Resources · Zapier integration

Orderry Zapier integrationAutomate Orderry with Zapier.

The Orderry Zapier integration gives you 28 triggers, 24 actions and 11 searches. Every trigger is polled, none is instant, and the app runs on the free plan. Below: what each operation does, what it costs you and where it tends to break.

See the 63 operations

Verified Trustpilot reviews · AI, automation & growth agency

Overview

What the Orderry Zapier integration actually does

Orderry is where repair shops and service teams run their jobs, from the first estimate to the final payment. The Zapier integration links that account to the rest of your tools: something new in Orderry starts an automation, or an automation elsewhere writes into Orderry for you, without anyone copying data by hand.

Three results people usually build first. A follow-up task for every invoice: New Invoice starts the Zap and Create Task assigns the chase to someone on the team. A lead in Orderry for every inquiry that lands in another tool, through Create a Lead. And an order history that stays readable, because Add Order Comment leaves a note on the job each time something happens elsewhere.

Now the part the app page does not spell out. None of the 28 triggers is instant: Zapier always goes and checks, so on the free plan a new invoice can wait up to 15 minutes before anything moves. There is no action that deletes anything in Orderry, so a cleanup job stays manual. And several triggers follow reference lists (taxes, statuses, units of measure) rather than daily activity, which makes them useful for keeping two systems aligned, not for reacting to customers.

If you are weighing other platforms, the Orderry Make integration covers the same app, and our Zapier review looks at the tool itself.

Vocabulary

The Zapier words you will meet on this page

Zapier has its own vocabulary. Here it is in plain English, once, so the rest of the page reads easily.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run every time that event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is switched on, Zapier sits and waits for it.
Action
What the Zap does after it starts: the step that writes, sends or moves something on your behalf.
Task
The unit Zapier bills you for: one action that completes successfully. Your plan counts these, nothing else.
Polling vs instant
A polling trigger is checked by Zapier on a timer. An instant one is reported by the app the moment it happens. Orderry only has polling ones.
Filter
A step that lets the Zap carry on only when what arrived meets your condition, and stops it otherwise.
Search step
A step that looks up something already stored in an app, so later steps can use what it found.
Connection
Your Orderry account linked to Zapier once, then reused by every step of every Zap that touches Orderry.
Cost

What an Orderry Zap really costs

Orderry is not reserved for paid plans, so it works on the free one. What you pay for is tasks, and a task is only ever a successful action.

  • Free plan tasks100 per month
  • Steps on the free planOne trigger, one action
  • Orderry on paid plans onlyNo
  • Instant triggersNone, all 28 are polled

The trigger costs nothing, and neither does Zapier checking Orderry, however often it looks. A failed action is not counted. A Zap with three actions uses three tasks per run. The real ceiling of the free plan is elsewhere: two steps only, so adding a filter, a search or a second action turns the Zap into a multi-step Zap, which needs a paid plan. One more detail: a few apps and actions take more than one task when they complete, so read the count after the first runs.

Connect

Connect your Orderry account to Zapier

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. A dialog opens with a search box: type Orderry and pick it from the list of apps that match.

  2. 02

    Sign in to Orderry

    Click Add connection. A new tab opens on Orderry: sign in with the account the Zaps should act as. You need an Orderry account of your own, plus read or write rights on anything you do not own and want a Zap to touch.

  3. 03

    Grant access

    Allow Zapier to use the account. The connection then appears on the Apps page, and every Orderry step in every Zap reuses it: you do this once, not once per Zap.

First Zap

Your first Orderry Zap, step by step

GoalEvery new Orderry invoice gets a follow-up task for a colleague, plus a comment on the invoice saying the chase is assigned.

  1. 01

    Pick the trigger

    Create a Zap, choose Orderry as the app that starts it and New Invoice as the event. Select the connection you set up above.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent invoices of your account, so you map the next steps on a real one rather than on empty placeholders.

  3. 03

    Add Create Task

    Add Orderry again with Create Task. Fill the four required boxes: a short title, a description that pulls in invoice details, a deadline, and the employee who gets the task.

  4. 04

    Add the invoice comment

    Add a third step, Add Invoice Comment, pointed at the invoice from step one. This second action makes it a multi-step Zap, so it needs a paid plan.

