Pipedrive + Shopify
Create notes in Pipedrive for new orders in Shopify
Streamline your sales process with this Shopify-Pipedrive workflow. Whenever a new order is placed in Shopify, it will create a note in Pipedrive. Not only does this save you valuable time, but it also ensures that every important detail from each order is efficiently documented in your CRM. Take advantage of this automation to keep your sales team in the loop about new orders, helping them to stay organized and responsive.
Streamline your sales process with this Shopify-Pipedrive workflow. Whenever a new order is placed in Shopify, it will create a note in Pipedrive. Not only does this save you valuable time, but it also ensures that every important detail from each order is efficiently documented in your CRM. Take advantage of this automation to keep your sales team in the loop about new orders, helping them to stay organized and responsive.
- When this happens...
New OrderTriggers when an order is created (with line item support).
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create NoteCreates a new note.
ActionWriteCreate a new record or update an existing record in your app.
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New Blog
Triggers when a new blog is added to your Shopify store.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Customer
Triggers when a new customer is added to your Shopify account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Cancelled Order
Triggers whenever an order is cancelled (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Fulfilled Order
Triggers when an order is fulfilled (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Paid Order
Triggers when an order is paid (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Refund
Triggers when a refund or partial refund occurs.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Customer
Triggers when a customer's information is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Order
Triggers when an order is updated (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Order IDRequired
Type of Line Item to AddRequired
Reason for Edit
Notify the Customer?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BlogRequired
TitleRequired
Author NameRequired
ContentRequired
Featured Image URL
Excerpt/Summary
Tags
Is Published?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email AddressRequired
Customer Phone
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
Country
Zip Code
Address Phone
Tags
Note
Accepts Marketing
Tax Exempt
Send E-Mail Invite
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IDRequired
Fulfillment Order IDRequired
Notify Customer
Address Line 1
Address Line 2
City
Country Code
Province Code
Zip Code
Tracking Company
Tracking Number
Tracking URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Product
Product Variant
SKU
Product Quantity
Product Title
Product Price
Weight in Grams
Price
Rate
Title
Note
Discount - Type
Discount - Amount
Discount - Code
Additional Details
Tags
Buyer Accepts Marketing?
Shipping Address Instructions
Shipping Address - First name
Shipping Address - Last name
Shipping Address - Company
Shipping Address - Phone
Shipping Address - Address
Shipping Address - Address con't
Shipping Address - City
Shipping Address - Country
Shipping Address - Country Code
Shipping Address - State/Province/Region
Shipping Address - State/Province/Region Code
Shipping Address - Postal/Zip code
Billing Address Instructions
Billing Address - First name
Billing Address - Last name
Billing Address - Company
Billing Address - Phone
Billing Address - Address
Billing Address - Address con't
Billing Address - City
Billing Address - Country
Billing Address - Country Code
Billing Address - State/Province/Region
Billing Address - State/Province/Region Code
Billing Address - Postal/Zip code
Send Receipt
Send Fulfillment Receipt
Location
Inventory Behaviour
Financial Status
Fulfillment Status
Code
Title
Price
Discounted Price
Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Channel IDRequired
Publish Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrderRequired
Amount
Currency
Type
Parent Transaction
Warning
Gateway
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IDRequired
Email
Notes
Phone
Buyer Accepts Marketing?
Remove Customer from Order?
Tags
Additional Details
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - City
Shipping Address - Company
Shipping Address - Country
Shipping Address - First Name
Shipping Address - Last Name
Shipping Address - Latitude
Shipping Address - Longitude
Shipping Address - Name
Shipping Address - Phone
Shipping Address - Province
Shipping Address - Province Code
Shipping Address - ZIP
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Title
Product Type
Vendor
Product Status
Product Description
Tags
Category
Collections to Join
Collections to Leave
Handle
Redirect Handle?
Alt Text
Media Content Type
Original Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appOrder IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrder IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct TitlesRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct Variant TitlesRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProductRequired
Product Variant TitleRequired
Exact MatchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct TitleRequired
Product TypeRequired
VendorRequired
Product Description
Tags
Published At
Price
Inventory Policy
Image URL
More Image URLs
SKU
Is Published?
Publish to Point of Sale
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Is done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Organization
Person
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Is done?
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search By
Term to search forRequired
Search for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
BlogRequired
Blog Entry Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCustomer Account Enabled
Triggers when a customer account is enabled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Abandoned Cart Age (Hours)Required
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Draft Order
Triggers when a new draft order is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Order
Triggers when an order is created (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Product
Triggers when a product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Tag Added to Customer
Triggers when a new tag is added to a customer.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Product
Triggers when a Product is updated, ordered or when a variant is added, removed, or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CustomerRequired
TagsRequired
Overwrite existing tags?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Add New Image - File
Add New Image - Alt Text
Choose Existing Image
Price
Compare-at Price
Charge Tax On This Variant?
