Copilot + Shopify

Create new Copilot clients from new paid Shopify orders

Effortlessly manage your customer base with this integration between Shopify and Copilot. Whenever there's a new paid order on Shopify, it triggers the workflow to create a client in the Copilot app. This seamless solution saves time by eliminating the need for manual data entry, ensuring your Copilot records are always up-to-date with your latest Shopify transactions. Stay on top of your growing business and enhance customer relations with this smart, efficient workflow.

Effortlessly manage your customer base with this integration between Shopify and Copilot. Whenever there's a new paid order on Shopify, it triggers the workflow to create a client in the Copilot app. This seamless solution saves time by eliminating the need for manual data entry, ensuring your Copilot records are always up-to-date with your latest Shopify transactions. Stay on top of your growing business and enhance customer relations with this smart, efficient workflow.

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

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

    TriggerInstant
  2. automatically do this!
    CopilotCopilot
    Create Client

    Creates a new client.

    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

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

Related categories

  • Project Management
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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