How to fetch product details purchased by customers in workflows

TABLE OF CONTENTS

• Overview
• Action Name
• Action Description
• Action Details
• Example

Overview

The "Pluck and Join" feature in workflows allows you to dynamically pull product details, such as titles, from order submissions and format them into a single string. This feature is especially useful for automating order management, syncing product information with external systems, or updating data logs like Google Sheets. Similar to any custom field, users can now use Pluck and Join to format the data.

This article will talk about fetching product details such as items  from orders submitted and send this data to google sheets or any other platform.

Description

This feature allows users to use helpers such as pluck and join in workflows. The pluck helper extracts specific fields (e.g., product titles) from an array of objects, while the join helper combines these values into a single string with a custom separator. These are helpful for automating data extraction and formatting across data.

Step-by-Step Guide

1. Choose the Trigger:

   • Start by setting up a workflow trigger, such as Order Form Submitted or Inbound webhook, or any trigger that have a list of data - to initiate the workflow when an order is placed.

2. Set Up an Action:

   • Example: Use the "Create Row in Google Sheets" action to log customer and product details.
     • Customer Name: Use {{ contact.first_name }}.
     • Email: Use {{ contact.email }}.
     • Products: Use the combined string created in the next step.

3. Add Data Processing Logic:

   • Use the pluck helper to extract the product titles from the order’s line_items array.
     
     

     {{ pluck order.line_items "title" }}

   • Use the join helper to combine these titles into a single, formatted string.

     {{ join (pluck order.line_items "title") ", " }}
     

4. Test and Validate:

   • Before finalizing, run a test to ensure the workflow processes data as expected. Use tools like Postman or live order submissions to confirm correct output.

Example

Scenario

You want to log order details into a Google Sheet whenever a customer submits an order form. This log should include the customer’s name, email, and a formatted list of purchased products.

Steps

1. Create Workflow Trigger:

   • Use the Order Form Submitted trigger to start the workflow.

2.  Use Pluck and Join helpers:

   • Extract product titles using the pluckhelper

     {{ pluck order.line_items "title" }}
     

   • Format the titles using the joinhelper

     {{ join (pluck order.line_items "title") ", " }}
     

3. Add Google Sheets Action:

   • Select the "Create Row in Google Sheets" action.
   • Map the fields:
     • Name: {{ contact.first_name }}
     • Email: {{ contact.email }}
     • Products: {{ join (pluck order.line_items "title") ", " }}

4. Test and Activate the Workflow:

   • Submit a test order form and confirm that the order details appear correctly in the Google Sheet.

Example Output

Google Sheet Example:

By using pluck and join helpers, you can efficiently extract and format product data for seamless workflow automation and integration. This feature saves time, reduces manual effort, and enhances the usability of your workflows.