Process Plan + Shopify

Create new Shopify customers from completed tasks in Process Plan

Enhance your e-commerce business operations with this streamlined workflow. As soon as you wrap up a task in Process Plan, a new customer profile is immediately created in Shopify. This eliminates the hassle of manual data entry and boosts your efficiency, offering an ideal solution for businesses looking to optimize their customer onboarding process and managing relationships more effectively.

Enhance your e-commerce business operations with this streamlined workflow. As soon as you wrap up a task in Process Plan, a new customer profile is immediately created in Shopify. This eliminates the hassle of manual data entry and boosts your efficiency, offering an ideal solution for businesses looking to optimize their customer onboarding process and managing relationships more effectively.

  1. When this happens...
    Process PlanProcess Plan
    Task Completed

    Triggers when a task is completed.

    TriggerInstant
  2. automatically do this!
    ShopifyShopify
    Update Customer

    Updates an existing customer. Replaces only data that is set.

    ActionWrite
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Supported triggers and actions

    • Process TemplateRequired

    Trigger
    Instant
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    • Process TemplateRequired

    • When This Task Is Assigned (No Selection = Any Tasks)

    Trigger
    Instant
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    • Process TemplateRequired

    • When This Task Is Completed (No Selection = Any Tasks)

    • When This Task Response Is Used (No Selection = Any Response)

    Trigger
    Instant
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    • Process TemplateRequired

    • Triggers When This Tasks Notes Are Updated (No Selection = Any Tasks)

    Trigger
    Instant
    Try It
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About Process Plan

ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!

Related categories

  • Product Management

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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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Related categories

  • eCommerce