Zapier unlocks automation between Shopify and thousands of apps. This guide covers popular workflows, setup, and best practices for ecommerce automation.
Zapier
What is Zapier?
Related: Shopify Google Sheets Integration: Export & Sync Data (2025), Shopify Slack Integration: Real-Time Store Notifications (2025), Free Favicon Converter.
Zapier automates workflows between apps:
How Zapier works:
Trigger (Shopify event)
↓
Zapier
↓
Action (Another app)
Example:
New Shopify order → Add row to Google Sheets
Key concepts:
- Zap: An automated workflow
- Trigger: Event that starts the Zap
- Action: What happens after trigger
- Task: Each action execution
Zapier Pricing
| Plan | Tasks/Month | Zaps | Multi-Step | Price |
|---|---|---|---|---|
| Free | 100 | 5 | No | $0 |
| Starter | 750 | 20 | Yes | $19.99 |
| Professional | 2,000 | Unlimited | Yes | $49 |
| Team | 50,000 | Unlimited | Yes | $69/user |
What counts as a task:
- Each action in a Zap = 1 task
- Multi-step Zap with 3 actions = 3 tasks per run
Shopify Triggers Available
| Trigger | Description |
|---|---|
| New Order | Any new order |
| New Paid Order | Only paid orders |
| New Customer | Customer created |
| Updated Order | Order modified |
| New Product | Product added |
| Updated Product | Product changed |
| New Abandoned Cart | Cart abandoned |
| Order Fulfilled | Order shipped |
| New Refund | Refund processed |
Popular Zap Templates
1. Order to Google Sheets
Trigger: New Shopify Order
Action: Add Row to Google Sheets
Data mapped:
├── Order number
├── Customer name
├── Email
├── Total
├── Products
└── Date
Use case: Order backup, reporting, analysis
2. Customer to CRM
Trigger: New Shopify Customer
Action: Create HubSpot/Salesforce Contact
Data mapped:
├── Name
├── Email
├── Phone
├── Total spent
└── Order count
Use case: Sales follow-up, customer tracking
3. Order to Slack
Trigger: New Paid Order
Condition: Total > $100
Action: Send Slack Message
Message: "🎉 Big order! ${{total}} from {{customer}}"
Use case: Team notifications, celebrations
4. Email List Sync
Trigger: New Customer (accepts marketing)
Action: Add Mailchimp/Klaviyo Subscriber
Data: Email, name, tags
Use case: Marketing list building
5. Invoice Generation
Trigger: New Paid Order
Action: Create QuickBooks Invoice
Data mapped:
├── Customer info
├── Line items
├── Amounts
└── Payment status
Use case: Accounting automation
Setting Up Your First Zap
Step 1: Create Zap
- Log into zapier.com
- Click Create Zap
- Search “Shopify” for trigger
Step 2: Connect Shopify
- Choose trigger event
- Click Connect Account
- Enter Shopify store URL
- Install Zapier app in Shopify
- Authorize connection
Step 3: Configure Trigger
- Select trigger event (e.g., “New Order”)
- Test trigger to pull sample data
- Verify data looks correct
Step 4: Add Action
- Search for action app (e.g., “Google Sheets”)
- Connect account
- Choose action (e.g., “Create Row”)
- Map fields from Shopify to action
- Test action
Step 5: Activate
- Review Zap summary
- Turn on Zap
- Monitor for first runs
Multi-Step Zaps
Create complex workflows:
Example: Order Processing Pipeline
Step 1: Trigger - New Shopify Order
Step 2: Filter - Only if total > $50
Step 3: Action - Add to Google Sheets
Step 4: Action - Send Slack notification
Step 5: Delay - Wait 24 hours
Step 6: Action - Send review request email
Filters and Paths
Filters
Only run actions when conditions met:
Filter examples:
├── Order total > $100
├── Customer country = "United States"
├── Product title contains "subscription"
└── Order tags include "wholesale"
Paths
Different actions based on conditions:
Path A: High-value order
├── If total > $500
└── Actions: VIP email, Slack to #vip-orders
Path B: Standard order
├── If total <= $500
└── Actions: Standard confirmation
Zapier vs Shopify Flow
| Feature | Zapier | Shopify Flow |
|---|---|---|
| App connections | 6,000+ | Shopify ecosystem |
| Cost | $0-49+/mo | Free (with plan) |
| Setup complexity | Easy | Easy |
| Shopify triggers | 10+ | 100+ |
| Multi-step | Paid only | Yes |
| Best for | External apps | Internal workflows |
Use both:
- Shopify Flow for in-Shopify automation
- Zapier for connecting external apps
Advanced Techniques
Data Formatting
Transform data between apps:
- Split name into first/last
- Format dates
- Calculate values
- Clean text
Webhooks
For triggers not built-in:
- Use Shopify webhooks
- Send to Zapier webhook URL
- Process with Zap
Scheduled Zaps
Run on schedule instead of trigger:
- Daily order report
- Weekly inventory check
- Monthly customer summary
Security, Rate Limits, and Data Quality
Zapier is powerful because it’s easy to connect systems that were never designed to work together. That convenience can also create silent failure modes: duplicated records, permission mistakes, or workflows that break when an app updates its fields. A small amount of governance keeps your automations reliable.
