E-commerce site operators, are you struggling with the hassle and errors in managing order data? Especially when manual input errors or duplicate entries occur frequently, it can take up a lot of time for post-processing. That's why we recommend integrating Shopify with Notion.
With this integration, you can automatically add Shopify order information to Notion, preventing human errors and ensuring efficient workflow. Additionally, since multiple team members can always share the latest information, you can expect smooth progress in overall operations. In this article, we will introduce how to easily integrate Shopify and Notion using Yoom.
Benefits of Integrating Shopify and Notion
Benefit 1: Prevent Manual Errors and Duplicate Entries
When entering data manually, human errors are likely to occur. For example, you might accidentally enter the same order twice or make mistakes in the information. However, by integrating Shopify and Notion, you can significantly reduce these issues.
Especially for busy e-commerce site operators, reducing errors not only enhances the reliability of operations but also reduces unnecessary time spent on post-processing. Maintaining data accuracy can lead to improved customer service and prompt responses, potentially enhancing overall operational efficiency.
Benefit 2: Smooth Visualization of Order Status and Information Sharing Among Teams
When order data is managed manually, the update status of information can be unclear, causing confusion among teams. If order data is automatically added from Shopify to Notion, everyone can easily check the latest information.
For example, inventory managers and customer support can easily grasp the order status and are expected to respond quickly. This facilitates smooth communication between departments and improves the workflow. Since everyone can access the same information on a single platform, it helps prevent communication errors and delays, and improves the quality of customer service.
How to Create a Shopify and Notion Integration Flow
Let's proceed with integrating Shopify and Notion using Yoom. This flow involves "adding to Notion when an order is placed on Shopify."
Integrate Yoom with Shopify and Notion as My Apps
Set up an app trigger in Shopify
Set up record addition in Notion
Including the pre-preparation of My Apps integration, it can be completed in 3 steps. Copy the template from the "Try it" banner below and proceed with the setup.
[What is Yoom]
Step 1: Connect Shopify and Notion with My Apps
First, let's connect the apps used in this flow with Yoom. After logging into Yoom, click "+ New Connection" from "My Apps" in the left menu.
When the "New Connection for My Apps" window appears, search for Shopify and Notion and proceed with the input according to the displayed content. To connect Shopify with My Apps, you need to create an app on the Shopify Developers Platform. Please refer to the link below
Once the settings are complete, check to see if they are displayed with an icon in the My Apps list.
If Notion is also displayed similarly, the connection with My Apps is complete. Next, let's proceed to the detailed app settings.
Next, copy the template to My Project and create a flow bot. If you haven't copied it yet, please copy the flow bot template from below.
1. Hover over the banner and click "View Details" 2. Click "Try this template" on the page you navigated to 3. Register for Yoom ※ If you have already completed registration, the login screen will be displayed, so please log in.
Step 2: Set App Trigger in Shopify
Please click on the first flow "When a new order occurs". On the first page, the account information of the Shopify linked with My App is reflected.
If you are operating multiple e-commerce sites, you may want to change the title. It is convenient to make it easy to understand when checking later.
Since the trigger action cannot be changed, proceed to the next step after confirming the account information. On the next page, you will set the trigger interval.
Select how often to check for order occurrences in Shopify. Please note that the trigger activation interval may not be selectable depending on the plan.
Once you have entered the subdomain, click "Test" to obtain the output.
This output will be used in the next Notion setup, so make sure the items used in Shopify are correctly obtained. If there are no issues, click "Save" to complete the app trigger setup.
Step 3: Set Record Addition in Notion
Next, click "Add Record". As with Shopify, the account information is reflected on the first page.
Below that, there is a field to specify the Notion database ID, so create and select the database ID where you want to add product information in advance. Once you have entered it, click "Next" to check if it can be linked correctly with the database.
If the linkage does not go well, please refer to the following link.
Next, enter the details of the information to be updated in Notion.
Select the applicable items for the output obtained from the Shopify settings. Click "Test" and if the information is reflected in Notion, it is successful.
Click "Save" to complete all settings. Finally, turn on the trigger to activate the flow.
Now, when an order occurs in Shopify, that information will be automatically added to Notion.
The flowbot template used this time Add to Notion when an order occurs in Shopify
Other Automation Examples Using Shopify and Notion
There are many other examples of automation using Shopify and Notion on Yoom, so let me introduce them.
1. When a product is shipped on Shopify, you can receive notifications through app integration. For example, you can receive notifications on apps you are familiar with, such as Chatwork or Google Chat, allowing you to quickly notice the shipment. This can also lead to faster subsequent approaches to customers.
2. Notion is useful not only for e-commerce sites but also for product management in physical stores through app integration. By integrating Notion with Smaregi, you can use a flow where "when a record is registered in Notion, product information is registered in Smaregi." Accurate product information management can lead to efficient store operations.
Summary
By integrating Shopify with Notion, you can streamline operations and prevent errors, allowing for smooth progress even in busy e-commerce site management. Especially with Yoom, which requires no programming knowledge, you can easily set up this integration flow. In just three steps, you can be freed from manual tasks, and information sharing within the team becomes smoother. Sign up for Yoom for free now and further enhance your operational efficiency!
Notionを活用した自動化例
Webミーティングが終了したら会議の文字起こしデータをNotionに追加する
Google MeetやZoomでミーティングが終了したら、会議の文字起こしデータをNotionに自動で追加します。
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