  5. 05

    Test, then publish

    Test each action and read what came back in Orderry. When the task and the comment look right, click Publish to switch the Zap on. Stuck? The Zapier training walks through the editor.

Triggers

The 28 Orderry triggers

28 events start a Zap when something happens in Orderry. Zapier checks for them at the interval your plan allows.

1

Ad Campaigns

Polling trigger

In Zapier“Ad Campaigns you can use in the product”

Starts a Zap from the advertising campaigns stored in Orderry: each campaign Zapier has not seen before becomes the record the following steps work with.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
you track where repair requests come from and want every new campaign logged in a shared sheet for the marketing person.
Watch out
campaigns created before the Zap was switched on never come through; the Zap only reacts to what appears afterwards.
2

Booking List

Polling trigger

In Zapier“Lists the bookings.”

Watches the bookings in your account and hands each new appointment to the rest of the Zap, with its details ready to map.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
the front desk books jobs in Orderry and the technician on duty should get a message for each one.
Watch out
never pair it with Create Booking in the same Zap. The Zap would start again on its own output and loop, eating tasks fast.
3

Cash Flow Items

Polling trigger

In Zapier“Cash flow items you can use in the product”

Follows the cash flow entries Orderry records and passes along each entry it has not met yet, so money movements can leave Orderry without retyping.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
your bookkeeper wants every movement copied into the spreadsheet they reconcile from.
Watch out
after a bulk import, a sudden wave of entries can be held back by Zapier's flood protection instead of flowing through.
4

Get Assets

Polling trigger

In Zapier“Get the list of Assets.”

Picks up assets as they are added to Orderry, so the equipment you track there can travel into another tool on its own.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a rental or loan fleet lives in Orderry, and the insurance inventory kept elsewhere must list every new device.
Watch out
a Zap that starts here and ends with Create Asset writes into the list it watches, which sets it off again and again.
5

Get_booking_by_id

Polling trigger

In Zapier“Triggers when a new get_booking_by_id is created.”

Despite its raw technical label, this trigger is about bookings: it reports each booking Zapier has not handled before and passes it on.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
you are building around bookings and want to compare it with Booking List; test both and keep the one whose three sample items match your need.
Watch out
the editor shows it exactly as Get_booking_by_id, so search for it under that name.
6

Get_booking_items

Polling trigger

In Zapier“Triggers when a new get_booking_items is created.”

Looks inside one booking and starts the Zap for each item added to it, rather than for each booking in the account.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a long job is booked once and gets parts or sub-tasks added over time, and each addition should reach the workshop's checklist.
Watch out
the Booking ID box is required, so the trigger follows the booking you name there and nothing else.
7

New Get_invoice_by_id

Polling trigger

In Zapier“Triggers when a new get_invoice_by_id is created.”

A second way into invoices: it surfaces each invoice Zapier has not yet seen, under a label that reads like an internal name.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
New Invoice does not give you the sample you expected; run both tests and keep the one whose records fit the next steps.
Watch out
Zapier remembers what it already picked up, so the same invoice never starts this Zap twice.
8

Get Location Resources

Polling trigger

In Zapier“Triggers when a new get_location_resources is created.”

Tracks the resources defined for your Orderry locations and starts the Zap each time a new one shows up in that list.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
you run several sites and each site manager should hear about resources added to their location.
Watch out
resources that existed before you published the Zap are ignored; moving that backlog is a separate job.
9

Get Orders

Polling trigger

In Zapier“Get the list of orders”

The core trigger for most shops: every new order in Orderry becomes the starting point of the Zap, with its details available to map.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
each repair order should open a card on the team board or send a confirmation from your email tool.
Watch out
ending the same Zap with Create an Order makes it trigger itself; keep order creation in a separate Zap.
10

Get Order Items

Polling trigger

In Zapier“Triggers when a new get_order_items is created.”

Goes one level below orders: it reports the lines added to an order or an estimate, one Zap run per new line.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
parts added to jobs should be logged for the person who handles stock and reordering.
Watch out
the Is order or estimate? box is required. Pick the wrong side and the trigger watches the other kind of document entirely.
11

Get Payments

Polling trigger

In Zapier“Triggers when a new get_payments is created.”

