This automation scenario allows you to connect Shopify and KashFlow
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 KashFlow can also be integrated using automation tools other than integromat:
When this trigger fires in Shopify
Triggers when a new order is added.
Then this action happens in KashFlow
Creates a new invoice.
This guide contains information on how to set up an automatic workflow that allows to Create KashFlow invoice for new Shopify order.
Part I
First, we need to connect Shopify and KashFlow 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 KashFlow to Make.com.
Give Make.com access to your KashFlow account, using KashFlow 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 KashFlow
Choose this action: Create an Invoice (Creates a new invoice.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Shopify and KashFlow.
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 KashFlow invoice for new Shopify order!
Triggers whenever a new purchase is "paid". You can choose a different order status like pending or refunded.
Triggers when a new customer is added to your Shopify account.
Triggers when a new purchase is made (only open orders) (with line item support).
Triggers whenever a cart is "abandoned" (only open carts) (with line item support).
Triggers when a new product is added to your Shopify store.
Triggers when a new order is added.
Create/Update Customer for Kashflow
Creating invoice for KashFlow
Creates a new invoice.
Creates a new customer.
Adds payment to existing invoice from your KashFlow Account
Search a latest customer from KashFlow account whose email/code/name matches given string.
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.