1.New paid order trigger
Integrate Shopify and eCommerce storefront tools to capture order metadata and trigger the bundle match workflow.
Shopifyor swap with your favorite appMark sold bundles and update CRM bundle records
Automatically detect Shopify new paid order events across Shopify and Salesforce. Create and update when bundle titles match and bundles are linkedβso you can update sales status, write order references, and connect products without manual data entry.
How this automation updates your sold bundle records
When paid orders arrive with bundle line items, bundle status can lag and buyers can be misattributed. This automation finds the matching CRM bundle and updates sell date, order reference, and buyer referenceβso your team can keep bundle records current.
2.Payment and product filter
Integrate Filter by Zapier and workflow rules to continue only for paid orders and qualifying bundle title lines.
Filter by Zapieror swap with your favorite app
3.Iterate line items
Integrate Looping by Zapier and product mapping tools to loop over bundle line items and pass line identifiers forward.
Looping by Zapieror swap with your favorite app
4.Find bundle record
Integrate Salesforce and CRM lookup tools to find the bundle record and match the buyer by name and email.
Salesforceor swap with your favorite app
5.Update bundle record
Integrate Salesforce and CRM update tools to set sell date, order reference, product id, sales status, and buyer reference.
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Step 1
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