Quick Overview
This workflow triggers when a new customer is created in Shopify, creates a matching contact in Odoo if needed, and sends notifications via Gmail, MessageBird SMS, Rapiwa WhatsApp, and Telegram to welcome the customer and alert admins.
How it works
- Triggers when a new customer is created in Shopify.
- Looks up existing contacts in Odoo and evaluates whether the customer already exists.
- Creates a new contact in Odoo (res.partner) using the Shopify customer’s name, email, and default address details.
- Sends admin alerts about the new customer via WhatsApp (Rapiwa), Gmail, and Telegram.
- Sends a welcome email to the customer via Gmail and an SMS confirmation via MessageBird.
- Verifies the customer’s phone numbers with Rapiwa and sends a welcome WhatsApp message when the number is available on WhatsApp.
Setup
- Add Shopify Access Token credentials for the customers/create trigger.
- Add Odoo API credentials and ensure your Odoo contact fields in res.partner match the workflow’s field mapping.
- Add Gmail OAuth2, MessageBird, Telegram Bot, and Rapiwa credentials.
- Replace placeholders like add_your_mail_address, add_your_whatsapp_number, and add_your_number, and set the correct Telegram chat ID behavior for where admin alerts should go.
- Ensure Shopify customers have a usable phone number (customer phone and/or default address phone) if you want WhatsApp verification and messaging to work.