EngageBay Marketing + Shopify Integrations
How to connect EngageBay Marketing + Shopify
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TagRequired
Given tag names must exist on engagebay platform
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Contact
Triggers when a new contact is added to your account upon confirmation (has completed any applicable double opt-ins).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Event
Triggers when a new event is added to your account upon confirmation.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is added in the EngageBay.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planField
Triggers when a deal is updated with the selected field, and the response will be the updated deal
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Properties
Below properties will be shown by default
email, subject, priority, type, status, assignee, html_body
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Company
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdate Deal
Triggers when a deal is updated in your account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSequenceRequired
EmailRequired
If a contact with this email already exists, they will be updated. Otherwise a new contact will be created.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Phone Number
EmailRequired
Timezone
Start TimeRequired
End TimeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FormRequired
EmailRequired
If a contact with this email already exists, they will be updated. Otherwise a new contact will be created.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
EmailRequired
If a contact with this email already exists, they will be updated. Otherwise a new contact will be created.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search QueryRequired
Search by name or email address.
EmailRequired
First Name
Last Name
Company
Phone Number
Phone Number (Work)
Phone Number (Home)
Phone Number (Mobile)
Phone Number (Home Fax)
Phone Number (Work Fax)
Website
Website (Skype)
Website (Twitter)
Website (Linkedin)
Website (Facebook)
Website (Xing)
Blog
Website (Google+)
Website (Flickr)
Website (GitHub)
Website (Youtube)
Role
Role.
Tags
You can create multiple tags using comma separated.
Address
Address.
City
City.
State
State.
Zip Code
Zip Code.
Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Customer
Triggers when a new customer is added to your Shopify account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Cancelled Order
Triggers whenever a order is "cancelled" (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new purchase is made (only open orders) (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
Triggers when a new product is added to your Shopify store.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPayment Status
What payment status will trigger this Zap?
Order Status
What order status will trigger this Zap?
Fulfillment Status
What fulfillment status will trigger this Zap?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFirst NameRequired
Last NameRequired
Email AddressRequired
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
E.g. "KY" or "MI"
Country
Country is required if the other address fields are filled.
Zip Code
Phone
Tags
Note
Accepts Marketing
Defaults to "no".
Tax Exempt
If "Yes", taxes won't be applied at checkout for this customer.
Send E-Mail Invite
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
An email for your customer.
Product
Only used if you select a product variant below.
Product Variant
Requires a Product chosen above. If you choose a variant, you can still fill in the Product Title and the Product Price to override the regular values.
Product Quantity
Product Title
Product Price
Weight in Grams
Note
Discount - Type
To use this, please also enter a value in the "Discount - Amount" field.
Discount - Amount
The "Discount - Type" field determines how this value is used. For a fixed amount, enter
5.00to discount $5.00. For a percentage, enter.25to discount 25%.Discount - Code
Defaults to "Custom discount". For the discount to be applied, you must also enter values for Discount Type and Amount.
Additional Details
Extra metadata about the order, defined as key/value pairs. For example,
Favorite color: Blue.Tags
Location
Send Receipt
Should an order confirmation be sent to the customer?
Send Fulfillment Receipt
Should a fulfillment confirmation be sent to the customer?
Inventory Behaviour
How do you want your inventory to update with this order? Default is "Bypass".
Financial Status
Fulfillment Status
Shipping Address - First name
Shipping Address - Last name
Shipping Address - Company
Shipping Address - Phone
Shipping Address - Address
Shipping Address - Address con't
Shipping Address - City
Shipping Address - Country
Shipping Address - State/Province/Region
Shipping Address - Postal/Zip code
Billing Address - First name
Billing Address - Last name
Billing Address - Company
Billing Address - Phone
Billing Address - Address
Billing Address - Address con't
Billing Address - City
Billing Address - Country
Billing Address - State/Province/Region
Billing Address - Postal/Zip code
Source Name
Where the order originated.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Product to add this variant to.
TitleRequired
Price
Compare at Price
SKU
Inventory Policy
What should Shopify do when inventory is exhausted: deny sales or continue selling?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Title
Product Type
Vendor
Product Description
Can use html elements.
Tags
Comma Separated list of tags. Will replace existing.
Price
Creates a single product variation in Shopify and assigns the price to this variation.
Images
URL of one or more images to use for this product.
SKU
Is Published?
Defaults to yes.
Publish to Point of Sale
Defaults to yes.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appProductRequired
Product to choose the variant for.
Product Variant TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct TitleRequired
Product TypeRequired
VendorRequired
Product Description
Can use html elements.
Tags
Comma Separated list of tags.
Published At
The date and time when the product was published. This must be a date in the past. Defaults to the current date if left blank.
Price
Creates a single product variation in Shopify and assigns the price to this variation.
Inventory Policy
What should Shopify do when inventory is exhausted: deny sales or continue selling?
