This automation scenario allows you to connect Shopify, Zoho Invoice, and Google Drive.
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts 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 Invoice and Google Drive can also be integrated using automation tools other than integromat:
When this trigger fires in Shopify
Triggers when a new order is added.
Then these actions happen in Google Drive and Google Drive
Creates an invoice for your customer.
Gets the details of an invoice.
Uploads a new file.
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 Google Drive.
Part I
First, we need to connect Shopify, Zoho Invoice and Google Drive to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Shopify to Make.com.
Give Make.com access to your Shopify account, using Shopify credentials.
Connect Zoho Invoice to Make.com.
Give Make.com access to your Zoho Invoice account, using Zoho Invoice credentials.
Connect Google Drive to Make.com.
Give Make.com access to your Google Drive account, using Google Drive credentials.
Part II
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
Choose the following trigger: Watch Orders (Triggers when a new order is added.).
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
Choose this action: Get an Invoice (Gets the details of an invoice.).
Then set up another Action for Google Drive
Choose this action: Upload a File (Uploads a new file.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Shopify, Zoho Invoice and Google Drive.
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 Google Drive!
Triggers when a new file is created within a specific folder (but not its subfolders). Please note for files moved to a folder, this trigger may not work as expected, use the newer version for that use case.
Triggers when any new file is added (inside of any folder).
Triggers when a file is created or modified in a selected folder.
Triggers when a file is updated in a specific folder (but not its subfolders).
This trigger fires every time a new file is added to the Google Drive folder you specify. Note: Does not work for Google Docs, Forms, or Sheets files.
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
Creates a new customer.
Creates a new order (with line item support).
Creates a new product.
Updates an existing customer. Replaces only data that is set.
Creates a new blog post.
Creates a customer.
Google Drive is a versatile cloud-based platform that lets you store your files, photos, videos, and more safely. You can access them from anywhere and share with others, making collaboration a breeze.
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.