Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Create Shopify Records 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 the Create Shopify Records Bot
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.).
Export Custom Values to Create Shopify Records Bot
Get your automated workflows up and running in minutes. No coding required.
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 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.
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
Other Bots often used with the Create Shopify Records Bot
Speed up repetitious tasks without having to write code
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.
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