Verify & Update Mailing Address

scottadamson
scottadamson Member, Administrator, Moderator, Oomnitza Team admin
edited July 21 in Workflow library

This workflow reviews and parses a single-line mailing address in Oomnitza, corrects any formatting of the address, and updates the zip with the appropriate zip+4 (US) or international addresses. The results are placed into appropriate fields that can be used by any shipping solution (eg. FedEx) to assure proper and efficient delivery.


The systems/services being acted upon

Credentials required & how/where to obtain

  • Sign up for a Postgrid account (depending on how many verifications are being done, may have to opt for a paid plan). Generate a Postgrid API and associate the domestic or international plans.
  • Authenticate against Google APIs for access to pull time zone information (can be used in multiple other systems to assign location and availability)

Additional Oomnitza field required/recommended

  • Parsing the single-line US/international mailing addresses can include the following fields:
  • Postgrid Response
  • To gather timezone response, utilize the following:
  • Google Maps API Response

Blocks required and suggested

  • Begin block
  • Postgrid API block to parse the mailing address
  • WAIT block to verify the data has been received and updated
  • Google Maps API block for collecting the timezone information
  • End

Commands and calls

  • Begin block
    • Set to only trigger when the user is created
    • The user must be an employee
    • The change date is today
  • Postgrid API block to parse the mailing address
  • API Body for Postgrid
  • WAIT block to verify the data has been received and updated
  • Google Maps API block for collecting the timezone information
  • Set Parameters for Lat/Long to get location
  • Parameters to gather TimeZone
  • End


    Results

    The fields will be filled with properly formatted and verified mailing information. The timezone will also be recorded based on the mailing information which can be leveraged in other systems (Slack, Zoom, etc.).

    Caveats

    When using the international API, make sure the addresses end with the country code or name (eg US or Ireland). If the system cannot find a matching address, nothing will be submitted to the address result fields.

    Troubleshooting

    Check the wait time - verify all is working following the WAIT block.

    Confirm and add country information at the end of the single-line address and re-run the workflow manually. Confirm the mailing information is validated and submitted into the system.