Shopify + Spektrix + Looping by Zapier + Formatter by Zapier + Filter by Zapier

Add new paid Shopify orders to Spektrix customer records

Use Shopify as an ecommerce and fulfillment provider? This integration will allow you to use the power of Spektrix's CRM and segmentation abilities to track and better understand your customers' multichannel purchasing behavior. When you have a new paid order in Shopify, this automation will find or create a customer record in Spektrix, and then generate and confirm an order for that customer. This is intended to be used with a single "aggregate" merchandise item in Spektrix with the Shopify item name (or SKU, item ID, etc) as the merchandise reference field.

When this happens...
New Paid Order
Triggers when an order is paid (with line item support).
TriggerInstant
automatically do this...
Basket: Create a New Basket
Creates a new empty Basket
ActionWrite
then do this...
Basket: Add a Customer
Adds a Customer to a Basket
ActionWrite
then do this...
Create Loop From Line Items
Creates a new Loop from line item(s). This is an advanced action!
ActionWrite
then do this...
Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this...
Basket: Add Merchandise Item(s)
Adds Merchandise Item(s) to a pre-existing Basket Session
ActionWrite
then do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this...
Basket: Add a Merchandise Delivery Method
Adds a Merchandise Delivery Method to the Basket
ActionWrite
then do this...
Basket: Add Payment Type
Adds a Custom Payment Type to Basket
ActionWrite
then do this!
Basket: Confirm a Basket
Confirms a Basket once all required items have been added
ActionWrite

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Supported triggers and actions

What does this mean?

New Blog
Triggers when a new blog is added to your Shopify store.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is added to your Shopify account.
Trigger
Scheduled
Try It
- Risk Level
Trigger
Scheduled
Try It
New Cancelled Order
Triggers whenever an order is cancelled (with line item support).
Trigger
Instant
Try It
New Fulfilled Order
Triggers when an order is fulfilled (with line item support).
Trigger
Instant
Try It

New Paid Order
Triggers when an order is paid (with line item support).
Trigger
Instant
Try It
New Refund
Triggers when a refund or partial refund occurs.
Trigger
Instant
Try It

Updated Customer
Triggers when a customer's information is updated.
Trigger
Instant
Try It
Updated Order
Triggers when an order is updated (with line item support).
Trigger
Instant
Try It
- Order IDRequired
- Type of Line Item to AddRequired
- Reason for Edit
- Notify the Customer?
Action
Write
- BlogRequired
- TitleRequired
- Author NameRequired
- ContentRequired
- Featured Image URL
- Excerpt/Summary
- Tags
- Is Published?
Action
Write
- 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
Action
Write
- 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
Action
Write
- Adjust or Set quantity?Required
- The name of quantities to be changedRequired
- The reason for the quantity changesRequired
- LocationRequired
- Product
- Product VariantRequired
- Quantity to Set or Adjust
Action
Write
- 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
Action
Write
- CustomerRequired
- TagsRequired
Action
Write
- 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
- Tax Exemptions
- Accepts Marketing
Action
Write
- ProductRequired
- Product VariantRequired
- Title
- Price
- Compare at Price
- SKU
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Query - Name
- Query - Confirmation Number
- Query - Email
- Query - Customer ID
- Query - Location ID
- Query - SKU
- Query - Order ID
- Sort Key
- Reverse?
- Raw Query
Action
Search
- Owner ResourceRequired
- Owner IdRequired
Action
Search
- IdsRequired
Action
Search
- Product TitleRequired
Action
Search
- Product Variant SKURequired
Action
Search
- Name
- 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
- Tax Exemptions
- Send E-Mail Invite
Action
Search or write
- ProductRequired
- TitleRequired
- Exact MatchRequired
- Price
- Compare at Price
- SKU
- Inventory Policy
Action
Search or write
- Tag IdRequired
- Spektrix Customer IDRequired
Action
Write
- Basket IDRequired
- Event Name
- Instance IDRequired
- Area IDRequired
- Ticket TypeRequired
- Quantity
- Override Price
Action
Write
Basket: Create a New Basket
Creates a new empty Basket
Action
Write
- Spektrix Customer IDRequired
- Add or RemoveRequired
- Contact PreferencesRequired
Action
Write
- Instance IDRequired
- QuantityRequired
- Basket IDRequired
Action
Write
- Basket IDRequired
- Ticket Delivery MethodRequired
Action
Write
- Basket IDRequired
- Merchandise ItemRequired
- Reference
- Price Override
- Quantity
Action
Write
- Basket IdRequired
- Delivery Method
Action
Write
- Spektrix Customer IDRequired
Action
Search
- Event NameRequired
Action
Search
- Start From
- Start To
- Spektrix Event ID
Action
Search
- EmailRequired
- First NameRequired
- Last NameRequired
- Date of Birth
- Mobile Number
- Tags
- Contact Preferences
Action
Search or write
- Help Warning
- Loop iteration counter start
- Loop iteration counter end
- Loop iteration counter increment amount
- Maximum number of Loop iterations
Action
Write
- TransformRequired
Action
Write
- TransformRequired
Action
Write
- Only continue if...Required
Action
Filter

