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  • How do I add products from a Shopify order and add them to the related opportunity in Salesforce?
Question

How do I add products from a Shopify order and add them to the related opportunity in Salesforce?

W

Hi I have an scenario where the trigger is invoked when new order is placed on shopify,

I have created the workflow to create new account, contact and opportunity related to it,

But I want to add products in order to be added to the related opportunity,

Can anyone help me with this

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

5 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Williams 

Good question.

Can you clarify if you are trying to add Products (as a linked Salesforce Object) to the Opportunity, or where are you trying to add Products on the Opportunity?

Perhaps provide screenshots and outline a specific examples in order for us to have more context, thanks.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
W

Basically what I want is when a new order is placed on shopify I want to create an opportunity with the same order name and add the line items of that order to the opportunity products on Salesforce linked with the same opportunity 

Troy Tessalone
Userlevel 7
Badge +14

@Williams 

Can you provide screenshots with what Zaps steps you have configured thus far?

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
christina.d
Userlevel 7
Badge +9

Hey there, @Williams! I wanted to drop by and see if you were able to arrive at a solution for this? If not, feel free to drop some screenshots of your zap setup and we’d love to help. 🙂

Danvers
Userlevel 7
Badge +12

Hi @Williams! Just checking in to see if you still need some help with this Zap? Thanks!

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