Shopify + Spektrix + Looping by Zapier + Formatter by Zapier + Filter by Zapier

Add new paid Shopify orders to Spektrix customer records

Use Shopify as an ecommerce and fulfillment provider? This integration will allow you to use the power of Spektrix's CRM and segmentation abilities to track and better understand your customers' multichannel purchasing behavior. When you have a new paid order in Shopify, this automation will find or create a customer record in Spektrix, and then generate and confirm an order for that customer. This is intended to be used with a single "aggregate" merchandise item in Spektrix with the Shopify item name (or SKU, item ID, etc) as the merchandise reference field.

Use Shopify as an ecommerce and fulfillment provider? This integration will allow you to use the power of Spektrix's CRM and segmentation abilities to track and better understand your customers' multichannel purchasing behavior. When you have a new paid order in Shopify, this automation will find or create a customer record in Spektrix, and then generate and confirm an order for that customer. This is intended to be used with a single "aggregate" merchandise item in Spektrix with the Shopify item name (or SKU, item ID, etc) as the merchandise reference field.

  1. When this happens...
    ShopifyShopify
    New Paid Order

    Triggers when an order is paid (with line item support).

    TriggerInstant
  2. automatically do this...
    SpektrixSpektrix
    Basket: Create a New Basket

    Creates a new empty Basket

    ActionWrite
  3. then do this...
    SpektrixSpektrix
    Basket: Add a Customer

    Adds a Customer to a Basket

    ActionWrite
  4. then do this...
    Looping by ZapierLooping by Zapier
    Create Loop From Line Items

    Creates a new Loop from line item(s). This is an advanced action!

    ActionWrite
  5. then do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  6. then do this...
    SpektrixSpektrix
    Basket: Add Merchandise Item(s)

    Adds Merchandise Item(s) to a pre-existing Basket Session

    ActionWrite
  7. then do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  8. then do this...
    SpektrixSpektrix
    Basket: Add a Merchandise Delivery Method

    Adds a Merchandise Delivery Method to the Basket

    ActionWrite
  9. then do this...
    SpektrixSpektrix
    Basket: Add Payment Type

    Adds a Custom Payment Type to Basket

    ActionWrite
  10. then do this!
    SpektrixSpektrix
    Basket: Confirm a Basket

    Confirms a Basket once all required items have been added

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Shopify triggers, actions, and search

    New Blog

    Triggers when a new blog is added to your Shopify store.

    Trigger
    Scheduled
    Try It
  • Shopify triggers, actions, and search

    New Customer

    Triggers when a new customer is added to your Shopify account.

    Trigger
    Scheduled
    Try It
    • Risk Level

    Trigger
    Scheduled
    Try It
  • Shopify triggers, actions, and search

    New Cancelled Order

    Triggers whenever an order is cancelled (with line item support).

    Trigger
    Instant
    Try It
    • BlogRequired

    • Blog Entry Status

    Trigger
    Scheduled
    Try It
  • Shopify triggers, actions, and search

    Customer Account Enabled

    Triggers when a customer account is enabled.

    Trigger
    Instant
    Try It
    • Abandoned Cart Age (Hours)Required

    Trigger
    Scheduled
    Try It
  • Shopify triggers, actions, and search

    New Draft Order

    Triggers when a new draft order is created

    Trigger
    Instant
    Try It
shopify logo
shopify logo

About Shopify

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

Related categories

  • eCommerce
spektrix logo
spektrix logo

About Spektrix

Spektrix is the market-leading CRM, ticketing, marketing and fundraising solution for theatres and the performing arts.
Help

Related categories

  • Sales & CRM
looping logo
looping logo

About Looping by Zapier

Looping by Zapier is a helper app to repeat Action(s) in you Zaps a variable number of times for sets of values.
Learn moreHelp

Related categories

  • Developer Tools
  • Zapier
formatter logo
formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
Learn moreHelp

Related categories

  • Documents
  • Zapier
filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Learn moreHelp

Related categories

  • Developer Tools
  • Zapier