Auto Updating Work Order Status via Shopify–Dyrect Integration

Auto Updating Work Order Status via Shopify–Dyrect Integration

Overview

Notes

This document explains how the Auto Update Work Order Status based on Shopify Order Status feature works between Shopify and Dyrect.

This automation ensures that any status update done on Shopify is automatically reflected in the corresponding work order in Dyrect, eliminating the need for manual updates.


Steps to Configure Integration

Step 1: Enable Shopify Integration in Dyrect

  • Go to Settings → Integrations
  • Ensure Shopify is installed and connected

Step 2: Configure Permissions

  • Navigate to the Configuration tab
  • Enable required permissions:
    • Read Orders
    • Write Orders
  • Click Grant Permission


Step 3: Enable Data Sync

  • Go to Data Syncing
  • Enable:
    • Order Sync
  • Click Save


Step 4: Enable Automation Flow

Under Automation Flows:

  • Enable Auto Update Work Order Status based on Shopify Order Status


Process Flow

Step 1: Work Order Creation (Dyrect Side)

  • A support request is created
  • In the Back Office (Dyrect), the client creates a Work Order




Step 2: Order Reflection in Shopify

  • Once the work order is created:
    • A corresponding order is visible in Shopify



Step 3: Status Update in Shopify

  • Go to Shopify Orders
  • Open the respective order
  • Update the order status (e.g., fulfilled, processing, etc.)


Step 4: Status Sync to Dyrect

  • The updated Shopify order status is automatically synced
  • The Work Order status in Dyrect is updated accordingly


Conclusion

The Auto Update Work Order Status feature ensures both Shopify and Dyrect remain in sync.

By enabling this:

  • Manual status updates are eliminated
  • Real-time tracking is achieved
  • Operational efficiency is improved

FAQs

1. Why is the work order status not updating in Dyrect?

  • Ensure the automation flow is enabled
  • Verify Order Sync is active
  • Check if the status is updated in Shopify

2. Where should the status be updated?

Status should be updated in Shopify Orders, not in Dyrect.

3. Is manual update required in Dyrect?

No, once enabled, updates happen automatically.

4. What triggers the status update?

Any status change in Shopify order triggers the update in Dyrect work order.

    Need Assistance?

    If you require Dyrect to assist you with an integration, you can do so by following these steps:

    1. Create a support ticket by submitting a form here or email us at support@dyrect.co
      1. A support will reach out to you to request access to your Shopify store.


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