Commerce & payments
IdeaSoft integration: start workflows from new orders and members
Create an API client in your IdeaSoft store and connect it to OrqLabs. New orders and new member sign-ups start workflows, so thank-you messages, review requests and team alerts go out automatically.
- Connection type
- OAuth
- Scope
- Per project: every brand connects its own account
- Capabilities
- event triggers, workflow actions
- Setup time
- 10 min
What it does in OrqLabs
OrqLabs connects to IdeaSoft through the store's own Admin API and the OAuth consent screen. Each store creates its own API client: when connecting you enter the store domain, Client ID and Client secret; the secret is stored encrypted and used to refresh the access token. Read permission is enough.
The Order created and Member registered events of the Integration event trigger check the store every 5 minutes and start one run per new order or member, with the customer's name, email, phone, total and items ready to use. The IdeaSoft node lists orders (by status and date) or reads a single order including shipping details.
What you can automate
Order thank-yous
Order created → AI writes a personal thank-you → it goes to the customer as a WhatsApp template or email.
Review requests
A Wait step sends the customer a message asking for a product review a few days after the order.
Welcome new members
The Member registered event sends a welcome email; members with campaign consent (
allowedToCampaigns) go to a separate list.Team alerts
High-value orders are posted to Slack or Teams with the customer and item details.
Nodes that use this integration
In the workflow editor these nodes run with your IdeaSoft account.
IdeaSoft
List orders · Get order
Setup at a glance
In the IdeaSoft panel, create a client under Integrations → API → Add API and enter the redirect address from the guide.
In OrqLabs, go to Integrations → IdeaSoft → Connect and enter the store domain, Client ID and Client secret.
Approve the permission in the IdeaSoft panel that opens.
Add the Integration event trigger to a workflow, choose
IDEASOFT · Order createdand activate it.
Requirements
- The store's primary admin account (only this user sees the API section).
- An API client with read access to orders and members (Client ID + Client secret).
What you enter when connecting
- Mağaza alan adı *
- Client ID *
- Client secret *
Good to know
- New orders and members are checked every 5 minutes – no real-time webhook is used.
- The node only reads; it cannot change order status.
- Commercial messages need the customer's consent and an İYS record first.
Frequently asked questions
Why do I enter a Client ID and secret?
In IdeaSoft every store creates its own API client. These details open your store's consent screen; the secret is stored encrypted and only used to refresh the access token.
Do workflows run for older orders?
No. When a workflow is first activated, existing orders are skipped – only later orders and members start runs.
Which permissions should I grant?
Read access to orders and members is enough; don't grant write access. Setup steps are in the IdeaSoft guide.
Get started with OrqLabs
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