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How do I send daily Shopify order summaries to an email?

Hello I  have a automation  I have been trying and failinng . I am pulling new orders from Shopify and updating a spreadsheet rows with order details . I want to summarise the orders for the day and send it to  mail.  Like if I am getting 10 order  I should send the 10 order at the. End of the day .  If the next day I get 20 order I want to send those details to email.

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13 replies

jayeshkumarbhatia
Userlevel 6
Badge +6

Hey @panda992 ,

 

Yes, this is possible to automate on Zapier. You can create reports in multiple ways.

P

How can you guide

Troy Tessalone
Userlevel 7
Badge +14

Hi @panda992 

If you log the date (only the date) of the Shopify order into the GSheet, then you can use a GSheets Lookup Row(s) Zap action to find the details of multiple rows.

 

  1. Trigger: Schedule
  2. Action: GSheets - Lookup Row(s)
  3. Action: Formatter > Utilities > Line Items to Text
    1. Used to format the data for the email
  4. Action: Gmail - Send Email
⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
P

can it be done it with digest by zpaier    it logs the entry in sheet and send it to me onece day ?

 

Troy Tessalone
Userlevel 7
Badge +14

@panda992 

Digest is one approach that can work: https://zapier.com/apps/digest/help

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

can it total the revenue of the orders in the week if i sechulde it weekly   or do i have perform it  in gsheet ?

Troy Tessalone
Userlevel 7
Badge +14

@panda992 

You’d likely have to do the calculation in a Zap step.

 

OPTIONS

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

 

P

This is my table format,   i am trying to calculate the total and  send the weekly revenue to mail . Still confused what to do any help ?  Should i use digest, is my flow correct  ?

 

Troy Tessalone
Userlevel 7
Badge +14

@panda992 

To keep a running total, you would need to use Storage:
https://zapier.com/apps/storage/integrations#triggers-and-actions
https://zapier.com/apps/storage/help


Logic

Get Value

Formatter > Numbers > Perform Math Operation (Add)

Set Value

 

Then Reset value after the email is sent

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

It's confusing for me can I do  the calculation in sheet and send it to email

Troy Tessalone
Userlevel 7
Badge +14

@panda992 

It’s possible to use GSheets to do calculations, but you would need to somehow lookup a row that has the SUM for the other rows matching the date you want the data for.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
SamB
Rank
Userlevel 7
Badge +11

Hi there, @panda992 👋

Were you able to get the total weekly revenue of the orders calculated and sent out in the email?

Let us know if you’re still stuck or need any further help on this! 🙂

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