Reports payments recorded in Orderry, each new one starting a run, so a logged payment can set off whatever comes next.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a thank-you message or a receipt copy should go out once a customer has paid.
Watch out
a required box spelled Cashbix id asks which cashbox to watch, so payments in other cashboxes stay invisible to this Zap.
12

Get Prices

Polling trigger

In Zapier“Get prices from the account”

Reads the price entries of the account and sends on each one it has not handled yet, which keeps your tariffs moving between tools.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
the price sheet your sales team quotes from lives outside Orderry and must pick up new prices.
Watch out
its test returns the three most recent entries; check one is a real price before mapping anything.
13

Get Product Categories

Polling trigger

In Zapier“Get Product Categories from the account”

Follows how your product catalogue is organised: each new category created in Orderry starts the Zap.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
an online shop or a parts catalogue elsewhere uses the same categories, and you want it notified when one is added.
Watch out
categories already in place when the Zap goes live are never sent; only the ones created afterwards travel.
14

Get Sales

Polling trigger

In Zapier“Get sales from account”

Brings each new sale recorded in Orderry into Zapier, ready to be announced, logged or added to a report.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
counter sales should show up in the team chat, or land in the sheet the owner checks.
Watch out
on the free plan this trigger can only feed one action; posting and logging at once needs a paid plan.
15

Get Service Categories

Polling trigger

In Zapier“Get Service Categories from the account”

The service-side twin of the product categories: a run starts for each new category of services Zapier finds in the account.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
your booking page or price brochure is maintained in another tool and should follow the service menu.
Watch out
reorganising the whole catalogue at once can produce a burst that Zapier's flood protection holds back.
16

Get Tasks List

Polling trigger

In Zapier“get tasks list filtered by employees or creation date”

Watches the tasks in Orderry and can be narrowed to certain employees or to a creation date, so the Zap only sees the tasks you care about.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a technician wants their new Orderry tasks copied into the calendar they actually check.
Watch out
a Zap that starts here and ends with Create Task feeds itself; keep both ends apart.
17

Get Taxes

Polling trigger

In Zapier“Triggers when a new get_taxes is created.”

Keeps an eye on the tax rates set up in your account and starts the Zap whenever a new rate appears.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
your accountant should hear about any new tax line before it shows up on invoices.
Watch out
Zapier tracks what it has already seen, so editing an existing rate does not resend it as new.
18

Get UOMs (Inits of Measure)

Polling trigger

In Zapier“Get UOMs (Inits of Measure)”

Covers units of measure, the hours, pieces or metres your items are counted in, and sends each new unit Zapier spots.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
product data is mirrored in a stock or accounting tool that must know every unit Orderry uses.
Watch out
the label carries a typo, Inits instead of Units; search the editor for it exactly as written.
19

New Invoice

Polling trigger

In Zapier“Lists the invoices.”

Starts the Zap for each invoice Zapier finds in Orderry that it has not handled yet, the natural entry point for billing follow-up.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
every invoice should produce a reminder task, a copy in the accounting tool, or a message to the customer.
Watch out
invoices issued before you published the Zap are left out; send old ones by another route.
20

Get Invoice Statuses

Polling trigger

In Zapier“Triggers when a new invoice_statuses is created.”

Follows the list of statuses an invoice can take in your account, and runs when a new status is added to that list.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a reporting sheet groups invoices by status and must learn about every status admin creates in Orderry's settings.
Watch out
nothing in its description says it reacts when an invoice moves from one status to another.
21

Lead Types

Polling trigger

In Zapier“Lead Types you can use in the product”

Reports the lead types defined in Orderry, each new type starting the Zap, which keeps your lead categories visible outside the app.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
the sales team classifies inquiries by type and wants to know when a new category is opened.
Watch out
Create a Lead requires a Lead type ID; testing this trigger is a quick way to see which types exist.
22

Clients List

Polling trigger

In Zapier“The list of clients you can use in the product”

Hands each new client of your Orderry account to the Zap, and can be narrowed to legal entities or to suppliers through two optional filters.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
every new customer should be added to your mailing tool, or every new supplier to the purchasing sheet.
Watch out
a Zap ending with Create a Client writes into this very list and keeps restarting.
23

Employees List

Polling trigger

In Zapier“The list of Employees you can use in the product”

Tracks the people set up in Orderry and starts a run when someone joins the list, handy for staff onboarding.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a new technician should receive a welcome checklist or be added to the team chat automatically.
Watch out
Create Task assigns work by employee, so this trigger's test sample doubles as a list of who can be assigned.
24

Locations

Polling trigger

In Zapier“Locations you can use in the product”

Notices each location added to your account, so opening a new branch in Orderry can ripple out to the rest of your stack.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
head office keeps a directory of sites elsewhere and wants it updated when a shop opens.
Watch out
the locations that already exist when you publish are not sent; add them to the directory by hand once.
25

Order Custom Fields

Polling trigger

In Zapier“Triggers when a new order_custom_fields is created.”

