How it works

Follow these 13 simple steps to automate this task automatically.

odoo logo icon

An Odoo order is created

App connector: Odoo • Time to complete: 1 minute

The workflow triggers when a new order is created in Odoo.

Retrieve order details

App connector: Odoo • Time to complete: 1 minute

Fetches the full order record including customer and pricing information.

Retrieve customer info

App connector: Odoo • Time to complete: 1 minute

Pulls the associated customer’s details based on the partner ID in the order.

Get order line items

App connector: Odoo • Time to complete: 1 minute

Collects the individual products and quantities from the order lines.

Loop through order line items

App connector: Loop • Time to complete: 1 minute

Begins a loop to process each order item individually.

Fetch product variant info

App connector: Odoo • Time to complete: 1 minute

Retrieves product variant data like SKU and pricing for each line item.

Loop end & create list of product variants

App connector: Loop • Time to complete: 1 minute

Compiles the product variant data from the loop into a usable format.

Format customer & product data

App connector: Code • Time to complete: 1 minute

Prepares structured data, including SKUs and address fields, for Shopify.

Check for existing Shopify customer

App connector: Shopify • Time to complete: 1 minute

Searches Shopify to see if the customer already exists by email.

Path 1: Customer doesn't exist

App connector: Paths • Time to complete: 1 minute

Branches to create a new customer if no match is found.

Path 2: Has existing customer

App connector: Paths • Time to complete: 1 minute

Handles logic for updating existing customer records.

Path 3 - Create order

App connector: Paths • Time to complete: 1 minute

Ensures all required customer and product data is ready for order creation.

Shopify logo icon

Create Shopify order

App connector: Shopify • Time to complete: 1 minute

Generates a new order in Shopify with mapped line items, pricing, tax, and shipping/billing details.

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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