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Shopify Automation Template
Shopify Order Created to Salesforce Opportunity and Opportunity Products
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.
- Step 1: When this happens
- An Shopify order is created
- Step 2: Then do this
- Query for Salesforce account
- Step 3: Then do this
- Find the order's variants' id
- Step 4: Then do this
- Query for Salesforce product
- Step 5: Then do this
- Send order to Salesforce Opportunity and Opportunity Products
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