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Shopify to zoho crm sales order

thudso3

Member
Good Afternoon,

I am trying to create a new sales order in Zoho CRM once an order is placed in Shopify. I have already created the flow that updates or creates a new contact in zoho but I also need zoho to pull the sales order information from shopify to create the sales order in zoho crm.

I have tried to create the flow to have zoho create a new sales order once a shopify order is created but it asks for a "deal", which is required. Not even sure what this is. I have also tried to "get sales order" but I have not found success.

Shopify order--> Zoho CRM creates a sales order --> Contact in zoho crm now has the connected sales order in their account.

Any help is appreciated.
 
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Pabblymember11

Guest
Hey @thudso3

Kindly allow us some time, we are currently looking into it.

Shall notify you with an update soon.
 

catco.hello

Member
Hi, The flow you've shared is for Zoho CRM. I am looking for New order on shopify >> New customer in Zoho Books >> New sales Invoice creation on shopify. I've followed this video:
However, invoices are not created and sometimes customers are also not added onto Zoho. Please help. I have added photo below of my flow. I'll like to set this flow up and buy an yearly plan from you guys.

1690431282916.png
 
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Pabblymember11

Guest
Kindly share the workflow URL in which you have configured the Zoho CRM action steps.
 
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Pabblymember11

Guest
However, invoices are not created and sometimes customers are also not added onto Zoho. Please help. I have added photo below of my flow. I'll like to set this flow up and buy an yearly plan from you guys.

After a thorough investigation of the workflow, we discovered that when creating an invoice, you used the contacts' IDs instead of the Customers' Contact IDs, and you missed passing the Customer's Contact ID in the "Create Invoice" action step.

Though we have corrected the workflow mapping and the filter condition for now. So, please check the mapping once and then try again.
 
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