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Create new Copilot clients from new paid Shopify orders
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Shopify + Copilot

Create new Copilot clients from new paid Shopify orders

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Shopify + Copilot

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "List App Installs" from Copilot.

Add your action

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

You’re connected!

Zapier seamlessly connects Copilot 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.

List App Installs
Lists the app installs in a workspace.
Trigger
Polling
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Client Created
Triggers when a new client is created.
Trigger
Instant
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List Clients
Lists the clients.
Trigger
Polling
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Company Created
Triggers when a company gets created in the Copilot for the first time
Trigger
Instant
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Contract Signed
Triggers when a contract is signed.
Trigger
Instant
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List Custom Fields
Lists all available custom fields.
Trigger
Polling
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File Created
Triggers when a file gets created within a file channel
Trigger
Instant
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- File Channel Id
  Required
- Folder path
- Limit
Trigger
Polling
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Folder Created
Triggers when a folder gets created within a file channel
Trigger
Instant
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Folder Updated
Triggers when a folder gets updated within a file channel
Trigger
Instant
Try It
Internal User Created
Triggers when a new internal user is created.
Trigger
Instant
Try It
- Limit
Trigger
Polling
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Invoice Deleted
Triggers when an invoice is deleted
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid
Trigger
Instant
Try It
Invoice Updated
Triggers when an invoice is updated
Trigger
Instant
Try It
List Invoice Templates
Lists the invoice templates.
Trigger
Polling
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Link Deleted
Triggers when a link gets deleted within a file channel
Trigger
Instant
Try It
Message Channel Created
Triggers when a new message channel is created.
Trigger
Instant
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- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- The ID of the client user
- Member ID
- Limit
Trigger
Polling
Try It
Message Sent
Triggers when a message gets sent in any channels belonging to the portal
Trigger
Instant
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Note Deleted
Triggers when a note is deleted.
Trigger
Instant
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Note Updated
Triggers when a note is updated.
Trigger
Instant
Try It
Payment Failed
Triggers when a payment is failed for an invoice
Trigger
Instant
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Payment Succeeded
Triggers when a payment is successful for an invoice
Trigger
Instant
Try It
List Prices
Lists the prices.
Trigger
Polling
Try It
List Products
Lists the products.
Trigger
Polling
Try It
Subscription Canceled
Triggers when an subscription is canceled
Trigger
Instant
Try It
List Subscriptions
Lists the subscriptions.
Trigger
Polling
Try It
Task Archived
Triggers when a task gets archived in your workspace.
Trigger
Instant
Try It
Task Created
Triggers when a task gets created in your workspace.
Trigger
Instant
Try It
- Limit
- Next Token
- Created By
- Parent Task ID
- Status
- Client ID
- Company ID
- Internal User ID
Trigger
Polling
Try It
Task Updated
Triggers when a task gets updated in your workspace.
Trigger
Instant
Try It
- The ID of the App Install
  Required
- The type of the App Connection
  Required
- The content of the App Connection
  Required
- The company id of the App Connection
- The client ids to be part of the App Connection
Action
Write
- ID
  Required
- Given name
- Family Name
- Company ID
- Send Invite?
Action
Write
- Name
  Required
- Company ID
  Required
Action
Write
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual (Deprecated)
- IDs of all members in the channel
- Client ID
- Company ID
Action
Write
- Channel ID
  Required
- Path
  Required
Action
Write
- Recipient type
- Note
- Amount (in cents)
- Description
- Quantity
  Required
- Note
- Product
- Note
- Price
- Days Until Due
  Required
- Tax Percentage
- Memo
- Accept Payment Via Credit Card
- Accept Payment Via Bank Transfer
Action
Write
- Membership Type
  Required
- Entity ID - ID of the membership entity, e.g., ID of a company or individual client user (Deprecated).
- Member IDs - IDs of client members to be added to this channel
- Client ID
- Company ID
Action
Write
- Entity Type
  Required
- ID of the entity, e.g., ID of a company or client.
  Required
- Title
  Required
- Content
Action
Write
- Subscription
Action
Write
- Name
- Description
- Parent Task ID
- Client ID
- Company ID
- Internal User ID
- Status
- Due Date
- Template ID
Action
Write
- The ID of the App Install
  Required
- ClientId
- CompanyId
Action
Search
- ID
- Email
- Company ID
Action
Search
- Custom Field ID
  Required
- Label
Action
Search
- The ID of the file to get
  Required
Action
Search
- The ID of the internal user to get
Action
Search
- The ID of the note to retrieve.
Action
Search
- The ID of the Product to get
  Required
Action
Search
- The ID of the task to get
  Required
Action
Search
- The ID of the App Install
  Required
- ClientId
- The company id of the App Connection
