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Shopify + Autotask Integrations

Appy Pie Connect allows you to automate multiple workflows between Shopify and Autotask

About Shopify

Shopify is the leading cloud-based, multi-channel commerce platform designed for small and medium-sized businesses. It includes a huge selection of tools for anyone looking to start an eCommerce business.

About Autotask

Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.

Autotask Integrations
Autotask Alternatives

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  • Salesforce Salesforce
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  • HubSpot CRM HubSpot CRM

Best Shopify and Autotask Integrations

  • Shopify Google Sheets

    Shopify + Google Sheets

    Add Every New Shopify Order as a New Row on A Google Sheets Spreadsheet Read More...
    When this happens...
    Shopify New Order
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Now you can add newly created Shopify new orders to a new row on Google Sheets Spreadsheet without any manual effort. Once this integration has been set up, each time there is a paid order in Shopify; Appy Pie Connect will automatically add it to Google Sheets Spreadsheet as a new row with all the relevant information. Our easy to use automation platform enables you to sync Shopify and Google Sheets Spreadsheet in minutes without any coding skills.
    How This Shopify – Google Sheet Integration Works
    • There is a new order in Shopify
    • Appy Pie Connect adds this order to Google Sheets as a new row with all relevant details
    What You Need
    • A Shopify account
    • A Google Sheet account
  • Shopify Salesforce

    Shopify + Salesforce

    Create Salesforce Contacts For New Shopify Customers Read More...
    When this happens...
    Shopify New Customer
     
    Then do this...
    Salesforce Create Contact
    Set up this Salesforce – Shopify integration and we will keep growing your shopify customer list faster and better. After setting this integration up, Appy Pie connect will add a new contact in Salesforce for every new customer in Shopify. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How It Works
    • There is a new customer in Shopify
    • Appy Pie Connect creates a new contact in Salesforce
    What You Need
    • A Salesforce account
    • A Shopify account
  • Shopify Salesforce

    Shopify + Salesforce

    Create Salesforce Lead for New Shopify Paid Orders Read More...
    When this happens...
    Shopify New Paid Order
     
    Then do this...
    Salesforce Create Lead
    Improve your customer experience by connecting your Shopify store with Salesforce. Our automation platform allows you to create this Connect in a matter of minutes without writing a single line of code. Once you set it up, whenever a customer placed a paid order in your Shopify store, Appy Pie Connect automation will add that customer details your Salesforce account as new leads, helping your team to follow up for more business.
    How this Shopify - Salesforce Integration Works
    • A new paid order is submitted in shopify
    • Appy Pie Connect creates a new lead in Salesforce
    What You Need
    • A Salesforce account
    • A Shopify account
  • Shopify Salesforce

    Shopify + Salesforce

    Create Salesforce Leads From New Shopify Orders Read More...
    When this happens...
    Shopify New Order
     
    Then do this...
    Salesforce Create Lead

    Shopify is one of the best platforms to create a beautiful eCommerce store. Not only this, it is extremely coherent with a range of other applications that you use in everyday life. With Appy Pie Connect, it is easy to connect Salesforce and Shopify without writing a single line of code. Once you set up this integration, whenever a customer places an order in your Shopify store, we will automatically to Salesforce as new leads.

    Note: This Connect doesn't create Salesforce leads from existing Shopify orders, but only the new emails you receive after this integration has been setup.

    How This Shopify – Salesforce Integration Works
    • A new order is created in your Shopify store
    • Appy Pie Connect adds that order detail to Salesforce as a new lead
    What You Need
    • A Salesforce account
    • A Shopify account
  • Shopify Zendesk

    Shopify + Zendesk

    Create Tickets in Zendesk for Paid Orders in Shopify Read More...
    When this happens...
    Shopify New Paid Order
     
    Then do this...
    Zendesk Create Ticket

    Make your customer service more efficient by connecting your Shopify store with Zendesk. Once you set up the Shopify - Zendesk integration, Appy Pie Connect will automatically generate tickets in Zendesk every time a new order is placed in your shopify store.

    Note: This integration doesn't create Zendesk tickets for already existing orders, but only new orders you receive after you've set it up.

    How It Works
    • A new order is placed in Shopify
    • Appy Pie Connect creates a corresponding ticket in Zendesk
    What You Need
    • A Zendesk account
    • A Shopify account
  • Shopify Zendesk

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Shopify {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Shopify + Autotask in easier way

It's easy to connect Shopify + Autotask without coding knowledge. Start creating your own business flow.

    Triggers
  • New Blog Entry

    Triggers when a new entry is added to a blog in your Shopify store.

  • New Cancelled Order

    Triggers whenever a order is "cancelled" (with line item support).

  • New Customer

    Triggers when a new customer is added to your Shopify account.

  • New Order

    Triggers when a new purchase is made (only open orders) (with line item support).

  • New Order (Any Status)

    Triggers when a new purchase is made (of any order status).

