An automated workflow using integromat
Connects Shopify + PDFMonkey
Generate PDFMonkey documents from Shopify orders
About this workflow template
This automation scenario allows you to connect Shopify and PDFMonkey
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 and PDFMonkey can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Shopify
Watch Orders in Shopify
Triggers when a new order is added.
Then this action happens in PDFMonkey
Generate a Document in PDFMonkey
Generate a document based on dynamic data.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Generate PDFMonkey documents from Shopify orders.
Part I
Configure Applications
First, we need to connect Shopify and PDFMonkey 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 PDFMonkey to Make.com.
Give Make.com access to your PDFMonkey account, using PDFMonkey 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
Choose the following trigger: Watch Orders (Triggers when a new order is added.).
Then set up an Action for PDFMonkey
Choose this action: Generate a Document (Generate a document based on dynamic data.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Shopify and PDFMonkey.
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 Generate PDFMonkey documents from Shopify orders!
Related Automation Templates
Supported triggers and actions
New paid order
Triggers whenever a new purchase is "paid". You can choose a different order status like pending or refunded.
triggerbyzapierautomateioNew customer
Triggers when a new customer is added to your Shopify account.
triggerbyzapierautomateiopabbly-connectpipedreamalbatoNew order
Triggers when a new purchase is made (only open orders) (with line item support).
triggerbyzapierautomateiopabbly-connectpipedreamNew abandoned cart
Triggers whenever a cart is "abandoned" (only open carts) (with line item support).
triggerbyzapierpipedreamNew product
Triggers when a new product is added to your Shopify store.
triggerbyzapierautomateiopabbly-connectpipedreamalbatoWatch orders
Triggers when a new order is added.
triggerbyintegromat
Generate document
Generates a Document.
actionbyzapierintegratelypabbly-connectGenerate a document
Generate a document based on dynamic data.
actionbyintegromatDelete document
Deletes a Document.
actionbyzapierintegratelypabbly-connectFind document
Find a document in PDFMonkey.
actionbyzapierpabbly-connectDelete a document
Delete a document based on its ID.
actionbyintegromatGet a document
Retrieves a Document based on its ID.
actionbyintegromat
Apps you need
PDF Monkey allows you to build templates in the web browser, use external data (API JSON or Workflow Automation Service) to fill the template and automatically get awesome PDF as a result.
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.
