Process Shopify new orders with Zoho CRM and Harvest Workflow Solution

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Relevant for managed services and support workflows.

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).

Best fit

Need another direction?