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Create Shopify Records Bot

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Create Shopify Records Bot

Create Shopify Records Bot

Streamline your business processes with the Create Shopify Records Bot. Use the Bot to automatically create Shopify records based on data added to a document. No need for coding or manual data entry.

What the Bot does

The Bot creates a Shopify record by transferring data from a document to the corresponding fields in a Shopify record based on the ‘if-this-then-that’ conditions you’ve set.

When to use

Install and configure the Bot to automatically create a new contact, product, or order in a Shopify record based on the collected information from your form (contact form, order form, refund forms, etc.).

Author airSlate Inc.
Setup duration 5-10 min.
Used in 76 Templates
Used in 51 Workspaces
Installed 382 times in the last 30 days
98% success rate

4.8 out of 5

(24 votes)

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Get your automated workflows up and running in minutes with the Create Shopify Records Bot. No coding required.

Map fields in a document to the fields of the Shopify record

Configure Bot settings

First, connect to your Shopify account. Once connected, select the Shopify entity and where the new record will be created. You can also select a related entity. Then specify what information from the document will be used to create the Shopify record.

Note: To install and configure Bots, start by creating a workflow.

Add multiple conditions and tell the Bot to run when all or some of them are executed

Add conditions for when the Bot should run

Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select fields in an order form and tell the Bot to create a new Shopify record when these fields have been filled out.

View the Bots log or use tags to check if the Bot ran successfully

Get a Shopify record created in seconds

Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the information added to the document fields you’ve specified will be used to create a new Shopify record.

Try pre-built workflows to experience the Create Shopify Records Bot in action

Item Purchase Request

Accounting and finance departments use the Item Purchase Request Flow to automate the process of collecting and managing requests from staff members for purchasing various products.

Learn more

Sales Order

The Sales Order Flow is used by sales departments to automate the process of reviewing and approving customer sales orders.

Learn more

Sales Quotation

The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.

Learn more

New Contact

The New Contact Flow is used by HR departments to automate the process of adding new contacts to a company’s database.

Learn more

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Utilize Create Shopify Records Bot

Start a new Flow and import forms or create documents right on the platform to initialize the Bots option. Choose a wanted Bot from the list.

Set it up

Open the Bot adjustment. Complete all the required fields to customize general and advanced settings. Don’t forget about indicating activation circumstances to prevent false activations (you can add several circumstances).

Investigate the way it operates

Execute the workflow and explore the results. Make sure the software robots are operating correctly. If something doesn’t work, look into the Bots log to fix the mistakes and execute your Flow once more.