An automated workflow using integromat
Connects Shopify + KashFlow
Create KashFlow invoice for new Shopify order
About this workflow template
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:
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 KashFlow
Create an Invoice in KashFlow
Creates a new invoice.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create KashFlow invoice for new Shopify order.
Part I
Configure Applications
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
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 KashFlow
Choose this action: Create an Invoice (Creates a new invoice.).
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 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!
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 product
Triggers when a new product is added to your Shopify store.
triggerbyzapierautomateiopabbly-connectpipedreamalbato
Create/update customer
Create/Update Customer for Kashflow
actionbyzapierCreate invoice
Creating invoice for KashFlow
actionbyzapierCreate an invoice
Creates a new invoice.
actionbyintegromatCreate a customer
Creates a new customer.
actionbyintegromatAdd payment
Adds payment to existing invoice from your KashFlow Account
actionbyzapierSearch customer
Search a latest customer from KashFlow account whose email/code/name matches given string.
actionbyzapier
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.
