TapOrders & TapWorkflow
TapOrders & TapWorkflow
We are excited to announce that TapOrders will now support a Webhook Publish integration. This integration allows the TapClicks platform to transfer information from Order or Line items to an external system in real-time at any point in the workflow. For example, when an order is submitted, you can send one of the line items directly over to a fulfillment system. This truly extends the capabilities of the Tap Platform to integrate with a variety of new solutions.
How to set it up
Navigate to the integrations section and click on Webhook.
- Name the Webhook
- Enter the Target URL
- Select the Method for sending: Post, Put, ETC?
- You can then select the event and entity type which you would like to trigger the data being sent to the URL. We will initially support Create, Cancel and Edit events.
- Events on Orders, Line Items or to a Client will be able to trigger this functionality.
- You will then have to enter your credentials
Tasks will be setup to activate these triggers. When these tasks occur in the configured workflows, we will push the create, edit or cancel logic to the URL for our partners to be able to consume and make adjustments on their end.
When the event trigger occurs, a success or failure notification will be posted in the COMMENTS section of that workflow.
When an error occurs, users can go into the exception logs under the ADMIN tab in IO and see what the issue was.
Getting Started6 Articles
Visualizing Your Data13 Articles
FAQ'sCan you choose the colors for the graphs and widgets?What are the best metric sets for a gauge widget?What does the Move Data Grid option do on my custom dashboard?What Data Sources work in Geo widgets?When I group by week what is the week range?FAQ - Is there any limit on the number of fields?Why can't I delete my custom dashboards?
Make It Yours - All About Customizations14 Articles
FAQ'sWhy don't I see all the metrics in the Calculations section? Can I customize my dashboard for my company?Why does TapClicks not have the ability to add a margin or markup to The Trade Desk?Which Data Sources can have margin/markup added?Can I add Markup or Margin percentages to my marketing spend?Why am I not seeing all the service metrics when I create a category metric?Can I have a different PowerPoint template for my Business Units?
User/Client Management17 Articles
FAQ'sWhy did TapClicks split Clients out of Users?Can an Agent user be in charge of multiple client groups?What is this new view option in the Clients section?Why is the delete option grayed out on some clients and client groups?Can a Business Unit Admin manage multiple Business Units?What happens when a client is placed 'On Hold' ?
TapClicks 6.013 Articles
FAQ - Connecting Data Sources23 Articles
FAQ - Data Sources23 Articles
FAQ - Smart Connector15 Articles
FAQ - Data Discrepancy17 Articles
FAQ - General Questions11 Articles
TapOrders & TapWorkflow18 Articles
CONTACT CUSTOMER CARE