An automated workflow using zapier
Connects Shopify + bexio
Create new Bexio people from new Shopify customers
About this workflow template
This automation scenario allows you to connect Shopify and bexio
It can be build using Zapier, a no-code workflow automation tool. Zapier 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 and bexio 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 bexio
Create Person in bexio
Create a new person.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create new Bexio people from new Shopify customers.
Part I
Configure Applications
First, we need to connect Shopify and bexio 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 bexio to Zapier.
Give Zapier access to your bexio account, using bexio 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 bexio
Choose this action: Create Person (Create a new person.).
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 bexio.
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 new Bexio people from new Shopify customers!
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 a sales invoice
Create a product based sales invoice.
actionbyzapierCreate person
Create a new person.
actionbyzapierintegratelyCreate company
Create a new company.
actionbyzapierintegratelyUpdate person
Updates a person.
actionbyzapierintegratelyUpload file to inbox
Uploads a file to Inbox.
actionbyzapierGet a contact
Returns a specified contact.
actionbyintegromat
Apps you need
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