How it works
Follow these 14 simple steps to automate this task automatically.
Detect new Shopify orders
The workflow begins whenever a new order is created in Shopify, making sure all relevant details are captured immediately.
Time to complete: 1 minute
Retrieve product variants from Odoo
Query Odoo to retrieve product variants that match the SKUs from the Shopify order line items.
Time to complete: 1 minute
Validate product matches
Compare Shopify SKUs with Odoo product codes to ensure proper alignment. Skip unmatched products to prevent errors.
Time to complete: 1 minute
Retrieve customer details from Odoo
uery Odoo to find a customer matching the Shopify order details, including email, shipping address, and customer rank.
Time to complete: 1 minute
Avoid duplicate customer records
Check if the customer already exists in Odoo. Skip the creation process if a match is found.
Time to complete: 1 minute
Retrieve country details
Query Odoo for country details based on the customer’s shipping country code to ensure proper alignment.
Time to complete: 1 minute
Retrieve state details
Query Odoo for state information using the country ID and province code from the Shopify order.
Time to complete: 1 minute
Add new customer to Odoo
If no matching customer exists, create a new customer in Odoo with detailed Shopify order information, including address and contact details.
Time to complete: 1 minute
Assign customer ID for order sync
Map the customer ID from either an existing or newly created Odoo record for use in the order creation process.
Time to complete: 1 minute
Create order in Odoo
Create a new order in Odoo using Shopify order details, including subtotal, tax, and total amounts.
Time to complete: 1 minute
Prepare order line items for Odoo
Map Shopify order line items to Odoo’s format, including product details, discounts, taxes, and shipping information.
Time to complete: 1 minute
Loop through order line items
Iterate through each line item in the Shopify order to create corresponding records in Odoo.
Time to complete: 1 minute
Map product IDs for order line items
Map product IDs from Odoo to Shopify order line items for accurate order creation.
Time to complete: 1 minute
Create order line items in Odoo
Create detailed order lines in Odoo for each Shopify item, including quantities, prices, and tax details.
Time to complete: 1 minute
Make it your own
Customize this workflow even further:
Set custom delays
Schedule actions to trigger after a set time period, such as sending follow-up emails 3 days after an event.
Chain multiple actions
Connect several steps together in one workflow, like tagging data, updating records, and notifying your team simultaneously.
Store data in tables
Save order details, customer preferences, or custom metrics in your own database for reference and reporting.
Deploy AI agents for smart decisions
Let AI agents evaluate complex scenarios and choose the right action path based on your defined rules.
Frequently asked questions
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.
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