Watches how your order form is configured: a run starts each time a custom field for orders is added in Orderry.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
an admin wants a written log of form changes so other teams know which new information jobs now carry.
Watch out
it follows field definitions; its description never says it reacts to values typed into an order.
26

Order Statuses

Polling trigger

In Zapier“Order statuses you can use in the product”

Reports the statuses your orders can move through, with a run for every status newly created in the account.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a dashboard elsewhere maps order stages and has to pick up every stage the workshop adds.
Watch out
Changing Order Status asks for a Status ID; the test of this trigger shows you which ones exist.
27

List of the Products

Polling trigger

In Zapier“Lists of the products.”

Sends each new product from your Orderry catalogue to the Zap, so a part added once can appear wherever else you sell or track it.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
your web shop lists the same spare parts and should get every new one without double entry.
Watch out
combining it with Create Product in one Zap makes a loop that keeps creating and catching products.
28

New Service

Polling trigger

In Zapier“Lists the services.”

Every service added to your catalogue, a new type of repair for instance, kicks off a run once Zapier spots it.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
the services page of your website or your booking form must list every service the shop adds.
Watch out
on the free plan the Zap stops at one action, so updating two places at once needs a paid plan.
Actions

The 24 Orderry actions

Orderry gives you 24 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Add Booking Item

Action

In Zapier“Creates a new booking item, probably with input from previous steps.”

Attaches an extra item to a booking that already exists, so the appointment reflects everything planned for it.

When to use it
an upsell accepted by email, such as an extra part, should be added to the customer's booking without opening Orderry.
2

Add Invoice Comment

Action

In Zapier“Creates a new comment in the invoice, probably with input from previous steps.”

Writes a comment on an Orderry invoice, which keeps a trace of what happened to it outside the app.

When to use it
a reminder went out from your email tool and the invoice should say so for whoever opens it next.
3

Add Lead Comment

Action

In Zapier“Creates a new lead comment, probably with input from previous steps.”

Appends a note to a lead, so the history of a prospect stays in one place even when the conversation happens elsewhere.

When to use it
a prospect replies to a quote by email and the salesperson wants that reply logged on the lead.
4

Add Order Comment

Action

In Zapier“Creates a new order comment, with given order_id”

Leaves a comment on a given order, the simplest way to keep a job's timeline complete.

When to use it
a parcel tracking update or a customer message should be visible to the technician working the order.
Watch out
the action targets one specific order, so map its order from an earlier step rather than typing it.
5

Create an Order Item

Action

In Zapier“Creates a new order item, probably with input from previous steps.”

Adds a line to an existing order or estimate, so parts and labour can be appended from another tool.

When to use it
a parts supplier confirms a component and it should appear on the matching job.
Watch out
the Is order or estimate? box is required; choose the side that matches the document you are writing to.
6

Add Task Comment

Action

In Zapier“Creates a new task comment, probably with input from previous steps.”

Adds a comment to an Orderry task, so updates from other tools reach the person who owns it.

When to use it
a supplier confirms a delivery date and the task waiting on that part should carry the news.
Watch out
map the task from an earlier step, Get Task or Search Task, rather than typing it by hand.
7

Create Booking

Action

In Zapier“Creates a new booking.”

Puts a new booking into the Orderry schedule using whatever earlier steps carried, a form answer or a calendar slot for instance.

When to use it
customers book through a form outside Orderry and the slot should appear in the workshop schedule.
Watch out
a Zap that starts on Booking List and ends here triggers itself in a loop.
8

Create Asset

Action

In Zapier“Use this method to create new Assets”

Registers a new asset in Orderry, for tools, loan devices or any equipment you track there.