- The type of the App Connection
  Required
- The content of the App Connection
  Required
- The client ids to be part of the App Connection
Action
Search or write
- The ID of the Company to get
- Name
  Required
- Icon Image URL
Action
Search or write
- The ID of the file to get
  Required
- Channel ID
  Required
- Path
  Required
- File Content
  Required
Action
Search or write
- The ID of the note to retrieve.
- Entity Type
  Required
- ID of the entity, e.g., ID of a company or client.
  Required
- Title
  Required
- Content
Action
Search or write
- The ID of the task to get
  Required
- Name
- Description
- Parent Task ID
- Client ID
- Company ID
- Internal User ID
- Status
- Due Date
- Template ID
Action
Search or write
- Blog
  Required
- Blog Entry Status
Trigger
Polling
Try It
- Abandoned Cart Age (Hours)
  Required
Trigger
Polling
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Draft Order
Triggers when a new draft order is created.
Trigger
Instant
Try It
New Fulfilled Order
Triggers when an order is fulfilled (with line item support).
Trigger
Instant
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New Paid Order
Triggers when an order is paid (with line item support).
Trigger
Instant
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New Product
Triggers when a product is created.
Trigger
Instant
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Updated Customer
Triggers when a customer's information is updated.
Trigger
Instant
Try It
- Inventory Item
Trigger
Instant
Try It
Updated Product
Triggers when a Product is updated, ordered or when a variant is added, removed, or updated.
Trigger
Instant
Try It
- Customer
  Required
- Tags
  Required
- Overwrite existing tags?
Action
Write
- Company
  Required
- Location Name
  Required
- External ID
- Locale
- Phone
- Note
- Tax Registration ID
- Billing same as shipping address?
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping City
- Shipping Country Code
- Shipping First Name
- Shipping Last Name
- Shipping Phone
- Shipping Recipient
- Shipping ZIP Code
- Shipping Zone Code
Action
Write
- First Name
- Last Name
- Email Address
  Required
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Country Code
- Zip Code
- Address Phone
- Tags
- Note
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send E-Mail Invite
Action
Write
- Email
- Product
- Product Variant
- Product Quantity
- Product Title
- Product Price
- Weight in Grams
- Note
- Discount - Type
- Discount - Amount
- Discount - Code
- Additional Details
- Tags
- Shipping_address_instructions
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Company
- Shipping Address - Phone
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - Country
- Shipping Address - State/Province/Region
- Shipping Address - Postal/Zip code
- Billing_address_instructions
- Billing Address - First name
- Billing Address - Last name
- Billing Address - Company
- Billing Address - Phone
- Billing Address - Address
- Billing Address - Address con't
- Billing Address - City
- Billing Address - Country
- Billing Address - State/Province/Region
- Billing Address - Postal/Zip code
Action
Write
- Initial Value
  Required
- Code
- Customer ID
- Expiry Date
- Note
- Template Suffix
Action
Write
- Email
- Product
- Product Variant
- SKU
- Product Quantity
- Product Title
- Product Price
- Weight in Grams
- Price
- Rate
- Title
- Note
- Discount - Type
- Discount - Amount
- Discount - Code
- Additional Details
- Tags
- Buyer Accepts Marketing?
- Shipping_address_instructions
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Company
- Shipping Address - Phone
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - Country
- Shipping Address - Country Code
- Shipping Address - State/Province/Region
- Shipping Address - State/Province/Region Code
- Shipping Address - Postal/Zip code
- Billing_address_instructions
- Billing Address - First name
- Billing Address - Last name
- Billing Address - Company
- Billing Address - Phone
- Billing Address - Address
- Billing Address - Address con't
- Billing Address - City
- Billing Address - Country
- Billing Address - Country Code
- Billing Address - State/Province/Region
- Billing Address - State/Province/Region Code
- Billing Address - Postal/Zip code
- Send_receipt
- Send_fulfillment_receipt
- Location
- Inventory_behaviour
- Financial_status
- Fulfillment Status
- Code
- Title
- Price
- Discounted Price
- Source
Action
Write
- Product ID
  Required
- Channel ID
  Required
- Publish Date
Action
Write
- Order
  Required
- Amount
- Currency
- Type
- Parent Transaction
- Warning
- Gateway
Action
Write
- Inventory Item
  Required
- Unit Cost
- Track Inventory
- SKU
- Requires Shipping
- Country of Origin
- Province/State of Origin
Action
Write
- Product
  Required
- Product Variant
  Required
- Price
- Compare at Price
- SKU
- Barcode
- Tax Code
- Is taxable?
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Query - Name
- Query - Confirmation Number
- Query - Email
- Query - Customer ID
- Query - Location ID
- Query - SKU
- Query - Order ID
- Sort Key
- Reverse?
- Raw Query
Action
Search
- Order ID
  Required
Action
Search
- Order_id
  Required
Action
Search
- Ids
  Required
Action
Search
- Product Variant Titles
  Required
Action
Search
- Product
  Required
- Product Variant Title
  Required
Action
Search
- Copy
- Product Title / Handle
  Required
- Product_type
- Vendor
- Product Status
- Product Description
- Tags
- Collection ID
- Handle
- Note
- First Product Option
- Values for First Product Option
- Second Product Option
- Values for Second Product Option
- Third Product Option
- Values for Third Product Option
- Category
- Alt Text
- Media Content Type
- Original Source
Action
Search or write

