EasyOrders

EasyOrders is an e-commerce platform popular with online stores in Egypt. Connecting EasyOrders to Resool shows each contact's EasyOrders orders with their status and items next to the conversation, and lets workflows start when an order is placed or changes status, for example to confirm cash-on-delivery orders on WhatsApp and then update the order's status in EasyOrders.

#What you can do with EasyOrders

In the Inbox and on the contact page

• Customer details: a summary built from the contact's orders, such as total spent and number of orders.
• Orders: the contact's orders with number, date, items, total and status. Hover an order to see its items.
• Open in EasyOrders to jump to your EasyOrders orders.

In Workflows

• Start a workflow on these EasyOrders events: Order Created, Order Status Changed, Order Paid, Order Fulfilled / Shipped, Order Cancelled and Order Refunded.
• Change the store with the Update order status and Add order tag or note steps.

#Before you begin

• You need an EasyOrders store and an account that can install apps on it.
• In Resool, only workspace Owners and Admins can connect apps.
• Orders are matched to a contact by phone number or email address.

#How to connect EasyOrders to Resool

1. Go to Settings › Apps.
2. Find EasyOrders under Available now (or open the E-commerce tab) and click Connect.
3. The Connect EasyOrders dialog lists what Resool will be able to do: see your store's orders and update their status, see your products, and get instant updates when orders are placed or change status. Click Continue.

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Settings › Apps › EasyOrders › Connect

The "Connect EasyOrders" dialog with its description, the three permissions, and the Cancel and Continue buttons.

File: screenshots/easyorders-connect-dialog.png

1. The EasyOrders install-app page opens in a new window. Sign in to EasyOrders and approve the app for your store.
2. You're returned to Resool and see EasyOrders connected. The card shows the Manage and Disconnect buttons.

#How to configure EasyOrders

Click Manage on the EasyOrders card to open EasyOrders settings.

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Settings › Apps › EasyOrders › Manage

The "EasyOrders settings" side sheet with the Store, Contact panel (Orders, Customer details) and Live updates sections, and the "Open EasyOrders store" button.

File: screenshots/easyorders-settings-sheet.png

• Store: the EasyOrders store connected to this workspace.
• Contact panel: Orders are Always shown. Turn Customer details on or off, then save with the save bar at the bottom.
• Live updates: shows whether order notifications from EasyOrders reach Resool. If it says Live updates are off, click Refresh.
• Open EasyOrders store opens your EasyOrders dashboard.

#How to use EasyOrders in the Inbox

1. Open a conversation in the Inbox.
2. Click the EasyOrders icon in the right-hand sidebar.
3. Review the contact's Orders and Customer details. Click an order to open it in EasyOrders.

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Inbox › open a conversation › EasyOrders icon in the right sidebar

The EasyOrders panel for a matched contact with Customer details and two orders (one Confirmed, one Delivered) with their totals in EGP, and the "Open in EasyOrders" button.

File: screenshots/easyorders-inbox-panel.png

The same panel opens from the contact's page under Connected apps.

#How to use EasyOrders in Workflows

#Start a workflow on an EasyOrders event

1. In Workflows, click the trigger, choose the E-commerce group and pick the Event.
2. Set Store to EasyOrders (or Any connected store).
3. For Order Status Changed, optionally pick Statuses.

EasyOrders statuses map to Resool like this:

A change to Paid also starts Order Paid, a change to In delivery or Delivered also starts Order Fulfilled / Shipped, and so on. The workflow runs for the contact with the customer's phone or email, and creates a contact when there is none.

#Update EasyOrders from a workflow

Add a step from the Stores group and set Store to EasyOrders:

• Update order status: sets EasyOrders' matching status. Confirmed sets Confirmed, Processing sets Processing, Shipped sets In delivery, Delivered and Completed set Delivered, and Cancelled sets Canceled.
• Add order tag or note: EasyOrders adds a private note to the order. Tags are kept as notes.

In the Order field, {{order.id}} is the order that started the workflow. Leave it empty to use the contact's latest EasyOrders order.

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Workflows › a workflow (canvas)

A workflow with trigger "Order Created · EasyOrders", a "Send a WhatsApp template" step asking the customer to confirm with Confirm / Cancel buttons, and a branch leading to "Update order status: EasyOrders · Confirmed" and "Update order status: EasyOrders · Cancelled".

File: screenshots/easyorders-workflow.png

#Example: confirm cash-on-delivery orders

1. Trigger: Order Created, Store EasyOrders.
2. Send an approved WhatsApp template with Confirm and Cancel buttons, using {{customer.name}}, {{order.number}} and {{order.total}}.
3. Add a branch on the reply: Confirm goes to Update order status set to Confirmed; Cancel goes to Update order status set to Cancelled.

#How to disconnect EasyOrders

1. Go to Settings › Apps and click Disconnect on the EasyOrders card.
2. Confirm in the Disconnect EasyOrders? dialog.

Resool stops accessing your store. Contacts already in Resool stay.

#FAQ and troubleshooting

#Why is the orders panel empty for an older customer?

The panel lists orders received after you connected EasyOrders. New orders and status changes from now on appear automatically.

#Can a workflow create customers in EasyOrders?

No. The Create or update customer step isn't available for EasyOrders.

#Why didn't my workflow start when an order was edited?

EasyOrders sends new orders and status changes only, so Order Updated, Customer Created and Customer Updated don't start for EasyOrders. Use Order Status Changed instead.

#Why don't I see a contact's orders?

What you can do:

• Check that the contact's phone number matches the one on the order, with the country code (for example +20).
• Add the customer's email if they entered one at checkout.

#What's next?

• Workflow triggers
• Workflow steps
• WhatsApp message templates
• Getting started with apps