When to use it
equipment bought through your procurement tool should appear in Orderry as soon as the purchase is signed off.
Watch out
do not combine it with the Get Assets trigger in one Zap, or each new asset restarts the run.
9

Create a Client

Action

In Zapier“Create new client”

Adds a client record to Orderry, with optional boxes to flag it as a supplier, a legal entity or a conflicted client.

When to use it
new customers sign up in another tool and should exist in Orderry before their first job.
Watch out
to avoid creating the same client twice, run Search for Clients first, or its find-or-create variant.
10

Create a Lead

Action

In Zapier“Create new lead”

Opens a new lead in Orderry from an inquiry captured elsewhere, optionally flagged as urgent.

When to use it
quote requests arrive through your website form and should land in Orderry's lead list.
Watch out
Contact name and Lead type ID are both required, and the type must already exist in the account.
11

Create an Order

Action

In Zapier“Create new order”

Creates a work order straight from another tool, with an optional urgent flag for jobs that jump the queue.

When to use it
service requests come in through a helpdesk and each one should become a job for the workshop.
Watch out
Branch id and Order type are required; a branch that does not exist in Orderry stops the action.
12

Create an Order or Estimate

Action

In Zapier“Create new order or estimate”

Does the same job as Create an Order but lets you choose between an order and an estimate through the required Is order? box.

When to use it
some requests need a price first, and you want one Zap that files both kinds.
Watch out
Client ID is required too, so place a client search before this step to fetch it.
13

Create a Payment

Action

In Zapier“Create a new Payment”

Records a payment in Orderry, money in or money out, against a cashbox you name.

When to use it
online payments collected by your payment tool should show up in Orderry without manual entry.
Watch out
Cashbox ID, Payment amount and Direction are required, and Direction takes 0 for income and 1 for an expense.
14

Create Task

Action

In Zapier“Create Task for given Employees”

Hands a piece of work to one or more employees in Orderry, with a title, a description, a deadline and the assignees, all four required.

When to use it
a new invoice, an angry review or a missed call should turn into a to-do with someone's name on it.
Watch out
assignees are picked by employee ID, so the person must be set up in Orderry first.
15

Changing Order Status

Action

In Zapier“Change order status”

Moves an order to another status, the step that keeps the workshop board honest when something happens outside Orderry.

When to use it
the customer signs a quote in an e-signature tool and the job should move forward on its own.
Watch out
Order ID and Status ID are both required; the Order Statuses trigger shows which status IDs exist.
16

Move Asset

Action

In Zapier“Move asset to different warehouse, probably with input from previous steps.”

Moves an asset to a different warehouse in Orderry, so stock location follows what happens on the ground.

When to use it
a loan device is handed to a customer and logged in your delivery tool, and Orderry should show where it now sits.
Watch out
fetch the asset with Search for Assets first, so the right one moves.
17

Create Product

Action

In Zapier“Creates a new product.”

Adds a product to the Orderry catalogue from data an earlier step brought in, a supplier list or a shop export for example.

When to use it
a new spare part appears in the supplier's feed and should be sellable in Orderry too.
Watch out
Find Product with its find-or-create option avoids filing the same product twice.
18

Create Service

Action

In Zapier“Creates a new service.”

Creates a service in Orderry, the counterpart of Create Product for labour and repair types.

When to use it
a service is designed and priced in a planning sheet and should be offered in Orderry once it is approved.
Watch out
running Find Service first, with find-or-create ticked, keeps the catalogue free of duplicates.
19

Create Update_booking

Action

In Zapier“Creates a new update_booking, probably with input from previous steps.”

Despite the word Create in its label, this action changes a booking that already exists rather than adding one.

When to use it
a customer reschedules through your booking tool and the Orderry booking must follow.
Watch out
Booking ID is required, so fetch it with Find Bookings or map it from the trigger.
20

Update_booking_item

Action

In Zapier“Updates an existing booking item, probably with input from previous steps.”

Edits an item already attached to a booking, where Add Booking Item would add a new one.

When to use it
a part on a booked job is swapped for another model and the booking line should reflect it.
Watch out
locate the booking with Find Bookings first, so the change lands on the right line.
21

Update Client

Action

In Zapier“Update_client, probably with input from previous steps.”

Changes an existing client record, including the supplier, legal entity and conflicted flags.

