This workflow automates your Shopify order process by integrating with Zoho CRM, Trello, Gmail, Mailchimp, and Harvest. When a new Shopify order is created, customer data is enriched and synced across CRM, invoicing, project management, and email marketing tools. It also sends tailored customer emails based on order value.
Features:
- 🔗 Shopify Trigger – Starts when a new order is placed.
- 📇 Zoho CRM Sync – Automatically upserts customer details (name, email, phone, and address).
- 📌 Trello Integration – Creates a Trello card with order details for tracking.
- 💰 Harvest Invoice Creation – Generates invoices in Harvest with currency, PO, and issue date.
- ✉️ Automated Emails –
- Sends a thank-you email for regular orders.
- Sends a discount coupon (15%) for high-value orders (> $50).
- 📢 Mailchimp Tagging – Adds high-order customers to Mailchimp with “high-order” tag for future campaigns.
