An automated workflow using integromat
Connects Shopify + Zoho Invoice + Nextcloud
Create Zoho Invoices from Shopify orders and uploading them to Nextcloud
About this workflow template
This automation scenario allows you to connect Shopify, Zoho Invoice, and Nextcloud.
It can be build using Integromat, a no-code workflow automation tool. Integromat 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, Zoho Invoice and Nextcloud 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 Nextcloud and Nextcloud
Create an Invoice in Zoho Invoice
Creates an invoice for your customer.
Get an Invoice in Zoho Invoice
Gets the details of an invoice.
Upload a File in Nextcloud
Uploads a file.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Zoho Invoices from Shopify orders and uploading them to Nextcloud.
Part I
Configure Applications
First, we need to connect Shopify, Zoho Invoice and Nextcloud 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 Zoho Invoice to Make.com.
Give Make.com access to your Zoho Invoice account, using Zoho Invoice credentials.
Connect Nextcloud to Make.com.
Give Make.com access to your Nextcloud account, using Nextcloud 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 Zoho Invoice
Choose this action: Create an Invoice (Creates an invoice for your customer.).
Then set up another Action for Zoho Invoice
Choose this action: Get an Invoice (Gets the details of an invoice.).
Then set up another Action for Nextcloud
Choose this action: Upload a File (Uploads a file.).
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, Zoho Invoice and Nextcloud.
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 Zoho Invoices from Shopify orders and uploading them to Nextcloud!
Related Automation Templates
Supported triggers and actions
New customer
Triggers when a new customer is added to your Shopify account.
triggerbyzapierautomateiopabbly-connectpipedreamNew order
Triggers when a new purchase is made (only open orders) (with line item support).
triggerbyzapierautomateiopabbly-connectpipedreamNew paid order
Triggers whenever a new purchase is "paid". You can choose a different order status like pending or refunded.
triggerbyzapierautomateioNew 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 order (any status)
Triggers when a new purchase is made (of any order status).
triggerbyzapier
Create an invoice
Creates an invoice for your customer.
actionbyintegromatCreate new invoice
Create a New Invoice
actionbyzapierCreate new contact
Creates a new contact.
actionbyzapierGet an invoice
Gets the details of an invoice.
actionbyintegromatUpload a file
Uploads a file.
actionbyintegromatCreate a contact
Creates a contact with given information.
actionbyintegromat
Apps you need
Nextcloud offers a secure, self-hosted platform for file sharing and collaboration. With easy deployment and integration, it puts control back in the hands of users and features over 200 first and third party apps to meet any 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.