Minimize data exposure
- Only sync the fields you actually need (e.g., email + order total) rather than full customer profiles.
- Use dedicated service accounts where possible, so access is easy to revoke.
- Be careful with PII in “notification Zaps” (Slack/Discord). A paid order alert shouldn’t leak full addresses.
Respect platform limits
High-volume stores can hit constraints fast:
- Shopify APIs have limits; batch non-critical updates and avoid per-line-item loops.
- Zapier task limits can explode with multi-step Zaps. Add filters early to prevent unnecessary runs.
- For large backfills (historical orders), use scheduled batches rather than real-time triggers.
Prevent duplicate and conflicting writes
Common issues include:
- the same customer being created multiple times in a CRM
- orders written twice due to retries
- fields getting overwritten by older data
Mitigations:
- choose a primary key (email, order number) and use “find or create” patterns
- log important IDs in a spreadsheet/DB for reconciliation
- keep a simple runbook: what the Zap does, what “success” looks like, and who owns fixes
Troubleshooting
Zap Not Running
Causes:
- Zap turned off
- Account disconnected
- Trigger conditions not met
Solutions:
- Check Zap status
- Re-authenticate accounts
- Review trigger settings
- Check task history
Data Not Mapping
Causes:
- Field names changed
- Empty source data
- Wrong field selected
Solutions:
- Re-map fields
- Test with fresh sample
- Use formatter step
Hitting Task Limits
Causes:
- High order volume
- Multi-step Zaps
- Too many Zaps
Solutions:
- Upgrade plan
- Combine Zaps
- Add filters
- Use Shopify Flow for some
Best Practices
Organization
- Name Zaps descriptively
- Use folders for categories
- Document complex Zaps
- Regular cleanup of unused
Reliability
- Test before activating
- Monitor task history
- Set up error notifications
- Have backup processes
Efficiency
- Use filters to reduce tasks
- Combine actions when possible
- Consider Shopify Flow first
- Optimize for task usage
Common Integrations
| App Category | Popular Apps |
|---|---|
| CRM | HubSpot, Salesforce, Pipedrive |
| Mailchimp, Klaviyo, Gmail | |
| Spreadsheets | Google Sheets, Excel, Airtable |
| Communication | Slack, Discord, SMS |
| Accounting | QuickBooks, Xero, FreshBooks |
| Project Management | Asana, Trello, Monday |
2025 Snapshot
| Data point | 2024 | 2025 | Why it matters |
|---|---|---|---|
| Zapier free-tier task limit | 100 tasks/mo | 100 tasks/mo | Defines whether small stores can run meaningful automations |
| Common “starter” automation complexity | 1–2 steps | 1–2 steps | Keeps costs predictable while you validate workflows |
| Practical monitoring cadence | Weekly | Weekly | Prevents silent failures from accumulating |
| Recommended platform split | Flow (internal) + Zapier (external) | Flow (internal) + Zapier (external) | Best-of-breed approach for Shopify operations |
Next Steps
After setting up Zapier:
- Start simple - One trigger, one action
- Use templates - Pre-built Zaps
- Add complexity - Multi-step, filters
- Monitor performance - Check task history
- Optimize - Reduce tasks, improve reliability
Shopify + Zapier implementation checklist (2025)
This section adds practical “make it stable” steps you can use after you install the app/connector. It’s intentionally lightweight: the goal is fewer sync surprises, cleaner reporting, and easier troubleshooting.
