Detect new tasks in Capsule CRM, extract text, and add products in Shopify

■Overview

Do you find it time-consuming to manually add task information managed in Capsule CRM to Shopify as products? With this workflow, whenever a new task is created in Capsule CRM, AI automatically extracts product information from the task details and adds it to Shopify as a product. This helps reduce the time and errors associated with manual entry, making it easier to manage your e-commerce operations.

■Who is this template for?

• E-commerce professionals who use Capsule CRM and Shopify and manually register products
• Anyone looking to streamline the integration with Shopify based on task information managed in Capsule CRM
• Anyone looking to eliminate errors and omissions in manual data entry and improve operational accuracy

■Benefits of using this template

• Since a product is added to Shopify as soon as you create a task in Capsule CRM, you can reduce the time previously spent on manual entry
• By eliminating manual data transfer, you can prevent human errors such as incorrect product names or prices and missed registrations

■Flowbot steps

1. First, connect Capsule CRM and Shopify to Yoom
2. Next, select Capsule CRM as the trigger and set the “New Task” action
3. Then, select the AI feature in Operations and use the “Extract Text” action to extract the product name, description, and other details from the Capsule CRM task information
4. Finally, set Shopify’s “Add Product” action in Operations and map the information extracted in the previous step to add the product

※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization options

• In the AI feature’s “Extract Text” operation, specify which fields—such as the product name, price, and SKU—to extract from the Capsule CRM task information
• In Shopify’s “Add Product” operation, configure how to map the values extracted in the previous step to fields such as the product title and price

■Notes

• ‍‍Connect both Capsule CRM and Shopify to Yoom.
• Shopify is available only on the Team and Success plans. Please note that operations and Data Connects in configured Flowbots will result in errors on the Free and Mini plans.
• Paid plans, including the Team and Success plans, are available with a two-week free trial. During the free trial, you can use apps that are otherwise restricted.
• See below for how to retrieve Detail from Capsule CRM data.
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