Connect Salesmate and Shopify to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Salesmate
Choose an Action
Automatically do this!
Create Customer
Find Customers
Create Order
Get All Orders
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Order Cancelled
Triggers when a order is cancelled in Shopify account.
Order Paid
Triggers when a order is paid in Shopify account.
Do thisActions
Action is the task that follows automatically within your Salesmate integrations.
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
Create Company
Creates a new Company, probably with input from previous steps.
Search User
Find an User based on different fields.
Create Contact
Creates a new Contact, probably with input from previous steps.
Create Deal
Creates a new Deal
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Step by step guides to integrate Salesmate and Shopify
Frequently Asked Questions
To start, connect both your Salesmate and Shopify accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in Shopify (or vice versa).
Absolutely. You can customize how Salesmate data is recorded in Shopify. This includes choosing which data fields go into which fields of Shopify, setting up custom formats, and filtering out unwanted information.
The data sync between Salesmate and Shopify typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Salesmate and Shopify. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
Learn MoreAbout 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.
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