What Can Macros Do?

Written by Support

Updated at July 17th, 2025

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Table of Contents

Macros in Fixably What Are Macros? Using Macros Order Management Device Management Repair Management Shipping and Logistics Customer and Contact Management Queue and Workflow Automation Communication and Notifications Third-Party Integrations File and Document Handling Tag and Custom Field Management Financial and Invoice Operations Product and Line Item Management Miscellaneous Macro Parameters Basic Parameter Types Complex Parameters Limitations and Support

Macros in Fixably

Macros in Fixably are predefined automations that streamline workflows, standardize processes, and reduce manual data entry. These macros are not user-configurable and require backend access to enable or modify. This article provides an overview of available macros, including their functions, usage considerations, and supported parameter types.

What Are Macros?

Macros are server-defined actions that automate tasks within Fixably. They are designed to:

Improve operational efficiency
Ensure consistency in data entry and updates
Support integrations with external systems (e.g., GSX, IGSPN, Cello)

Macros can be invoked via triggers such as status changes, queue updates, or manual execution by a user.

Note: Clients cannot create or modify macros. All macros are implemented by Fixably through database-level access.

Using Macros

Below is a list of available macros organized by category, with plain-language descriptions of what each one does:

Order Management

Macro Name	Description
order.close	Closes an order, marking any open repair as ready for pickup.
order.print	Generates a printout for the current order.
order.custom	Sets custom order fields that are macro-accessible.
order.deposit	Records a deposit on the current order.
order.files	Uploads files to the order.
order.location	Assigns a service location to the order.
order.charge	Adds a charge to the current order.
order.setTatPromise	Sets a Turnaround Time (TAT) promise for the order.

Device Management

Macro Name	Description
device.create	Adds a new device to the order.
device.create.custom	Adds a device and displays custom fields in the UI.
device.files	Uploads device images or documents.
device.history	Displays history from prior repairs of a device (by serial number).
device.model	Updates the model of a device based on defined configurations.
device.inspection	Displays a QR code for submitting inspection images.
device.queue	Moves the order to the preferred queue for the selected device.

Repair Management

Macro Name	Description
repair.create	Starts a new GSX repair.
repair.close	Closes a repair if possible.
repair.part.validation	Validates that part serial numbers meet repair rules.
resolution.add	Adds a resolution note to the order.
diagnosis.add	Adds a diagnostic note.
issue.add	Adds an issue note describing the problem.

Shipping and Logistics

Macro Name	Description
shipment.create	Creates a shipment using an enabled shipping integration.
shipment.internal	Creates an internal shipment between locations.
shipment.create.postnord	Creates a PostNord shipment via Unifaun integration.
shipmentRequest.create	Requests a shipment for an order with a user assigned.
cello.shipment	Creates a shipment and returns a PDF confirmation (Cello integration).
gsx.returnlabel	Generates a return label for GSX repair.

Customer and Contact Management

Macro Name	Description
customer.add	Creates or updates a customer record.
contact.add	Adds a contact to the order.
addressData.set	Updates the address fields for the order.
insurance_company.add	Sets an insurance company on the order.

Queue and Workflow Automation

Macro Name	Description
queue.select	Allows the user to manually select a queue.
queue.set	Automatically sets the queue for the order.
status.set	Changes the status of the order.
priority.set	Updates the order priority (e.g., urgent, standard).
trigger.event	Triggers an internal workflow event.
handler.set	Assigns a technician to the order.
self.handler	Sets the logged-in user as the technician.
tasks.set	Assigns task values to the order.

Communication and Notifications

Macro Name	Description
send.email	Sends an email using a predefined snippet.
send.email.simple	Sends a free-form email.
send.email.template	Sends a templated email from the UI.
send.sms	Sends an SMS using a snippet (SMS must be enabled).
send.sms.template	Sends a templated SMS (SMS must be enabled).
send.file	Emails a printout.
signature.request	Starts a Fixably Paperless signature flow.

Third-Party Integrations

Macro Name	Description
gspn.repair.create	Creates an IGSPN repair.
gspn.check_out	Finalizes an IGSPN repair and closes it.
gspn.status_comment	Posts a status comment to IGSPN.
gspn.parts	Mass-edit serial numbers for IGSPN repair parts.
gspn.order_files	Uploads documents required by IGSPN.
gspn.work_code	Sets labor type, distance, and service grade in IGSPN.
gspn.appointment_create	Schedules an appointment for IGSPN service.
gspn.account	Sets the IGSPN account for repair.
phonecheck.data	Displays PhoneCheck device diagnostics.

File and Document Handling

Macro Name	Description
file.upload	Uploads a single file to the order.
files.create	Uploads files, possibly in bulk.
order.files	Uploads order-specific files.

Tag and Custom Field Management

Macro Name	Description
order.customField.set	Updates a custom field on the order.
tag.add	Adds a tag to the order.
tag.remove	Removes a tag from the order.

Financial and Invoice Operations

Macro Name	Description
invoice.create	Creates an invoice.
invoice.print	Generates a list of invoices to print.
insurance.invoice	Insurance-related invoicing.
insurance.invoicees	Assigns invoicees to lines when using insurance companies.
add.discount	Applies a discount product to the order.
line.discount	Applies a discount product to a line item.

Product and Line Item Management

Macro Name	Description
line.add	Adds a line item (product) to the order.
products.add	Lets the user search for and add multiple products.
part.serial	Updates the serial number of a part.
part.imei	Sets the IMEI number for a part.

Miscellaneous

Macro Name	Description
ast.run	Displays a button to run AST (Apple diagnostic).
note.add	Adds a basic note to the order.
note.create	Adds a note using a predefined snippet.
store.set	Assigns a store to the order.
warranty.status	Checks the warranty status.

Macro Parameters

Parameters for macros define the information needed to execute an action.

Basic Parameter Types

Type	Description	Example
string	Plain text	"Fixably"
int	Integer (whole number)	42
float	Floating point number (uses .)	13.37
bool	Boolean value (1 or 0)	1
json	JSON object or array	{"name": "Fixably"}

Note: Parameters are stored as strings in the database but are converted during macro execution.

Complex Parameters

Some macros use params as a single structured input. This must be valid JSON.

Example:

{
  "companyName": "Fixably",
  "website": "https://www.fixably.com"
}

Keys and values within params must match the macro’s expected schema, as defined in its documentation.

Limitations and Support

Macros are created and maintained by Fixably.
Clients cannot request custom macros via the UI.
If a macro is needed for a process, contact Fixably Support or your Customer Success Manager with a description of the business need.

Still have questions? Contact Support or reach out to your Success Manager.

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