"I have to check the Shopify admin panel again..."
"I didn't notice the order came in and my response was delayed..."
Are these small "chores" or "oversights" piling up and becoming a burden on your operations? Wouldn't it be convenient if information about orders and shipments automatically arrived via chat or email?
Actually, you can integrate Shopify with various tools to automatically notify you of Shopify data! For example, you can receive notifications via chat tools when products are ordered or shipped, or get immediate email alerts when new customer information comes in.
In this article, we will introduce how to achieve such convenient automatic notifications with no code. We will also provide a detailed explanation of the actual setup process! Be sure to check it out until the end and experience the convenience of automatic notifications!
For those who want to try it out quickly
Yoom offers templates for automating workflows using Shopify. If you want to try it out right away, click "Try it out" on the banner below and get started immediately!
Notify Microsoft Teams when a product is shipped on Shopify.
■Overview The "Notify Microsoft Teams when a product is shipped on Shopify" flow is a business workflow that facilitates smooth information sharing in e-commerce operations. By automatically notifying Microsoft Teams of shipping information, team collaboration is enhanced, and operational efficiency is improved.
■Recommended for ・Those who operate an online shop using Shopify and face challenges in managing shipping information ・Administrators who want to facilitate team communication using Microsoft Teams ・Business owners aiming to improve daily operations through workflow automation ・IT personnel looking to easily integrate Shopify with Microsoft Teams
■Notes ・Please integrate Shopify and Gmail with Yoom. ・Shopify is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions. ・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.
There are several ways to automatically notify Shopify data. We've picked out a few methods for you to check out!
Simply click "Try it out" on the template you're interested in and create a Yoom account to immediately experience Shopify's automatic notifications. Registration takes just 30 seconds, so feel free to give it a try!
Automatically Send and Forward Shopify Data to Chat Tools
This is a flow that automatically notifies chat tools after Shopify product shipments or orders. Since you can check shipping details and order information in chat in a timely manner, the entire team will be able to quickly confirm the latest information. You can expect to strengthen team collaboration and speed up response times.
Notify Google Chat when an order is placed on Shopify.
■Overview The "Notify Microsoft Teams when a product is shipped on Shopify" flow is a business workflow that facilitates smooth information sharing in e-commerce operations. By automatically notifying Microsoft Teams of shipping information, team collaboration is enhanced, and operational efficiency is improved.
■Recommended for ・Those who operate an online shop using Shopify and face challenges in managing shipping information ・Administrators who want to facilitate team communication using Microsoft Teams ・Business owners aiming to improve daily operations through workflow automation ・IT personnel looking to easily integrate Shopify with Microsoft Teams
■Notes ・Please integrate Shopify and Gmail with Yoom. ・Shopify is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions. ・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.
Automatically Send and Forward Shopify Data via Email
This flow notifies you of Shopify customer information and order details via email. It is useful for quickly understanding Shopify data or efficiently sending coupons without any omissions!
When a specific product is ordered on Shopify, send coupon information via Outlook.
■Overview Manually checking the information each time a new customer is registered in Shopify and notifying stakeholders is labor-intensive and carries the risk of missed follow-ups. By using this workflow, the moment customer information is created in Shopify, an automatic notification will be sent via Gmail to the specified recipients. This enables rapid information sharing, smooth initial customer response, and prevents mistakes caused by manual communication.
■Who we recommend this template for ・Those who operate an e-commerce site on Shopify and want to speed up outreach to new customers ・Those in charge of customer management who are manually sharing information from Shopify ・Those who want to prevent omissions or delays in sharing customer information and improve the overall response quality of the team
■Notes ・Please connect both Shopify and Gmail with Yoom. ・Shopify is available only with the Team Plan and Success Plan. For the Free Plan or Mini Plan, configured flow bot operations and Data Connect will result in errors, so please be aware. ・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are normally restricted.
Let's Create a Flow to Automatically Notify Shopify Data
Let's get started with creating a flow to automatically notify Shopify data! This time, we will proceed with the setup using Yoom in a no-code manner, so if you don't have a Yoom account yet, please create one from this registration form.
[What is Yoom]
This time, we will create a flow bot that "notifies Microsoft Teams when a product is shipped from Shopify". The creation process is broadly divided as follows.
Register Shopify and Microsoft Teams as My Apps
Copy the template
Set up the Shopify trigger and Microsoft Teams notification
Set the trigger to ON and verify the flow bot operation
Notify Microsoft Teams when a product is shipped on Shopify.
■Overview The "Notify Microsoft Teams when a product is shipped on Shopify" flow is a business workflow that facilitates smooth information sharing in e-commerce operations. By automatically notifying Microsoft Teams of shipping information, team collaboration is enhanced, and operational efficiency is improved.