When to use it
a customer updates their details in your portal and Orderry should stay in step.
Watch out
the required box is labelled id Name; feed it the client from Search for Clients or Get Client by ID.
22

Update an Order or Estimate

Action

In Zapier“Update existing order or estimate”

Edits an existing order or estimate, including its urgent flag, without opening the job in Orderry.

When to use it
a customer upgrades to express service and the order should be marked urgent.
Watch out
Is order or estimate? and Order ID are required; get the ID from Get Order by Id.
23

Update an Order Item

Action

In Zapier“Updates an existing order item, probably with input from previous steps.”

Changes a line already on an order or an estimate, where Create an Order Item would add a fresh one.

When to use it
a supplier changes the part number or price of a component already on the job.
Watch out
the Is order or estimate? box is required here as well.
24

Update Product

Action

In Zapier“Update a product, probably with input from previous steps.”

Edits a product of the Orderry catalogue with data from an earlier step, typically a supplier's update.

When to use it
supplier prices change in their feed and the catalogue should follow without manual edits.
Watch out
locate the product first with Find Product or Get Product by Id.
Searches

The 11 Orderry searches

11 search steps look for data that already exists in Orderry, so a later step can use it.

Searches sit at the bottom of the list of action events, under their own SEARCH heading. Some action fields also offer + Add search step, which inserts a search just before the step and wires its result in. Whether a search wants the exact value or something close is decided by Orderry, not by Zapier. A search makes the Zap multi-step, so it needs a paid plan. Three settings decide what happens when the result is not a single clean match.

1

Find Bookings

SearchFind or create

In Zapier“Finds bookings based on the given criteria.”

Looks up existing bookings by the criteria you give it, so a later step can update the right one. Ticking the create box gives you Find or Create Booking, the same search that books the slot when nothing matches.

When to use it
before rescheduling with Create Update_booking.
2

Get Client by ID

Search

In Zapier“Get a Client by ID.”

Fetches one client when an earlier step already carries their Orderry ID, and returns the full record for mapping.

When to use it
an order trigger gives you the client's ID and the next step needs their name or contact details.
3

Get Order by Id

Search

In Zapier“Finds an order based on id.”

Retrieves a single order from its ID, handy when the trigger only passed a reference and you need the whole job.

When to use it
just before Update an Order or Estimate, to work on the current version of the order.
4

Get Product by Id

Search

In Zapier“Finds a product based on id.”

Pulls one product out of the catalogue from its ID, so its details can feed the following steps.

When to use it
an order line names a product and a report elsewhere needs its full description.
Watch out
it needs the product ID; to look a product up any other way, use Find Product.
5

Get Task

Search

In Zapier“get the Task By it's Id”

Fetches one task from its Task id, which is required, and hands its details to the rest of the Zap.

When to use it
a comment arrives from another tool and you want to check the task before adding Add Task Comment.
6

Find Invoice

Search

In Zapier“Finds a invoice give.”

Finds an existing invoice so the steps after it can comment on it or copy its data elsewhere.

When to use it
a payment confirmation arrives from your payment tool and you need the matching Orderry invoice before writing a comment.
7

Search for Assets

SearchFind or create

In Zapier“The list of assets you can use in the product”

Looks through your assets for a match. With the create box ticked it becomes Find or Create Asset: one step that finds the device or registers it when it is missing.

When to use it
right before Move Asset, so you move a real record.
8

Find Product

SearchFind or create

In Zapier“Finds a product give.”

Searches the catalogue for a product. Its variant, Find or Create Product, adds the product when the search comes back empty instead of stopping.

When to use it
importing parts from a supplier feed without filing duplicates.
Watch out
with the create option ticked, the step asks for what it needs to create the product, so map those values too.
9

Search Task

Search

In Zapier“Search For Task by params”

Finds tasks by the criteria you set rather than by ID, for when an earlier step does not carry the task's identifier.

When to use it
a customer email mentions a job, and you need the open task for it before commenting.
10

Find Service

SearchFind or create

In Zapier“Finds a service give.”

Looks up a service in your catalogue. Ticked as Find or Create Service, it also creates the service when there is no match.

When to use it
syncing a service list from a planning sheet while keeping one entry per service.
11

Search for Clients

SearchFind or create

In Zapier“The list of clients you can use in the product”

Checks whether a client already exists in Orderry. Its variant, Find or Create Client, files a new client when none matches.

