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Airtable

Create a record in Airtable when a new order comes in to Shopify

When a new order comes in to Shopify, create a record in Airtable.

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Steps
1
Client fills in
2
Accounts
2
Starts
A new order comes in to Shopify, within 5 minutes

UsesBeta

Every step, in order

When it happens in the first app, the step runs in the second, with the client’s own account.

A new order comes in
A new order in the store, checked every 5 minutes. The app needs the read_orders scope.
Create a record
Add one row to a table. Field names must match the table’s columns.
  1. Starts whenA new order comes in
  2. App stepCreate a record

What each client fills in

Airtable: Base ID
From the base’s URL: airtable.com/appXXXX/…
Airtable: Table
For example Leads

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

  • Only for a store that already has an admin-created custom app. In the client’s Shopify admin: Apps → Develop apps → the app: its Admin API scopes must include write_customers and read_orders; the token is under API credentials (shown once when it is made; if it is no longer shown, generate a new one).

  • Airtable

    airtable.com/create/tokens → Create token → scopes data.records:write and data.records:read (lookups and the triggers) → add the client’s base → copy the token.

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Connect the client’s Shopify, for “A new order comes in”
  2. Connect the client’s Airtable, for “Create a record”
  3. Fill in Airtable: Base ID (From the base’s URL: airtable.com/appXXXX/…)
  4. Fill in Airtable: Table (For example Leads)
  5. Match Airtable’s fields to the client’s own: Order number 1001, Their email, Total, Currency

Thrum is cooking.

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