Method CRM + Shopify
Track new Shopify orders by adding activities in Method CRM
Easily streamline your e-commerce process with this helpful workflow. When a new order comes in through Shopify, it will instantly create a corresponding activity in Method CRM. This seamless integration keeps your customer relationship management updated without manual entry, making your online retail operations more efficient and error-free. Let this workflow take care of the busy work so you can focus on growing your online business.
Easily streamline your e-commerce process with this helpful workflow. When a new order comes in through Shopify, it will instantly create a corresponding activity in Method CRM. This seamless integration keeps your customer relationship management updated without manual entry, making your online retail operations more efficient and error-free. Let this workflow take care of the busy work so you can focus on growing your online business.
- When this happens...
New OrderTriggers when an order is created (with line item support).
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Add ActivityAdds a new activity.
ActionWriteCreate a new record or update an existing record in your app.
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New Blog
Triggers when a new blog is added to your Shopify store.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Cancelled Order
Triggers whenever an order is cancelled (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Customer
Triggers when a new customer is added to your Shopify account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Account Enabled
Triggers when a customer account is enabled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Order
Triggers when an order is created (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Refund
Triggers when a refund or partial refund occurs (with order details).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Tag Added to Customer
Triggers when a new tag is added to a customer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Draft Order
Triggers when a draft order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Order
Triggers when an order is updated (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Order IDRequired
Type of Line Item to AddRequired
Reason for Edit
Notify the Customer?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BlogRequired
TitleRequired
Author NameRequired
ContentRequired
Featured Image URL
Excerpt/Summary
Tags
Is Published?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Location NameRequired
External ID
Locale
Phone
Note
Tax Registration ID
Billing same as shipping address?
Shipping Address Line 1
Shipping Address Line 2
Shipping City
Shipping Country Code
Shipping First Name
Shipping Last Name
Shipping Phone
Shipping Recipient
Shipping ZIP Code
Shipping Zone Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email AddressRequired
Customer Phone
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
Country
Country Code
Zip Code
Address Phone
Tags
Note
Accepts Marketing
Tax Exempt
Tax Exemptions
Send E-Mail Invite
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Product
Product Variant
Product Quantity
Product Title
Product Price
Weight in Grams
Note
Discount - Type
Discount - Amount
Discount - Code
Additional Details
Tags
Shipping Address Instructions
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 Instructions
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Initial ValueRequired
Code
Customer ID
Expiry Date
Note
Template Suffix
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Product Type
Vendor
Product Status
Product Description
Tags
Collection ID
Handle
Note
First Product Option
Values for First Product Option
Second Product Option
Values for Second Product Option
Third Product Option
Values for Third Product Option
Category
Alt Text
Media Content Type
Original Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
First Name
Last Name
Email Address
Customer Phone
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
Country
Country Code
Zip Code
Address Phone
Tags
Note
Accepts Marketing
Tax Exempt
Tax Exemptions
Send Account Invite Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IDRequired
Email
Notes
Phone
Buyer Accepts Marketing?
Remove Customer from Order?
Tags
Additional Details
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - City
Shipping Address - Company
Shipping Address - Country
Shipping Address - First Name
Shipping Address - Last Name
Shipping Address - Latitude
Shipping Address - Longitude
Shipping Address - Name
Shipping Address - Phone
Shipping Address - Province
Shipping Address - Province Code
Shipping Address - ZIP
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Title
Product Type
Vendor
Product Status
Product Description
Tags
Category
Collections to Join
Collections to Leave
Handle
Redirect Handle?
Alt Text
Media Content Type
Original Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Query
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appOrder IDRequired
Include Closed Fulfillment Orders
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner ResourceRequired
Owner IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct TitlesRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCopy
Product Title / HandleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct Variant SKURequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Query
Email AddressRequired
First Name
Last Name
Customer Phone
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
Country
Country Code
Zip Code
Address Phone
Tags
Note
Accepts Marketing
Tax Exempt
Tax Exemptions
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 foundProduct IDRequired
Product Variant TitleRequired
Add New Image - File
Add New Image - Alt Text
Choose Existing Image
Price
Compare-at Price
Charge Tax On This Variant?
Cost Per Item
SKU (Stock Keeping Unit)
Barcode (ISBN, UPC, GTIN, etc.)
Track Quantity?
Continue Selling When Out of Stock?
This Is a Physical Product
Weight
Weight Unit
Country/Region of Origin
Harmonized System (HS) code
Position
Requires Components
Tax Code
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 Contact
Triggers when a new contact is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Vendor
Triggers when a new vendor is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFirst NameRequired
Last Name
Entity Full NameRequired
Email
Phone
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
NameRequired
Company Name
Email
Phone
Billing Address Line 1
Billing Address Line 2
Billing Address Line 3
Billing City
Billing Country
Billing Postal Code
Billing State/Province
Is CustomerVendor Lead?
