            When I try to merge an associated list the fields do not have a checkbox to choose them as it does in the tutorials. Am I missing something? Any ideas would be appreciated.

                                                                                                          • create-a-purchase-receive API issues

                                                                                                            Hello all, I'm trying to use the create a purchase receive inventory API documented here (https://www.zoho.com/inventory/api/v1/purchasereceives/#create-a-purchase-receive) however when I do am getting the following error {"code":9,"message":"The purchase

                                                                                                          • Zoho Pagesense really this slow??? 5s delay...

                                                                                                            I put the pagesense on my website (hosted by webflow and fast) and it caused a 5s delay to load. do other people face similar delays?

                                                                                                          • Heatmap: Missing Content Elements - Zoho Page Sense

                                                                                                            Hi there, I'm trying out Zoho Page Sense to generate heatmaps for my Wix pages. My problem: Some parts of my Wix pages don't show on my heatmap, the heatmap is just empty there. Maybe Wix default lazy loading setting causes this error? Is there a way

                                                                                                          • Marketing Tip #3: Use social proof to build trust

                                                                                                            People trust people. Showcasing reviews, testimonials, or “bestseller” badges on your product pages can nudge hesitant buyers toward purchase. Try this today: Add one customer testimonial or highlight your top-selling product on your homepage. Or, do

                                                                                                          • Writing by Hand in "Write" Notes

                                                                                                            Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!

                                                                                                          • Make CAMPAIGNS email look as simple as possible

                                                                                                            Hi there I'm trying to make my Campaigns email look as much like a normal email as possible. I'm a bit stuck with the "justification" of the email email block. Can I LEFT JUSTIFY the "whole email" to make it look "normal"? (Please see screenshot attached)

                                                                                                          • Zoho Sign Reminder email template

                                                                                                            Is there a template we can edit for the reminder emails? I don't see it in Settings / Choose a template

                                                                                                          • Preview an upload PDF or File

                                                                                                            I have a form where the customer has to upload a file (normally PDF - never jpeg)  When in report view I want to be able to preview the uploaded file without having to download it.  If I click on the upload it downloads to my computer, I want to be able

                                                                                                          • How to filter emails by Reply-to field?

                                                                                                            I receive a very particular newsletter from an association A registered on a website W (that is used by many associations), and the emails fields are not great: the From just contains the generic website's W's email, while A is only mentioned in the Reply-to

                                                                                                          • How to invite friends on other social media platforms to one of my group chats in arattai?

                                                                                                            Hello, I have formed chat groups in arattai. I want to invite my friends on other social media platforms like WhatsApp/ FB to one of my groups. Different friends would be invited to different groups. How to share an invite link of one of my groups to

                                                                                                          • Line spacing

                                                                                                            I coudn't decrease the line spacing to space smaller then a single line. There is too much space between the lines that make the document look ugly. Please fix that. Liran. fonar

                                                                                                          • Google Fonts Integration in Pagesense Popup Editor

                                                                                                            Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts

                                                                                                          • Control Position of “X” (Close) Button in Popup Editor

                                                                                                            Hello Zoho PageSense Team, We hope you're doing well. We would like to request a customization improvement in the PageSense popup editor. Current Limitation: Currently, the position of the “X” (close) button is fixed and cannot be customized in the popup

                                                                                                          • Add Standalone “Save” Button in Pagesense Popup Editor

                                                                                                            Hello Zoho Pagesense Team, We hope you're doing well. We would like to request an important usability improvement in the Pagesense popup editor. Current Limitation: There is currently no dedicated Save button while building a popup. The only way to save

                                                                                                          • Text Direction Control in Pagesense Popup Editor

                                                                                                            Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to add text direction control in the Pagesense popup editor. Current Limitation: Currently, the popup editor does not provide native support for RTL (Right-to-Left)

                                                                                                          • Autosave in Pagesense Popup Editor

                                                                                                            Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance the Pagesense editor with an autosave functionality. Current Limitation: Currently, changes made in the Pagesense editor must be manually saved. In

                                                                                                          • Billing frequency is not displayed correctly.

                                                                                                            Hello There is an issue while displaying the billing frequency on a subscription quote. I am able to activate the subscription details and get this lovely overview: If I am adding a Plan which I charge quarterly, first of all it should be possible to

                                                                                                          • Creating Secret via Vault API

                                                                                                            Hi I am trying to create a secret through vault api.  This is the response I get. One thing I am not sure is how to decrypt the secretdata, how to get the secrettypeid? {     "operation": {         "result": {             "error_code": "",             "message": "Sorry, we are unable to process your request.",

                                                                                                          • Zoho CRM custom fields not showing in zoho creator

                                                                                                            Hi Team, I have created a Products form with Zoho CRM integration and connected it to Products module of CRM. But when I see the reports of Products in Zoho creator then I am not able to see custom fields of Products module. Only standard fields of Products

                                                                                                          • Is It Possible to Hide Menu Option from Main Navigation?

