How it works
Follow these 3 simple steps to start receiving new Shopify customer data in your Notion database
Customer Created
Customer Created
Retrieve Customer
Retrieve Customer
Add Page to Database
Add Page to Database
Make it your own
Customize this workflow even further:
Set custom delays
Schedule the Notion database creation to happen after a waiting period, such as adding customers to your database 24 hours after signup to filter out test accounts.
Chain multiple actions
Extend the workflow to simultaneously create the Notion record, send a welcome email, and add the customer to your email marketing platform when they sign up.
Store data in tables
Save additional customer metrics like signup date, first order value, or acquisition source in custom MESA database tables for deeper analysis and reporting.
Deploy AI agents for smart decisions
Let AI agents evaluate customer data (like email domain or location) and automatically assign customers to different databases or teams based on your defined criteria.
Frequently asked questions
Can I add customers to an existing Notion database instead of creating a new one?
No, this template specifically creates a new database. If you want to add customers to an existing database, you'll need to modify the Notion step to "Add Page to Existing Database" and select your current database instead of creating a new one.
What happens if a customer updates their information in Shopify after the initial signup?
This workflow only triggers on new customer creation, so updates to existing customer profiles won't sync automatically. You'd need a separate workflow that triggers on "Customer Updated" events to keep your Notion database current with profile changes.
Will this capture customers created through all channels, including social media signups and wholesale accounts?
Yes, the trigger captures any new customer account created in Shopify regardless of the signup method - whether through your online store, social media, wholesale portal, or manual admin creation.
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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