Shopify
Zoho Desk
zapier

An automated workflow using zapier

Connects Shopify + Zoho Desk

Add new Shopify customers as Zoho Desk contacts

About this workflow template

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.

Shopify and Zoho Desk can also be integrated using automation tools other than zapier:

Diagram

Add new Shopify customers as Zoho Desk contacts
Workflow diagram: Shopify + Zoho Desk integration

How it works?

When this trigger fires in Shopify

Shopify

New Customer in Shopify

Triggers when a new customer is added to your Shopify account.

Then this action happens in Zoho Desk

Zoho Desk

Create Contact in Zoho Desk

Creates a new contact.

How to set up this workflow

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

Configure Applications

First, we need to connect Shopify and Zoho Desk to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Shopify to Zapier.

    Connect Shopify to Zapier.

    Give Zapier access to your Shopify account, using Shopify credentials.

  • Connect Zoho Desk to Zapier.

    Connect Zoho Desk to Zapier.

    Give Zapier access to your Zoho Desk account, using Zoho Desk 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

    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

    Then set up an Action for Zoho Desk

    Choose this action: Create Contact (Creates a new contact.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    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 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!

Supported triggers and actions

  • Shopify

    New paid order

    Triggers whenever a new purchase is "paid". You can choose a different order status like pending or refunded.

    zapierautomateio
    triggerbyzapierautomateio
  • Shopify

    New customer

    Triggers when a new customer is added to your Shopify account.

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    triggerbyzapierautomateiopabbly-connectpipedreamalbato
  • Shopify

    New order

    Triggers when a new purchase is made (only open orders) (with line item support).

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    triggerbyzapierautomateiopabbly-connectpipedream
  • Shopify

    New abandoned cart

    Triggers whenever a cart is "abandoned" (only open carts) (with line item support).

    zapierpipedream
    triggerbyzapierpipedream
  • Shopify

    Watch orders

    Triggers when a new order is added.

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    triggerbyintegromat
  • Shopify

    New order (any status)

    Triggers when a new purchase is made (of any order status).

    zapier
    triggerbyzapier
  • Zoho Desk

    Create ticket

    Creates a new ticket for customer requests.

    zapierintegrately
    actionbyzapierintegrately
  • Zoho Desk

    Create contact

    Creates a new contact.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Zoho Desk

    Create account

    Creates a new account.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Zoho Desk

    Create an object

    Creates an object based on a selected module (ex: create an account, create a contact, create a ticket ...).

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    actionbyintegromat
  • Zoho Desk

    Add comment

    Add a comment to a ticket.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Zoho Desk

    Add attachment

    Add an attachment to a ticket.

    zapierintegrately
    actionbyzapierintegrately

Apps you need

Zoho Desk

Zoho Desk

Customer Support

A Customer-Centric Helpdesk Solution

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

Zapier

Automation Platforms

No-code automation service

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.