Prerequisites

  1. Active Shopify account.

  2. Since Shopify is a premium integration, you would need a paid subscription of Automate.io.

  3. Your shop name and URL from Shopify.

  4. Shopify login credentials.


Triggers

⚡️ Abandoned Cart

Description: Triggers whenever a cart is abandoned in your Shopify store by any of your customers. You need to specify the abandoned checkout age (in hours). For example, if you want the bot to trigger one hour after the cart is left abandoned, you have to specify 1 in the checkout age field.

⚡️ New Customer

Description: Triggers whenever a new customer record is created in your Shopify store.

⚡️ Updated Customer

Description: Triggers whenever an existing customer record is modified in your Shopify store. This also triggers when a new customer record is created.

⚡️ New Draft Order

Description: Triggers whenever there is a new draft order created in your Shopify store.

⚡️ New Fulfillment Event

Description: Triggers whenever there is a new fulfillment event occurred in any of the orders.

⚡️ New Order

Description: Triggers when you receive a new order in your Shopify store. This trigger will provide you with output fields related to order, customer, and line item 1, line item 2, line item 3, line item 4, line item 5, and all line items.

Data limits: Fetches up to 5 line items only. The rest of the line items' information can be found in the output field all line items. For example, the all line item name output field will bring the data "item 1, item 2, item 3, item 4, item 5, item 6, item 7" and so on.

⚡️ New Order Line Item

Description: Triggers when you receive a new order in your Shopify store however, it works once for every line item in the order. For example, if a customer orders 3 items in a single order, this trigger will work thrice, one for each line item present in that order.

⚡️ New Paid Order

Description: Triggers only when you receive a paid order in your Shopify store. This trigger will provide you with output fields related to order, customer, and line item 1, line item 2, line item 3, line item 4, line item 5, and all line items.

Data limits: Fetches up to 5 line items only. The rest of the line items' information can be found in the output field all line items. For example, the all line item name output field will bring the data "item 1, item 2, item 3, item 4, item 5, item 6, item 7" and so on.

⚡️ New Fulfilled Order

Description: Triggers when an order is marked as fulfilled in your Shopify store. This trigger will provide you with output fields related to order, customer, and line item 1, line item 2, line item 3, line item 4, line item 5, and all line items.

Data limits: Fetches up to 5 line items only. The rest of the line items' information can be found in the output field all line items. For example, the all line item name output field will bring the data "item 1, item 2, item 3, item 4, item 5, item 6, item 7" and so on.

⚡️ Updated Order

Description: Triggers whenever an existing order is modified. This trigger will provide you with output fields related to order, customer, and line item 1, line item 2, line item 3, line item 4, line item 5, and all line items.

Data limits: Fetches up to 5 line items only. The rest of the line items' information can be found in the output field all line items. For example, the all line item name output field will bring the data "item 1, item 2, item 3, item 4, item 5, item 6, item 7" and so on.

⚡️ Order Cancellation

Description: Triggers when an existing order is marked with the status 'Canceled' in your Shopify store.

⚡️ New Product

Description: Triggers when a new product with/without variants is created in your Shopify store.

Data limits: Fetches up to 5 variants only.

Unsupported items: Only URLs for product images are fetched, not the image file(s).

⚡️ New Variant

Description: Triggers when a new variant is created for an existing product in your Shopify store.

Unsupported items: Only URLs for variant images, not the image file(s).

⚡️ New Blog Entry

Description: Triggers whenever there is an entry added to an existing blog in your Shopify. You would need to specify the blog in which the Bot will look for new entries.

Data limits: Maximum of 30 new entries in a single data check interval. For example, if you are on the Startup plan, the data check time is 2 minutes. A maximum of 30 new entries every 2 minutes would be fetched. If there are more than 30 new entries received in 2 minutes, there might be a loss of data.


Actions

✅ Add or Update Customer

Description: Used to create a new or modify an existing customer record based on the customer's email address. If the email already exists in your Shopify store, it would modify the existing customer record instead of creating a new one. It is mandatory to provide the email address in order to use this action.

✅ Search a Customer

Description: Used to search for an existing customer based on the email address, the full name of the customer, or the customer ID.

✅ Tag a Customer

Description: Used to apply the specified tag(s) to an existing customer. You would need to provide the customer ID as well as the tag(s).

✅ Add or Update Product

Description: Used to create a new or modify an existing product based on the product title. If a product with the exact provided title already exists in your Shopify store, it would modify the existing product instead of creating a new one. It is mandatory to provide the product title in order to use this action.

Data limits: can add up to 1 product image only.

✅ Add Product Variant

Description: Used to create a new variant for an existing product in your Shopify store. You would need to specify the product for which the new variant needs to be created. Optionally, if you are unsure about the product OR if it's dynamic selection, you may select 'use custom value' for the 'Product' dropdown field and map the product ID instead.

Data limits: can add up to 3 variant options only.

✅ Search a Product

Description: Used to search for an existing product in your Shopify store based on the product title or the product ID. If using the product title, please ensure it's an exact match with the product present in your Shopify store.

Data limits: returns up to 5 variant details

✅ Search a Product Variant

Description: Used to search for an existing variant in your Shopify store based on the variant ID or the variant title. You would need to specify the product for which the variant needs to be searched for. Optionally, if you are unsure about the product OR if it's dynamic selection, you may select 'use custom value' for the 'Product' dropdown field and map the product ID instead.

✅ Update Product Variant

Description: Used to modify/update an existing product's variant in your Shopify store. You would need to specify the variant ID which needs to be modified. To fetch variant ID, please use Search a Product and Search a Product Variant action right before this action. Please refer to the below video for your reference.

✅ Add Draft Order

Description: Used to create a new draft order against a customer in your Shopify store. You would need to provide either the customer's email address or the customer ID however, we recommend using the customer ID. You would also need to provide the variant ID of the product.

Data limits: Can add up to 5 line items only.

✅ Add Order

Description: Used to create a new order against a customer in your Shopify store. You would need to provide the customer's email address to use this action. You would also need to provide variant IDs of all the products that you want to add to the order. You may refer to this video for fetching the variant ID.

Data limits: can add up to 5 line items only.

✅ Search an Order

Description: Used to search for an existing order based on the order ID or the customer's email address.

Data limits:

Unsupported items: Does not work for draft orders.

✅ Add Tag to Order

Description: Used to apply the specified tag(s) on an existing order based on order ID. You may use the Search an Order action right before this action to fetch the order ID.

✅ Fulfill an Order

Description: Used to mark an existing order as 'Fulfilled' in your Shopify store. You would need to provide the order ID to use this action.

Unsupported items: Order should not be in a draft state.

✅ Archive an Order

Description: Used to archive an existing order based on the order ID provided.

✅ Capture Payment

Description: Used to capture payment for an existing order and mark it as paid, based on order ID provided.

Unsupported items: Order should not be in a draft state. Also, unauthorized orders are not supported.

✅ Create Refund

Description: Used to create a refund for an existing paid order, based on order ID.

Data limits: The refund is issued for shipping charges or up to five line items only.

Unsupported items: Order should not be in a draft state.

✅ Add Blog Entry

Description: Used to create a new blog post in your Shopify blog.


Common issues with Shopify integration

❗️ Can I modify an existing order?

As of now, we do not support updating an existing order however, we do plan to support this in the future.

❗️ Error: Unauthorized. Did you uninstall Automate.io in your Shopify account?

This error indicates you have uninstalled Automate.io from your Shopify account. Automate.io needs to be in your Shopify account to be able to look for new orders/customers or create them. Hence, please reconnect the Shopify app from the Apps page and this error should no longer persist.

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