
How The Automation Works
Multi-Platform Integration For Seamless Processing
A Powerful End-to-End Solution:
- Trigger: New Shopify order instantly initiates the workflow
- CRM Update: Order details automatically recorded in Zoho CRM
- Invoice Generation: Complete invoice created in Harvest
- Task Management: Order tracked in Trello for team visibility
- Smart Customer Segmentation: Orders evaluated for value (above/below $50)
- Personalized Communication: Customized emails based on order value
- Targeted Marketing: High-value customers added to dedicated MailChimp campaign
Configuration requires minimal technical expertise with simple setup of account IDs following our documentation.