Salesforce Shopify
When a new order is placed on Shopify, create an opportunity in Salesforce.
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Salesforce Shopify

When a new order is placed on Shopify, create an opportunity in Salesforce.

Yoom's Salesforce ＆  Shopify  are ready to use! Automate tasks instantly—just copy the template!
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■Overview

The flow "Create an Opportunity in Salesforce when a new order is placed in Shopify" is a business workflow that integrates your online store with your CRM to streamline order management.
‍

■Recommended for

  • Business owners who use Salesforce alongside Shopify for order management
  • Sales representatives who waste time on manual order information entry
  • Executives looking to automate business processes by leveraging the integration of Salesforce and Shopify
  • IT personnel at companies aiming for centralized data management
  • Marketing professionals who want to seamlessly integrate customer information and order data

‍

■Benefits of using this template

New orders in an online shop indicate business growth, but reflecting that order information in Salesforce can be cumbersome.
Especially when using multiple systems, data entry errors and duplicate work are likely to occur.

By utilizing this flow to automate the integration between Shopify and Salesforce, an opportunity is automatically created in Salesforce as soon as an order is placed, improving operational efficiency.
Since new orders are automatically reflected in Salesforce, manual data entry is no longer necessary, reducing effort and minimizing errors during data entry, enabling accurate opportunity management.

