Creating an automation
Setting up a Shopify-triggered automation works exactly like setting up any other monday.com automation, you build it in monday's automation center using one of this connector's triggers. There's nothing Shopify-specific about the building process itself.
Build the recipe
- From a board, open Automations and search for Shopify Connector. You'll see a trigger block for every supported store event, for example "When order is created" or "When customer is updated". See Entities for the full list grouped by entity, along with the data each one sends.
- Pick the trigger you want and connect your Shopify store when prompted. You only need to do this once per store, after that it's available to reuse across automations.
- Choose what should happen next, typically monday's Create an item action, and map the fields from the Shopify entity onto your board's columns. Each entity page lists exactly what's available to map.
- Turn the automation on.
The trigger step is provided by this connector, but the rest of the recipe, the action, the board, the column mapping, is plain monday.com. Anything you already know about building automations there carries over directly.
After it's created
Once the automation is active, matching Shopify events start flowing in and creating or updating items on your board. The automation also shows up in the connector's automations dashboard (reachable from the Shopify admin), where you can see its status and label, add a filter to narrow down which events it reacts to, run it on demand against existing records, and follow its activity.