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Shopify + Spektrix + Looping by Zapier + Formatter by Zapier + Filter by Zapier

Shopify + Spektrix + Looping by Zapier + Formatter by Zapier + Filter by Zapier

Shopify + Spektrix integrations

Add new paid Shopify orders to Spektrix customer records

Use Shopify as an ecommerce and fulfillment provider? This integration will allow you to use the power of Spektrix's CRM and segmentation abilities to track and better understand your customers' multichannel purchasing behavior. When you have a new paid order in Shopify, this automation will find or create a customer record in Spektrix, and then generate and confirm an order for that customer. This is intended to be used with a single "aggregate" merchandise item in Spektrix with the Shopify item name (or SKU, item ID, etc) as the merchandise reference field.

  1. When this happens...
    New Paid Order
    New Paid Order
    New Paid OrderTriggers when an order is paid (with line item support).
  2. automatically do this...
    Basket: Create a New Basket
    Basket: Create a New Basket
    Basket: Create a New BasketCreates a new empty Basket
  3. then do this...
    Basket: Add a Customer
    Basket: Add a Customer
    Basket: Add a CustomerAdds a Customer to a Basket
  4. then do this...
    Create Loop From Line Items
    Create Loop From Line Items
    Create Loop From Line ItemsCreates a new Loop from line item(s). This is an advanced action!
  5. then do this...
    Text
    Text
    TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
  6. then do this...
    Basket: Add Merchandise Item(s)
    Basket: Add Merchandise Item(s)
    Basket: Add Merchandise Item(s)Adds Merchandise Item(s) to a pre-existing Basket Session
  7. then do this...
    Only continue if...
    Only continue if...
    Only continue if...Set up rules to specify when this Zap can continue running.
  8. then do this...
    Basket: Add a Merchandise Delivery Method
    Basket: Add a Merchandise Delivery Method
    Basket: Add a Merchandise Delivery MethodAdds a Merchandise Delivery Method to the Basket
  9. then do this...
    Basket: Add Payment Type
    Basket: Add Payment Type
    Basket: Add Payment TypeAdds a Custom Payment Type to Basket
  10. then do this!
    Basket: Confirm a Basket
    Basket: Confirm a Basket
    Basket: Confirm a BasketConfirms a Basket once all required items have been added
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More things you can do with these apps

Discover other triggers and actions you can use with Shopify, Spektrix, and more

  • Shopify triggers, actions, and search
    New Blog

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

    Trigger
    Polling
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    • Risk level
    Trigger
    Polling
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  • Shopify triggers, actions, and search
    New Cancelled Order

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

    Trigger
    Instant
    Try It
  • Shopify triggers, actions, and search
    New Customer

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

    Trigger
    Instant
    Try It
    • Blog
      Required
    • Blog Entry Status
    Trigger
    Polling
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    • Abandoned cart age (hours)
      Required
    Trigger
    Polling
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  • Shopify triggers, actions, and search
    New Draft Order

    Triggers when a new draft order is created.

    Trigger
    Instant
    Try It
shopify logo
About Shopify
Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.
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About Spektrix
Spektrix is the market-leading CRM, ticketing, marketing and fundraising solution for theatres and the performing arts.
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About Looping by Zapier
Looping by Zapier is a helper app to repeat Action(s) in you Zaps a variable number of times for sets of values.
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About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
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