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  • How do I integrate Shopify and Flodesk so the customer segments update dynamically?
Best answer

How do I integrate Shopify and Flodesk so the customer segments update dynamically?

W

I need help integrating Shopify and Flodesk Emails so the customer segments update dynamically

Best answer by christina.dBest answer by christina.d

Hi friends! I wanted to summarize some of the tips recommended here. 

Troy Tessalone wrote:

 

NOTE: You likely will need to add a Filter as Step 2 in the Zap: https://zapier.com/apps/filter/help

 

If you’re just getting started with Zapier here’s some resources to get you started:
 

Also in the meantime, here’s some helpful docs and videos that could be useful as you’re starting out with Zapier.

If you happen to run into a “CSRF Failed: CSRF token missing or incorrect” error as @TamRazzleDazzle mentions, sometimes this is due to failed verification at login. Reattempting login with incognito or with another browser can help! 

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10 replies

Troy Tessalone
Forum|alt.badge.img+14

Hi @wedrinkbubbles 

Good question.

Please clarify what Zap triggers/actions you are trying to use for each.

Shopify: https://zapier.com/apps/shopify/integrations#triggers-and-actions

Flodesk: https://zapier.com/apps/flodesk/integrations#triggers-and-actions

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

When a customer is updated with a new tag, i want flow desk to recognize the new customer in a segment and trigger an email

Troy Tessalone
Forum|alt.badge.img+14

@wedrinkbubbles 

Have you tried configuring these Zap steps and testing?

NOTE: You likely will need to add a Filter as Step 2 in the Zap: https://zapier.com/apps/filter/help

 

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

I haven’t set up a Zap yet. I just registered an am new to the automations. Can you share a start up guide to help me with this?

Troy Tessalone
Forum|alt.badge.img+14

@wedrinkbubbles 

Here are some helpful getting started guides for the basics of creating Zaps:

https://zapier.com/help/create/basics

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

Okay thanks. I will work on this and let you know if I have any questions

W

 

W

I am getting the message above. DO you know how to troubleshoot?

T
Forum|alt.badge.img+4

Hey @wedrinkbubbles! It looks like the error you got is a failed verification with Shopify? Like it wasn’t able to link your account or authenticate it? 🤔 Were you able to try linking it to Zapier again?

christina.d
Forum|alt.badge.img+9
  • christina.dZapier Staff
  • Zapier Staff
  • 2653 replies
  • Answer
  • June 10, 2022

Hi friends! I wanted to summarize some of the tips recommended here. 

Troy Tessalone wrote:

 

NOTE: You likely will need to add a Filter as Step 2 in the Zap: https://zapier.com/apps/filter/help

 

If you’re just getting started with Zapier here’s some resources to get you started:
 

Also in the meantime, here’s some helpful docs and videos that could be useful as you’re starting out with Zapier.

If you happen to run into a “CSRF Failed: CSRF token missing or incorrect” error as @TamRazzleDazzle mentions, sometimes this is due to failed verification at login. Reattempting login with incognito or with another browser can help! 

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