■Recommended for ・Those who operate an online shop using Shopify and face challenges in managing shipping information ・Administrators who want to facilitate team communication using Microsoft Teams ・Business owners aiming to improve daily operations through workflow automation ・IT personnel looking to easily integrate Shopify with Microsoft Teams
■Notes ・Please integrate Shopify and Gmail with Yoom. ・Shopify is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions. ・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.
First, register your app with Yoom to integrate Shopify and Microsoft Teams. Pre-registering your app makes it easier to proceed with the subsequent automation settings.
Let's proceed with the settings! Click on "My Apps" on the left side of the Yoom screen, and then click on "+ Add" displayed on the right side.
How to Integrate Shopify
※Shopify is an app for those using the Team Plan or Success Plan. Please note that using it with the Free Plan or Mini Plan may cause errors in Flowbot operations or data connections. The paid plans (Team Plan and Success Plan) offer a 2-week free trial. During the trial period, you can try Shopify, which is usually restricted, without any issues. Take this opportunity to experience various features!
Find Shopify from the app list or use the search function to select Shopify. Switch to the new registration screen for Shopify and enter the required information in the red box in the figure below. For detailed settings, please refer to here!
※The required information can be verified from the Shopify admin panel. Enter "Client ID" for "API Key" and "Client Secret" for "API Secret Key". Click "Select Distribution Method" in the red box below for "Subdomain" and obtain it following the steps here.
How to Integrate Microsoft Teams
※"Microsoft 365 (formerly Office 365)" has personal and business plans (Microsoft 365 Business). If you do not have a business plan, integration with Yoom may not work properly, so please be careful.
Similarly, look for Microsoft Teams in the app list or use the search function. The integration screen will appear, so log in to the account you want to integrate with Yoom.
If Shopify and Microsoft Teams are displayed in the My Apps section, the integration is complete!
Step 2: Copy the Template
Now, let's set up the automatic notifications! To make it easy, use a template. Click "Try it" on the banner below to copy the template.
Notify Microsoft Teams when a product is shipped on Shopify.
■Overview The "Notify Microsoft Teams when a product is shipped on Shopify" flow is a business workflow that facilitates smooth information sharing in e-commerce operations. By automatically notifying Microsoft Teams of shipping information, team collaboration is enhanced, and operational efficiency is improved.
■Recommended for ・Those who operate an online shop using Shopify and face challenges in managing shipping information ・Administrators who want to facilitate team communication using Microsoft Teams ・Business owners aiming to improve daily operations through workflow automation ・IT personnel looking to easily integrate Shopify with Microsoft Teams
■Notes ・Please integrate Shopify and Gmail with Yoom. ・Shopify is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions. ・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.
When you click, the template will be automatically copied, and the following screen will be displayed. ※ The template will be automatically stored in "My Projects," so if you want to check it later, you can do so from there. Click "OK" to proceed with the settings!
The "Title" and description fields of the template can be changed as you like to make it easier for you to use. Please change them as needed!
Step 3: Set the Trigger that Starts the Flow
First, set up the app trigger so that the flow bot automatically starts when a product is shipped in Shopify. Click on "When an order is shipped (Webhook)" in the copied template.
The account information linked in Step 1 is listed. Confirm that it is the account you will use this time, keep the trigger action as "When an order is shipped (Webhook)," and click "Next."
Next, set up the Webhook. Click the red-framed part in the image below to copy the Webhook URL.
Move to the Shopify screen. In the Shopify admin panel, open "Settings," select "Notifications," and click "Create Webhook."
The Webhook creation screen will be displayed, so paste the "Webhook URL" you copied earlier and set it as shown in the image below.
Once the setup is complete, create product information in Shopify for testing and mark it as shipped.
Return to the Yoom screen and click "Test." If the test is successful, the shipping information from Shopify will be extracted.
"Output" will be displayed below. Output will be used when setting up automatic notifications, so please check if the information is correctly obtained. After confirming, click "Save."
Step 4: Set Up Automatic Notifications to Microsoft Teams
Next, set up automatic notifications of Shopify shipping information to Microsoft Teams. Click "Send message to the channel."
The following screen will be displayed, so confirm that it is the account you will use this time and click "Next."
Set the "Team ID" for Microsoft Teams to receive automatic notifications. Click the input field, and candidates will be displayed from the linked account, so select from the candidates.
Scroll down and select the "Channel ID" to receive automatic notifications. Click the input field here as well, and candidates will be displayed, so select from the candidates!
Next is the "Message" setting. Here, set the content of the message to be automatically notified.
