Valuation workflow for orders
Valuations from Shopify Orders
A common pattern: customer buys a piece on Shopify → you generate a valuation certificate and email it as part of the order experience.
The flow
- Order comes through in Shopify →
ORDERS_CREATEwebhook fires - Jewel Value creates a draft valuation per line item, pre-filled with product and customer details
- The draft appears in Valuations > Drafts on your Jewel Value dashboard
- An appraiser opens each draft, completes the wizard, generates the certificate
- Certificate emails out to the customer automatically (configurable per shop)
Configuring the auto-create rule
Settings > Integrations > Shopify > Order Triggers lets you scope this to:
- All orders
- Orders containing products tagged
appraisal - Orders above a minimum value threshold
- Orders containing a specific product ID
Skipping certain orders
Add no-valuation as a tag on a Shopify order or its line items to opt out individual orders from auto-create.
Avoiding duplicates
Each Shopify order/line-item combo creates at most one draft, identified by a deterministic hash. If the order is edited in Shopify, the existing draft updates rather than spawning a duplicate.