About
Shopify is a subscription-based software allows anyone to set up an online store and sell their products. AppConnect users can reference the examples below as they begin building their own recipes using the Shopify integration.
In this Article
Recipe #1 Add tags to a contact when a checkout has been abandoned
Recipe #2 Add tags to new and returning customers
Recipe #1 Add tags to a contact when a checkout has been abandoned
Field | Information |
Connections | Shopify |
Trigger | New/Updated abandoned checkout |
Action | Look for an existing contact. Add tags. |
Objective
When an abandoned checkout is detected, this recipe will search for an existing contact in Insightly that matches it. If one is found, a tag will be added onto that contact. If it is not an existing contact yet, it will create one in Insightly.
Recipe Logic
- The recipe will be triggered when a new or updated abandoned checkout is detected in Shopify.
- Search/create an Insightly contact based on the Shopify customer's email.
- The contact will be assigned a tag.
Recipe #2 Add tags to new and returning customers
Field | Information |
Connections | Shopify |
Trigger | New order |
Action | Update contact |
Objective
Whenever an order has been placed, update the associated contact in Insightly as a returning customer or create a new contact in Insightly if one does not. exist.
Recipe Logic
- The recipe will be triggered when a new order has been placed in Shopify.
- Search/create an Insightly contact based on the Shopify customer's email.
- If the contact does not exist, create a new contact and add the tag 'New Customer'.
- If the contact already exists and has the 'Returning Customer' tag, the job will stop.
- If the contact already exists and has the 'New Customer' tag, that tag will be replaced with the 'Returning Customer' tag.