PandaDoc + Shopify

Create or update PandaDoc contacts for new Shopify customers

Effortlessly keep your PandaDoc contacts up-to-date with new customers from Shopify. With this automation, each time a new customer is added in Shopify, their information will be used to create or update a contact in PandaDoc. This ensures your contact list stays accurate and organized without manual intervention, making it easier to manage sales documents and client communication.

When this happens...
New Customer
Triggers when a new customer is added to your Shopify account.
TriggerScheduled
automatically do this!
Create or Update Contact
Create a new contact or update an existing one.
ActionWrite

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Supported triggers and actions

What does this mean?

New Blog
Triggers when a new blog is added to your Shopify store.
Trigger
Scheduled
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New Customer
Triggers when a new customer is added to your Shopify account.
Trigger
Scheduled
Try It
- Abandoned Cart Age (Hours)Required
Trigger
Scheduled
Try It
New Draft Order
Triggers when a new draft order is created
Trigger
Instant
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New Order
Triggers when an order is created (with line item support).
Trigger
Instant
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New Product
Triggers when a product is created.
Trigger
Instant
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New Tag Added to Customer
Triggers when a new tag is added to a customer.
Trigger
Scheduled
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Updated Order
Triggers when an order is updated (with line item support).
Trigger
Instant
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- First NameRequired
- Last NameRequired
- Email AddressRequired
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Zip Code
- Phone
- Tags
- Note
- Accepts Marketing
- Tax Exempt
- Send E-Mail Invite
Action
Write
- LocationRequired
- ProductRequired
- Product VariantRequired
- Adjust Quantity By
- Set Quantity To
Action
Write
- TitleRequired
- Product TypeRequired
- VendorRequired
- Product Description
- Tags
- Published At
- Price
- Inventory Policy
- Image URL
- More Image URLs
- SKU
- Is Published?
- Publish to Point of Sale
Action
Write
- CustomerRequired
- First Name
- Last Name
- Email Address
- Tags
- Phone Number
- Note
- Tax Exempt
- Accepts Marketing
Action
Write
- ProductRequired
- Product VariantRequired
- Title
- Price
- Compare at Price
- SKU
Action
Write
Get specific order by ID
Get details of an order using Order ID
Action
Write
- Order IDRequired
Action
Search
- ProductRequired
- Product Variant TitleRequired
- Exact MatchRequired
Action
Search
- Product TitleRequired
- Product TypeRequired
- VendorRequired
- Product Description
- Tags
- Published At
- Price
- Inventory Policy
- Image URL
- More Image URLs
- SKU
- Is Published?
- Publish to Point of Sale
Action
Search or write
- ProductRequired
- TitleRequired
- Exact MatchRequired
- Price
- Compare at Price
- SKU
- Inventory Policy
Action
Search or write
- Source
- Document Status
Trigger
Instant
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- Source
Trigger
Instant
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- warning
- EmailRequired
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- EmailRequired
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search

- BlogRequired
Trigger
Scheduled
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Customer Account Enabled
Triggers when a customer account is enabled.
Trigger
Instant
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New Cancelled Order
Triggers whenever an order is cancelled (with line item support).
Trigger
Instant
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New Fulfilled Order
Triggers when an order is fulfilled (with line item support).
Trigger
Instant
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New Paid Order
Triggers when an order is paid (with line item support).
Trigger
Instant
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New Refund
Triggers when a refund or partial refund occurs.
Trigger
Instant
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Updated Customer
Triggers when a customer's information is updated.
Trigger
Instant
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- BlogRequired
- TitleRequired
- Author NameRequired
- ContentRequired
- Featured Image URL
- Excerpt/Summary
- Tags
- Is Published?
Action
Write
- 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
Action
Write
- 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
- Send Receipt
- Send Fulfillment Receipt
- Location
- Inventory Behaviour
- Financial Status
- Fulfillment Status
- Code
- Title
- Price
- Discounted Price
- Source
Action
Write
- ProductRequired
- TitleRequired
- Price
- Compare at Price
- SKU
- Inventory Policy
Action
Write
- ProductRequired
- Title
- Product Type
- Vendor
- Product Description
- Tags
- Price
- Images
- SKU
- Is Published?
- Publish to Point of Sale
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Name
- Email
Action
Search
- Product TitleRequired
Action
Search
- Name
- Email AddressRequired
- First NameRequired
- Last NameRequired
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Zip Code
- Phone
- Tags
- Note
- Accepts Marketing
- Tax Exempt
- Send E-Mail Invite
Action
Search or write
- Product TitleRequired
- Product TypeRequired
- VendorRequired
- Product Description
- Tags
- Published At
- Price
- Inventory Policy
- Image URL
- More Image URLs
- SKU
- Is Published?
- Publish to Point of Sale
Action
Search or write
- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
Action
Write
- Document NameRequired
- TemplateRequired
- Send DocumentRequired
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Document IDRequired
Action
Search

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

Learn more Help

Related categories

Documents

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About Shopify

Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.

Learn more Help

Related categories

eCommerce

PRODUCTS

CAPABILITIES

By team

PandaDoc + Shopify

Create or update PandaDoc contacts for new Shopify customers

New Blog

New Customer

New Abandoned Cart

New Draft Order

New Order

New Product

New Tag Added to Customer

Updated Order

Create Customer

First NameRequired

Last NameRequired

Email AddressRequired

Company Name

Street Address

Street Address Line 2

City

State

State/Province Code

Country

Zip Code

Phone

Tags

Note

Accepts Marketing

Tax Exempt

Send E-Mail Invite

Update Inventory Quantity

LocationRequired

ProductRequired

Product VariantRequired

Adjust Quantity By

Set Quantity To

Create Product

TitleRequired

Product TypeRequired

VendorRequired

Product Description

Tags

Published At

Price

Inventory Policy

Image URL

More Image URLs

SKU

Is Published?

Publish to Point of Sale

Update Customer

CustomerRequired

First Name

Last Name

Email Address

Tags

Phone Number

Note

Tax Exempt

Accepts Marketing

Update Product Variant

ProductRequired

Product VariantRequired

Title

Price

Compare at Price

SKU

Get specific order by ID

Get Order by ID

Order IDRequired

Find Product Variant by Title

ProductRequired

Product Variant TitleRequired

Exact MatchRequired

Find or Create Product

Product TitleRequired

Product TypeRequired

VendorRequired

Product Description