Creating Orders Through Webhooks

This method of creating orders through webhooks is currently intended to be used for CBLC Listing Concierge. If you have questions about how you might be able to use webhooks to create orders from other sources, reach out to our support team.

Limitations

• Each order can only include one Service OR one Package

• We do not enforce booking flow settings like pay-before-delivery for these orders

• You can only have two listing agents per order

• We do not include Agent Photo or Brokerage Logo, you must manually collect it and add it to the order

• We do not include Custom Tiers, you must add those after the order comes through

• The date must be in the MM/DD/YYYY format

• You will need to manually add the address to the order

• You will need to have a Zapier account

Setup Steps

Receive orders through Email

For this feature to work, you must receive emails in a standard format. The information for every order must be in the same format and location in that email every time.

You can set up this feature for multiple types of forms. So for example, the email from CBLC may look different than another brokerage, but as long as all of the CBLC emails look the same and all the other brokerage's emails look the same, this will work.

This is an example of a form email that is compliant with our system:

However, it doesn't have to be as formatted as that, for example, this one also works:

The important thing is that the format is the same every time. That is why we call them "form emails". The only thing different between one email and the other is the order details.

Parse the Email

"Parse" in this context means for a computer to read an email and put the right fields into an order. For example, we'll automatically read the email and understand that "Premier Package" is the Package of Services that the customer wants to order. We'll then set the Services on the order to be those within the Premier Package. However, first, you need to teach our system the format of your email that contains the order.

Zapier has a help article on setting up their email parser here.

See our Variables section below for what information you can parse in Zapier.

We highly, highly recommend you put the entire email in additional_notes

Variables

There are a number of pieces of information we can use in creating an order. These pieces of information are all optional. You should parse as much information as you can into the order so that it's automated, but you don't have to.

Variable	Example	Explanation
booking_flow_address	CBLC	Each booking flow has a unique url that you can set with these instructions. If left empty, we default to your primary booking flow.
service_or_package	Premier Package	Must be the exact name of one of your Services or Packages found in the Booking Flow.
{{#each service_custom_tiers}}{{serviceName}} - {{selected.name}}{{/each}}{{/if}}		Lists each of the custom tiers selected per service
order_name	Permier Package - 12345 Main Street, Springfield, OR, 12345 - Bob Jones	You can set the Order Name to be what you want, or leave it blank and we'll default to the Services or Package + address + client name
client_full_name	Bob Jones	The name of the person making the order (not necessarily the Agent for the order)
contact_notes	[e-mail]	The email addresses for other people that should be included on an order
email	[e-mail]	The contact email address for the person making the order (not necessarily the Agent for the order)
phone_number	1235467890	The contact phone number for the person making the order (not necessarily the Agent for the order). We will remove spaces, dashes, and parenthesis.
property_address_formatted_address	12345 Main Street, Springfield, OR, 12345	The formatted address of the property for the shoot.
property_address_line2	Apt 2	Apt or Suite number
rooms_bedrooms	1	Number of Bedrooms
rooms_bathrooms	2	Number of Bathrooms
rooms_half_baths	3	Number of Half-Baths
property_square_footage	1500	The square footage for the property. We will remove any commas.
property_feature_notes	The views.	The answer to the question "What amenities or unique features would you like us to feature?"
entry_notes	I will meet you there.	The answer to the Entry Notes question
date	06/30/2022	The requested date of the shoot in MM/DD/YYYY format
scheduled_time	12:00 PM	The requested time of the shoot
brokerage_code	CBLC	If the agent has a brokerage code
custom_domain	1234mainstreet.com	If the agent wants a custom domain for their Website
music_option	dropbox.com/musicoptions/1	The URL to the music they want
floor_plans_notes	Detached garage	The answer to the question: "If you have chosen to book a 3D Virtual Tour and/or 2D Floor Plan; is there an ADU; garage; or additional space you would like to include?"
order_notes	Please arrive 15 minutes early.	The answer to the question: "Is there anything else we can help you with or that we should know?"
existing_contact	Salesperson Sally	The answer to the question: "Are you working or speaking with anyone on our team already on this project?"
additional_notes		The "additional notes" section of orders in Order Management. We highly recommend putting the original email in this field for reference.
listing_agent_name	Bob Jones	The first and last name for the first agent on the listing.
listing_agent_brokerage	CBLC	The brokerage for the first agent on the listing.
listing_agent_phone	1234567890	The phone number for the first agent on the listing.
listing_agent_email	[e-mail]	The email address for the first agent on the listing.
listing_agent_license_number	12345	The license number for the first agent on the listing.
listing_agent_name2	Sally Jones	The first and last name for the second agent on the listing.
listing_agent_brokerage2	CBLC	The brokerage for the second agent on the listing.
listing_agent_phone2	0987654321	The phone number for the second agent on the listing.
listing_agent_email2	[e-mail]	The email address for the second agent on the listing.
listing_agent_license_number2	54321	The license number for the second agent on the listing.

Webhook Endpoint

During the parse set up, Zapier will ask you for your webhook URL. Your URL follows this format:

portal.yourdomain.com/webhooks/create-order

So for a photo company called Real Estate Media, there's would be portal.realestatemedia.com/webhooks/create-order

Tonomo Creates an Order

Within a couple of minutes of receiving an email with an order, Zapier will parse the email, send it to Tonomo and we will create an order in the Pending Status.

We highly recommend you review the order for any missing components that the parser couldn't understand and add them. This is why we recommend putting the original email in the Additional Notes.