Connect Shopify and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Order
New Product
Order Deleted
Order Cancelled
Order Paid
Customer Updated
Product Updated
New Collection
Collection Updated
New Segment
Segment Updated
New Company
Company Updated
New Location
Location Updated
Location Deactivated
Watch Product
Abandoned Checkout
Order Line Items Are Edited
Choose an Action
Automatically do this!
Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
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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 Shopify integrations.
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.
Create Order
Creates a new order in your Shopify store.
Get All Orders
Get all orders from your Shopify store.
Create Product
Creates a new product in your Shopify store with title, description, vendor, options, tags, SEO metadata, and publish status.
Update Customer
Updates a customer in your store.
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Step by step guides to integrate Shopify and Salesmate
Frequently Asked Questions
To start, connect both your Shopify and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Shopify triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Shopify data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.
The data sync between Shopify and Salesmate 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 Shopify and Salesmate. 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 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 MoreAbout 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.
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