1.Monitors new order events
Integrate Square and eCommerce payment data to capture buyer fields and order details to set up preference updates.
Update customer marketing preference from new payment orders
Automatically monitor new order events and buyer fields across Square and Shopify. Create and update marketing consent records when paid orders arrive, emails validate, or customers matchβso you can enable post purchase campaigns, keep preferences accurate, and reduce manual list cleanup without manual follow-up.
How this automation updates your marketing consent preferences
When new orders arrive with inconsistent marketing preferences, post purchase campaigns stall and list hygiene suffers. This automation captures order details and updates storefront customer marketing consentβso your team can run campaigns without manual preference management.
Squareor swap with your favorite app
2.Filters qualified records
Integrate Filter by Zapier and validation rules to continue only when the email is valid and no unsubscribe flag is set.
Filter by Zapieror swap with your favorite app
3.Finds customer by email
Integrate Shopify and customer lookup tools to match the buyer email with a Shopify customer and proceed on a match.
Shopifyor swap with your favorite app
4.Updates customer marketing consent
Integrate Shopify and storefront customer data to update the matched record and set the marketing consent flag to true.
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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