Many people use Airtable as their core database. It's a very convenient service because it has rich data features and is easy to operate. Did you know that Airtable can be even more useful when integrated with Shopify? This article explains how to automatically add Shopify order information to Airtable using the no-code tool Yoom. It's recommended for those who run an e-commerce site on Shopify and want to centrally manage order information in Airtable. You can easily integrate without programming, so try automatic integration with Yoom by referring to this article.
What is Yoom?
Yoom is a next-generation automation tool designed for those who want to streamline their daily administrative tasks and improve work efficiency!
API integrations can be challenging for non-engineers, but
Yoom eliminates the need for technical expertise or complex coding, allowing you to manage apps intuitively in one place with ease.
Those who manually transfer Shopify order information to Airtable
Those who want to consolidate information in Airtable and centrally manage order information
Those who want to reduce input errors and omissions
Those who want to reduce administrative work and allocate time to other tasks
Challenges that can be solved by integrating Shopify and Airtable
1. Effort required for data entry
Manually entering order data from Shopify into Airtable can be time-consuming and labor-intensive. This is especially true if you handle a variety of products and have a large number of orders, which increases the workload. By implementing the automatic integration described in this article, order data is automatically added to Airtable, reducing the workload. The person in charge can make effective use of the extra time for other tasks, which is expected to improve productivity.
2. Reduction of human errors
When managing a lot of information, the work becomes complicated, increasing the risk of human errors. Have you ever experienced any of the following?
Mistaken the total amount of an order
Entered the wrong shipping address
Forgot to register information
Such mistakes can reduce the reliability of information and may lead to company losses. By using the automatic integration described in this article, data entry is automated, minimizing the occurrence of human errors. As a result, it becomes easier to maintain accurate data.
3. Optimization of inventory management
Manually transferring information from Shopify to Airtable can easily cause a time lag in information reflection. This makes it difficult to check the latest information, making it challenging to replenish inventory at the right time or create optimal production plans. By utilizing the integration introduced here, you can link Shopify order information with Airtable inventory data, allowing you to quickly grasp inventory status and prevent stockouts or overstock. You can replenish products or create production plans at the right time, potentially leading to cost savings and maximizing sales opportunities.
Shopify and Airtable integration flow
※Important Notes ・Shopify is an app available only on some paid plans. Depending on the plan, the operation of the flow bot or data connect you set may result in errors, so please be careful. ・A 2-week free trial is available for paid plans. During the free trial, you can use apps that are subject to restrictions.
Now, let's introduce how to integrate Shopify and Airtable. The flow introduced this time is "Add to Airtable when an order occurs on Shopify." The integration steps are as follows:
Set up app trigger
Create a record
Yoom provides the above two steps as a template. You can create a flow bot more easily than creating 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.
Shopify and Airtable My App Integration
After copying the template, register Shopify and Airtable in Yoom's My Apps as a preliminary step. If you have already registered, please proceed to "Step 1. Setting the App Trigger".
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 Airtable 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 registered, the login screen will be displayed, so please log in.
Step 1. Set up the 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,click here.
If there are no issues up to this point, click "Save" to complete the trigger setup.
Step 2. Create a Record
Next, click "Create Record".
On the first page, the account information will be displayed as in Step 1, so if there are no issues, click "Next".
On the second page, set up the record creation. Enter the "Base ID", "Table ID or Name", and "Field Information". Use the information output from Shopify to enter the values for "Field Information".
In the image above, the setting is to register the order name, but if there are other values you want to add, select "Add Field Information".
Click "Test" and if no errors occur, click "Save".
If a popup like the one below is displayed, all settings are complete.
Flowbot template used this time
Specific Use Cases for This Flow
1. Information Sharing with Other Teams
Airtable can also be used as a platform for sharing information with different teams. For example, the marketing team may check information on Shopify, while the sales team checks it on Airtable. With the integration described in this article, the sales team can access the latest information from Airtable. This can improve information transparency and help avoid discrepancies in understanding between teams.
2. Enhancing Customer Support
By quickly reflecting order information in Airtable, support staff can immediately grasp the accurate order status. This can improve the speed and accuracy of response to inquiries, leading to increased customer satisfaction. Improved customer satisfaction can lead to higher repeat rates, which can be expected to increase sales.
3. Report Creation
Airtable has convenient features such as filters and aggregation functions, allowing flexible analysis of daily sales and order data. With data quickly reflected through automatic integration, you can make the most of Airtable's data capabilities, which can be utilized in report creation. This can facilitate subsequent decision-making and may lead to effective marketing strategies.
Other Automation Examples Using Shopify and Airtable
Yoom offers numerous automation examples using Shopify and Airtable. It is possible to integrate with various apps, so please refer to the following representative examples.
1. Register a Record in Rakuraku Sales When the Status is Updated in Airtable
If you are using Rakuraku Sales, please try this integration. Records are automatically registered in Rakuraku Sales in conjunction with the status field in Airtable.
2. Update Shopify product information when kintone product information is updated
If you use kintone regularly, please refer to the following template. Information from kintone will be automatically reflected in Shopify.
3. Once product information is created in Shopify, create a folder in Google Drive
The flow introduced in this article was triggered by the occurrence of an order, but this integration is a flow that automatically creates a folder in Google Drive triggered by the creation of product information. For those who manually create folders for each product every time, this integration may help reduce the workload.
Summary
How was it? The above was the procedure for integrating Shopify with Airtable! By utilizing this automated integration, not only can you reduce the workload, but it also helps in minimizing human errors. This ensures that accurate data is maintained, allowing subsequent operations to proceed smoothly. Depending on how you use it, you may be able to enjoy the benefits of this automated integration in various scenarios, such as sharing information with other teams or creating reports.
If you're interested, please start by registering for free here!
The person who wrote this article
k.ohshiro
I've been working for SaaS companies as a customer success since I was a student.
I was working using multiple cloud services, and there were times when I thought it would be convenient if services could be linked more easily with each other.
Since apps can be linked without code with Yoom, anyone can easily set it up.
I would like to be able to convey the appeal of Yoom in an easy-to-understand manner and contribute to improving everyone's work efficiency!
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Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
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