Parts that use the same text every time, such as "A product has been shipped in Shopify," should be entered as fixed values as templates. Parts that quote Shopify data, such as "Order ID," should be entered using the output.
This time, I set it to automatically notify the "Order ID" as shown in the image below!
Once the setup is complete, click "Test."
If the test is successful, the message you set earlier will be sent to Microsoft Teams. Confirm that the notification is correctly received and click "Save."
Step 5: Turn on the Trigger Button and Check the Flow Bot Operation
All settings are now complete. The following screen will be displayed, so click "Turn on the trigger" and check if the flow bot you set up is starting correctly!
This concludes the setup for the flow "Notify Microsoft Teams when a product is shipped in Shopify"!
Convenient Automation Examples Using Shopify
It is also possible to automatically notify chat tools of Shopify order information or add it to other databases. Conversely, you can update Shopify product information based on information from other databases.
Once product information is created in Shopify, create a folder in Google Drive.
■Overview The flow 'Register Shopify customer data as Salesforce lead information' is a business workflow that streamlines data management for online store operations. By automatically importing customer information collected in Shopify to Salesforce, sales and marketing teams can utilize leads more effectively. Utilize Yoom's API integration functionality to enable smooth data movement between multiple SaaS applications.
■Recommended for: - EC business operators considering integration of Shopify with Salesforce - Sales and marketing personnel who want to efficiently manage customer data and utilize it in sales activities - Companies utilizing multiple SaaS applications aiming to improve business efficiency through automated data integration - Business owners who want to focus on more creative tasks instead of being tied up with manual data entry
■Cautions - Please integrate both Shopify and Salesforce with Yoom. - Shopify and Salesforce are applications available only on Team Plan and Success Plan. In the case of Free Plan and Mini Plan, operations and data connects set up in Flow Bot will result in errors, so please be careful. - Paid plans such as Team Plan and Success Plan offer a 2-week free trial. You can use restricted apps during the free trial.
■Overview This flow notifies Slack when an order occurs on Shopify.
■Recommended for 1. Shopify store owners ・Those who want to monitor new orders and order status changes in real time ・Those who want to collaborate with team members on Slack for quick responses ・Those who want to streamline order processing and customer support
2. E-commerce site administrators ・Those who want to share order information in Slack and strengthen information sharing within the team ・Those who want to leverage Slack's notification features to automate workflows ・Those who want to integrate Shopify and Slack to improve operational efficiency
■Notes ・Please connect Yoom with both Shopify and Slack. ・The Shopify app is available only on the Team Plan and Success Plan. On the Free Plan and Mini Plan, flow bot operations and Data Connect you have configured will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are otherwise restricted. ・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies by plan, so please note.
■Overview This is a flow that translates product information added in Notion with DeepL and reflects it in Shopify. With Yoom, you can easily achieve this flow as it allows for app integration without the need for programming.
■Recommended for ・Those who utilize Notion for product information management and want to smoothly update Shopify using registered data. ・EC businesses selling products overseas on Shopify. ・Those looking to improve operational efficiency by automating translation with DeepL in conjunction with other tools. ・Businesses selling products on multiple EC platforms aiming to achieve centralized product information management and multilingual support.
■Cautions ・Please integrate Yoom with Notion, DeepL, and Shopify respectively. ・Branches are available on Mini Plan or higher, and integration with Shopify is only available on Team Plan and Success Plan. Operations of flow bots set on other plans will result in an error, so please be aware. ・Paid plans like Mini Plan offer a 2-week free trial, during which you can use restricted apps and features (operations). ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・The shortest activation interval varies depending on the plan, so please be careful.
How was it? By automating Shopify data notifications, you can significantly boost the speed and accuracy of your operations. You can notify various chat tools in a timely manner about product shipments and order occurrences, allowing your team to smoothly share the latest information. This strengthens team collaboration, which can lead to faster responses and improved overall team productivity—a major advantage!
With Yoom, even seemingly complex automated notification settings can be achieved without coding. If you're wondering, "Can it really be done without coding?" or "What else can be automated?", please create a free account first. Registration takes just 30 seconds! Once registered, you can immediately experience setting up automation for various business processes.
You can freely customize the flow, so please try to build the optimal automation flow that suits your company's operations!
Make your daily tasks easier and more efficient with Yoom. In your busy daily life, why not take this opportunity to let go of the "small hassles" that can be automated? Try one automated notification flow first and experience the change in operational efficiency!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
Having transitioned from a career in child welfare to working as a writer, I am currently blogging for Yoom. I am continually amazed by the efficiency improvements Yoom enables and am eager to share this excitement with others to contribute to society. I will be sharing insights on app integrations and automation that even someone like me, with zero programming knowledge, can accomplish.
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