1.Detect updated draft orders
Integrate Shopify and order tagging systems to detect updated draft orders and trigger the conversion workflow.
Shopifyor swap with your favorite appCreate B2B deals from tagged draft orders automatically
Automatically convert tagged draft order updates across Shopify and Pipedrive. Create and update deals when draft order updated, invoice or account payment tags set, or net value terms matchβso you can create deals, assign owners, and schedule follow-up tasks without manual deal setup.
How this automation accelerates your deal creation
When updated draft orders arrive, delays can stall billing and follow-up. This automation normalizes order tags, filters qualifying orders, creates CRM deals with ownership, and notifies the teamβso your team can bill faster.
2.Normalize tags and line items
Integrate Formatter by Zapier and order mapping tools to normalize order tags and line items for filtering.
Formatter by Zapieror swap with your favorite app
3.Allow only invoice-ready orders
Integrate Filter by Zapier and rule engines to continue only for invoice or account payment processing orders.
Filter by Zapieror swap with your favorite app
4.Compute net deal value and org
Integrate Formatter by Zapier and finance calculators to compose organization names and compute net value from taxes.
5.Create deal and follow-up activity
Integrate Pipedrive and CRM records to find or create organization and person, create the deal, and schedule a due-in-7-days activity.
Pipedriveor swap with your favorite app
6.Notify internal deal review
Integrate Email by Zapier and notification tools to send an internal message with organization name, net amount, and the deal link.
Email by Zapieror swap with your favorite app
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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