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"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!
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!
■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, leading to improved operational efficiency.
■Recommended for
■Benefits of using this template
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!
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.
■Overview
This is a flow that notifies Google Chat when an order is placed on Shopify.
■Recommended for
・Businesses operating e-commerce sites on the Shopify platform
・Teams that manage sites with multiple members and need to improve information sharing efficiency
・Companies aiming for quick order processing to enhance customer satisfaction
■Benefits of using this template
・Automates manual order confirmation and notification tasks, reducing human resources.
・Contributes to improved customer satisfaction through quick order processing.
■Notes
・Please integrate both Shopify and Google Chat 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 of the flow bot you have set 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.
・Integration with Google Chat is only possible with Google Workspace. For more details, please refer to the following link. https://intercom.help/yoom/ja/articles/6647336
■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, leading to improved operational efficiency.
■Recommended for
■Benefits of using this template
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!
■Overview
This is a flow that sends coupon information via Outlook when an order for a specific product is placed on Shopify.
With Yoom, you can easily achieve this flow without any programming, as it enables integration between apps.
■Recommended for
1. Those using Shopify for e-commerce site operations
・Those handling products aimed at promoting repeat purchases
・Those looking to strengthen follow-up after purchase
2. Those using Outlook for business
・Marketing personnel who want to utilize purchase data to achieve targeted promotions via email
・Those who want to promote sales at low cost through automatic email sending
■Benefits of using this template
By implementing this flow, coupon information will be automatically sent via Outlook every time a new order for a specific product is placed on Shopify.
There is no need to manually categorize order information or transcribe recipient details, allowing for timely follow-up with target customers.
Additionally, automation helps prevent email sending errors or omissions.
■Notes
・Please integrate Yoom with both Shopify and Outlook.
・The branching function (operation) is available on the Mini Plan or higher, and integration with Shopify is available on the Team Plan or higher. If you are on a plan that does not include these features, the operations and data connections you have set will result in errors, so please be aware.
・Paid plans offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
・Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
The flow "Notify Gmail when customer information is created in Shopify" is a business workflow that streamlines customer management and communication for online shops.
In Shopify, whenever a new customer registers, it is common to manually check the information and respond via Gmail, which can be time-consuming and labor-intensive. There is also a risk of missing information or notification failures.
By setting up this workflow, a notification is automatically sent to Gmail when customer information is created in Shopify, allowing for quick and accurate responses. This improves store operation efficiency and enhances customer satisfaction.
■Recommended for
■Benefits of using this template
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.
■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, leading to improved operational efficiency.
■Recommended for
■Benefits of using this template
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!
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.
■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, leading to improved operational efficiency.
■Recommended for
■Benefits of using this template
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!
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."
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."
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"!
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.
■Overview
This is a flow that creates a folder in Google Drive when product information is created in Shopify.
■Recommended for
1. Those who work based on Shopify product information
・Those who want to automatically save necessary files for each new product in a specific folder to improve work efficiency
・Those who want to save product images and description materials linked to product information in Google Drive
2. Product management personnel
・Those who want to streamline document creation and marketing material preparation based on product information
・Those who want to easily access related files by searching for product information on Google Drive
■Benefits of using this template
Shopify is an essential platform for running an e-commerce site, but as the number of products increases, managing related files can become complicated.
By implementing this flow, folders are automatically created in Google Drive for each product, allowing centralized management of related files. This enables you to quickly find the necessary information and smoothly proceed with product page updates and marketing initiatives. Additionally, it eliminates the manual effort of folder creation, preventing human errors.
■Notes
・Please integrate Yoom with both Google Drive and Shopify.
・Shopify is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you have set 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.
■Overview
The flow of "Registering Shopify Customer Data as Salesforce Lead Information" is a business workflow that streamlines data management in e-commerce site operations.
By automatically importing customer information collected on Shopify into Salesforce, sales and marketing teams can utilize leads more effectively.
Utilizing Yoom's API integration feature, it enables smooth data transfer between multiple SaaS applications.
■Recommended for
■Benefits of using this template
Manually registering Shopify customer information into Salesforce is time-consuming and carries the risk of human error.
By utilizing this flow for automation, you can significantly reduce the time spent on manual entry through automatic data transfer from Shopify to Salesforce.
Moreover, by eliminating manual work, you can eliminate human errors and maintain data accuracy.
Automation allows for smooth information sharing, which may enable effective strategy planning.
■Overview
This is a flow that adds a record to a Google Spreadsheet when there is a new order on Shopify.
You can avoid missing or overlooking information because the order details from Shopify are automatically added to Google Spreadsheet without having to check them manually.
■Notes
・Please integrate both Shopify and Google Spreadsheet with Yoom.
・Shopify is an app available only on the Team Plan and Success Plan.
・For Free Plan and Mini Plan users, the operations and data connections of the flow bot you set will result in errors, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
This is a flow that notifies Slack when an order is placed on Shopify.
■Recommended for
1. Shopify Store Owners
・Those who want to keep track of 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 service
2. E-commerce Site Managers
・Those who want to share order information on Slack to enhance team communication
・Those who want to automate workflows using Slack's notification features
・Those who want to integrate Shopify and Slack to improve operational efficiency
■Benefits of Using This Template
・You can respond quickly as notifications are sent to Slack the moment an order is placed on Shopify.
・Sharing order information on Slack facilitates smooth communication among team members, improving the quality of customer service.
■Notes
・Please integrate both Shopify and Slack 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 of the configured 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 normally restricted.
■Overview
This is a flow where product information added in Notion is translated with DeepL and reflected in Shopify.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
■Benefits of using this template
With this flow, you can automatically register the product information added in Notion to Shopify after translating it with DeepL.
There is no need to manually transcribe or translate product information, allowing staff to reduce their working time.
Additionally, it helps improve the accuracy of product information by preventing input errors and registration omissions.
It enables centralized management and multilingual support of product information, which is beneficial when operating multiple EC platforms in multiple languages or promoting overseas business expansion.
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!
