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Automate Shopify with Zapier

February 2021
Shopify Automation with Zapier

How to optimise your business with Zapier and Shopify

Work smarter instead of harder - automate Shopify - this is probably what all entrepreneurs have in mind. To achieve this goal cost-effectively, automate as much of your work as possible. Automation is perfect for repetitive tasks that need to be done but don't need a person to do them. For example, moving data. Without having to resort to 30 to 100 apps from the Shopify Store.

With the e-commerce software Shopify, companies can create and manage their own online shops. Zapier's Shopify integrations help to optimise Shopify.

Shopify automatisieren: Partner hilfe zur Automatisierung
Automate Shopify: Your Shopify Partner with Automation Help

What is Zapier?

Zapier is an automation tool that connects a company's different applications to automate simple tasks. It involves pre-built zaps (automated workflows) that allow users to move data between different web applications. No programming experience is needed to use it.

Zapier can help optimise various elements of your company:

Automate routine tasks such as manual data entry.

Back up data from multiple sources to a central location.

3. connect applications that do not normally "talk" to each other and save the cost of hiring a developer.

Zapier experts Wemakefuture GmbH. We are the leading Zapier service provider for complex automation in the DACH market.

ZapierShopify integrations

The following zaps show examples of how you can use Zapier with Shopify to automate various common e-commerce business tasks:

Shopify automatisieren
Automate Shopify: Save time and costs

1.Log paid Shopify orders in a Google spreadsheet.

While you can manually export your paid Shopify orders at any time to view them in a spreadsheet, the Zap automatically logs all your paid Shopify orders in a Google Spreadsheet, so your data is always available exactly where you need it. Just automate Shopify.

2.add new customers to your email marketing list

When a new customer buys something, you want them to stay with your business in the future. The best way to do this is to put them on your email marketing list so you can introduce them to new products and promotions.

Zapier connects Shopify to a variety of email marketing applications so that the email addresses of customers who shop in your shop are automatically added to the list of your choice on platforms like Mailchimp, HubSpot and others.

3. create invoices in your accounting application automatically for Shopify orders.

If you want to create invoices for orders in your Shopify shop in your preferred accounting application, you do not have to do this for each invoice individually.

You can use a Zap to automatically create invoices in QuickBooks Online, Xero, Freshbooks or Zoho Books when new orders are placed. If you use Wave, you can automatically log all new Shopify sales as transactions.

4.add new orders and support tickets to a to-do list

With Zapier, you can automate the creation of tasks by automatically adding to your to-do list every time a new order is placed or a support ticket is created in your Shopify shop.

5.automate parts of your social media marketing

You can set up Zapier to automatically publish updates to your favourite social media channels when you add new products to your Shopify shop.

You can also use Zaps to push updates from one social media channel to another. For example, if you focus primarily on Instagram but also want to keep your Pinterest, Twitter, Facebook and YouTube channels up to date, Zaps can automatically push your Instagram updates to your secondary social media channels.

6.search the internet for conversations about your brand/product

You can easily miss conversations about your company on the internet. Zapier can effectively monitor the web for this. You can use Zapier to check sites like Twitter and Reddit for brand or product mentions and log them in a Google spreadsheet.

7.Receive important updates in Slack

If you prefer to communicate via Slack rather than email, you can use some Zaps to receive all your messages via Slack so you can avoid your email inbox altogether.

And if you don't want to receive an update in Slack for every single order you receive, you can also use Zapier to receive a summary of your new Shopify orders on a schedule you set.

These applications are just a few examples of Zaps - our customers(Hustling Sharks and Tom Flowers) rely on automation to save costs over apps and communicate more individually with their customers. Integrating such automation solutions for routine tasks frees up time to focus on the bigger picture of your business - and work smarter with your customers and for your customers.

Automate Shopify and save time

We would be happy to advise you for 30 minutes free of charge about the possibilities of Shopify automation.

Automation consulting

Shopify Automation with Zapier

Shopify Automation with Zapier

Cloud Integration, iPaaS, SaaS, BPA… Ough, hard to keep track of all these terms. They are currently used frequently (and increasingly) in the context of automation, and it is sometimes difficult to make a clear distinction and distinction. We have already written blog posts on the terms iPaaS, SaaS and BPA, but we’ll take them up again here to make the difference.

But let’s start with cloud integration, because that’s the central umbrella term in which we embed all the other technologies in this blog post.

Arrange a free cloud integration consultation now

What does Cloud Integration mean?

What does Cloud Integration mean?

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  • Is available in real time
  • Can be accessed from almost anywhere
  • Reduce potential sources of error by entering the same data multiple times
  • Require less installation and maintenance
  • Can optimize business processes

Arrange a free cloud integration consultation now

To illustrate these advantages, an example is suitable that we know well from our everyday work as an automation agency:

The central data to be used here is the data of a major customer. This can be the simplest information, such as the address. This address is required in numerous but completely different processes in the company: on the one hand, for correct invoicing in accounting. On the other hand, in the CRM system, where all the data of the large customer is also stored. But the address is also important in sales, for example, when employees go to the sales meeting on site.

Now the customer announces that the address of the company has changed after a move. This information will reach you by e-mail. There are now two options:

01. The e-mail is forwarded to all affected departments, accounting, sales, customer service, marketing… All persons open their corresponding program, CRM, accounting software, marketing tools (such as newsletter marketing) and change the data already stored there of the customer. This means that in multiple applications, different people do exactly the same thing: change one address.

02. But there is also an alternative: By connecting your applications, thus by integrizing them, the customer’s e-mail, or rather the information it contains about the address change, is automatically passed on to all affected applications: CRM, accounting, marketing, ERP. This does not require any clicks, because the cloud integration detects a trigger, i.e. address change, and thus automatically starts the process.

What sounds unimpressive in a single process becomes more effective when such a process occurs several times a day or weekly. Because there is a lot of data that is available in different applications and should always be correct. If these applications are cloud applications they are suitable for cloud integration.

But cloud integration doesn’t just happen. There are now a variety of applications that enable and implement this. Such tools usually allow us to link the relevant cloud applications on a central platform and define clear rules on when, how, where, how much data should be passed on and what happens to them.

IPaaS, SaaS, BPA, ABC – who can still see through it?

To realize cloud integration, there are various applications and technologies that are sometimes used interchangeably.

We have made a first distinction between iPaaS and BPA here.

We explain the term SaaS in more detail here.

Here the short version, again:
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Cloud integration cannot be done without SaaS, iPaaS and BPA

Cloud integration is rather an umbrella term that includes numerous technologies, such as SaaS, iPaaS and BPA, and this is also absolutely necessary. Cloud integration is a concept that is made possible by appropriate technologies.

However, all terms share the commonality that they are cloud-based and thus offer enormous potential for growth and scaling. In addition, they are often cheaper to implement and maintain because changed requirements are easy to implement.

As an independent automation agency, we implement cloud integration according to your requirements. We use a variety of SaaS tools and iPaas (strictly speaking BPA) software. Together we find individual solutions that are flexible and scalable.

Arrange a free cloud integration consultation now

Automation consulting. Automate. Improve. Succeed.

We advise you independently and offer our expertise.
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Automation consulting. Automate. Improve. Succeed.

We advise you independently and offer our expertise.