IntegrationsShopifyWealthsimple
Shopify + Wealthsimple

Connect Shopify and Wealthsimple to Build Intelligent Automations

Choose a Trigger

Shopify

When this happens...

Choose an Action

Wealthsimple

Automatically do this!

Enable Integrations or automations with these events of Shopify and Wealthsimple

Enable Integrations or automations with these events of Shopify and Wealthsimple

Triggers

New Customer

New Customer

Triggers when a new customer is created to Shopify account

New Order

New Order

Triggers when a new order is created.

New Product

New Product

Triggers when a new product is created to Shopify account.

Order Deleted

Order Deleted

Triggers when a order is deleted in Shopify account.

Order Cancelled

Order Cancelled

Triggers when a order is cancelled in Shopify account.

Order Paid

Order Paid

Triggers when a order is paid in Shopify account.

Actions

Create Customer

Create Customer

Create a new customer

Find a Customer

Find a Customer

Find a customer by Name and Email.

Create Order

Create Order

Create a new order

Find Product Variant by Title

Find Product Variant by Title

Find product variant by title search

Get all Orders

Get all Orders

Get a list of all the order.

Create Product

Create Product

Create a new product.

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Frequently Asked Questions

How do I start an integration between Shopify and Wealthsimple?

To start, connect both your Shopify and Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Shopify triggers actions in Wealthsimple (or vice versa).

Can we customize how data from Shopify is recorded in Wealthsimple?

Absolutely. You can customize how Shopify data is recorded in Wealthsimple. This includes choosing which data fields go into which fields of Wealthsimple, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Shopify and Wealthsimple?

The data sync between Shopify and Wealthsimple typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Shopify to Wealthsimple?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Shopify and Wealthsimple?

Yes, you can set conditional logic to control the flow of data between Shopify and Wealthsimple. 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.

Shopify

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.

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Wealthsimple

About Wealthsimple

Wealthsimple is a leading online investment management service that provides financial tools and advice to help individuals manage their investments and grow their wealth. With a focus on simplicity and transparency, Wealthsimple offers a range of services including automated investing, retirement planning, and personalized financial advice, making it accessible for both novice and experienced investors.

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