ShopifyとDiscordの連携イメージ
How to Integrate Applications

2024/11/19

How to Integrate Shopify with Discord to Automatically Notify New Order Information on Discord

k.hieda

Shopify is a convenient platform that allows even beginners to easily run an online shop. Have you ever thought, "It would be convenient if I could receive notifications on my main chat tool as soon as an order is placed"? To solve this issue, we have developed a flow bot template that integrates with Discord for automatic notifications. In this article, we will introduce the specific benefits and usage methods of this flow bot. Since it can be set up without programming, even those who are not tech-savvy can easily implement it. Please read to the end. Recommended for these people The flow bot we introduce this time is perfect for the following people. - Those who want to share Shopify order information in a timely manner and respond smoothly as a team. - Those who want to accurately grasp shipping destinations and product information to streamline shipping preparation. - Those who want to start automation easily without programming knowledge. - Those who are using Shopify and Discord and want to integrate them to improve work efficiency. 3 Benefits and Specific Use Cases of Automatically Notifying Discord When an Order is Placed on Shopify From the perspective of operation managers, logistics and delivery teams, and e-commerce site administrators, we will explain this convenient system. 1. A system for smoothly sharing order information When a new order occurs on Shopify, it is notified in real-time on Discord. This allows the order information to be immediately shared with the team. The operation manager can use the notification content to smoothly instruct staff. When operated by multiple people, it becomes easier to instantly determine who is responsible for which task, and it is expected to smoothly proceed with role-sharing for inventory checks and delivery arrangements. 2. Notification of detailed information supporting shipping preparation Since you can check the details of ordered products and shipping destination information through notifications, the accuracy of shipping preparation improves. The logistics and delivery team can pick and pack products while checking the order content and shipping destination information delivered by notifications. As detailed information for each order is delivered to hand, the risk of mistaking products or shipping destinations is reduced, and as a result, accuracy is likely to be maintained. 3. An environment where you can focus on operations by reducing manual work Manual transcription of order information becomes unnecessary, reducing the burden on staff. E-commerce site administrators can use automatic notifications to reduce the time spent on tasks such as sharing order information and manual transcription. As a result, it may lead to securing time to focus on important tasks of operation, such as adding products and planning promotions. This is expected to improve the quality of customer service and sales activities. From here, we will explain how to set up automation to "notify Discord when an order is placed on Shopify" using Yoom's flow bot template.

[What is Yoom]

Integration Process

  • Register My App to Yoom (Shopify and Discord)
  • Copy the template
  • Set app triggers and integrate apps
  • Turn on the trigger button and verify the integration operation

※Guidance

  • The trigger activation interval can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
  • The shortest activation interval you can choose varies depending on your plan.
  • Shopify usage is limited to Team Plan or Success Plan. Please note that operations and data connections of flow bots set in Free Plan or Mini Plan will result in errors.
  • Paid plans such as Team Plan or Success Plan offer a 2-week free trial. During this period, you can try apps that are usually restricted.

How to Create an Integration Flow for Shopify and Discord

Things to Prepare in Advance

Here is a list of items needed during the integration process.

Shopify

  • API Key
  • API Secret Key
  • Subdomain

Please refer to the help for how to obtain each value.
>Help: How to Register My App in Shopify

Discord

Step 1: Setting Up My App Integration

Here, you will set up the registration of app information to Yoom. Log in to Yoom's workspace and click +New Connection within the My Apps screen.

A list of apps that can be connected to Yoom will be displayed. Select the app to connect from the search box and proceed with My App registration.

Shopify

Search for "Shopify" and click on the app name that appears. Enter the strings you have obtained when this screen is displayed.

>Help: How to Register My App in Shopify

Enter values in each field and click the add button to complete My App registration.

Discord

Enter "Discord" in the search box and click on the app name that appears. A screen to enter the values necessary for integration will pop up.

  • Account Name
    • Enter any name you like.
  • Access Token
    • Enter the Bot Token.

>Yoom Help: How to Integrate My App with Discord Bot

Enter the access token and click the add button to complete the Discord My App registration.

Step 2: Copy Yoom's Flow Bot Template to My Project

Click on this banner.

The template will be copied to My Project. You can access My Project from the left menu bar.

Step 3: App Trigger "When an Order is Placed"

Next, click on the first step of the template.

In this step, you will set up to retrieve order information from Shopify.

(1/2) Select Linked Account and Action

This section is pre-configured.

  • App Trigger Title
  • App
  • Account information linked with Shopify
  • Trigger Action

→ Click Next.

(2/2) API Detailed Settings for App Trigger

  • Trigger Activation Interval
    • You can choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. *The shortest activation interval varies depending on your plan.
  • Subdomain
    • The value is retrieved from the store URL.

→ Click Test. → Success. The following order information can be retrieved in the output. (The list of retrieved items is extensive, so it will be lengthy.)

→ Click Save.

Step 4: Integrate with App "Send Message to Chat"

Next, click on the fourth step of the template.

In this step, you will create a template message to notify Discord.

(1/2) Select Linked Account and Action

This section is pre-configured.

  • App Trigger Title
  • App
  • Account information linked with Discord
  • Trigger Action

→ Click Next.

(2/2) API Connection Settings

  • Channel ID
    • Click the edit field to pick up the linked room. Selecting the relevant channel will quote the ID.
    • Alternatively, the channel ID is also displayed at the bottom of the menu that appears when you right-click the gear icon in the channel list.

  • Message Content
  • Create a template message. Click the edit field to open a dropdown, and the output such as order information will be displayed from the "When an Order is Placed" tab. Clicking the required item will embed the quote code in the edit field.
  • Entering the item name before the quote code will make it easier to understand during notification.

→ Click Test. → Success.

→ Click Save. This completes the current step.

Step 5: Turn ON the App Trigger

Once all steps are configured, a completion screen will be displayed.

Turn ON the Trigger to activate the flow bot. You can toggle it in the top left corner of the template.

<span class="mark-yellow">You have easily set up the flow bot without programming.</span> Here is the template used this time.

Make the Most of It! 3 Ways to Automate with Shopify

Shopify can automate tasks not only with Discord notifications but also by integrating with other apps.

1. Automatically Sync Product Information from BASE to Shopify

When you register a product on BASE, it is automatically reflected on Shopify as well. This reduces manual work and eases management while maintaining information consistency.

2. Register Notion Product Information on Shopify

Automatically register the product information entered in Notion to Shopify. This simplifies information synchronization and reduces manual work, improving operational efficiency.

3. Automatically Add Shopify Orders to Notion

Automatically add Shopify order data to Notion. This eliminates the need for manual entry, prevents input errors, and ensures smooth data transfer.

Summary

By automatically notifying order information from Shopify to Discord, information sharing can be done in real-time. The notification content is detailed and accurate, allowing each team to customize the output to retrieve the necessary information.

<span class="mark-yellow">The flow bot template can be set up without programming, making it easy for those new to app integration to proceed with confidence.</span> Please start the implementation from the link below.

See you again!

The person who wrote this article
k.hieda
10 years as a web planner and director. When I worked for a web production company, my main focus was on proposing modifications and operation plans to clients and proceeding with production. I'm currently a parallel worker. We produce blogs in Yoom's content division, and receive external public relations projects for companies in our individual business. Since we are starting a private lodging, we aim to thoroughly improve the efficiency of routine work!
Tags
Shopify
Discord
Integration
Automation
Automatic
Notification
Related Apps
App integration
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