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Process Shopify new orders with Zoho CRM and Harvest

Apps in this workflow

Trello
Mailchimp
Shopify Trigger
Harvest
Zoho CRM
Gmail

Categories

Sales
Marketing & Growth

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Details

Created 1 year ago by lorenanda
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Description

This workflow is triggered when a new order is created in Shopify. Then:

  • the order information is stored in Zoho CRM,
  • an invoice is created in Harvest and stored in Trello,
  • if the order value is above 50, an email with a discount coupon is sent to the customer and they are added to a MailChimp campaign for high-value customers; otherwise, only a "thank you" email is sent to the customer.

Note that you need to replace the List ID in the Trello node with your own ID (see instructions in our docs). Same goes for the Account ID in the Harvest node (see instructions here).

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