An automated workflow using integromat
Connects Shopify + Zoho Desk
Create Zoho Desk contact from new Shopify customer
About this workflow template
This automation scenario allows you to connect Shopify and Zoho Desk
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.
Categories
Shopify and Zoho Desk can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Shopify
Watch Customers in Shopify
Triggers when a new customer is added.
Then this action happens in Zoho Desk
Create an Object in Zoho Desk
Creates an object based on a selected module (ex: create an account, create a contact, create a ticket ...).
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Zoho Desk contact from new Shopify customer.
Part I
Configure Applications
First, we need to connect Shopify and Zoho Desk 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 Desk to Make.com.
Give Make.com access to your Zoho Desk account, using Zoho Desk 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 Customers (Triggers when a new customer is added.).
Then set up an Action for Zoho Desk
Choose this action: Create an Object (Creates an object based on a selected module (ex: create an account, create a contact, create a ticket ...).).
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 Zoho Desk.
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 Desk contact from new Shopify customer!
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).
triggerbyzapierpipedreamWatch orders
Triggers when a new order is added.
triggerbyintegromatNew order (any status)
Triggers when a new purchase is made (of any order status).
triggerbyzapier
Create ticket
Creates a new ticket for customer requests.
actionbyzapierintegratelyCreate contact
Creates a new contact.
actionbyzapierintegratelypabbly-connectCreate account
Creates a new account.
actionbyzapierintegratelypabbly-connectCreate an object
Creates an object based on a selected module (ex: create an account, create a contact, create a ticket ...).
actionbyintegromatAdd comment
Add a comment to a ticket.
actionbyzapierintegratelypabbly-connectAdd attachment
Add an attachment to a ticket.
actionbyzapierintegrately
Apps you need
Zoho Desk is the industry's favorite context-aware customer service software, designed to help you streamline customer care and foster happy customers across various channels.
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.