1) Quick setup checklist
- Permissions first: grant only the scopes you need (orders/customers/products as required) and document who owns the admin credentials.
- Data mapping: confirm how email, phone, currency, and SKU are mapped between Shopify and Zapier.
- Historical import: decide how far back to import orders/customers (avoid importing years of data if you don’t need it).
- Deduplication rules: pick one unique identifier per object (usually email for customers, order ID for orders) to prevent doubles.
- Alerts: set a lightweight alert path (email/Slack) for failed syncs, auth expiry, and API rate limits.
2) Data you should verify after connecting
Most integration issues show up in the first hour if you test the right things. Use the table below as a QA checklist (create a test order if needed).
| Data object | What to check | Why it matters |
|---|---|---|
| Customers | Email/phone format, marketing consent fields, duplicates | Prevents double messaging and broken segmentation |
| Orders | Order total, tax, discount, shipping, currency | Keeps revenue reporting and automation triggers accurate |
| Line items | SKU, variant ID, quantity, refunds/returns behavior | Avoids inventory and attribution mismatches |
| Fulfillment | Status changes + timestamps, tracking numbers, carrier fields | Drives customer notifications and post-purchase flows |
| Catalog | Product titles, handles, images, collections/tags | Ensures personalization and reporting match your storefront |
3) Automation ideas for Automation
- Trigger hygiene: prefer event/webhook triggers over scheduled polling when possible.
- Idempotency: prevent duplicates by keying actions on order ID/customer ID.
- Error handling: route failures to a Slack/email alert channel with retries and backoff.
- Field mapping: maintain a small mapping doc for critical fields (email, phone, currency, SKU).
- Staging first: validate in a test store/site, then roll out to production with a checklist.
API sanity check (Shopify Admin API)
If your integration UI says “connected” but data isn’t flowing, a quick API call helps confirm whether the store is accessible and returning the objects you expect.
# List the 5 most recent orders (GraphQL)
curl -X POST "https://your-store.myshopify.com/admin/api/2025-01/graphql.json" \
-H "X-Shopify-Access-Token: $SHOPIFY_ADMIN_TOKEN" \
-H "Content-Type: application/json" \
-d "{\"query\":\"{ orders(first: 5, sortKey: CREATED_AT, reverse: true) { edges { node { id name createdAt totalPriceSet { shopMoney { amount currencyCode } } customer { email } } } } }\"}"Tip: keep tokens/keys in environment variables, and test in a staging store/site before rolling changes to production.
4) KPIs to monitor (so you catch problems early)
- Sync freshness: how long it takes for a new order/customer event to appear in Zapier.
- Error rate: failed syncs per day (and which object types fail most).
- Duplicates: number of merged/duplicate contacts or orders created by mapping mistakes.
- Revenue parity: weekly spot-check that Shopify totals match downstream reporting (especially after refunds).
- Attribution sanity: confirm that key events (purchase, refund, subscription) are tracked consistently.
5) A simple 30-day optimization plan
- Week 1: connect + map fields, then validate with 5–10 real orders/customers.
- Week 2: enable 1–2 automations and measure baseline KPIs (conversion, AOV, repeat rate).
- Week 3: tighten segmentation/rules (exclude recent buyers, add VIP thresholds, handle edge cases).
- Week 4: document the setup, create an “owner” checklist, and set a recurring monthly audit.
Related integration guides
Browse all: integration guides.
Sources
For Shopify-native automation, see Shopify Flow documentation. For specific app integrations, check our other guides.