How it works

Follow these 4 simple steps to start storing detailed Shopify order data in your database

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Order Created

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger captures every new order the moment it's placed, ensuring no sales data gets missed and starting the automated data collection process.

This step automatically activates whenever a customer completes a purchase in your Shopify store. The trigger captures the complete order information including customer details, shipping address, payment status, and all line items. No configuration is needed - it connects directly to your Shopify store and begins monitoring for new orders immediately. The captured order data gets passed to the next step for shop information retrieval.

Retrieve Shop

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step pulls your shop's domain name and other store details needed to generate proper admin URLs and identify which store the order came from in multi-store setups.

This step automatically retrieves your Shopify shop information including your store domain, which is used to create clickable admin URLs for easy order management. The system makes a call to Shopify's shop API to get current store details like your myshopify.com domain name. No configuration is required as it uses the same connection as your order trigger. The shop domain gets combined with order IDs in later steps to create direct links to orders in your Shopify admin.

Loop Over Products In Order

App connector: Loop • Time to complete: 0 minutes (Auto-configured)
Why this matters: This loop processes each individual product in an order separately, creating detailed product-level records instead of just order summaries, which is crucial for inventory tracking and product performance analysis.

This step takes each line item from the order and processes it individually through the database creation step. For orders with multiple products, this ensures you get separate database records for each item with its own quantity, price, SKU, and vendor information. The loop automatically iterates through all line items in the order without requiring configuration. Each product's details get passed individually to the database creation step, allowing for granular product-level reporting and analysis.

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Create Record

App connector: Data • Time to complete: 2 minutes
Why this matters: This step saves each product's complete information to your database, creating searchable records with customer details, shipping information, and product specifics that you can use for reporting and analysis.

This step creates a new database record for each product in the order, storing comprehensive information across 21 different fields including order details, customer information, shipping address, and individual product data. You'll need to configure your database connection and specify the table name "Shopify Orders" where records will be stored. The step automatically maps order data to database fields like Order Name, Customer Email, Product Title, SKU, Quantity, and Price. Each record includes a direct admin URL link for quick access to the original order in Shopify.

Make it your own

Customize this workflow even further:

Add conditional logic for high-value orders
Set up filters to trigger different actions based on order values, such as sending VIP customer notifications for orders over $500 or flagging bulk purchases for special handling.
Connect to email marketing platforms
Extend this workflow to automatically segment customers in Klaviyo or Mailchimp based on their purchase behavior, product preferences, or geographic location from the shipping data.
Generate automated reports and alerts
Schedule daily or weekly summaries of your order data, sending formatted reports to your team via Slack or email with key metrics like top-selling products and customer locations.
Sync with inventory management systems
Push product sales data to external inventory platforms or ERP systems to maintain accurate stock levels and trigger reorder alerts when products reach minimum thresholds.

Frequently asked questions

Will this create a separate row for each product in multi-item orders?
Yes, the Loop step processes each line item individually, so if someone orders 3 different products, you'll get 3 separate database records - one for each product with its own SKU, quantity, price, and vendor information.
What happens if a customer updates their shipping address after placing an order?
The workflow only captures the shipping address at the time the order is created. If the customer changes their address later in Shopify, you'd need a separate workflow triggered by order updates to capture those changes in your database.
Can I modify which product and order fields get stored in my database?
Yes, you can customize the database fields in the Create Record step. You can add new fields like product tags or remove fields you don't need, as long as your database table structure matches the fields you configure in the workflow.
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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