Cost Per Item
SKU (Stock Keeping Unit)
Barcode (ISBN, UPC, GTIN, etc.)
Track Quantity?
Continue Selling When Out of Stock?
This Is a Physical Product
Weight
Weight Unit
Country/Region of Origin
Harmonized System (HS) code
Position
Requires Components
Tax Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Product
Product Variant
Product Quantity
Product Title
Product Price
Weight in Grams
Note
Discount - Type
Discount - Amount
Discount - Code
Additional Details
Tags
Shipping Address Instructions
Shipping Address - First name
Shipping Address - Last name
Shipping Address - Company
Shipping Address - Phone
Shipping Address - Address
Shipping Address - Address con't
Shipping Address - City
Shipping Address - Country
Shipping Address - State/Province/Region
Shipping Address - Postal/Zip code
Billing Address Instructions
Billing Address - First name
Billing Address - Last name
Billing Address - Company
Billing Address - Phone
Billing Address - Address
Billing Address - Address con't
Billing Address - City
Billing Address - Country
Billing Address - State/Province/Region
Billing Address - Postal/Zip code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
ProductRequired
Product VariantRequired
Adjust Quantity By
Set Quantity To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Product Type
Vendor
Product Status
Product Description
Tags
Collection ID
Handle
Note
First Product Option
Values for First Product Option
Second Product Option
Values for Second Product Option
Third Product Option
Values for Third Product Option
Category
Alt Text
Media Content Type
Original Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
First Name
Last Name
Email Address
Company Name
Default Address
Street Address
Street Address Line 2
City
State
State/Province Code
Country
Zip Code
Tags
Phone Number
Note
Tax Exempt
Accepts Marketing
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Product VariantRequired
Title
Price
Compare at Price
SKU
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query - Name
Query - Confirmation Number
Query - Email
Query - Customer ID
Query - Location ID
Query - SKU
Query - Order ID
Sort Key
Reverse?
Raw Query
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner ResourceRequired
Owner IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct Variant SKURequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Email AddressRequired
First Name
Last Name
Customer Phone
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
Country
Zip Code
Address Phone
Tags
Note
Accepts Marketing
Tax Exempt
Send E-Mail Invite
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProductRequired
TitleRequired
Exact MatchRequired
Price
Compare at Price
SKU
Inventory Policy
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Is enabled?
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note on specified deal?
Person
Pin note on specified person?
Organization
Pin note on specified organization?
Lead
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Is Done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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CRM (Customer Relationship Management)About Shopify
Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.
Related categories
Related Zap Templates
- Create new Pipedrive deals from new Shopify orders
- Create Pipedrive leads from new Shopify abandoned carts
- Add new Shopify customers to Pipedrive as people
- Create Pipedrive deals for new Shopify customers
- Update Pipedrive deals when new Shopify customers are created
- Create Pipedrive deals from new abandoned Shopify carts
- Create Shopify customers for new Pipedrive deal matching filters
- Create Shopify customers from new Pipedrive deals matching filter criteria
- Create notes in Pipedrive for new Shopify customers
- Create Shopify customers from new Pipedrive activity matching filters
- Create Shopify orders from new Pipedrive activity matching filters
- Create blog entries in Shopify for new deals in Pipedrive
- Create new Pipedrive deals for every new Shopify customer
- Update Pipedrive persons when customers are updated in Shopify
- Create new Pipedrive organizations from new Shopify customers
- Create leads in Pipedrive from new customers in Shopify
- Create new Pipedrive leads when customer accounts are enabled in Shopify
- Create new Pipedrive persons from new Shopify orders
- Create new persons in Pipedrive every time customer accounts are enabled in Shopify
- Create Pipedrive deals from new Shopify orders
- Create new Pipedrive persons from new Shopify customers
- Create new Pipedrive products from new Shopify products
- Create new Pipedrive leads from new abandoned Shopify carts
- Create new Shopify customers from new Pipedrive leads
- Create new Pipedrive deals from new Shopify draft orders
- Add notes to Pipedrive about fraudulent orders in Shopify
- Create new Pipedrive activities for each new Shopify order
Related Zap Templates
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- Create Pipedrive leads from new Shopify abandoned carts
- Update Pipedrive deals when new Shopify customers are created
- Create Shopify customers from new Pipedrive deals matching filter criteria
- Create Shopify orders from new Pipedrive activity matching filters
- Update Pipedrive persons when customers are updated in Shopify