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. 




        • Recent Topics

        • Introducing the revamped What's New page

          Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main

        • Updating Subform Record from other Form

          Just wanted to ask how to properly approach this. I have 2 forms and would like to trigger an auto update on the subform once record submitted. block below only updates 1 row for each recordRow in input.AV_System { AssetRecord = Site_Asset_Services[SOR_No

        • Image Upload Field | Zoho Canvas

          I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when building

        • Function #9: Copy attachments of Sales Order to Purchase Order on conversion

          This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: Hit

        • RingCentral/Zoho CRM integration

          Hi I would like to know if our RingCentral/Zoho CRM integration will record incoming calls from clients to my mobile number. I have both Ringcenral and Zoho CRM apps on my iPhone. I know it records the outgoing calls I make and shows them in Zoho CRM

        • Zoho CRM button to download images from image upload field

          Hello, I am trying to create a button in Zoho CRM that I can place in my record details view for each record and use it to download all images in the image upload fields. I tried deluge, client scripts and even with a widget, but feel lost, could not

        • Free webinar: Security that works: Building resilience for the AI-powered workforce

          Hello there, Did you know that more than 51% of organizations worldwide have experienced one or more security breaches, each costing over $1 million in losses or incident response? In today’s threat landscape, simply playing defense is no longer enough.

        • Range names in Zoho Sheet are BROKEN!

          Hi - you've pushed an update that has broken range names. A previously working spreadsheet now returns errors because the range names are not updating the values correctly. I've shared a video with the support desk to illustrate the problem. This spreadsheet

        • The connected workflow is a great idea just needs Projects Integrations

          I just discovered the connected workflows in CRM and its a Great Idea i wish it was integrated with Zoho Projects I will explain our use case I am already trying to do something like connected workflow with zoho flow Our requirement was to Create a Task

        • Cliq iOS can't see shared screen

          Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

        • Enhancements in Portal User Group creation flow

          Hello everyone, Before introducing new Portal features, here are some changes to the UI of Portals page to improve the user experience. Some tabs and options have been repositioned so that users can better access the functionalities of the feature. From

        • Archiving Contacts

          How do I archive a list of contacts, or individual contacts?

        • Cant Save Gauge on Creator Page

          How to Save Gauge on Creator Page see movie https://vimeo.com/1116410860?share=copy#t=0

        • Update application by uploading an updated DS file

          Is it possible? I have been working with AI on my desktop improving my application, and I have to keep copy pasting stuff... Would it be possible to import the DS file on top of an existing application to update the app accordingly?

        • Granular Email Forwarding Controls in Zoho Mail (Admin Console and Zoho One)

          Hello Zoho Mail Team, How are you? At present, the Zoho Mail Admin Console allows administrators to configure email forwarding for an entire mailbox, forwarding all incoming emails to another address. This is helpful for delegation or backup purposes,

        • Change Currency symbol

          I would like to change the way our currency displays when printed on quotes, invoices and purchase orders. Currently, we have Australian Dollars AUD as our Home Currency. The only two symbol choices available for this currency are "AU $" or "AUD". I would

        • Auto Capitalize First Letter of Words

          Hi I am completely new to ZOHO and am trying to build a database. How can i make it when a address is entered into a form field like this: main st it automatically changes is to show: Main St Thank You

        • Follow-up emails via Workflow Automation not staying in the same thread

          Dear Zoho Support Team, I am currently using Workflow Automation in Zoho Campaigns to send follow-up emails. In my test case, I noticed the following behavior: All emails in the automation have the same subject line. If the follow-up email is sent within

        • Client Script refuses to set an initial value in Subform field

          I tried a very simple, 1 line client script to set a default value in a custom subform field when the "Add Row" button is clicked and the user is entering data. It does not work - can someone tell me why? ZDK documentation suggests this should be doable.

        • How do I filter contacts by account parameters?

          Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already

        • Send / Send & Close keyboard shortcuts

          Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for

        • Zoho Social - Post Footer Templates

          As a content creator I often want to include some information at the end of most posts. It would be great if there was an option to add pre-written footers, similar to the Hashtag Groups at the end of posts. For example, if there is an offer I'm running

        • Zoho Expense - The ability to add detail to a Trip during booking

          As an admin, I would like the ability to add more detail to the approved Trips. At present a requestor can add flights, accommodation details and suggest their preferences. It would be great if the exact details of the trip could be added either by the

        • Simplified Call Logging

          Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following

        • Week date range in pivot table

          Hello, I need to create a report that breakouts the data by week.  I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 1 2014' format.  Is there anyway to get the actual dates in there? ex. 1/6/2014-1/12/2014 Thanks,

        • Help Center IFrame Issue

          I have had a working Help Center on my website using an iframe for a while. But now for some reason the sign in page gets a refused to connect error. Can someone please help. If I go to the url manually it works correclty

        • Staff rules

          Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.

        • Comment Templates

          Is it possible to add a template option for comments? We have some agents in the process who's responses require a pre-formatted layout. It would be incredibly handy to have a template for them where they can insert the template and then add their responses

        • [ZohoDesk] Improve Status View with a new editeble kanban view

          A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit

        • Adding Markdown text using Zoho Desk API into the Knowledge Base

          Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality

        • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

          A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI

        • Shared values: From classroom lessons to teaching moments in customer service

          While the world observes Teachers’ Day on October 5, in India, we celebrate a month earlier, on September 5, to mark the birth anniversary of Dr. Sarvepalli Radhakrishnan, a great teacher, renowned scholar, educationist, and advocate for empowerment.

        • Export to excel stored amounts as text instead of numbers or accounting

          Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export stores

        • Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM

          How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filter

        • Custom Button Disappearing in mobile view | Zoho CRM Canvas

          I'm working in Zoho CRM Canvas to create a custom view for our sales team. One of the features I'm adding is a custom button that opens the leads address in another tab. I've had no issue with this in the desktop view, but in the mobile view the button

        • Zoho Desk blank page

          1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS

        • Clearing Fields using MACROS?

          How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.

        • I hate the new user UI with the bar on the left

          How can I reverse this?

        • Constant color of a legend value

          It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make

        • Office 365 and CRM mail integration: permission required

          Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying

        • Next Page