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Uploadery

Configuration

Uploadery Order Created Trigger

Screenshot of the Uploadery Order Created trigger step in the MESA workflow builder. Spotlight the Uploadery trigger step.

This step is used when you want to collect any files the customer uploads on orders that have upload fields from your Uploadery app.

Optionally, select the Field Name of a specific Uploadery field to only filter for that upload field.

Screenshot of the Uploadery trigger configuration in the MESA workflow builder. Spotlight the Field Name dropdown.

If the field is left empty, it will return all file upload details.

Potential Use Cases with Uploadery

Add a tag to an order based on an Uploadery file

Follow the steps below to add an order tag based on a file upload added by the customer.

1. From the My workflows page, click on New Workflow to start a new workflow. 2. Select Uploadery as the Trigger of the workflow. In this example, I will be selecting the Image Uploadery Field to filter this step to proceed based on the File upload field being used on the order.

Screenshot of the Uploadery trigger configuration in the MESA workflow builder. Spotlight the Field Name dropdown set to Image.

3. Select Shopify from the apps list and click Use This on the Order Add Tag action when it populates.

Screenshot of the Shopify actions list in the MESA workflow builder. Spotlight the Use This button on the Order Add Tag action.

4. In the Shopify Order Update step, add the Uploadery Order Created Order ID to the required Order ID field by clicking the variables menu icon {+} and selecting the ID variable. This may automatically populate for you.

Screenshot of the Shopify Order Add Tag step in the MESA workflow builder. Spotlight the Order ID field populated with the ID variable.

5. Add the tag you want to apply to the order by entering it in the Tag field of the Shopify Order Add Tag step.

In this example, I will add the tag Personalized to the order.

Screenshot of the Shopify Order Add Tag step in the MESA workflow builder. Spotlight the Tag field with the Personalized tag entered.

6. When you’re finished, your workflow should look like this.

Screenshot of the completed Uploadery to Shopify Order Add Tag workflow in the MESA workflow builder. Show the full workflow overview.

7. Turn the workflow on and complete some of the best practices for MESA. You are good to go now! Any orders using the File upload field will now be automatically tagged with a Personalized tag.

5. At the top of the workflow, hit the Save button to save your changes.

6. Hit the toggle to switch it to On when you are ready to start using the workflow.

Screenshot of the Uploadery workflow in the MESA workflow builder. Spotlight the workflow On toggle.

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