Back to integrations

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

  1. Order comes through in Shopify → ORDERS_CREATE webhook fires
  2. Jewel Value creates a draft valuation per line item, pre-filled with product and customer details
  3. The draft appears in Valuations > Drafts on your Jewel Value dashboard
  4. An appraiser opens each draft, completes the wizard, generates the certificate
  5. 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.

Was this article helpful?

Still have questions?

Our support team is here to help.