Zapier: Workflow Automation

We were able to automate some of the process with the Zapier app with shopify. I like that we can also see the line items when we need to through zapier not just the general order info.

Zapier is a great app. You'll need to make a bit of manual setup at first but once it get going, it can replace an low level employee that would be doing a lot of manual entry. So this is worth the money.

There are limitations but over all it's worth it if you find yourself wasting time or paying someone else for this kind of work.

On my end, I use it to add all my orders and details in a clean Google Sheet which automatically updates itself (something I would do manually before). Now that I'm getting a lot more orders this saves me so much time and money.

There are tons of other things it can do that you'll have to figure out or even create your own.

I think this app is a must if you start having a few orders per day and need to automate basic data entry.

We use Zapier to import our customer contact information into Zoho CRM / Zoho Books. It saves us a lot of time adding our web orders into our bookkeeping. We do not pull the actual order details (items/prices), just contact info. The contact information is the most time consuming part of the bookkeeping. Recommended as a time saving tool.

We use Zapier to integrate Shopify with our CRM and it works wonderful! Contact information is auto populated which has made our workflow more efficient!

Pretty good. We use this to take a Shopify sale to Salesforce. We're not at the point were we want to invest a ton of money in a custom cart, that's why we went with Shopify.

If you're looking for something to cut down on time entering data from Shopify to a CRM, Zapier will help you do it with minimal effort.

Very hard to get started took me 3 -4 weeks going back and forth with zapier with little to no help. no telephone, kind of really weak customer service. But once i fumbled my way through. I finally found out how to link facebook links adds with shopify and am very happy now.I think it is now hooking up with facebook and xfering data to shopify I have about 50 new leads in a week.

Great integration, I use it to create new row for each order in a Google sheet, which is then uploaded to my bookkeeping software. Works flawless.

Would like to see improved array support so that you can configure more than 1 line item.

Example: you could configure the Product line item, which pushes multiple products in an order through as well as a shipping line item, which pulls the shipping line item through.

The connection is great and really helpful. I would really love it though if the trigger actions could also be dependent on specific "TAGS" on products or customers as opposed to everything or triggered by inventory count. Sometimes my company just wants to pull certain customer types or certain products. It would definitely be helpful to have a trigger action kick off when a product reaches a certain inventory level. Right now we have to search, export then filter with both Shopify and the available trigger actions between Shopify and Zapier. So opening up additional more specific triggers would be incredibly helpful!!