Shopify
Zoho Invoice
Dropbox
integromat

An automated workflow using integromat

Connects Shopify + Zoho Invoice + Dropbox

Create Zoho Invoices from Shopify orders and uploading them to Dropbox

About this workflow template

This automation scenario allows you to connect Shopify, Zoho Invoice, and Dropbox.

It can be build using Integromat, a no-code workflow automation tool. Integromat 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 Invoice and Dropbox can also be integrated using automation tools other than integromat:

Diagram

Create Zoho Invoices from Shopify orders and uploading them to Dropbox
Workflow diagram: Shopify + Zoho Invoice + Dropbox integration

How it works?

When this trigger fires in Shopify

Shopify

Watch Orders in Shopify

Triggers when a new order is added.

Then these actions happen in Dropbox and Dropbox

Zoho Invoice

Create an Invoice in Zoho Invoice

Creates an invoice for your customer.

Zoho Invoice

Get an Invoice in Zoho Invoice

Gets the details of an invoice.

Dropbox

Upload a File in Dropbox

Uploads a file to a selected folder.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Zoho Invoices from Shopify orders and uploading them to Dropbox.

Part I

Configure Applications

First, we need to connect Shopify, Zoho Invoice and Dropbox to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Shopify to Make.com.

    Connect Shopify to Make.com.

    Give Make.com access to your Shopify account, using Shopify credentials.

  • Connect Zoho Invoice to Make.com.

    Connect Zoho Invoice to Make.com.

    Give Make.com access to your Zoho Invoice account, using Zoho Invoice credentials.

  • Connect Dropbox to Make.com.

    Connect Dropbox to Make.com.

    Give Make.com access to your Dropbox account, using Dropbox credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.

  • Set up a Trigger action for Shopify

    Set up a Trigger action for Shopify

    Choose the following trigger: Watch Orders (Triggers when a new order is added.).

  • Then set up an Action for Zoho Invoice

    Then set up an Action for Zoho Invoice

    Choose this action: Create an Invoice (Creates an invoice for your customer.).

  • Then set up another Action for Zoho Invoice

    Then set up another Action for Zoho Invoice

    Choose this action: Get an Invoice (Gets the details of an invoice.).

  • Then set up another Action for Dropbox

    Then set up another Action for Dropbox

    Choose this action: Upload a File (Uploads a file to a selected folder.).

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 Invoice and Dropbox.

  • 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 Create Zoho Invoices from Shopify orders and uploading them to Dropbox!

Supported triggers and actions

  • Shopify

    New customer

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

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Shopify

    New order

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

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • 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 abandoned cart

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

    zapier
    triggerbyzapier
  • Shopify

    Watch orders

    Triggers when a new order is added.

    integromat
    triggerbyintegromat
  • Shopify

    New order (any status)

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

    zapier
    triggerbyzapier
  • Dropbox

    Upload file

    Upload an existing file or attachment not bigger than 500 MB.

    zapierintegrately
    actionbyzapierintegrately
  • Dropbox

    Add file from url

    This Action will download a file at a given URL and add it to Dropbox at the path you specify. NOTE: 30 MB file size limit.

    ifttt
    actionbyifttt
  • Dropbox

    Create folder

    Creates a brand new folder at the path you specify.

    zapierintegrately
    actionbyzapierintegrately
  • Dropbox

    Append to a text file

    This Action will append to a text file as determined by the file name and folder path you specify. Once a file’s size reaches 2MB a new file will be created.

    ifttt
    actionbyifttt
  • Dropbox

    Create text file

    Creates a brand new text file from plain text content you specify.

    zapierintegrately
    actionbyzapierintegrately
  • Dropbox

    Create a text file

    This Action will create a new text file at the path you specify.

    ifttt
    actionbyifttt

Apps you need

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.