This automation scenario allows you to connect Shopify and Referral Rock
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.
Shopify and Referral Rock can also be integrated using automation tools other than zapier:
When this trigger fires in Shopify
Triggers whenever a new purchase is "paid". You can choose a different order status like pending or refunded (with line item support).
Then these actions happen in Shopify and Shopify
Update a referral.
Triggers whenever a new purchase is "paid". You can choose a different order status like pending or refunded (with line item support).
Triggers when an order is paid (with line item support).
This guide contains information on how to set up an automatic workflow that allows to Update referrals in Referral Rock upon new purchases in Shopify.
Part I
First, we need to connect Shopify and Referral Rock 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 Referral Rock to Zapier.
Give Zapier access to your Referral Rock account, using Referral Rock credentials.
Part II
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 Paid Order (Beta) (Triggers whenever a new purchase is "paid". You can choose a different order status like pending or refunded (with line item support).).
Then set up an Action for Referral Rock
Choose this action: Update Referral (Update a referral.).
Then set up another Action for Shopify
Choose this action: New Paid Order (Triggers whenever a new purchase is "paid". You can choose a different order status like pending or refunded (with line item support).).
Then set up another Action for Shopify
Choose this action: New Paid Order (Triggers when an order is paid (with line item support).).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Shopify and Referral Rock.
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 Update referrals in Referral Rock upon new purchases in Shopify!
Triggers whenever a new purchase is "paid". You can choose a different order status like pending or refunded.
Triggers when a new customer is added to your Shopify account.
Triggers when a new purchase is made (only open orders) (with line item support).
Triggers whenever a cart is "abandoned" (only open carts) (with line item support).
Triggers when a new product is added to your Shopify store.
Triggers when a new order is added.
Update a referral.
Add email to unsubscribe list.
Add a new member to a referral program.
Adds a new potential invite.
Adds a new referral from a member.
Creates a new Referral Action to be used for processing new recurring rewards.
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