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Create an item in monday.com when a new order comes in to Shopify

When a new order comes in to Shopify, create an item in monday.com.

Use this templateBrowse the library

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
1
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 an item
An item on a board, named. Columns are set on the board’s defaults.
  1. Starts whenA new order comes in
  2. App stepNamed after the order number

What each client fills in

monday.com: Board ID
For example the number in the board’s URL

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).

  • In the client’s monday.com: avatar → Developers → My access tokens → Show → copy.

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 monday.com, for “Create an item”
  3. Fill in monday.com: Board ID (For example the number in the board’s URL)

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