Online order to kitchen ticket¶

Orders from an online shop tend to live in the shop’s own inbox, away from the people baking. This workflow puts each order in front of the kitchen as a ticket and keeps the customer informed without anyone typing a message.

The Online order to kitchen ticket workflow on the canvas: Order received, then Find or create, then Kitchen ticket, then Confirm order, then Until pick-up, then Order is ready

Before you start¶

An online shop that can send a webhook when an order is placed
A phone number for texts

The workflow¶

Step	Task	Type	What it does
1	Order received	Webhook In	Receives the order from your shop
2	Find or create	Create New client	Finds the customer by email, or creates them
3	Kitchen ticket	Workflow Note	Writes the kitchen ticket: items, collection time and notes
4	Confirm order	SMS	Confirms the order to the customer by text
5	Until pick-up	Delay	Holds the workflow until the collection time
6	Order is ready	SMS	Tells the customer the order is ready

About the variables

Values such as {{task_36419_…}} carry the number of the task they come from, so yours will differ. Do not type them: click into a field and pick the value from an earlier task.

1. Order received¶

Task: Webhook In. Receives the order from your shop.

Field	Set it to
Response Type	`Immediate`
Response Body	`{"received": true}`

Copy this task’s webhook address into your shop’s order notification settings. The variable names follow the fields your shop sends.

2. Find or create¶

Task: Create New client. Finds the customer by email, or creates them.

Field	Set it to
Match Before Creating	Contact email = `{{task_36419_customer_email}}`
Client Status	`New Lead`
Responsible Manager	Wendy Darling
Client Name	`{{task_36419_customer_name}}`
Contact First Name	`{{task_36419_customer_name}}`
Contact Email	`{{task_36419_customer_email}}`
Contact Cell Number	`{{task_36419_customer_phone}}`

3. Kitchen ticket¶

Task: Workflow Note. Writes the kitchen ticket: items, collection time and notes.

The Workflow Note task named Kitchen ticket, opened to its settings

Field	Set it to
Action	`Create Note`
Client ID	`{{task_36420_match_client_id}}`
Note Type	`Note`
Priority	`High`
Due Date	`Now`
Tag Users	Tinker Bell, John Darling

Message

Order {{task_36419_order_id}}

Collect: {{task_36419_pickup_time}}

{{task_36419_items}}

Notes: {{task_36419_notes}}

4. Confirm order¶

Task: SMS. Confirms the order to the customer by text.

Field	Set it to
Client	`{{task_36420_match_client_id}}`
To (phone number)	`{{task_36419_customer_phone}}`

Message

Thanks {{task_36419_customer_name}}! We have your order {{task_36419_order_id}}. It will be ready to collect at {{task_36419_pickup_time}}.

5. Until pick-up¶

Task: Delay. Holds the workflow until the collection time.

Field	Set it to
Delay Type	`Specify Date & Time`
Date	`{{task_36419_pickup_time}}`

6. Order is ready¶

Task: SMS. Tells the customer the order is ready.

Field	Set it to
Client	`{{task_36420_match_client_id}}`
To (phone number)	`{{task_36419_customer_phone}}`
Message	`Your order {{task_36419_order_id}} is boxed and ready at the counter. See you soon!`

Make it yours¶

Set Until pick-up to thirty minutes before the collection time instead.
Tag whoever is on shift in Kitchen ticket.