How to integrate Shopify with @pocket to add new orders from Shopify to @pocket

I believe many people are running e-commerce sites using Shopify.
It's a very convenient tool because it's easy to use and has a lot of features.
However, when managing order information in conjunction with other tools, you may find it cumbersome to manually input information.
For example, if you want to manage order information with @pocket, you need to transfer information from Shopify to @pocket every time an order occurs, which takes time and effort.
To solve this issue, this article explains "how to automatically add information to @pocket when an order occurs in Shopify!"
If you're interested, please try automatic integration with Yoom!

[What is Yoom]

Who we recommend this blog to

People running e-commerce sites with Shopify
Data managers managing order information with @pocket
Those who want to aggregate and analyze accumulated order information with @pocket for effective data utilization
Those who find it cumbersome to manually input order information
Those who are troubled by frequent input errors or missing information additions

What issues can be solved by integrating Shopify and @pocket?

1. Reducing manual workload

Normally, to manage Shopify order information with @pocket, you need to manually transfer data.
If the amount of information is small, it is not much of a burden, but if there is a lot of information, the burden increases, taking time and effort.
However, by using this automatic integration, you can automatically reflect order information from Shopify to @pocket.
This frees the person in charge from data entry tasks, allowing them to spend more time on other tasks, which is expected to improve productivity.

2. Delays in information awareness

Manual input often results in a time lag in information reflection, making it difficult to maintain the latest information.
If there is a delay in grasping information, it becomes difficult to process orders quickly or respond appropriately to customers.
By using the automatic integration described in this article, order information is quickly added to @pocket, which may contribute as a solution to the above issues.
This allows for smooth progress of post-order operations.

3. Reducing human error

When managing order information manually, there is a possibility of human error during information input.
For example, "entered the total amount incorrectly" or "entered the same information twice, resulting in duplicate information."
However, when order data is automatically added to @pocket, the work done by human hands is reduced, leading to the prevention of human error.
This makes it easier to maintain accurate data, which is expected to improve the reliability of information.

Integration flow of Shopify and @pocket

※Important Notes
・Shopify is an app that can only be used with some paid plans. Depending on the plan, the operation of the flow bot or data connect you set may result in an error, so please be careful.
・A two-week free trial of the paid plan is available. You can use apps that are subject to restrictions during the free trial.

Now, let's introduce how to integrate Shopify and @pocket.
The flow introduced this time is "Add to @pocket when an order occurs in Shopify."
The integration steps are as follows.

Set up an app trigger in Shopify
Register record information in @pocket

Yoom offers the above two steps as a template.
It's easier to create a flow bot than creating it from scratch, so first click the "Try it" button on the banner below to copy the template!
Once the copy is complete, you can operate it from "My Projects" in the sidebar.

Integration of Shopify and @pocket with My Apps

After copying the template, register Shopify and @pocket in Yoom's My Apps as a preliminary step.
※ If you have already registered, please proceed to "Step 1. Setting the App Trigger".

<Procedure>

1. After logging into Yoom, click "My Apps" → "+ New Connection" in order

2. Search for the app name and enter the required information

If Shopify and @pocket are displayed in the My Apps list, you are ready!
Let's proceed to the detailed settings right away!

Next, copy the template to My Project and create a Flowbot.
If you haven't copied it yet, please copy the Flowbot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try This Template" on the redirected page
3. Register for Yoom
※ If you have already completed registration, the login screen will be displayed, so please log in.

‍

Step 1. Set Up App Trigger

First, click on the app trigger "When a new order is placed".

On the first page, the pre-linked Shopify account information will be displayed, so please check it and click "Next" if there are no issues.

Next, set up the API connection in Shopify.
Specify the "Trigger Interval" and "Subdomain" and check for errors in the test.
※ Please note that the time you can specify for the "Trigger Interval" varies depending on your plan. For details, please seehere.

If there are no issues up to this point, click "Save" to complete the trigger setup.

Step 2. Register Record Information

Next, click "Register Record Information".

On the first page, the account information will be displayed just like in Step 1, so if there are no issues, click "Next".

On the second page, set up the registration for record information.
Enter the "App ID" and "Record Information".
Use the information output from Shopify to input the values for the record information.

In the image above, it is set to register the order name, but if you want to register multiple values, click "+ Add Record Information" to create a new input box.

Click "Test" and if no errors occur, click "Save".

If a popup like the one below appears, all settings are complete.

Flowbot template used this time

Specific Use Cases for This Flow

1. Order Management During Promotion Periods

During large sales or promotion periods, more orders than usual may occur.
By automatically adding order information to @pocket, you can quickly check orders during the sale period, which can improve customer service and inventory management efficiency.
This also facilitates smooth information sharing among team members, potentially leading to improved customer satisfaction.
As a result, repeat rates may increase, leading to improved sales.

2. Checking Order Numbers for Low-Stock Products

It is important to understand sudden increases in orders for products with low stock.
By implementing the automatic integration described in this article, you can quickly grasp order trends for low-stock products.
This allows you to take early actions to prevent stockouts, minimizing the loss of sales opportunities.

3. Order Confirmation and Task Sharing Among Teams

There may be cases where you want to understand order status while dividing tasks among multiple team members.
When order information is automatically reflected in @pocket, each person in charge can quickly check the information and manage task division and progress.
As a result, work can proceed smoothly, leading to improved operational efficiency.

Other Automation Examples Using Shopify and @pocket

Yoom offers many automation examples using Shopify and @pocket.
Since it is possible to integrate with various apps, please refer to the following representative examples.

1. Create a Folder in Google Drive When Product Information is Created in Shopify

The flow introduced in this article was triggered by order occurrence, but this integration is triggered by the creation of product information, automatically creating a folder in Google Drive.
If you manually create folders for each product every time, this integration may help reduce your workload.

2. When a row is added in Google Sheets, register customer information in Shopify

The previous automation was set up to output information to @pocket using Shopify as the trigger. However, the following template uses Google Sheets as the trigger to output information to Shopify.
This is recommended for those who manage customer information using both Google Sheets and Shopify.

3. Create a folder in OneDrive when a client is registered in @pocket

If you are using OneDrive for file management, you might find this integration helpful.
It's recommended for those who create a new folder for each client.

Summary

The above was the procedure to integrate Shopify with @pocket!
As you can see, Yoom can be used without programming knowledge, making it easy to set up integrations.
When an order is placed on Shopify, information is automatically added to @pocket, reducing data entry tasks and potentially shortening work time.
Additionally, by resolving issues such as delays in information sharing and human errors, post-order operations can proceed smoothly, which may also lead to improved customer satisfaction.

If you would like to try automatic integration with Yoom, please register for free from here!