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AccountEdge
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AccountEdge
1. Choose trigger event
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Shopify
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Shopify
2. Choose action
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1. Select the event
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AccountEdge
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Customer" from AccountEdge.

Add your action

An action happens after the trigger—such as "Add Line Item to Order" in Shopify.

You’re connected!

Zapier seamlessly connects AccountEdge and Shopify, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • AccountEdge triggers, actions, and search
    Customer

    Triggers when a new customer is created.

    Trigger
    Polling
    Try It
    • Sale Type
    Trigger
    Polling
    Try It

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Connect AccountEdge and Shopify to integrate crucial parts of your business

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Learn how to automate Shopify on the Zapier blog

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Frequently Asked Questions about AccountEdge + Shopify integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with AccountEdge and Shopify

How does integration between AccountEdge and Shopify work?

Our integration between AccountEdge and Shopify allows you to automate workflows by setting up triggers and actions. When a specific event occurs in Shopify, a corresponding action is initiated in AccountEdge. For example, when an order is placed in Shopify, a new sales invoice can automatically be created in AccountEdge.

What are some common triggers for syncing data from Shopify to AccountEdge?

Common triggers for syncing data include the creation of a new order, updating an existing product, or adding a new customer in Shopify. These triggers can prompt actions such as creating an invoice or updating inventory levels in AccountEdge.

Can I update inventory levels automatically between Shopify and AccountEdge?

Yes, you can set up the integration so that whenever products are sold on Shopify, our system will trigger updates to inventory levels within your AccountEdge system. This ensures that stock quantities remain accurate across platforms.

Is it possible to create customer records in AccountEdge from Shopify orders?

Absolutely! With the right trigger-action setup, anytime there’s a new order on Shopify from a first-time customer, we can automatically create a corresponding customer record in your AccountEdge account.

How does this integration help with handling returns or refunds?

When you process a refund or return on Shopify, it can trigger an update in AccountEdge to adjust sales records accordingly. This helps ensure financial data consistency without manual intervention.

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About AccountEdge
AccountEdge Connect is a web-companion tool for AccountEdge; Premium Mac and Windows accounting for small businesses in the US and Canada.
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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.
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