                                                                                                            Is it possible to hide a menu option, e.g. Admin, from the Main Navigation based on some criteria, e.g. login = zoho.adminuser

                                                                                                          • Unleash the power of detail, with Table View.

                                                                                                            What use is context that's not available where you need it? With this in mind, we bring you the Table View. This feature will add more power to the way you organize and work through your ticket load. Table View comes in handy when you want more control over the ticket information you see. This is a nifty tool for users who find themselves limited in terms of the level of information that is being offered in the Classic View and Compact View. With an upper limit of 15 columns, agents can glean most

                                                                                                          • Kaizen #126 - Circuits in Zoho CRM - Part 1

                                                                                                            Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different

                                                                                                          • 'Statement of Accounts does not exist' error received, when creating PO using api in Zoho Inventory

                                                                                                            Here is request json -- JSONString = { "date": "2019-09-24", "purchaseorder_number": "PO-6-1", "delivery_date": null, "delivery_org_address_id": 36221200000056XXX, "vendor_id": 362212000000564XXX, "attention": "Testing", "line_items": [{ "unit": "Pieces", "account_id": 36221200000003XXX, "quantity": 1, "item_id": 362212000000049XXX, "tax_type": "", "tax_name": "", "name": "One HD", "purchase_rate": 85, "tax_percentage": 0, "item_total": 85.00, "tax_id": "", "warehouse_id": 362212000000564XXX }] }

                                                                                                          • Multiple clients in one project

                                                                                                            Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers.

                                                                                                          • Support Bots and Automations in External Channels

                                                                                                            Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels

                                                                                                          • Workdrive on Android - Gallery Photo Backups

                                                                                                            Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma

                                                                                                          • Rendering PDF to view on page

                                                                                                            My company upload lots of PDF files onto Zoho. But every time we open it, it downloads the file instead of viewing it on the web page. Does Zoho allow uploaded PDF files to be rendered to view on web page yet? I've been trying to use <embed> or <object> but it cannot be loaded.  (similar thread: https://help.zoho.com/portal/community/topic/how-to-open-a-pdf-file-of-a-view-in-preview-mode)

                                                                                                          • Dynamically Fetching Lookup Field Display Value

                                                                                                            I have an audit trail form, Audit_Changes, that tracks old vs new values across different forms. For lookup fields, the old/new value is the ID, but I also need the display value. What's a best practice for dynamically fetching the display value of the

                                                                                                          • Ability to Create New Items When Zoho Trident is Minimized via tray or taskbar icon

                                                                                                            Allow users to create new items (emails, calendar events, tasks, etc.) directly from the system tray icon or by right clicking the task bar icon, even when the window is minimized or not actively running in the foreground. This enables quick access to

                                                                                                          • I can not see Undeliverable emails from my Mass Email Leads activity in CRM

                                                                                                            I am sending email templates and I can not see the Undeliverables? I only receive the "Out of Office" replies and any manual replies from the lead. Can you please let me know where the Undeliverable emails are sent so I can use the information to clean up the database?

                                                                                                          • Select Zoho Contacts as Meeting Participants in Zoho Cliq

                                                                                                            Hello Zoho Cliq Team, We hope you're doing well. We would like to request an enhancement to the meeting scheduling functionality in Zoho Cliq. Current Limitation: When scheduling a meeting in Zoho Cliq, participants can only be selected from: Organization

                                                                                                          • Ability to Select External Users from Participants List When Scheduling Meetings

                                                                                                            Hello Zoho Cliq Team, We hope you're doing well. We would like to request an enhancement to the meeting scheduling experience in Zoho Cliq. Current Limitation when scheduling a meeting in Zoho Cliq: External users can be selected from the list only under

                                                                                                          • Kaizen #212 - Map Dependency Fields in Zoho CRM using APIs

                                                                                                            Hi Everyone!! Welcome back to another week of Kaizen series! Over the past few weeks, we have been addressing your questions and feedback shared through our Kaizen 200th feedback form. Thank you for your continued engagement and thoughtful queries. We

                                                                                                          • Outdated state in mexico

                                                                                                            Hello Zoho team, the drop down to add the state for customers, when they introduce their state in mexico has a city named “Distrito Federal” that name changed many years ago to “ciudad de mexico”. could you please update this so my clients can find the

                                                                                                          • Is anyone using Zoho Flow with airtable?

                                                                                                            I need to build a flow that collects data from airtable and uses some of that data to create folders and files in google drive. I have fully function version of this in zapier and want to migrate to zoho. I am trying to perform a very basic fetch from

                                                                                                          • AI in Zoho Workplace: A Sneak Peek into What’s Coming!

                                                                                                            Hello everyone, We’re super excited to share something we’ve been working on and we want you to be part of it! You may have seen our announcement blog post introducing a major evolution in how AI works within Zoho Workplace. Want to be among the first

                                                                                                          • Display Client Name in Zoho Creator Client Portal Dashboard

                                                                                                            Hello Zoho Creator Team, We hope you are doing well. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for providing a personalized portal experience. However, there is currently

                                                                                                          • Next Page