Shopify is a powerful e-commerce website solution that allows you to sell online by providing everything you need to create an online store.
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Field (Account) Information
While configuring the Source or Destination of a Transaction, you find an Account option to configure your application with Adeptia Connect. Using Account configuration, you need to specify the location from where the data is to be accessed. In this process, provide the details of the application account to grant permission to access data.
Specify the following information for Shopify:
Field | Description |
---|---|
Account Name | A short, descriptive name that helps you re-use this account in the future. |
Shopify Shop Name | Name of your shop on Shopify. |
Click Continue. The Shopify login screen appears:
Field | Description |
---|---|
Email address to log into your Shopify account. | |
Password | Password to log into your Shopify account. |
Triggers
A Trigger specifies when a particular Transaction will start executing. While configuring the Source application, you find a Trigger drop-down list.
When Shopify is the Source application, the following triggers are available:
Trigger Name | Description |
---|---|
New Customer | Triggers when a new customer is added. |
New Order | Triggers when a new order is placed. |
New Page | Triggers when a new page is added. Shop owners are encouraged to use pages for information that customers will use often, such as an 'About Us' page, or a 'Contact Us' page. |
New Product | Triggers when a new product is added. |
New Event | Triggers when an event occurs such as the creation of a product or creation of an order. |
New Metafield | Triggers when a new metafield is created. Using metafields, you can store additional information for products, collections, orders, blogs, pages and your shop. |
New Webhook | Triggers when a new webhook is created. A Webhook is a tool for retrieving and storing data from a certain event. It allows you to register an http:// or https:// URL where the event data can be stored in JSON or XML formats. See https://docs.shopify.com/api/webhook for more information. |
New Abandoned Checkout | Triggers when a new abandoned checkout is created. Not everybody who adds something to a cart makes it all the way through to purchase a product. Sometimes they give up along the way. Anytime a potential customer provides their contact information but does not complete the order, Shopify stores that as an abandoned checkout. |
New Task | Triggers when a task is created. A task represents a business activity such as making a phone call or other to-do items. Task and Event records are collectively referred to as activities. |
New Task Or Updated Task | Triggers when a task is created or an existing task is modified. |
New Lead | Triggers when a lead is created. A lead is a prospect or potential Opportunity. |
New Lead Or Updated Lead | Triggers when a lead is created or an existing lead is modified. |
New Note | Triggers when a note is created. A note is text associated with a custom object or a standard object, such as a Contact, Contract, or Opportunity. |
New Note Or Updated Note | Triggers when a note is created or an existing note is modified. |
New Contact | Triggers when a contact is created. A contact is an individual associated with an account. |
New Contact Or Updated Contact | Triggers when a contact is created or an existing contact is modified. |
New Campaign | Triggers when a campaign is created. A campaign is an outbound marketing project that you want to plan, manage, and track within Salesforce. It can be a direct mail program, seminar, print advertisement, email, or another type of marketing initiative. |
New Campaign Or Updated Campaign | Triggers when a campaign is created or an existing campaign is modified. |
New Product | Triggers when a product is added. Products are the individual items or services that you sell to customers through your opportunities and quotes. You can create a product and associate it with a price in a price book. Each product can exist in many different price books with many different prices. |
New Product Or Updated Product | Triggers when a product is added or an existing product is modified. |
New Price Book | Triggers when a price book is created. A price book is a list of products and their associated prices. Each product and its price is called a price book entry. |
New Price Book Or Updated Price Book | Triggers when a price book is created or an existing price book is modified. |
New Question | Triggers when a question is created. |
New Question Or Updated Question | Triggers when a question is created or an existing question is modified. |
New Solution | Triggers when a solution is created. A solution is a detailed description of a customer issue and the resolution of that issue. |
New Solution Or Updated Solution | Triggers when a solution is created or an existing solution is modified. |
New User | Triggers when a user is created. |
New User Or Updated User | Triggers when a user is created or an existing user is modified. |
Actions
An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) application, you find an Action drop-down list.
