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.
Categories
Shopify, Zoho Mail and WATI can also be integrated using automation tools other than zapier:
When this trigger fires in Shopify
Triggers when a new purchase is made (only open orders) (with line item support).
Then these actions happen in WATI and WATI
Create and send a new email message.
Send an approved template WhatsApp message
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
First, we need to connect Shopify, Zoho Mail and WATI 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 Mail to Zapier.
Give Zapier access to your Zoho Mail account, using Zoho Mail credentials.
Connect WATI to Zapier.
Give Zapier access to your WATI account, using WATI 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 Order (Triggers when a new purchase is made (only open orders) (with line item support).).
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
Choose this action: Send Template Message (Send an approved template WhatsApp message).
Part III
Finally, we need to test this automation and publish it.
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 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!
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).
Create and send a new email message.
Send an approved template WhatsApp message
Retrieves an existing mail.
Creates a new task.
Add a new contact on WATI
Send a WhatsApp Message to an open session
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