Client Activated
Triggers when a client authenticates in the Copilot for the first time
Trigger
Instant
Try It
Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Trigger
Instant
Try It
Client Updated
High-frequency trigger for each client user update.
Trigger
Instant
Try It
- Query param to filter placeholder companies
Trigger
Polling
Try It
Contract Requested
Triggers when a contract is assigned to a client.
Trigger
Instant
Try It
- Custom Field ID
  Required
Trigger
Polling
Try It
File Deleted
Triggers when a file has been deleted within a file channel
Trigger
Instant
Try It
File Updated
Triggers when a file has been updated within a file channel
Trigger
Instant
Try It
Folder Deleted
Triggers when a folder gets deleted within a file channel
Trigger
Instant
Try It
- Form ID
  Required
Trigger
Instant
Try It
Internal User Deleted
Triggers when an internal user is deleted.
Trigger
Instant
Try It
Invoice Created
Triggers when an invoice is created
Trigger
Instant
Try It
List Invoices
Lists the invoices.
Trigger
Polling
Try It
Invoice Sent
Triggers when an invoice is sent
Trigger
Instant
Try It
Invoice Voided
Triggers when an invoice is voided
Trigger
Instant
Try It
Link Created
Triggers when a link gets created within a file channel
Trigger
Instant
Try It
Link Updated
Triggers when a link gets updated within a file channel
Trigger
Instant
Try It
Message Channel Deleted
Triggers when a message channel is deleted.
Trigger
Instant
Try It
- Channel ID
- Limit
Trigger
Polling
Try It
Note Created
Triggers when a new note is created.
Trigger
Instant
Try It
- Entity Type
- The ID of the entity assigned to the note. E.g. ID of a client or company.
- Limit
Trigger
Polling
Try It
- Recipient ID
Trigger
Instant
Try It
List Payments
Lists the payments.
Trigger
Polling
Try It
Price Created
Triggers when a price is created
Trigger
Instant
Try It
Product Created
Triggers when a product is created
Trigger
Instant
Try It
Product Updated
Triggers when a product is updated
Trigger
Instant
Try It
Subscription Created
Triggers when an subscription is created
Trigger
Instant
Try It
List Subscription Templates
Lists the subscription templates.
Trigger
Polling
Try It
Task Completed
Triggers when a task gets completed in your workspace.
Trigger
Instant
Try It
Task Deleted
Triggers when a task gets deleted in your workspace.
Trigger
Instant
Try It
- Limit
- Next Token
Trigger
Polling
Try It
List Workspace
List the workspace associated with the portal
Trigger
Polling
Try It
- Email
  Required
- Given name
  Required
- Family Name
  Required
- Company ID
- Send Invite?
Action
Write
- Name
  Required
- Icon Image URL
Action
Write
- Contract Template ID
- Recipient ID (Deprecated)
- Client ID
- Company ID
Action
Write
- Channel ID
  Required
- Path
  Required
- File Content
  Required
Action
Write
- Recipient ID (Deprecated)
- Form ID
  Required
- Client ID
- Company ID
Action
Write
- Channel ID
  Required
- Path
  Required
- Link url
  Required
Action
Write
- The text content of the message
  Required
- The Id of the target message channel
  Required
- (Optional) The Id of the client who is the author of the message
Action
Write
- Title
  Required
- Content
  Required
- Note ID
  Required
Action
Write
- Recipient type
- Prompt
- Amount (in cents)
- Description
- Quantity
  Required
- PromptProduct
- Product
- PricePrompt
- Price
- Days Until Due
  Required
- Interval
- Tax Percentage
- Memo
- Accept Payment Via Credit Card
- Accept Payment Via Bank Transfer
Action
Write
- Name
- Description
- Client ID
- Company ID
- Internal User ID
- Status
- Due Date
- Is Archived
Action
Write
- ID
  Required
Action
Search
- The ID of the Company to get
- Name
Action
Search
- The ID of the file channel to get
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Client ID
- Company ID
Action
Search
- The ID of the Form to get
  Required
Action
Search
- The ID of the message channel to get
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- The ID of the client user
- Member ID
- Limit
Action
Search
- The ID of the Price to get
  Required
Action
Search
- The ID of the Subscription to get
  Required
Action
Search
- The ID of the task template to get
  Required
Action
Search
- ID
- Email
  Required
- Company ID
- Given name
  Required
- Family Name
  Required
- Send Invite?
Action
Search or write
- The ID of the file channel to get
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual (Deprecated)
- Member ID
- Client ID
- Company ID
- IDs of all members in the channel
Action
Search or write
- The ID of the message channel to get
- Membership Type
  Required
- Entity ID - ID of the membership entity, e.g., ID of a company or individual client user (Deprecated).
- Client ID
- Member ID
- Limit
- Member IDs - IDs of client members to be added to this channel
- Company ID
Action
Search or write
- The ID of the Subscription to get
  Required
- Recipient type
- Prompt
- Amount (in cents)
- Description
- Quantity
  Required
- PromptProduct
- Product
- PricePrompt
- Price
- Days Until Due
  Required
- Interval
- Tax Percentage
- Memo
- Accept Payment Via Credit Card
- Accept Payment Via Bank Transfer
Action
Search or write
New Blog
