An automated workflow using zapier
Connects Shopify + CleverReach
Copy new Shopify customers to CleverReach
About this workflow template
This automation scenario allows you to connect Shopify and CleverReach
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Shopify and CleverReach can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Shopify
New Customer in Shopify
Triggers when a new customer is added to your Shopify account.
Then this action happens in CleverReach
Add/Update Subscriber in CleverReach
Adds a new subscriber in a selected list. Can be used to update an existing subscriber too.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Copy new Shopify customers to CleverReach.
Part I
Configure Applications
First, we need to connect Shopify and CleverReach to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Shopify to Zapier.
Give Zapier access to your Shopify account, using Shopify credentials.
Connect CleverReach to Zapier.
Give Zapier access to your CleverReach account, using CleverReach credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Shopify
Choose the following trigger: New Customer (Triggers when a new customer is added to your Shopify account.).
Then set up an Action for CleverReach
Choose this action: Add/Update Subscriber (Adds a new subscriber in a selected list. Can be used to update an existing subscriber too.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Shopify and CleverReach.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Copy new Shopify customers to CleverReach!
Related Automation Templates
Supported triggers and actions
New paid order
Triggers whenever a new purchase is "paid". You can choose a different order status like pending or refunded.
triggerbyzapierautomateioNew customer
Triggers when a new customer is added to your Shopify account.
triggerbyzapierautomateiopabbly-connectpipedreamalbatoNew order
Triggers when a new purchase is made (only open orders) (with line item support).
triggerbyzapierautomateiopabbly-connectpipedreamNew abandoned cart
Triggers whenever a cart is "abandoned" (only open carts) (with line item support).
triggerbyzapierpipedreamWatch orders
Triggers when a new order is added.
triggerbyintegromatNew product
Triggers when a new product is added to your Shopify store.
triggerbyzapierautomateiopabbly-connectpipedreamalbato
Add/update subscriber
Adds a new subscriber in a selected list. Can be used to update an existing subscriber too.
actionbyzapierFind subscriber
Search for subscribers in all lists in CleverReach. If found, the subscriber data will be returned along with the list id.
actionbyzapierAdd order item
Add a new order item for subscriber.
actionbyzapierintegratelyUnsubscribe email
Unsubscribes an email address from a selected list.
actionbyzapierintegratelyCreate an order item
Creates a new order item.
actionbyintegromatCreate a subscriber
Creates a new subscriber.
actionbyintegromat
Apps you need
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