  • New Paid Order

    Triggers whenever a new purchase is "paid". You can choose a different order status like pending or refunded (with line item support).

  • New Product

    Triggers when a new product is added to your Shopify store.

  • Updated Order

    Triggers when an order is updated (with line item support).

  • New Account

    Triggers whenever a new Account is added.

  • New Appointment

    Triggers whenever a new appointments is added.

  • New Configuration Item

    Triggers when a new Configuration Item is found.

  • New Holiday

    Triggers whenever a new holiday is added.

  • New Opportunity

    Triggers whenever a new opportunity is added.

  • New Project

    Triggers when a new Project is found.

  • New Task

    Triggers when a new Task is found.

  • New Ticket

    Triggers when a new Ticket is found.

  • New Time Entry

    Triggers when a new Time Entry is found.

  • New Todos

    Triggers whenever a new account todos is added.

  • New or Updated Contact

    Triggers whenever a new or updated Contact is found.

  • New or Updated Ticket Note

    Triggers when a ticket note is updated or created.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

    Actions
  • Create Custom Collection

    Creates a custom collection.

  • Create Customer

    Creates a new customer.

  • Create Order

    Creates a new order (with line item support).

  • Create Product

    Creates a new product.

  • Create Account

    Creates an account.

  • Create Appointment

    Creates an appointment.

  • Create Contact

    Creates a contact.

  • Create Opportunity

    Creates a opportunity.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Create ToDo

    Creates a ToDo.

  • Update Opportunity

    Updates an opportunity.

  • Update Ticket

    Updates a ticket.

How Shopify & Autotask Integrations Work

  1. Step 1: Choose Shopify as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Shopify with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Autotask as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Autotask with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Shopify and Autotask

One of the biggest issues of E-commerce companies is to grow their business. Growth means that a company needs to keep improving their products and services for the customers to keep coming back. This can be tough to do when you need to do everything by yourself. But with the development of technpogy, there are now applications which can automate many tasks for you and also improve the efficiency of your business. Shopify is one of those applications that help e-commerce businesses in many ways. Shopify?

Shopify is a web based platform that allows you to create an online store like Amazon or eBay. You can start selling your products immediately after creation of the store. This would save you a lot of time as well as money. It is very easy to start using Shopify, it does not require any programming skills and you can even do it on your own if you have technical knowledge. All you need is a domain name and hosting. Shopify offers 2 types of plans. Basic and Advanced. The Basic plan is free, while Advanced includes some features like inventory management and professional reports. Shopify provides the best features for free, so it is no wonder why it has become so popular among e-commerce companies.

Shopify offers many features which make it ideal for e-commerce companies. Here are some of those features:

  • Automatic Updates

Shopify automatically updates its software to improve security as well as performance. They also provide a client dashboard, where they announce updates and other news. This gives you the chance to update your site at your own pace without having to worry about missing out on important changes. Shopify also gives suggestions on how to improve your store and increase sales.

  • Mobile Friendly

A recent study shows that more and more people are using their mobile devices for online shopping. Over half of the people who shop online use their mobile devices for this purpose. If your website is not mobile friendly, then it is very likely that these potential customers will choose another store instead of yours. Shopify makes sure that your website looks presentable on mobile devices – they even give you a preview of what it will look like on different mobile devices before finalizing your site’s design.

  • Easy To Use Interface

Shopify has a very user friendly interface which makes it easy for you to manage your store without any help from anyone else. It has many templates that you can use for your store and all you have to do is change the text, images, cpours or add new elements if required. This saves a lot of time which you can spend on other things related to your business like marketing or product development. You can also use the built in SEO tops from Shopify, there is no need to hire any external SEO company unless you want them to do something specific for you.

  • Customer Service

Shopify’s customer service is amazing, they provide 24/7 support through live chat on their website as well as phone support via telephone or email. They are available 24 hours a day and are ready to help you with any problem related to your account or store. You can also opt for premium support which costs extra but gives you several benefits like 1 hour response time, priority access to support agents etc. You can also ask questions related to design or other things related to Shopify on the official website and get answers from the community members or experts in the field who visit the site daily. They also have a blog section where they post articles related to e-commerce, marketing or any other thing related to Shopify or online shopping in general.

  • Security

Shopify uses 256-bit SSL encryption included in PCI DSS (Payment Card Industry Data Security Standard. This ensures that your credit card information and other personal data remain safe. It also uses 2-factor authentication system which makes it harder for hackers to access your account and steal your information. You can also set up password protection so that only authorised users can access the administration panel of your store.

Shopify is an excellent application for e-commerce companies because it not only helps them grow their business but also saves them a lot of time and effort by automating tasks related to online selling and providing great customer service with technicians available round the clock. These features along with others make Shopify an ideal application for e-commerce companies, which is why we chose it as our main topic for this article.

The process to integrate Shopify and Autotask may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.