An automated workflow using integromat
Connects Shopify + RD Station
Create RD Station leads for new Shopify orders
About this workflow template
This automation scenario allows you to connect Shopify and RD Station
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 and RD Station 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 these actions happen in RD Station
Create a Conversion Event in RD Station
Registers a new conversion event for a contact.
Mark a Lead as Won / Lost in RD Station
Marks a specified Lead as Won or Lost.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create RD Station leads for new Shopify orders.
Part I
Configure Applications
First, we need to connect Shopify and RD Station 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 RD Station to Make.com.
Give Make.com access to your RD Station account, using RD Station 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 RD Station
Choose this action: Create a Conversion Event (Registers a new conversion event for a contact.).
Then set up another Action for RD Station
Choose this action: Mark a Lead as Won / Lost (Marks a specified Lead as Won or Lost.).
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 RD Station.
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 RD Station leads for new 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
Conversion event
It registers a new conversion event for a contact.
actionbyzapierintegratelyWon deal
Marks a deal as won.
actionbyzapierautomateioMark a lead as won / lost
Marks a specified Lead as Won or Lost.
actionbyintegromatCreate a conversion event
Registers a new conversion event for a contact.
actionbyintegromatLost deal
Marks a deal as lost.
actionbyzapierautomateioCreate a abandoned cart event
This event is recorded whenever a cart is abandoned on an e-commerce platform.
actionbyintegromat
Apps you need
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.
