How it works

Follow these 6 simple steps to automate this task automatically.

Shopify logo icon

A Shopify order is created
App connector: Shopify • Time to complete: 1 minute

Start the workflow when a new order is created in Shopify. This ensures the process is triggered for each new customer.

Retrieve the Shopify customer
App connector: Shopify • Time to complete: 1 minute

Fetch the customer information linked to the order, including email and tags, to determine eligibility for a Discord invite.

Check for Discord invite tag
App connector: Filter • Time to complete: 1 minute

Use a filter to check if the customer already has the "discord:invite" tag. Skip the invitation process if the tag is present to avoid duplicates.

Generate a Discord invite link
App connector: Discord • Time to complete: 1 minute

Create a unique invitation link to your Discord channel for eligible customers.

Send email invitation
App connector: Email • Time to complete: 1 minute

Email the customer with the Discord invite link. Include a welcoming message that introduces the community and encourages them to join.

Shopify logo icon

Tag customer as invited
App connector: Shopify • Time to complete: 1 minute

Add the "discord:invite" tag to the customer in Shopify, marking them as invited and preventing future invitations for the same individual.

Make it your own

Customize this workflow even further:

Set custom delays
Schedule actions to trigger after a set time period, such as sending follow-up emails 3 days after an event.
Chain multiple actions
Connect several steps together in one workflow, like tagging data, updating records, and notifying your team simultaneously.
Store data in tables
Save order details, customer preferences, or custom metrics in your own database for reference and reporting.
Deploy AI agents for smart decisions
Let AI agents evaluate complex scenarios and choose the right action path based on your defined rules.

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.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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