Triggers when a new blog is added to your Shopify store.
Trigger
Polling
Try It
- Risk Level
Trigger
Polling
Try It
New Cancelled Order
Triggers whenever an order is cancelled (with line item support).
Trigger
Instant
Try It
New Customer
Triggers when a new customer is added to your Shopify account.
Trigger
Instant
Try It
Customer Account Enabled
Triggers when a customer account is enabled.
Trigger
Instant
Try It
New Order
Triggers when an order is created (with line item support).
Trigger
Instant
Try It
New Refund
Triggers when a refund or partial refund occurs.
Trigger
Instant
Try It
New Tag Added to Customer
Triggers when a new tag is added to a customer.
Trigger
Polling
Try It
Updated Draft Order
Triggers when a draft order is updated.
Trigger
Instant
Try It
Updated Order
Triggers when an order is updated (with line item support).
Trigger
Instant
Try It
- Order ID
  Required
- Type of Line Item to Add
  Required
- Reason for Edit
- Notify the Customer?
Action
Write
- Blog
  Required
- Title
  Required
- Author Name
  Required
- Content
  Required
- Featured Image URL
- Excerpt/Summary
- Tags
- Is Published?
Action
Write
- Name
  Required
- ExternalId
- A note about the company
- Company_contact
- Contact Email
- Contact First Name
- Contact Last Name
- Contact Phone
- Contact Title
- Contact_locale
- Location
- Billing same as shipping address?
- Company_shippingAddress
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Country Code
- Shipping_firstName
- Shipping_lastName
- Shipping Address Phone
- Shipping Address Recipient
- Shipping Address Zip
- Shipping Address Zone Code
- Location External ID
- Location_locale
- Location_name
- Location_note
- Location_phone
- TaxRegistrationId
Action
Write
- Product ID
  Required
- Add New Image - File
- Add New Image - Alt Text
- Choose Existing Image
- Price
- Compare-at Price
- Charge Tax On This Variant?
- Cost Per Item
- SKU (Stock Keeping Unit)
- Barcode (ISBN, UPC, GTIN, etc.)
- Track Quantity?
- Continue Selling When Out of Stock?
- This Is a Physical Product
- Weight
- Weight Unit
- Country/Region of Origin
- Harmonized System (HS) code
- Position
- Requires Components
- Tax Code
Action
Write
- Order ID
  Required
- Fulfillment Order ID
  Required
- Notify Customer
- Address Line 1
- Address Line 2
- City
- Country Code
- Province Code
- Zip Code
- Tracking Company
- Tracking Number
- Tracking URL
Action
Write
- Adjust or Set quantity?
  Required
- The name of quantities to be changed
  Required
- The reason for the quantity changes
  Required
- Location
  Required
- Product
- Product Variant
  Required
- Quantity to Set or Adjust
Action
Write
- Title
  Required
- Product_type
- Vendor
- Product Status
- Product Description
- Tags
- Collection ID
- Handle
- Note
- First Product Option
- Values for First Product Option
- Second Product Option
- Values for Second Product Option
- Third Product Option
- Values for Third Product Option
- Category
- Alt Text
- Media Content Type
- Original Source
Action
Write
- Customer
  Required
- Tags
  Required
Action
Write
- Customer
  Required
- First Name
- Last Name
- Email Address
- Company Name
- Default Address
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Zip Code
- Tags
- Phone Number
- Note
- Tax Exempt
- Tax Exemptions
- Accepts Marketing
- Send Account Invite Email
Action
Write
- Order ID
  Required
- Email
- Notes
- Phone
- Buyer Accepts Marketing?
- Remove Customer from Order?
- Tags
- Additional Details
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - City
- Shipping Address - Company
- Shipping Address - Country
- Shipping Address - First Name
- Shipping Address - Last Name
- Shipping Address - Latitude
- Shipping Address - Longitude
- Shipping Address - Name
- Shipping Address - Phone
- Shipping Address - Province
- Shipping Address - Province Code
- Shipping Address - ZIP
Action
Write
- Product ID
  Required
- Title
- Product_type
- Vendor
- Product Status
- Product Description
- Tags
- Category
- Collections to Join
- Collections to Leave
- Handle
- Redirect Handle?
- Alt Text
- Media Content Type
- Original Source
Action
Write
- Search Query
- Email
Action
Search
- Order ID
  Required
- Include Closed Fulfillment Orders
Action
Search
- Owner_resource
  Required
- Owner_id
  Required
Action
Search
- Product Titles
  Required
Action
Search
- Copy
- Product Title / Handle
  Required
Action
Search
- Product Variant SKU
  Required
Action
Search
- Search Query
- Email Address
  Required
- First Name
- Last Name
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Country Code
- Zip Code
- Address Phone
- Tags
- Note
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send E-Mail Invite
Action
Search or write
- Product ID
  Required
- Product Variant Title
  Required
- Add New Image - File
- Add New Image - Alt Text
- Choose Existing Image
- Price
- Compare-at Price
- Charge Tax On This Variant?
- Cost Per Item
- SKU (Stock Keeping Unit)
- Barcode (ISBN, UPC, GTIN, etc.)
- Track Quantity?
- Continue Selling When Out of Stock?
- This Is a Physical Product
- Weight
- Weight Unit
- Country/Region of Origin
- Harmonized System (HS) code
- Position
- Requires Components
- Tax Code
Action
Search or write