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact RecordIDRequired
Opportunity NameRequired
Assigned ToRequired
Close DateRequired
Description
Opportunity StageRequired
Opportunity Type
Amount
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FieldRequired
ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
ValueRequired
First NameRequired
Last Name
Entity Full NameRequired
Email
Phone
Custom Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFieldRequired
ValueRequired
First NameRequired
Last Name
NameRequired
Company Name
Email
Phone
Billing Address Line 1
Billing Address Line 2
Billing Address Line 3
Billing City
Billing Country
Billing Postal Code
Billing State/Province
Is CustomerVendor Lead?
Custom Fields
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
BlogRequired
Blog Entry Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAbandoned cart age (hours)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Draft Order
Triggers when a new draft order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Fulfilled Order
Triggers when an order is fulfilled (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Paid Order
Triggers when an order is paid (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Product
Triggers when a product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Customer
Triggers when a customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Product
Triggers when a Product is updated, ordered or when a variant is added, removed, or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CustomerRequired
TagsRequired
Overwrite existing tags?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrderRequired
Parent TransactionRequired
Amount
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
External Id
A note about the company
Company Contact
Contact Email
Contact First Name
Contact Last Name
Contact Phone
Contact Title
Contact Locale
Location
Billing same as shipping address?
Company Shipping Address
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address Country Code
Shipping First Name
Shipping Last Name
Shipping Address Phone
Shipping Address Recipient
Shipping Address Zip
Shipping Address Zone Code
Location External ID
Location Locale
Location Name
Location Note
Location Phone
Tax Registration Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Add New Image - File
Add New Image - Alt Text
Choose Existing Image
Price
Compare-at Price
Charge Tax On This Variant?
Cost Per Item
SKU (Stock Keeping Unit)
Barcode (ISBN, UPC, GTIN, etc.)
Track Quantity?
Continue Selling When Out of Stock?
This Is a Physical Product
Weight
Weight Unit
Country/Region of Origin
Harmonized System (HS) code
Position
Requires Components
Tax Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IDRequired
Fulfillment Order IDRequired
Notify Customer
Address Line 1
Address Line 2
City
Country Code
Province Code
Zip Code
Tracking Company
Tracking Number
Tracking URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Adjust or Set quantity?Required
The name of quantities to be changedRequired
The reason for the quantity changesRequired
LocationRequired
Product
Product VariantRequired
Quantity to Set or Adjust
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Product
Product variant
SKU
Product quantity
Product title
Product price
Currency
Weight in grams
Requires shipping
Price
Currency
Rate
Title
Note
Discount - Type
Discount - Amount
Discount - Code
Discount - Currency
Additional details
Tags
Buyer accepts marketing?
Shipping Address Instructions
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 - Country code
Shipping address - State/Province/Region
Shipping address - State/Province/Region code
Shipping address - Postal/Zip code
Billing Address Instructions
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 - Country code
Billing address - State/Province/Region
Billing address - State/Province/Region code
Billing address - Postal/Zip code
Send Receipt
Send Fulfillment Receipt
Inventory behaviour
Financial status
Fulfillment status
Code
Title
Price
Currency
Source
Source name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Channel IDRequired
Publish Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrderRequired
Amount
Currency
Type
Parent Transaction
Warning
Gateway
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Inventory ItemRequired
Unit Cost
Track Inventory
SKU
Requires Shipping
Country of Origin
Province/State of Origin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Product VariantRequired
Price
Compare at Price
SKU
Barcode
Tax Code
Is taxable?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query - Name
Query - Confirmation Number
Query - Email
Query - Customer ID
Query - Location ID
Query - SKU
Query - Order ID
Sort Key
Reverse?
Raw Query
ActionThis is an event a Zap performs.SearchFind existing data in your appOrder IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrder IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct Variant TitlesRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProductRequired
Product Variant TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCopy
Product Title / HandleRequired
Product Type
Vendor
Product Status
Product Description
Tags
Collection ID
Handle
Note
First Product Option
Values for First Product Option
Second Product Option
Values for Second Product Option
Third Product Option
Values for Third Product Option
Category
Alt Text
Media Content Type
Original Source
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Activity
Triggers when a new activity is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStart DateRequired
Due Date
Comments
Opportunity Record ID
Contact RecordID
StatusRequired
TypeRequired
Assigned ToRequired
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
NameRequired
Company Name
Email
Phone
Billing Address Line 1
Billing Address Line 2
Billing Address Line 3
Billing City
Billing Country
Billing Postal Code
Billing State/Province
Is Customer Lead?
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table NameRequired
Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FieldRequired
ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
ValueRequired
First NameRequired
Last Name
NameRequired
Company Name
Email
Phone
Billing Address Line 1
Billing Address Line 2
Billing Address Line 3
Billing City
Billing Country
Billing Postal Code
Billing State/Province
Is Customer Lead?
Custom Fields
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
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