Shopify
Zoho Mail
WATI
zapier

An automated workflow using zapier

Connects Shopify + Zoho Mail + WATI

Send Whatsapp template messages in Wati and emails via Zoho Mail for new orders in Shopify

About this workflow template

This automation scenario allows you to connect Shopify, Zoho Mail, and WATI.

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, Zoho Mail and WATI can also be integrated using automation tools other than zapier:

Diagram

Send Whatsapp template messages in Wati and emails via Zoho Mail for new orders in Shopify
Workflow diagram: Shopify + Zoho Mail + WATI integration

How it works?

When this trigger fires in Shopify

Shopify

New Order in Shopify

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

Then these actions happen in WATI and WATI

Zoho Mail

Send Email in Zoho Mail

Create and send a new email message.

WATI

Send Template Message in WATI

Send an approved template WhatsApp message

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Send Whatsapp template messages in Wati and emails via Zoho Mail for new orders in Shopify.

Part I

Configure Applications

First, we need to connect Shopify, Zoho Mail and WATI 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 Mail to Zapier.

    Connect Zoho Mail to Zapier.

    Give Zapier access to your Zoho Mail account, using Zoho Mail credentials.

  • Connect WATI to Zapier.

    Connect WATI to Zapier.

    Give Zapier access to your WATI account, using WATI 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 Order (Triggers when a new purchase is made (only open orders) (with line item support).).

  • Then set up an Action for Zoho Mail

    Then set up an Action for Zoho Mail

    Choose this action: Send Email (Create and send a new email message.).

  • Then set up another Action for WATI

    Then set up another Action for WATI

    Choose this action: Send Template Message (Send an approved template WhatsApp message).

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, Zoho Mail and WATI.

  • 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 Send Whatsapp template messages in Wati and emails via Zoho Mail for new orders in Shopify!

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.

    zapierautomateiopabbly-connectpipedreamalbato
    triggerbyzapierautomateiopabbly-connectpipedreamalbato
  • Shopify

    New order

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

    zapierautomateiopabbly-connectpipedream
    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.

    integromat
    triggerbyintegromat
  • Shopify

    New product

    Triggers when a new product is added to your Shopify store.

    zapierautomateiopabbly-connectpipedreamalbato
    triggerbyzapierautomateiopabbly-connectpipedreamalbato
  • Zoho Mail

    Send email

    Create and send a new email message.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Zoho Mail

    Send template message

    Send an approved template WhatsApp message

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Zoho Mail

    Get an email content

    Retrieves an existing mail.

    integromat
    actionbyintegromat
  • Zoho Mail

    Create new task

    Creates a new task.

    zapier
    actionbyzapier
  • Zoho Mail

    Add a contact

    Add a new contact on WATI

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Zoho Mail

    Send session message

    Send a WhatsApp Message to an open session

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect

Apps you need

Zapier

Zapier

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