This automation scenario allows you to connect Shopify and Zoho Desk
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 Zoho Desk can also be integrated using automation tools other than zapier:
When this trigger fires in Shopify
Triggers when a new customer is added to your Shopify account.
Then this action happens in Zoho Desk
Creates a new contact.
This guide contains information on how to set up an automatic workflow that allows to Add new Shopify customers as Zoho Desk contacts.
Part I
First, we need to connect Shopify and Zoho Desk 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 Zoho Desk to Zapier.
Give Zapier access to your Zoho Desk account, using Zoho Desk 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 Customer (Triggers when a new customer is added to your Shopify account.).
Then set up an Action for Zoho Desk
Choose this action: Create Contact (Creates a new contact.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Shopify and Zoho Desk.
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 Add new Shopify customers as Zoho Desk contacts!
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 order is added.
Triggers when a new purchase is made (of any order status).
Creates a new ticket for customer requests.
Creates a new contact.
Creates a new account.
Creates an object based on a selected module (ex: create an account, create a contact, create a ticket ...).
Add a comment to a ticket.
Add an attachment to a ticket.
Zoho Desk is the industry's favorite context-aware customer service software, designed to help you streamline customer care and foster happy customers across various channels.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.