# WineDirect and Volty

> Wine club members email Volty about their next release or a new address, and it reads WineDirect and drafts the change for the club team to approve.

Wineries on WineDirect let club members ask Volty about their next release or order, and route skips and address changes to the club team for approval.

Talk to Volty · Free trial

Updated 2 Nov 2026

## The November release, new address

Heather moved. Volty reads her Reserve Club record and drafts the address change.

HL

Heather Lindqvist

Gmail · Club member

Hi, we moved last month. Can the November club shipment go to 418 Alder Lane, Sonoma, CA 95476?

Checked WineDirect · Reserve Club · Nov release ships Nov 12 · Ship to Petaluma

Volty Hi Heather, your Reserve Club release ships on November 12. I've asked the club team to change the address to 418 Alder Lane, Sonoma, and I'll confirm once it's done.

Waiting for approval

WineDirect club change: Heather Lindqvist ship address to 418 Alder Lane, Sonoma, CA 95476

Approve · Edit · Decline

WineDirect club member

Heather Lindqvist

Reserve Club

Next release

Ships Nov 12

Bottles

6

Ship to

Petaluma, CA

Member since

2021

Club and order fields the winery agreed to share

## What Volty does with WineDirect

WineDirect runs direct to consumer sales for wineries: the web store, tasting room point of sale, wine club and fulfillment. Volty reads a member's club tier, next release date and ship address so they get an answer while your team pours. When a member asks to skip a release or change where it ships, Volty drafts the change for a colleague to approve.

- Next release, read from the club · Tier, ship date and bottles for the member who asks.
- Adult signature reminder · Order answers mention that someone 21 or over must sign.
- Club changes approved first · Address changes and skips wait for your club team.
- The member's own club only · Lookups match the email or phone on their WineDirect customer.

Connects with

WineDirect REST API, or SOAP on Classic

Volty reads

Customers, club memberships, orders, shipments

Volty can change

Club address and skip, Off or approved per change

Setup

The Volty team with WineDirect credentials

Category

Retail & POS

A member's next release and bottle count, read during the chat.

### A Cabernet on its way

Marcus asks about a web order. Volty reads the shipment and carrier.

MB

Marcus Bell

Web chat · Customer

Has my order of the 2022 Cabernet shipped yet?

Checked WineDirect · Order W-77412 · Shipped Oct 29 · FedEx · Adult signature

Volty Yes, Marcus. It shipped on October 29 with FedEx and should arrive Tuesday. Someone 21 or over will need to sign for it.

## As an automation

Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

Release questions by email

- When · A member writes in · Skip, swap or new address
- Step 1 · Club record read · Tier, release date, ship-to
- Step 2 · Drafts the change · Held for approval
- Step 3 · Club team approves · Volty replies to the member

A new ship address goes to the club team for approval.

## How Volty connects to WineDirect

WineDirect offers RESTful APIs on its current platform and an older SOAP API on Classic. Credentials for the current platform come from WineDirect's partnerships team, and the Volty team sets Volty up with them as a custom connection.

- 01 · Confirm your WineDirect platform · Current platform or Classic decides which API Volty uses. On Classic, a site admin sets up a webservice account in the WineDirect admin panel.
- 02 · Request API credentials · On the current platform, WineDirect's partnerships team issues them.
- 03 · Approve in Volty · An admin approves the connection once before members are answered from it.
- 04 · Switch on what you want · Reading tools can be On. Address changes and skips start Off and can run as Check with staff.

### The tools Volty gets

Each one is a switch on the Sources page in Volty.

- Find club member · Reads
- Read club membership and next release · Reads
- Read order shipment · Reads
- Change club ship-to address · Changes
- Skip next release · Changes

Reading tools can be turned on straight away. Anything that changes WineDirect starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

## Common questions

### Does Volty work with WineDirect Classic or only the current platform?

Both have an API. The current WineDirect platform uses RESTful APIs, with credentials issued by WineDirect's partnerships team. Classic uses a SOAP API, where a site admin sets up a webservice account in the WineDirect admin panel. Our team confirms which one you are on before setup.

### Can a club member skip a release through Volty?

They can ask, and Volty drafts the skip on their WineDirect club membership. The skip tool starts Off. Most wineries run it as Check with staff, so the club team approves each one before Volty confirms it to the member.

### What does Volty read from a club member's WineDirect record?

What the winery agrees to share when Volty is set up. Usually that is the member's club tier, next release date, bottle count, ship address and recent order shipments. Payment details can be left out, and Volty only looks up the member matched to the person in the conversation.

### How much does it cost to connect WineDirect with Volty?

Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

## Related integrations

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- Square E-commerce
- Gmail Email
- Web chat Messaging channels
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All integrations

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## Links

- [Retail & POS](https://voltade.com/integrations?category=retail)
- [ShopifyE-commerce](https://voltade.com/integrations/shopify)
- [SquareE-commerce](https://voltade.com/integrations/square)
- [GmailEmail](https://voltade.com/integrations/gmail)
- [Web chatMessaging channels](https://voltade.com/integrations/web-chat)
- [KlaviyoMarketing & ads](https://voltade.com/integrations/klaviyo)
- [All integrations](https://voltade.com/integrations)