When Shopify is the destination application, the following actions are available:
Action Name | Description |
---|---|
Create Customer | Creates a new customer. |
Create Customer Saved Search | Creates a new customer saved search. A customer saved search is a search query representing a group of customers as defined by the shop owner. In the admin, the shop owner searches for customers by applying one or more filters. As soon as the first filter is applied, the shop owner has the option of saving the search as a customer saved search and giving it a name. The customer saved search is created and the shop owner can select the search to see a list of the customers that fit within that query. See https://docs.shopify.com/api/customersavedsearch for more information. |
Create Order | Creates a new order. |
Create Page | Creates a new page. |
Create product | Creates a new product. |
Create Redirect | Creates a new redirect. Whenever you change the URL of one of your store’s pages, you run the risk that customers could return to their bookmarks and saved links and find them broken. To solve this, create an URL redirect. URL redirection is a technique for making a web page direct a visitor to a new URL address. |
Create Smart Collection | Creates a new smart collection. A smart collection is a grouping of products defined by simple rules set by shop owners. A shop owner creates a smart collection and then sets the rules that determine which products go in them. Shopify automatically changes the contents of smart collections based on their rules. See https://docs.shopify.com/api/smartcollection for more information. |
Create Theme | Creates a new theme. |
Create Metafield | Creates a new metafield. Using metafields, you can store additional information for products, collections, orders, blogs, pages and your shop. |
Create Webhook | Creates a new webhook. A Webhook is a tool for retrieving and storing data from a certain event. It allows you to register an http:// or https:// URL where the event data can be stored in JSON or XML formats. See https://docs.shopify.com/api/webhook for more information. |
Update Customer | Updates a customer. |
Update Customer Saved Search | Updates a customer saved search. A customer saved search is a search query representing a group of customers as defined by the shop owner. In the admin, the shop owner searches for customers by applying one or more filters. As soon as the first filter is applied, the shop owner has the option of saving the search as a customer saved search and giving it a name. The customer saved search is created and the shop owner can select the search to see a list of the customers that fit within that query. See https://docs.shopify.com/api/customersavedsearch for more information. |
Update Order | Updates an order. |
Update Page | Updates a page. |
Update Product | Updates a product. |
Update Redirect | Updates a redirect. Whenever you change the URL of one of your store’s pages, you run the risk that customers could return to their bookmarks and saved links and find them broken. To solve this, create a URL redirect. URL redirection is a technique for making a web page direct a visitor to a new URL address. |
Update Smart Collection | Updates a smart collection. A smart collection is a grouping of products defined by simple rules set by shop owners. A shop owner creates a smart collection and then sets the rules that determine which products go in them. Shopify automatically changes the contents of smart collections based on their rules. See https://docs.shopify.com/api/smartcollection for more information. |
Update Theme | Updates a theme. |
Update Metafield | Updates a metafield. Using metafields, you can store additional information for products, collections, orders, blogs, pages and your shop. |
Update Webhook | Updates a webhook. A Webhook is a tool for retrieving and storing data from a certain event. It allows you to register an http:// or https:// URL where the event data can be stored in JSON or XML formats. See https://docs.shopify.com/api/webhook for more information. |
Delete Customer | Delete a customer. |
Delete Customer Saved Search | Deletes a customer saved search. A customer saved search is a search query representing a group of customers as defined by the shop owner. In the admin, the shop owner searches for customers by applying one or more filters. As soon as the first filter is applied, the shop owner has the option of saving the search as a customer saved search and giving it a name. The customer saved search is created and the shop owner can select the search to see a list of the customers that fit within that query. See https://docs.shopify.com/api/customersavedsearch for more information. |
Delete Page | Deletes a page. |
Delete Product | Deletes a product. |
Delete Redirect | Deletes a redirect. Whenever you change the URL of one of your store’s pages, you run the risk that customers could return to their bookmarks and saved links and find them broken. To solve this, create a URL redirect. URL redirection is a technique for making a web page direct a visitor to a new URL address. |
Delete Smart Collection | Delete a smart collection. A smart collection is a grouping of products defined by simple rules set by shop owners. A shop owner creates a smart collection and then sets the rules that determine which products go in them. Shopify automatically changes the contents of smart collections based on their rules. See https://docs.shopify.com/api/smartcollection for more information. |
Delete Metafield | Deletes a metafield. Using metafields, you can store additional information for products, collections, orders, blogs, pages and your shop. |
Delete Webhook | Deletes a webhook. A Webhook is a tool for retrieving and storing data from a certain event. It allows you to register an http:// or https:// URL where the event data can be stored in JSON or XML formats. See https://docs.shopify.com/api/webhook for more information. |