- BlogRequired
- Blog Entry Status
Trigger
Scheduled
Try It
Customer Account Enabled
Triggers when a customer account is enabled.
Trigger
Instant
Try It
- Abandoned Cart Age (Hours)Required
Trigger
Scheduled
Try It
New Draft Order
Triggers when a new draft order is created
Trigger
Instant
Try It
New Order
Triggers when an order is created (with line item support).
Trigger
Instant
Try It
New Product
Triggers when a product is created.
Trigger
Instant
Try It
New Tag Added to Customer
Triggers when a new tag is added to a customer.
Trigger
Scheduled
Try It
- Inventory Item
Trigger
Instant
Try It
Updated Product
Triggers when a Product is updated, ordered or when a variant is added, removed, or updated.
Trigger
Instant
Try It
- CustomerRequired
- TagsRequired
- Overwrite existing tags?
Action
Write
- NameRequired
- External Id
- A note about the company
- Company Contact
- Contact Email
- Contact First Name
- Contact Last Name
- Contact Phone
- Contact Title
- Contact Locale
- Location
- Billing same as shipping address?
- Company Shipping Address
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Country Code
- Shipping First Name
- Shipping Last Name
- Shipping Address Phone
- Shipping Address Recipient
- Shipping Address Zip
- Shipping Address Zone Code
- Location External ID
- Location Locale
- Location Name
- Location Note
- Location Phone
- Tax Registration Id
Action
Write
- 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
- Tax Exemptions
- Send E-Mail Invite
Action
Write
- 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
Action
Write
- 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
Action
Write
- Product IDRequired
- Channel IDRequired
- Publish Date
Action
Write
- OrderRequired
- Amount
- Currency
- Type
- Parent Transaction
- Warning
- Gateway
Action
Write
- 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
Action
Write
- 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
Action
Write
- Name
- Email
Action
Search
- Order IDRequired
Action
Search
- Order IdRequired
Action
Search
- Product TitlesRequired
Action
Search
- Product Variant TitlesRequired
Action
Search
- ProductRequired
- Product Variant TitleRequired
- Exact MatchRequired
Action
Search
- Product 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
Action
Search or write
- Spektrix Customer IDRequired
- Attribute NameRequired
- Clear AttributeRequired
Action
Write
- Basket IDRequired
Action
Write
- Basket IdRequired
Action
Write
- EmailRequired
- First NameRequired
- Last NameRequired
- Date of Birth
- Mobile Number
- Tags
- Contact Preferences
Action
Write
- Customer ID
- Tag ID
Action
Write
- Customer IDRequired
- Basket IDRequired
Action
Write
- Overriden PriceRequired
- Ticket IDRequired
- Basket IDRequired
Action
Write
- Basket ID
- FundRequired
- Donation AmountRequired
- Recognition Name
- Donation is Anonymous
- Tribute Type
Action
Write
- Payment Type IdRequired
- Payment AmountRequired
- Basket IDRequired
Action
Write
- Search CriteriaRequired
Action
Search
- EmailRequired
Action
Search
- Merchandise Item NameRequired
Action
Search
- Help Warning
- Values to LoopRequired
- Trim Whitespace
- Loop iteration counter start
- Maximum number of Loop iterations
Action
Write
- Help Warning
- Values to LoopRequired
- Text Delimiter
- Trim Whitespace
- Loop iteration counter start
- Maximum number of Loop iterations
Action
Write
- TransformRequired
Action
Write
- TransformRequired
Action
Write

About Shopify

Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.

Learn more

Related categories

eCommerce

About Spektrix

Spektrix is the market-leading CRM, ticketing, marketing and fundraising solution for theatres and the performing arts.

Related categories

Sales & CRM

About Looping by Zapier

Looping by Zapier is a helper app to repeat Action(s) in you Zaps a variable number of times for sets of values.

Learn more

Related categories

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Learn more

Related categories

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Learn more

Shopify + Spektrix + Looping by Zapier + Formatter by Zapier + Filter by Zapier

Add new paid Shopify orders to Spektrix customer records

New Blog

New Customer

New Fraudulent Order

New Cancelled Order

New Fulfilled Order

New Paid Order

New Refund

Updated Customer

Updated Order

Add Line Item to Order

Create Blog Entry

Create Product Variant

Create Draft Order

Update Inventory Quantity (with line item support).

Create Product

Remove Tag from Customer

Update Customer

Update Product Variant

API Request (Beta)

Find Order

Find Metafields

Find Products by ID (With Line Item Support)

Find Product by Title

Find Product Variant by SKU

Find or Create Customer

Find or Create Product Variant

Customer: Add Tag(s)

Basket: Add Ticket(s) (Unreserved Seating Plan)

Basket: Create a New Basket

Customer: Update Contact Preference(s)

Basket: Add Ticket(s) (Best Available)

Basket: Add a Ticket Delivery Method

Basket: Add Merchandise Item(s)

Basket: Add a Merchandise Delivery Method

Customer: Find by Spektrix Customer ID

Event: Find by Name

Instance: Find by Event

Find or Create New Customer

Create Loop From Numbers

Date / Time

Text

Only continue if...

New Blog Entry

Customer Account Enabled

New Abandoned Cart

New Draft Order

New Order

New Product

New Tag Added to Customer

Updated Inventory

Updated Product

Add Tag to Customer

Create Company

Create Customer

Create Fulfillment

Create Order

Publish Product

Create Transaction

Update Order

Update Product

Find Customer

Get Order by ID

Find Order Transactions

Find Products by Title (With Line Item Support)

Find Product Variants by Title (With Line Item Support)

Find Product Variant by Title

Find or Create Product

Customer: Update Attribute(s)

Basket: Add Order Attribute(s)

Basket: Confirm a Basket

Customer: Create a New Customer

Customer: Remove a Tag

Basket: Add a Customer

Basket: Override a Ticket Price

Basket: Add a Donation

Basket: Add Payment Type

Fund: Find a Fund

Customer: Find by Email Address