How to integrate Shopify with Microsoft Teams to automatically send notifications with quotes when an order is placed

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

Shopify is a feature-rich e-commerce platform that is easy to start for beginners. Have you ever thought, "I wish order information would be notified to the chat I always use"? The integration feature between Shopify and Microsoft Teams solves this issue.
Our company offers a flow bot template that can be implemented without programming. With simple settings, order management becomes more convenient. In this article, we will introduce specific benefits and usage methods, so please read to the end.

Recommended for

The flow bot we introduce this time is perfect for the following people.

Those who want to grasp order information in a timely manner and accurately assign tasks to the entire team.
Those who want to automatically notify Shopify order information to Microsoft Teams to eliminate the hassle of manual transcription and confirmation work.
Those who want to prevent data discrepancies and smoothly share accurate order information.

Three Benefits and Specific Use Cases of Automatically Notifying Microsoft Teams When an Order Occurs on Shopify

From the perspective of e-commerce operation managers, data entry personnel, and shipping staff, we considered how this flow bot can be useful.

1. A System for Smoothly Sharing Order Information

This flow bot can be set to activate at intervals as short as 5 minutes, allowing it to obtain new order information from Shopify in real-time and notify Microsoft Teams. This supports the quick confirmation of order details and smooth progression to the next action.
E-commerce operation managers can utilize this notification feature to efficiently allocate tasks, prepare shipments, and smoothly proceed with inventory checks.

2. Reducing Manual Input Effort and Preventing Errors

With order information automatically notified to Teams, manual data transcription becomes unnecessary. Human errors are reduced, enabling accurate data management.
Data entry personnel will no longer have to worry about input errors or data discrepancies, as Shopify order information is directly reflected in the notifications. They can accurately confirm shipping addresses and order details, potentially reducing the effort required for corrections and cross-checking.

3. Supporting Shipping Preparation with Rich Information

The notification content can reflect customer information, shipping addresses, product details, and other information obtained from Shopify, allowing for the inclusion of necessary data in the settings.
This enables shipping staff to accurately proceed with product pickup and packaging while checking notifications. Additionally, inventory management personnel may find it easier to forecast replenishment using the notifications.

From here, we will explain the automation setup method for "notifying Microsoft Teams when an order occurs on Shopify" using Yoom's flow bot template.

[What is Yoom]

Integration Process

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

※Notice

The trigger activation interval can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. Please check in advance as the shortest activation interval you can choose varies depending on the 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 and Success Plan offer a 2-week free trial. During this period, you can try out apps that are usually restricted.
Microsoft365 (formerly Office365) has a Home Plan and a General Business Plan (Microsoft365 Business), and if you are not subscribed to the General Business Plan, authentication may fail.
- ＞Help: Procedure and Precautions for Registering My Apps in Microsoft365 Services

How to Create an Integration Flow for Shopify and Microsoft Teams

Things to Prepare in Advance

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

Shopify

API Key
API Secret Key
Subdomain

We will guide you on how to obtain each value from the help.
＞Help: How to Register My App in Shopify

Microsoft Teams

Microsoft365 login information (email, phone number, Skype ID, password)
Chat ID
- Right-click on the chat where you want to send notifications and select "Copy Link" from the menu that appears. You can obtain it from the copied URL.

The part written in the format "19: ～ .space" within this link is the chat ID.

Step 1: Setting Up My App Integration

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

A list of apps that can be connected with Yoom will be displayed. Select the app to connect from the search window 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 the values in each field and click the Add button to complete My App registration.

Microsoft Teams

Select Microsoft Teams from the search results.

You will transition to this screen, so enter the Microsoft365 login information.

This completes the My App registration for Microsoft Teams.

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"

Let's proceed to the integration operation. Click on the first step of the template.

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

(1/2) Select Integration Account and Action

This section is pre-configured.

App Trigger Title
App
Account information for integration with Shopify
Trigger Action

→ Click Next.

(2/2) API Details for App Trigger

Trigger Interval
- You can select from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. *The shortest trigger interval may vary depending on your plan.

Subdomain
- Retrieve the value from the store URL.

→ Click Test. → Success After a successful test, it will display that 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 Microsoft Teams.

(1/2) Select Integration Account and Action

This section is pre-configured.

App Trigger Title
App
Account information for integration with Microsoft Teams
Trigger Action

→ Click Next.

(2/2) API Connection Settings

Chat ID
- Can be retrieved from the chat screen to be notified.

Message

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. Click on the necessary items to embed the reference code in the edit field.

Entering the item name before the reference code makes it easier to understand during notification. In Microsoft Teams, HTML tags are supported to display the notification message content in a richer and more structured form. Therefore, you need to insert a line break tag <br/>.
If you want to set a mention, enter the value in the box below the message editing area to link the mention value. Similarly, insert the value for attachment information.‍

‍

→ 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 on the top left of the template.

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

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

Shopify can integrate with not only Microsoft Teams notifications but also other apps to automate your tasks.

1. Automatically Register Shopify Order Information in Microsoft Excel

This flow automatically adds records to Microsoft Excel when an order is placed on Shopify. This eliminates the need for manual data entry, allowing for efficient sales management and customer analysis.

2. Automatically Register Shopify Customer Information from Google Sheets

When a row is added to a Google Sheet, customer information is automatically registered in Shopify. This saves manual effort and ensures that customer information is accurately reflected in real-time.

3. Update Shopify Customer Information with Google Sheets

When a row in Google Sheets is updated, the customer information in Shopify is automatically updated as well. This ensures that the latest information is reflected immediately, enhancing operational efficiency and improving information accuracy.

Summary

By using this Flowbot template, you can easily integrate Shopify with Microsoft Teams, allowing for smooth sharing of order information. It reduces the hassle associated with order management and supports the work of the entire team.

No programming is required, so you can implement it immediately without any technical skills or knowledge. Please take advantage of this tool to reduce workload and improve efficiency. You can find more details from the banner below!

See you again!