Tips and examples

How to Automate WooCommerce, Shopify, and Magento Using Make.com (formerly Integromat)

June 2022
How to automate Shopify, WooCommerce and Magento with Make.com
Want to automate your online store with Make.com? With these tips you can automate WooCommerce, Shopify and Magento with Make.com!

How to automate Shopify, WooCommerce and Magento with Make.com

Whether you run a small organization or a multinational corporation, ensuring your online shop presents a seamless experience for your customers is essential for keeping your business moving forward. Fortunately, learning how to automate your Shopify, WooCommerce, and Magento platforms is easier than ever by using Make.com.

Regardless of what systems you plan to put into place, your clients will be able to make a transaction and receive their product quicker than ever, enabling you to expand your market reach while enjoying an increased rate of sales.

So, how exactly can you implement this into your day-to-day operations? Stick around, as this comprehensive guide is going to walk you through everything you need to know to get started.

How to automate Shopify, WooCommerce and Magento with Make.com

Get your Online Shop Automation started with Make.com!

How to Automate WooCommerce Using Make.com

With more than 3 million websites utilizing WooCommerce to keep their business ahead of the competition, this all-in-one e-commerce platform can push your services and products to more customers than ever. Whether you already have an established company or are looking for the right tool to get started, this resource has already enabled thousands of brands to launch successful campaigns time and time again.

Despite its many advantages, WooCommerce _is _a complex platform. Though this wide range of features can be incredibly beneficial, it could also hamper your progress if you aren’t sure how to streamline your operations.

Don’t worry; Make.com can help. Maintain momentum when using WooCommerce by allowing our e-commerce solution to automate the following tasks.

  • Streamline Your Payments

Long gone are the days where you had to manually assign payments to their respective orders. With Make.com, you can automatically link a payment to its proper transaction, drastically reducing the time it takes to complete those repetitive accounting tasks. Furthermore, it’ll even send an e-mail to your account should a payment not match with its associated order, ensuring you’re aware of potential errors.

  • Connect With Your Customers

Gearing up for a new product release? Need to inform your customers about an upcoming holiday sale? Regardless of your intentions, you need 24/7 access to your mailing list — and manually e-mailing every recipient is a painful waste of time.

Well, Make.com keeps your clients a single tap away. By sending automatic Mailgun e-mails to your mailing each time a new product is added to your WooCommerce store, you can spend more time managing other priorities.

  • Create Invoices

Hopefully, your business is taking off, which means you’re processing hundreds of orders weekly — if not more. Eventually, this will leave you wondering how to automate many WooCommerce tasks, especially when it comes to invoice creation.

Once again, Make.com can simplify this process by automatically creating new invoices in Fakturoid for every order made through your WooCommerce store. Accounting has never been easier!

How to Automate Shopify Using Make.com

Next, we can look at one of e-commerce’s biggest giants: Shopify.

Even if you don’t keep up with the online business world, this name should sound familiar. After all, the platform closed a total of $135 billion in sales last October, cementing its status as a serious player to contend with.

Chances are, you’re considering using the solution to propel your business even further and reach a larger customer base. Well, much like its WooCommerce counterpart, Shopify has a lot of features to offer — but it also requires a notable amount of manual work.

If you’re like most modern business owners, you can’t afford to spend time performing repetitive tasks all week, leaving many wondering *how to automate Shopify. *

The answer? Make.com. Here’s how it can help.

  • Stay On Top of Notifications

Struggling to keep track of your order notifications? Allow Make.com to centralize each one by sending you an automatic Slack message for every purchase made on your Shopify store.

  • Update Your Stock Information

Have an item that sells out quick? Make.com will send an automatic e-mail to your Mailgun mailing list each time it is back in stock!

  • Send Personalized Gift Cards

You want to make sure your clients know they’re valued; unfortunately, manually sending a token of your appreciation — like a gift card — to everyone is usually out of the question.

This is where Make.com comes in.

Whether you have a customer base of 100 or 1,000 individuals, Make.com can build a scenario that tracks factors like client information, lifetime value, average purchase price, and more! Once the criteria you’ve set has been met, it will send your customer a personalized gift card that ensures they remain loyal to your brand.

How to Automate Magento Using Make.com

Finally, it’s time to examine another well-loved e-commerce platform. Though Magento may not host as many retailers as Shopify, it remains one of the best resources for online businesses worldwide.

Still, learning how to automate Magento using Make.com is crucial for streamlining your tasks. Here’s how you can use the solution to save time.

  • Organize Orders

Do your orders easily get cluttered? Aside from being an eyesore, a disorganized order list can make it easier for errors to occur.

Don’t get lost beneath the mess. Let Make.com automatically add Magento orders to your desired Google Sheets spreadsheet as a new row, keeping things neat and tidy!

  • Add Products to Buffer

Eliminate manual work with Make.com's Buffer integration. Each time a new product is added to your Magento store, the tool can transfer it to your Buffer queue — you don’t even need to lift a finger!

  • Synchronize Your Data

There’s no doubt about it: Magento systems can be huge. Fortunately, Make.com's complex scenarios can make this information easy to manage by synchronizing your Magento data into a simple Zoho CRM system. With its end-to-end, complex management process, you can rest easy knowing your most crucial business data is always a single click away.

How to automate Shopify, WooCommerce and Magento with Make.com

Start Automating with Make.com Today

Now that you know how to automate the Magento, Spotify and WooCommerce platforms with Make.com, it's time to put these examples into action. However, if you still have questions, you can always contact us or just book an appointment with us right now!

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?

flgkhdxlkbgkjdfngl

  • 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:
table icon

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.
blog news image
wemakefuture abonnieren
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Featured

Categories

Automation consulting. Automate. Improve. Succeed.

We advise you independently and offer our expertise.