How it works

Follow these 14 simple steps to automate this task automatically.

Shopify logo icon

Detect new Shopify orders

App connector: Shopify • Time to complete: 1 minute

The workflow begins whenever a new order is created in Shopify, making sure all relevant details are captured immediately.

Retrieve product variants from Odoo

App connector: Odoo • Time to complete: 1 minute

Query Odoo to retrieve product variants that match the SKUs from the Shopify order line items.

Validate product matches

App connector: Filter • Time to complete: 1 minute

Compare Shopify SKUs with Odoo product codes to ensure proper alignment. Skip unmatched products to prevent errors.

Retrieve customer details from Odoo

App connector: Odoo • Time to complete: 1 minute

uery Odoo to find a customer matching the Shopify order details, including email, shipping address, and customer rank.

Avoid duplicate customer records

App connector: Filter • Time to complete: 1 minute

Check if the customer already exists in Odoo. Skip the creation process if a match is found.

Retrieve country details

App connector: Odoo • Time to complete: 1 minute

Query Odoo for country details based on the customer’s shipping country code to ensure proper alignment.

Retrieve state details

App connector: Odoo • Time to complete: 1 minute

Query Odoo for state information using the country ID and province code from the Shopify order.

Add new customer to Odoo

App connector: Odoo • Time to complete: 1 minute

If no matching customer exists, create a new customer in Odoo with detailed Shopify order information, including address and contact details.

Assign customer ID for order sync

App connector: Transform • Time to complete: 1 minute

Map the customer ID from either an existing or newly created Odoo record for use in the order creation process.

Create order in Odoo

App connector: Odoo • Time to complete: 1 minute

Create a new order in Odoo using Shopify order details, including subtotal, tax, and total amounts.

Prepare order line items for Odoo

App connector: Transform • Time to complete: 1 minute

Map Shopify order line items to Odoo’s format, including product details, discounts, taxes, and shipping information.

Loop through order line items

App connector: Loop • Time to complete: 1 minute

Iterate through each line item in the Shopify order to create corresponding records in Odoo.

Map product IDs for order line items

App connector: Transform • Time to complete: 1 minute

Map product IDs from Odoo to Shopify order line items for accurate order creation.

odoo logo icon

Create order line items in Odoo

App connector: Odoo • Time to complete: 1 minute

Create detailed order lines in Odoo for each Shopify item, including quantities, prices, and tax details.

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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