How The Automation Works

How The Automation Works

Multi-Platform Integration For Seamless Processing

A Powerful End-to-End Solution:

  1. Trigger: New Shopify order instantly initiates the workflow
  2. CRM Update: Order details automatically recorded in Zoho CRM
  3. Invoice Generation: Complete invoice created in Harvest
  4. Task Management: Order tracked in Trello for team visibility
  5. Smart Customer Segmentation: Orders evaluated for value (above/below $50)
  6. Personalized Communication: Customized emails based on order value
  7. Targeted Marketing: High-value customers added to dedicated MailChimp campaign

Configuration requires minimal technical expertise with simple setup of account IDs following our documentation.