Create Agile CRM contacts from Shopify orders

About

Use this template to automatically create an Agile CRM contact when a Shopify order is created.

Apps Included

Shopify

Agile CRM

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Categories

CRM

E-Commerce

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Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.

Save new WooCommerce orders to a Google Sheets spreadsheet

Every time a new order is created in WooCommerce, Make will automatically add it to a new row in a Google Sheet spreadsheet.

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Update WooCommerce order status from Google Sheet row data

Retrieve Google Sheet rows with updated order data. Find the orders on WooCommerce (based on their ID) and update their status.

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Add Shopify product information as new rows in your Google Sheets

This automation retrieves the information of your new Shopify products and adds them as new rows on your Google Sheet.

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Add new customers from Shopify to a Google Sheet

Use this automation to grab the details of your new customers and add them as new rows on your Google Sheet.

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Add order tracking codes to Google Sheets and update the orders on Shopify

Retrieve rows from Google Sheets that contain order data with added tracking numbers. Find and update these orders on Shopify.

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Add products to Shopify from new Google Sheets rows

Every time a new row is added to a selected Google Sheets spreadsheet, Make will automatically create a new product in Shopify. The template uses this example spreadsheet.

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Create Shopify fulfillments from new Google Sheets rows

Every time you add a new row to a specified Google Sheets document, a new fulfillment will be created for the corresponding order. You will need to create a Google Sheets document like this

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Create a new product in Shopify with data stored in a row in Google Sheets

When a new row with a product is added in Google Sheets, a new product is created in Shopify.

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Save new paid Shopify orders to a Google Sheets spreadsheet

When a new order is paid in Shopify, the data from Shopify order are sent to Google Sheets. In this scenario this spreadsheet was used.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Accept a Cancellation Request

Accepts a cancellation request for an assigned fulfillment order by its ID.

Action

Accept a Fulfillment Request

Accepts a fulfillment request and updates the assigned fulfillment order by its ID.

Action

Add a Contact to a Campaign

Adds a contact by email to a selected campaign.

Action

Add a Note

Adds a new note to a ticket, contact or deal.

Action

Add an Event

Adds a new event on the calendar.

Action

Adjust an Inventory Level

Adjusts the inventory level of an inventory item at a single location.

Action

Cancel a Fulfillment

Cancels a fulfillment for a specific order.

Action

Cancel a Fulfillment Order

Cancels an assigned fulfillment order by its ID.

Action

Cancel an Order

Cancels an order.

Action

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Create Agile CRM contacts from Shopify orders

About

Apps Included

Create your own workflow

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