Automation Template

Send a Shopify Order to a Salesforce Opportunity and Opportunity Products

icon: time saved Save 15 minutes every workflow run.
icon: personalize Every step is 100% customizable.

Start with this template

Reduce the need to micromanage the process of transferring information from one platform to another. This template will send orders from Shopify to Salesforce Opportunity and Opportunity Products once the order is created. This gives you the ability to easily track when orders are potential opportunities to gain more sales. It is required that you have installed and configured the following templates before continuing with this template: Send an updated or new Shopify Customer to a Salesforce account and Send an updated or new Shopify Product to a Salesforce Product and Pricebook entry.

Included 7-day free trial for all plans.

Included Live chat, email support included.

Included Expert workflow setup service available.

Workflow Steps

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Step 1. Every time this happens…

An Shopify order is created

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Step 2. Then…

Query for Salesforce account

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Step 3. Then…

Find the order's variants' id

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Step 4. Then…

Query for Salesforce product

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Step 5. Then…

Send order to Salesforce Opportunity and Opportunity Products


Loved by 1k+ brands using Shopify & Shopify Plus.

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Frequently Asked Questions

What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Can MESA handle the setup for me?
Yes, check out our Expert Workflow Setup. We'll collaborate with you to craft the perfect workflow so you're up and running with confidence.

How to get started

1 how it works: add mesa from shopify app store


Easily add on your Shopify store and free to get started.

2 how it works: connect the apps you use everyday

Connect Apps

We have all the apps your ecommerce business needs.

3 how it works: relax on a beach while your work is completed automatically

Chill Out

Save hours every week from your new automation lifestyle.

The easiest way to automate Shopify stores

Get started with a free 7-day trial. See how much you can accomplish today.

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