Image URL
URL of an image to use for this new product.
More Image URLs
SKU
Is Published?
Defaults to yes.
Publish to Point of Sale
Defaults to yes.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is added to your account upon confirmation.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planGet Owners
Trigger to get all owners.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planGet Tracks
Tigger to get all tracks.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plant_fields
Below properties will be shown by default
email, subject, priority, type, status, assignee, html_body
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unsubscribe
Triggers when a user unsubscribes from your emails.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdate Contact
Triggers when a contact is updates in your account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdate Task
Triggers when a task is added in the EngageBay.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEmailRequired
First Name
Last Name
Company
Phone Number
Phone Number (Work)
Phone Number (Home)
Phone Number (Mobile)
Phone Number (Home Fax)
Phone Number (Work Fax)
Website
Website (Skype)
Website (Twitter)
Website (Linkedin)
Website (Facebook)
Website (Xing)
Blog
Website (Google+)
Website (Flickr)
Website (GitHub)
Website (Youtube)
Role
Role.
Tags
You can create multiple tags using comma separated.
Address
Address.
City
City.
State
State.
Zip Code
Zip Code.
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Subscriber Ticket Email.
SubjectRequired
Ticket Subject.
Priority
Current Ticket priority.
Type
Current Ticket Type.
Status
Current ticket status.
Assignee
Message
Current Ticket Message.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
If a contact with this email already exists, they will be updated. Otherwise a new contact will be created.
Last Name
Role
Role.
First Name
Company
Phone Number
Phone Number (Work)
Phone Number (Home)
Phone Number (Mobile)
Phone Number (Home Fax)
Phone Number (Work Fax)
Website
Website (Skype)
Website (Twitter)
Website (Linkedin)
Website (Facebook)
Blog
Website (Xing)
Website (Google+)
Website (Flickr)
Website (GitHub)
Website (Youtube)
Tags
You can create multiple tags using comma separated.
Address
Address.
City
City.
State
State.
Zip Code
Zip Code.
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
EmailRequired
If a contact with this email already exists, they will be updated. Otherwise a new contact will be created.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search QueryRequired
Search by name or email address.
ActionThis is an event a Zap performs.SearchFind existing data in your appAbandoned Cart Age (Hours)Required
How many hours old must abandoned carts be to trigger this Zap?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPayment Status
What payment status will trigger this Zap?
Order Status
What order status will trigger this Zap? (Use the different trigger if you want cancelled orders!)
Fulfillment Status
What fulfillment status will trigger this Zap?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Order (Any Status)
Triggers when a new purchase is made (of any order status).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Customer
Triggers when a customer's information is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.BlogRequired
TitleRequired
Author NameRequired
ContentRequired
Supports HTML.
Featured Image URL
Excerpt/Summary
Supports HTML.
Tags
Is Published?
Defaults to yes.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
ProductRequired
Product VariantRequired
Adjust Quantity By
You can use positive or negative numbers, like
4or-3. The number you enter will be added to or subtracted from the current quantity.Set Quantity To
You can use positive or negative numbers, like
4or-3. The quantity will be set to the number you enter.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Product TypeRequired
VendorRequired
Product Description
Can use html elements.
Tags
Comma Separated list of tags.
Published At
The date and time when the product was published. This must be a date in the past. Defaults to the current date if left blank.
Price
Creates a single product variation in Shopify and assigns the price to this variation.
Inventory Policy
What should Shopify do when inventory is exhausted: deny sales or continue selling?
Image URL
URL of an image to use for this new product.
More Image URLs
SKU
Is Published?
Defaults to yes.
Publish to Point of Sale
Defaults to yes.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
The customer to update.
First Name
Last Name
Email Address
Tags
Setting any tags here will replace all existing tags for this customer.
Phone Number
Note
Tax Exempt
If "Yes", taxes won't be applied at checkout for this customer.
Accepts Marketing
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Product VariantRequired
Title
Price
Compare at Price
SKU
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Email AddressRequired
First NameRequired
Last NameRequired
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
E.g. "KY" or "MI"
Country
Country is required if the other address fields are filled.
Zip Code
Phone
Tags
Note
Accepts Marketing
Defaults to "no".
Tax Exempt
If "Yes", taxes won't be applied at checkout for this customer.
Send E-Mail Invite
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProductRequired
Product to add this variant to.
TitleRequired
Price
Compare at Price
SKU
Inventory Policy
What should Shopify do when inventory is exhausted: deny sales or continue selling?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
How EngageBay Marketing + Shopify Integrations Work
- Step 1: Authenticate EngageBay Marketing and Shopify.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About EngageBay Marketing
EngageBay is a simple, affordable all-in-one marketing and sales software built for small businesses.
Learn moreRelated categories
About Shopify
Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.
Learn moreRelated categories
Get started for free
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