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API Actions That can be No-Code
Executable API actions
everything
Salesforce
Shopify
Flowbot triggers
    When a new record is registered in the lead object
    When a new record is registered in the account object
    When a new record is registered in the opportunity object
    When a new record is registered in the contact object
    When a record is registered or updated in the lead object
    When a record is created or updated in the Account object
    When a record is created or updated in the Opportunity object
    When a record is created or updated in the Contact object
    When a new record is created in the Custom Object
    When a record is created or updated in the Custom Object
    When a record is registered in the Activity object
    When a record is registered in the ToDo object
    When an outbound message is received
    When a file is uploaded
    When an order is created
    When order information is updated (Webhook)
    When an order is shipped (Webhook)
    When an order is paid (Webhook)
    When an order is deleted (Webhook)
    When Product Information is Created (Webhook)
    When Product Information is Updated (Webhook)
    When Product Information is Deleted (Webhook)
    When Order Information is Created (Webhook)
    When Customer Information is Created (Webhook)
    When Customer Information is Updated (Webhook)
    When Inventory Item Information is Created (Webhook)
    When Inventory Item Information is Updated (Webhook)
    When Inventory Level is Updated (Webhook)
    When Product Information is Created/Updated (Webhook)
Flowbot operations
    Get Lead Record
    Update Lead Record
    Create Lead Record
    Search Lead Records
    Get Latest Lead Record
    Get Account Record
    Update Account Record
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity Record
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact Record
    Create Contact Record
    Search Contact Records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search Custom Object Records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search Lead Records (excluding deleted records)
    Search Account records (excluding deleted records)
    Search Opportunity records (excluding deleted records)
    Search Contact records (excluding deleted records)
    Search Custom Object records (excluding deleted records)
    Download Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity
    Log Activity on Contact
    Create To-Do on Lead
    Create Task on Account
    Create Task on Opportunity
    Create Task on Contact
    Create Event on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with a Person
    Create Email Message on a Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Create Event on a Custom Object
    Get Content Document IDs Associated with a Record
    Get Latest ContentVersion ID
    Download File
    Get Contract Record
    Update Contract Record
    Create Contract Record
    Delete Contract Record
    Create Calendar Event
    Search User Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get Users
    Get Accounts
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    List Objects
    List Custom Objects
    List Chatter Group IDs
    Post to User on Chatter
    Post to Account on Chatter
    Chatterを取引先責任者に投稿
    Chatterを商談に投稿
    Chatterをリードに投稿
    Chatterをケースに投稿
    Post to Campaign Chatter
    Post to Custom Object Chatter
    ChatterをChatterグループに投稿
    Get Channel List
    ユーザーオブジェクトのレコードの更新
    Create User Role
    Assign User Role
    ユーザーオブジェクトの権限セット割り当ての作成
    Associate a Contract record with an Opportunity record
    ユーザーオブジェクトの権限セット割り当てを削除
    ユーザーを指定グループに追加
    ユーザーを指定グループから削除
    Post to Chatter
    Add User to Chatter Group
    Search products
    Get inventory quantities
    Get inventory locations
    Update inventory quantity
    Add product
    Search orders
    Get order details
    Get a specific product variant
    Get customer details
    Create customer
    Update customer information
    Delete customer
    Add custom collection
    Add/Update metafield value
    Update product information
    Update order information
    Search Customers
    Create order
    Download product image
    Get product
    List orders (date range)
    Add product variant
    Get Fulfillment Orders
    Create Fulfillment
    Update Fulfillment
    Create Order (specify line items as a list)
    Update Product Tags
    Get Customer Metafields
    Create Fulfillment (Items)
Flowbot triggers
    When a new record is registered in the lead object
    When a new record is registered in the account object
    When a new record is registered in the opportunity object
    When a new record is registered in the contact object
    When a record is registered or updated in the lead object
    When a record is created or updated in the Account object
    When a record is created or updated in the Opportunity object
    When a record is created or updated in the Contact object
    When a new record is created in the Custom Object
    When a record is created or updated in the Custom Object
    When a record is registered in the Activity object
    When a record is registered in the ToDo object
    When an outbound message is received
    When a file is uploaded
Flowbot operations
    Get Lead Record
    Update Lead Record
    Create Lead Record
    Search Lead Records
    Get Latest Lead Record
    Get Account Record
    Update Account Record
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity Record
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact Record
    Create Contact Record
    Search Contact Records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search Custom Object Records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search Lead Records (excluding deleted records)
    Search Account records (excluding deleted records)
    Search Opportunity records (excluding deleted records)
    Search Contact records (excluding deleted records)
    Search Custom Object records (excluding deleted records)
    Download Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity
    Log Activity on Contact
    Create To-Do on Lead
    Create Task on Account
    Create Task on Opportunity
    Create Task on Contact
    Create Event on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with a Person
    Create Email Message on a Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Create Event on a Custom Object
    Get Content Document IDs Associated with a Record
    Get Latest ContentVersion ID
    Download File
    Get Contract Record
    Update Contract Record
    Create Contract Record
    Delete Contract Record
    Create Calendar Event
    Search User Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get Users
    Get Accounts
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    List Objects
    List Custom Objects
    List Chatter Group IDs
    Post to User on Chatter
    Post to Account on Chatter
    Chatterを取引先責任者に投稿
    Chatterを商談に投稿
    Chatterをリードに投稿
    Chatterをケースに投稿
    Post to Campaign Chatter
    Post to Custom Object Chatter
    ChatterをChatterグループに投稿
    Get Channel List
    ユーザーオブジェクトのレコードの更新
    Create User Role
    Assign User Role
    ユーザーオブジェクトの権限セット割り当ての作成
    Associate a Contract record with an Opportunity record
    ユーザーオブジェクトの権限セット割り当てを削除
    ユーザーを指定グループに追加
    ユーザーを指定グループから削除
    Post to Chatter
    Add User to Chatter Group
Flowbot triggers
    When an order is created
    When order information is updated (Webhook)
    When an order is shipped (Webhook)
    When an order is paid (Webhook)
    When an order is deleted (Webhook)
    When Product Information is Created (Webhook)
    When Product Information is Updated (Webhook)
    When Product Information is Deleted (Webhook)
    When Order Information is Created (Webhook)
    When Customer Information is Created (Webhook)
    When Customer Information is Updated (Webhook)
    When Inventory Item Information is Created (Webhook)
    When Inventory Item Information is Updated (Webhook)
    When Inventory Level is Updated (Webhook)
    When Product Information is Created/Updated (Webhook)
Flowbot operations
    Search products
    Get inventory quantities
    Get inventory locations
    Update inventory quantity
    Add product
    Search orders
    Get order details
    Get a specific product variant
    Get customer details
    Create customer
    Update customer information
    Delete customer
    Add custom collection
    Add/Update metafield value
    Update product information
    Update order information
    Search Customers
    Create order
    Download product image
    Get product
    List orders (date range)
    Add product variant
    Get Fulfillment Orders
    Create Fulfillment
    Update Fulfillment
    Create Order (specify line items as a list)
    Update Product Tags
    Get Customer Metafields
    Create Fulfillment (Items)
Tab 1
Tab 2
Tab 3
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