An automated workflow using integromat
Connects Shopify + Calendly + Email
Create a new scheduling link in Calendly from a new paid order in Shopify and send it by Email to a customer
About this workflow template
This automation scenario allows you to connect Shopify, Calendly, and Email.
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts 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, Calendly and Email can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Shopify
Watch Orders in Shopify
Triggers when a new order is added.
Then these actions happen in Email and Email
Create a Scheduling Link in Calendly
Creates a scheduling link.
Send an Email in Email
Sends a new email.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create a new scheduling link in Calendly from a new paid order in Shopify and send it by Email to a customer.
Part I
Configure Applications
First, we need to connect Shopify, Calendly and Email to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Shopify to Make.com.
Give Make.com access to your Shopify account, using Shopify credentials.
Connect Calendly to Make.com.
Give Make.com access to your Calendly account, using Calendly credentials.
Connect Email to Make.com.
Give Make.com access to your Email account, using Email credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Shopify
Choose the following trigger: Watch Orders (Triggers when a new order is added.).
Then set up an Action for Calendly
Choose this action: Create a Scheduling Link (Creates a scheduling link.).
Then set up another Action for Email
Choose this action: Send an Email (Sends a new email.).
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, Calendly and Email.
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 Create a new scheduling link in Calendly from a new paid order in Shopify and send it by Email to a customer!
Related Automation Templates
Supported triggers and actions
Invitee created
Triggers when an invitee schedules an event
triggerbyzapierpabbly-connectalbatoInvitee canceled
Triggers when an invitee cancels a scheduled event.
triggerbyzapierpabbly-connectalbatoNew event scheduled
This trigger fires when someone schedules a new Calendly event with you.
triggerbyiftttNew event
Triggers when a new event is scheduled
triggerbyautomateiopipedreamInvitee created (instant)
Invitee created (instant)
triggerbypipedreamInvitee cancelled (instant)
Invitee cancelled (instant)
triggerbypipedream
Send me an email
This Action will send you an HTML based email. Images and links are supported.
actionbyiftttSend outbound email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom address.
actionbyzapierSend an email
Sends a new email.
actionbyintegromatautomateioCreate customer
Creates a new customer.
actionbyzapierintegratelypabbly-connectpipedreamalbatoCreate order
Creates a new order (with line item support).
actionbyzapierintegratelypabbly-connectpipedreamCreate product
Creates a new product.
actionbyzapierintegratelypabbly-connectpipedream
Apps you need
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
