Connect Espo CRM and Shopify
Integrate Espo CRM with Shopify to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Espo CRM + Shopify flows
Start from a real workflow other teams are already running.
Choose a trigger
Espo CRM
When this happens...
New Lead
Lead Status Updated
Choose an action
Shopify
Automatically do this!
Create Customer
Find Customers
Create Order
Create Product
Update Customer
Update Order
Create Fulfillment
Find Orders
Find Products
Get Order Status
Create Draft Order
Add Discount Code to Draft Order
Remove Discount Code
Get all Discount Coupon Codes
Add Tag to an Order
Cancel Order
Update Product
Adjust Inventory Quantity
Create Blog Article
Delete Product
List Markets and Currencies
Create Navigation Menu
Find Blogs
Find Draft Orders
Create Customer in Shopify when New Lead in Espo CRM
Use this flowFind Customers in Shopify when New Lead in Espo CRM
Use this flowCreate Order in Shopify when New Lead in Espo CRM
Use this flowCreate Product in Shopify when New Lead in Espo CRM
Use this flowUpdate Customer in Shopify when New Lead in Espo CRM
Use this flowUpdate Order in Shopify when New Lead in Espo CRM
Use this flowCreate Fulfillment in Shopify when New Lead in Espo CRM
Use this flowFind Orders in Shopify when New Lead in Espo CRM
Use this flowFind Products in Shopify when New Lead in Espo CRM
Use this flowGet Order Status from Shopify when New Lead in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Shopify.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
New Customer
Triggers when a new customer is created to Shopify account
New Order
Triggers when a new order is created.
New Product
Triggers when a new product is created to Shopify account.
Order Deleted
Triggers when a order is deleted in Shopify account.
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Create Customer
Creates a new Shopify customer with contact info, optional addresses, tax settings, tags, and marketing consents.
Find Customers
Finds customers by name, email, phone, or other filters and returns matching customer details.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Espo CRM and Shopify workflows.
Learn how to automate Espo CRM and Shopify workflows.
Learn how to automate Espo CRM and Shopify workflows.
Learn how to automate Espo CRM and Shopify workflows.
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About Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn moreSimilar apps
About Shopify
Shopify is a leading e-commerce platform that allows anyone to set up an online store and sell their products. Merchants can also sell their products in person with Shopify POS.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Shopify accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Espo CRM and Shopify as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Shopify. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Shopify, and a separate workflow where Shopify triggers actions in Espo CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Espo CRM and Shopify. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Shopify integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
