Newbie question re: Shopify Customers (action) - IF existing then update tags, else create new customer? How do we do this?

[JeremyR]

Dear Pabbly Team,

My goal is to build a workflow
IF email matches EXISTING Shopify customer, then update Shopify TAG(s) with user content from a Chatrace custom field
Else, create new Shopify customer.

I am new to Pabbly, so this most certainly can be newbie ignorance.
If someone can point me in the right direction or show a help doc, I will be most grateful.
TY!

My initial idea was something like this...

But I am obviously missing something.
I am also reading in other threads concerns about Shopify Customer tags not being added, but replacing all exisitng tags. Not sure if there is a solution yet?
TY!

 

[ArshilAhmad]

Hi @JeremyR,

Pabbly - Online Marketing & Sales Software

Automate your sales and marketing with Pabbly. Unite email marketing, lead capture, WordPress themes, subscription all at one place.

connect.pabbly.com

To achieve your use case, you can add a Router to your workflow and set it up in the following manner. Please make the necessary changes in your original workflow and use the provided workflow as a reference only.

I have set up the Router conditions and the 2nd Route on your behalf. You can set up the 1st Route as shown in the screenshot shared below.

 

[JeremyR]

achieve your use case, you can add a Router to your workflow

Wow!
As they say, "you don't know what you don't know!"
Thank you for teaching me about he router, AKA "secret sauce"