findOrdersByDocument

Introduction

The findOrdersByDocument function allows you to locate orders associated with a customer using their document identifier, such as CPF or CNPJ. When executed within the Execute JavaScript block, it checks for the existence of orders in the system and, if found, returns a response containing an array with complete details about the orders associated with the given document — including customer information, purchased items, and payment status.

How to Use

1. First, you will need to use the advanced settings of our WhatsApp messages to request the customer’s document, saving the response provided by the customer in a variable — in this case, payload.document.

   

   

Note: To learn more about the advanced settings of our WhatsApp messages, visit our Help Center article: Understanding Logic, Time, Chat, and Advanced Automation Actions ➾ Advanced Actions

2. Next, once the customer provides their document number, within the automation structure, we will use the Execute JavaScript block to run the findOrdersByDocument function and retrieve the orders associated with the provided document.

   

3. In the Execute JavaScript block, use the code payload.orders = await findOrdersByDocument(payload.document) to retrieve orders associated with the document provided by the customer. In this way, the document stored in the variable payload.document is used by the findOrdersByDocument function to fetch the related orders. The result is stored in payload.orders as an array containing the orders.

4. The search response can be used in the following messages to return information about the orders found.

   

   

Código utilizado no exemplo

{% if payload.orders is not empty %}
We found *{{ payload.orders|length }}* order(s). Here are the details:

{% for data in payload.orders %}
*#{{ data.order.number }}*
{% if data.order.payment_method == 'BOLETO' %}🏷 _Boleto_{% elseif data.order.payment_method == 'CREDIT_CARD' %}💳 _Credit Card_{% elseif data.order.payment_method == 'PIX' %}🤳🏼 _Pix_{% else %}🏷 _Other_{% endif %}

{% if data.order.payment_status == 'PAID' %}✅ _Paid_{% elseif data.order.payment_status == 'PENDING' %}⏳ _Pending_{% else %}❌ _Not Paid_{% endif %}

{% if data.order.tracking_numbers_url is not empty %}🚚 {{ data.order.tracking_numbers_url }}{% else %}🚚 _Pending Shipment_{% endif %}

{% endfor %}
{% else %}
No orders found.
{% endif %}

Note: In the example code, if no orders are found associated with the provided email, the message “No orders found.” will be displayed.

To structure the response message containing the order data in this example, we use the Reportana® Script templating language, which supports for and if/else structures. These commands enable detailed and conditional formatting of the displayed information. To deepen your knowledge about Reportana® Script and explore more examples, please consult the complete documentation: Reportana® Script - Documentation.

Return of the findOrdersByEmail Function

{
  "orders": [
    {
      "reference_id": 1234,
      "reference_type": "ORDER",
      "customer_id": 1234,
      "name": "John Smith",
      "first_name": "John",
      "last_name": "Smith",
      "email": "[e-mail]",
      "phone": "[phone]",
      "shop": {
        "id": 1234,
        "name": "Test Store",
        "currency_code": "USD",
        "billing_address_formatted": "123 Maple Street, Downtown, Springfield, IL, 62704, USA"
      },
      "customer": {
        "id": 104657184,
        "name": "John Smith",
        "email": "[e-mail]",
        "phone": "[phone]",
        "birth_date": null,
        "metadata": []
      },
      "order": {
        "admin_url": "https://….png",
        "customer_name": "John Smith",
        "customer_email": "[e-mail]",
        "customer_phone": "[phone]",
        "customer_document": "123-45-6789",
        "billing_address": {
          "name": "John Smith",
          "first_name": "John",
          "last_name": "Smith",
          "company": null,
          "phone": "[phone]",
          "address1": "456 Oak Avenue, Apt 31",
          "address2": "Downtown",
          "city": "Springfield",
          "province": "Illinois",
          "province_code": "IL",
          "country": "United States",
          "country_code": "US",
          "zip": "62704",
          "latitude": null,
          "longitude": null
        },
        "shipping_address": {
          "name": "John Smith",
          "first_name": "John",
          "last_name": "Smith",
          "company": null,
          "phone": "[phone]",
          "address1": "456 Oak Avenue, Apt 31",
          "address2": "Downtown",
          "city": "Springfield",
          "province": "Illinois",
          "province_code": "IL",
          "country": "United States",
          "country_code": "US",
          "zip": "62704",
          "latitude": null,
          "longitude": null
        },
        "number": "1234",
        "currency": "USD",
        "total_price": "99.90",
        "total_price_formatted": "$99.90",
        "subtotal_price": "0.00",
        "subtotal_price_formatted": "$0.00",
        "line_items": [
          {
            "title": "My Robot",
            "variant_title": "Blue",
            "quantity": 1,
            "price": 210.27,
            "path": "https://….png",
            "image_url": "https://….png",
            "tracking_number": null
          }
        ],
        "payment_status": "PAID",
        "payment_method": "BOLETO",
        "billet_url": "https://boleto.pl/1234abcd",
        "billet_line": "00000000000000000000000000000000000000000000000",
        "billet_expired_at": "2024-04-30 00:00:00",
        "billet_expired_at_formatted": "04/30/2024",
        "original_created_at": "2024-04-27 08:30:06",
        "billing_address_formatted": "456 Oak Avenue, Apt 31, Downtown, Springfield, IL, 62704",
        "shipping_address_formatted": "456 Oak Avenue, Apt 31, Downtown, Springfield, IL, 62704",
        "line_items_formatted": "My Robot",
        "line_items_formatted_with_variant": "My Robot - Blue",
        "tracking_numbers_formatted": "1234ABCD",
        "tracking_numbers_url": "https://boleto.pl/1234ABCD",
        "tracking_numbers": [
          {
            "code": "NL0000000000US",
            "new_code": "NL0000000123US",
            "full_status": "DELIVERED",
            "elapsed_time": 30,
            "tax_at": "2024-11-30 11:46:45",
            "delivered_at": "2024-12-14 11:46:45",
            "returning_to_sender_at": "2024-11-30 11:46:45",
            "returned_to_sender_at": "2024-11-30 11:46:45",
            "first_update_at": "2024-11-14 11:46:45",
            "last_update_at": "2024-12-14 11:46:45",
            "last_request_at": "2024-12-14 11:46:45",
            "events": [
              {
                "type": "COURIER",
                "date": "2024-12-14 11:46:45",
                "label": "Delivered",
                "location": "Springfield, IL",
                "description": "Your package has been delivered"
              },
              {
                "type": "COURIER",
                "date": "2024-11-14 11:46:45",
                "label": "Shipped",
                "location": "Springfield, IL",
                "description": "Accepted by the courier"
              }
            ]
          }
        ]
      }
    }
  ]
}

Data Returned in the Response

The search returns detailed information about the orders, including:

• Customer Data: Name, phone, email used to place the order, etc;
• Order Information: Order ID, payment status (e.g., paid, pending), payment method (e.g., boleto, credit card), order creation date, etc;
• Address Data: Billing address and shipping address, including city, state, ZIP code, etc;
• Order Items: Product name, variant (e.g., color), quantity, unit price, product image link, etc;
• Payment Information: Boleto URL, boleto barcode line, due date, Pix copy and paste code, total order value, etc;
• Useful URLs: Order tracking link and any other relevant URLs.

These data allow composing personalized messages to inform the customer about the details of orders associated with the email provided in the search.