Copilot CRM + Shopify

Create invoices for Copilot CRM customers from new paid Shopify orders

Use this Zapier template to create an invoice in Copilot CRM every time a new paid order is placed on Shopify. This is an effortless way to generate invoices!

Use this Zapier template to create an invoice in Copilot CRM every time a new paid order is placed on Shopify. This is an effortless way to generate invoices!

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

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

    TriggerInstant
  2. automatically do this!
    Copilot CRMCopilot CRM
    Create Invoice

    Create a new invoice. Can currently create an invoice with just one line item.

    ActionWrite
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Supported triggers and actions

    • BlogRequired

    • Blog Entry Status

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

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

    New Draft Order

    Triggers when a new draft order is created.

    Trigger
    Instant
    Try It
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About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

Related categories

  • Sales & CRM
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 more

Related categories

  • eCommerce