Shopify
KashFlow
integromat

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.

Shopify and KashFlow can also be integrated using automation tools other than integromat:

Diagram

Create KashFlow invoice for new Shopify order
Workflow diagram: Shopify + KashFlow integration

How it works?

When this trigger fires in Shopify

Shopify

Watch Orders in Shopify

Triggers when a new order is added.

Then this action happens in KashFlow

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.

    Create Make.com account if you don't have one.

  • Connect Shopify to Make.com.

    Connect Shopify to Make.com.

    Give Make.com access to your Shopify account, using Shopify credentials.

  • Connect KashFlow to Make.com.

    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

    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

    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

    Customize data flow

    Configure the data that is exchanged between Shopify and KashFlow.

  • Test the workflow and turn it on for production use

    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!

Supported triggers and actions

  • Shopify

    New paid order

    Triggers whenever a new purchase is "paid". You can choose a different order status like pending or refunded.

    zapierautomateio
    triggerbyzapierautomateio
  • Shopify

    New customer

    Triggers when a new customer is added to your Shopify account.

    zapierautomateiopabbly-connectpipedreamalbato
    triggerbyzapierautomateiopabbly-connectpipedreamalbato
  • Shopify

    New order

    Triggers when a new purchase is made (only open orders) (with line item support).

    zapierautomateiopabbly-connectpipedream
    triggerbyzapierautomateiopabbly-connectpipedream
  • Shopify

    New abandoned cart

    Triggers whenever a cart is "abandoned" (only open carts) (with line item support).

    zapierpipedream
    triggerbyzapierpipedream
  • Shopify

    New product

    Triggers when a new product is added to your Shopify store.

    zapierautomateiopabbly-connectpipedreamalbato
    triggerbyzapierautomateiopabbly-connectpipedreamalbato
  • Shopify

    Watch orders

    Triggers when a new order is added.

    integromat
    triggerbyintegromat
  • KashFlow

    Create/update customer

    Create/Update Customer for Kashflow

    zapier
    actionbyzapier
  • KashFlow

    Create invoice

    Creating invoice for KashFlow

    zapier
    actionbyzapier
  • KashFlow

    Create an invoice

    Creates a new invoice.

    integromat
    actionbyintegromat
  • KashFlow

    Create a customer

    Creates a new customer.

    integromat
    actionbyintegromat
  • KashFlow

    Add payment

    Adds payment to existing invoice from your KashFlow Account

    zapier
    actionbyzapier
  • KashFlow

    Search customer

    Search a latest customer from KashFlow account whose email/code/name matches given string.

    zapier
    actionbyzapier

Apps you need

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

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.