Pandaflow's easy to use drag and drop automation workflow will help user to easily synchronize Customers Data, Collections, Products, and Orders to Salesforce CRM which will help them to track sales and growth trends.
Frequently Asked Question : Read How to Integrate Shopify and Salesforce
You can go to pandaflow.io and signup with a Free account
Go to the Shopify App Store and install pandaflow
Go to Workflow and Add New Workflow
Add a name for your workflow.
In this example we are creating a new contact in Salesforce when we see a new Shopify Order that has Customer information.
Change the Start From Manual to Connector Event
Select Connector
Select Resource
Select Events (Order Paid) - We want to create a customer when the Order Paid in this example
Then Drag the Salesforce Elements on the Workflow
Map the fields you want to create from Shopify (First Name, Last Name, Email)
Save the Workflow
Make it Active
Once you have a new Shopify Order you will that a new Contact has been created in Salesforce.
You can call the following Services from our platform for Salesforce and Shopify:
Find Account
Get Account by ID
Update Accout
Create Campaign
Find Campaign
Get Campaign by ID
Update Campaign "Salesforce
Create Campaign Member
Find Campaign Member
Get Campaign Member by ID
Update Campaign Member
Create Contact
Find Contact
Get Contact by ID
Update Contact
Create Lead
Find Lead
Get Lead by ID
Update Lead
Create Opportunity
Find Opportunity
Get Opportunity
Update Opportunity
Create Opportunity Line Items
Find Opportunity Line Item
Get Opportunity Line Items by ID
Update Opportunity List Items
Create Custom Ojects
Find Custom Objects
Get Custom Objects by ID
Update Custom Objects
Delete Custom Objects
Create Price Book Entry
Find Price Book Entry
Get Price Book Entry by ID
Update Price Book Entry
Delete Price Book Entry
Create Product
Find Product
Get Product by ID
Update Product
Delete Product
Get Balance
Get Collections by ID
Create Customer
Create customer Metafield
Customer Count
Delete Customer
Delete Customer Metafield
Get Invitation Account URL
Get Customer by ID
Get Customers Orders
List Customers
List Customers Metafield
Search Customers
Send invite to customers
Update customer
Update customer field
Get Inventory by ID
Get Inventory Items
Update Inventory Items
Adjust Inventory Level
Connect Inventory level
Get Inventory Level
Set Inventory Level
Create Order
Cancel Order
Close Order
Count Order
Delete Order
Get Order by ID
Get Orders
Open Order
Update Order
Count Products
Create Product
Get Product by ID
List Product
Update Product
Create Product Variant
Update Product Variant
List Transactions
Delete Webhook by Id
