ManualTrigger Automate

Automate customer data retrieval and management for Shopify with the ManualTrigger Automate workflow. This complex solution efficiently fetches customer information, organizes it into a Google Sheets spreadsheet, and converts it into a Squarespace contacts CSV file. Schedule regular updates to ensure your customer database is always current, enhancing your marketing efforts and improving customer engagement.

7/8/2025
13 nodes
Complex
schedulecomplexsticky noteschedule triggersplitoutgooglesheetsconverttofileautomationadvancedcronlogicconditionalapiintegrationfilesstorage
Categories:
Schedule TriggeredComplex WorkflowData Processing & Analysis
Integrations:
Sticky NoteSchedule TriggerSplitOutGoogleSheetsConvertToFile

Target Audience

This workflow is designed for:
- E-commerce Managers: Those managing Shopify stores who need to extract customer data efficiently.
- Data Analysts: Professionals looking to automate the collection and organization of customer information for analysis.
- Marketers: Individuals who want to segment their customer base for targeted campaigns based on collected data.
- Business Owners: Entrepreneurs looking to streamline their operations and maintain an up-to-date customer database.
- Developers: Tech-savvy users who want to integrate and customize workflows for specific business needs.

Problem Solved

This workflow addresses the challenge of manually retrieving and organizing customer data from Shopify. It automates the process of:
- Fetching customer data: Automatically retrieves customer information in bulk, reducing manual effort.
- Handling pagination: Efficiently manages large datasets by using pagination to ensure all customer records are captured.
- Data organization: Stores extracted data into Google Sheets for easy access and further analysis.
- File conversion: Converts customer data into a CSV format suitable for integration with Squarespace, facilitating seamless transitions between platforms.

Workflow Steps

  • Trigger: The workflow begins with a Schedule Trigger that initiates the process at specified intervals.
    2. Get Customers: It sends an HTTP request to the Shopify API to retrieve customer data, including pagination handling for large datasets.
    3. Check for Pagination: The workflow checks if there are more pages of data to fetch by examining the link header in the response.
    4. Extract Page Info: If there are additional pages, it extracts the page_info parameter for subsequent requests.
    5. Merge Loop Items: The workflow merges all customer data retrieved from multiple pages into a single dataset.
    6. List Customers: It splits the customer data into individual records for further processing.
    7. Save to Google Sheets: Each customer record is appended or updated in a designated Google Sheets document.
    8. Extract Customer Data: The workflow prepares the data for conversion by extracting relevant fields (Email, First Name, Last Name, Shopify Customer ID).
    9. Convert to CSV: Finally, the data is converted to a CSV format, making it ready for use in Squarespace or other applications.

    • Customization Guide

    Users can customize this workflow by:
    - Modifying the Shopify API URL: Replace {your-store} with your actual Shopify store URL in the Get Customers node.
    - Adjusting Query Parameters: Change the parameters in the Get Customers node to filter the data retrieved (e.g., by adding more fields or changing the limit).
    - Customizing Google Sheets: Update the Customers Spreadsheet node to point to a different Google Sheets document or modify the column mappings as needed.
    - Scheduling: Adjust the Schedule Trigger settings to change how often the workflow runs (e.g., daily, weekly).
    - Adding More Nodes: Integrate additional processing nodes for further data manipulation or notifications based on the extracted data.