When to use it
before Create an Order or Estimate, which needs a Client ID, or before Update Client.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there and the steps that relied on it are skipped. Switched on, the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    Ticking it turns the search into a find-or-create: the setting above disappears and the step asks for what it needs to create the missing record.
  3. If multiple search results are found?
    Three ways out: keep the first match, which is the default, stop the Zap, or pass every match on at once.
When it breaks

When an Orderry Zap breaks

Zapier links no help article to Orderry, and no limit specific to the app is documented. What breaks Orderry Zaps is what breaks every polled Zap.

Four cases cover most surprises. If a Zap misbehaves beyond these, the Zapier troubleshooting page is the next stop.

  • Old records never come through

    A Zap only reacts to what happens after it is switched on. Orders, clients or invoices that existed before are not picked up; moving them is a separate job.

  • The Zap keeps triggering itself

    A Zap that writes into the list its trigger watches, like Get Orders feeding Create an Order, sets itself off again and again and burns through tasks.

  • A bulk import goes quiet

    When a trigger suddenly returns a huge batch, after an import or a migration into Orderry, Zapier's flood protection can hold the run back.

  • An edited record does not fire again

    Zapier remembers what a polling trigger already returned, so the same item never starts the Zap twice, even after you change it.
Need help

Need help automating Orderry with Zapier?

A person reads every message.

FAQ

Orderry and Zapier: common questions

01Is the Orderry Zapier integration free?
Yes. Orderry is not reserved for paid plans, so it works on Zapier's free plan. That plan gives you 100 tasks a month, unlimited Zaps and a check every 15 minutes. The catch is the size of each Zap: one trigger and one action, nothing more. With a filter, a search step or a second action, the Zap becomes multi-step and needs a paid plan. For a simple flow like new invoice to new task, the free plan is enough.
02How many tasks does an Orderry Zap use?
One per successful action, per run. The trigger costs nothing, and Zapier checking Orderry for new items costs nothing either, however often it looks. A Zap with one action uses one task each time it runs; a Zap with three actions uses three. An action that fails is not counted against your plan. So the number to watch is how many new records your trigger sees multiplied by the number of actions behind it.
03Does Orderry trigger Zaps in real time?
No. All 28 Orderry triggers are polling triggers: Zapier goes and checks the account at a fixed interval and keeps only what it has not seen. The interval depends on your plan: 15 minutes on Free, 2 on Professional, 1 on Team and Enterprise. On paid plans you can change that interval and also run a check by hand from the editor. None of the Orderry triggers is instant, so there is no way to skip the wait.
04What does it take to connect Orderry to Zapier?
An Orderry account, plus read or write rights on anything you do not own yourself and want a Zap to touch. In Zapier, open the Apps page, click + Add connection, search for Orderry, then click Add connection. A tab opens where you sign in to Orderry and grant Zapier access. The connection is then reused by every Orderry step in every Zap, so it is a one-time job. If a Zap later fails on a record owned by a colleague, check those rights first.
05How do you record an expense with Create a Payment?
Use the Direction box. It is required and takes 0 for income and 1 for an expense, so an expense Zap must send 1 there, typed or mapped. Two other boxes are required as well: Cashbox ID, the cashbox the payment belongs to, and Payment amount. If the cashbox does not exist in Orderry the action has nothing to write to, so check it first. Mixing up the Direction values books money the wrong way round.
06What if the Orderry operation you need is not on the list?
Then this integration cannot do it directly. Orderry offers 63 operations on Zapier: 28 triggers, 24 actions and 11 searches, and none of them deletes anything. Sometimes a search step fills the gap, by fetching a record no earlier step carried, before an action uses it. If even that does not cover the job, the task stays manual or goes through another tool. Check the full lists above before building, since several labels read like internal names.
07Zapier, Make or n8n for Orderry?
Compare them on the same criteria rather than on reputation. On Zapier, Orderry works on the free plan, every trigger is polled with an interval set by your plan, and you get 63 operations to build with. Look at three things on any platform: whether the trigger you need exists and how it fires, what one run costs you once the Zap has several steps, and whether the action you need is there at all. The answer depends on your Zap, not on the brand.
Same platform

Other docs you might need on this stack.

Browse all integrations