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Frequently Asked Questions about Copilot + Shopify integrations

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

How do I integrate Copilot with Shopify?

To integrate Copilot with Shopify, you need to use our platform to set up triggers and actions. Start by connecting your Shopify account in the integrations section, and then create a new Zap that defines specific triggers like 'New Order' or 'Updated Product', followed by desired actions in Copilot such as creating tasks or sending notifications.

What triggers can I use when integrating Copilot with Shopify?

When integrating Copilot with Shopify, you can use various triggers including 'New Customer', 'New Order', 'Order Updated', or 'Product Added'. These allow our system to react automatically as events occur in your Shopify store.

Can I automate order management between Copilot and Shopify?

Yes, you can automate order management. For instance, set a trigger for 'New Order' on Shopify and configure an action to update order details or manage workflows through Copilot automatically.

Is it possible to sync product updates from Shopify to Copilot?

Absolutely. You can set up a trigger for 'Product Updated' on your Shopify store and link this with an appropriate action in Copilot like updating records or notifying team members about changes.

How do we handle customer information updates between Shopify and Copilot?

To handle customer information updates seamlessly, you can employ the 'Customer Updated' trigger on Shopify which will initiate actions like updating customer profiles within Copilot automatically.

Are there any limitations to the integration between Copilot and Shopify?

While our integration allows for extensive automation using triggers and actions, certain complex workflows might require additional customization beyond standard capabilities available in our platform.

What kind of customer support is available for issues with integration between Copilot and Shopify?

Our support team is available to help resolve any integration issues. You can reach out via email or live chat for assistance whenever you're configuring triggers or actions between Copilot and your Shopify store.

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.

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Related categories

Project Management

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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Related categories

eCommerce

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Frequently Asked Questions about Copilot + Shopify integrations

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