When a file matching specific conditions is uploaded to a Box folder, extract data with OCR and register customer information in Shopify

■Overview

If you use Box to manage documents such as order forms and Shopify to manage customer information for your online store, do you find manually transferring data time-consuming?
Manual data entry can also lead to errors that affect future customer support. With this workflow, simply uploading a file to a specific Box folder triggers OCR to automatically extract text from the document and register the customer information in Shopify, helping you resolve these challenges smoothly.

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■Who This Template Is Recommended For

• E-commerce managers who use Shopify and Box and want to streamline customer information registration
• Anyone who finds it time-consuming to manually transfer information from documents such as order forms stored in Box to Shopify
• Anyone who wants to eliminate manual-entry errors in customer information and improve data accuracy

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■Benefits of Using This Template

• Customer information is automatically registered in Shopify when a file is uploaded to Box, reducing the time spent on manual tasks
• Eliminating manual data transfer reduces the risk of human errors such as incorrect entries and missed registrations, helping maintain accurate customer data

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■Flowbot Steps

1. First, connect Shopify and Box with Yoom
2. Next, select Box as the trigger and set the action to “When a file is uploaded to a folder”
3. Next, set up a branching operation and define conditions so that subsequent steps run only when a specific file is uploaded
4. Next, set the Box “Download a file” action as an operation
5. Next, select the OCR feature and use the “Extract text from an image or PDF” action to extract text from the downloaded file
6. Finally, set the Shopify “Register customer information” action as an operation and register customer data based on the information extracted by OCR

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

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■Customization Options

• In the Box trigger settings, you can specify the content ID of the folder you want to monitor
• For the branching feature, you can define conditions for running subsequent steps, such as the file name and format
• In the Shopify action settings, specify the subdomain of the store where you want to register customer information

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■Important Notes

• Connect both Box and Shopify with Yoom.
• 【Shopify】is an app available only on the Team and Success plans. On the Free and Mini plans, operations and data connections in configured Flowbots will result in errors.
• Paid plans such as the Team and Success plans include a two-week free trial. During the free trial, you can use apps subject to plan restrictions.
• AI operations for OCR or audio transcription are available only on the Team and Success plans. On the Free and Mini plans, operations in configured Flowbots will result in errors.
• Paid plans such as the Team and Success plans include a two-week free trial. During the free trial, you can use apps and AI features (operations) subject to plan restrictions.
• Please note that OCR may not be able to read data containing more than 6,500 characters or text that is too small.
• Branching is a feature (operation) available on the Mini plan and above. On the Free plan, operations in configured Flowbots will result in errors.
• Paid plans such as the Mini plan include a two-week free trial. During the free trial, you can use apps and features (operations) subject to plan restrictions.