Zoho CRM Community Contributed (Unverified)
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Processes incoming Shopify orders and integrates with Zoho CRM.
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About This Workflow
Overview
This workflow is designed to automatically process orders from Shopify and upsert contact information into Zoho CRM. It extracts customer and shipping details from the Shopify order, transforms them, and then uses the Zoho CRM node to create or update a contact record. It also includes logic for sending emails and adding subscribers to Mailchimp based on order value.
Key Features
- Automatically captures new Shopify orders.
- Extracts and formats customer and shipping details.
- Upserts contact information into Zoho CRM.
- Sends transactional emails (coupon, thank you).
- Integrates with Mailchimp for subscriber management.
- Includes conditional logic based on order value.
- Creates Trello cards for order management.
- Generates Harvest invoices.
How To Use
- Trigger: Set up the
shopifyTriggernode with your Shopify store credentials and theorders/createtopic. - Data Preparation: Configure the
Set fieldsnode to extract and map the necessary customer and shipping information from the Shopify order payload. - Zoho CRM Integration: Set up the
zohoCrmnode with your Zoho API credentials and configure it to upsert contact records using the mapped customer data. - Conditional Logic: Utilize the
If Nodeto implement branching logic based on order value (e.g., for special promotions or follow-ups). - Email Notifications: Configure the
Gmailnodes to send personalized emails to customers upon order creation or for promotional purposes. - Mailchimp Integration: Connect the
Mailchimpnode with your Mailchimp account to add customers to specific lists or tag them based on their order activity. - Task Management: Use the
Trellonode to create cards for order tracking or follow-up tasks. - Invoicing: Configure the
Harvestnode to automatically create invoices based on order details.
Apps Used
Workflow JSON
{
"id": "70a9dd4e-290d-4046-bbf8-d20d972f51a7",
"name": "Zoho CRM Community Contributed (Unverified)",
"nodes": 0,
"category": "Zoho CRM",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 70a9dd4e-290d...
About the Author
DevOps_Master_X
Infrastructure Expert
Specializing in CI/CD pipelines, Docker, and Kubernetes automations.
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Verification Info
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