Set Automate

For Shopify, this automated workflow updates customer information by integrating with Zendesk. It efficiently checks if a user exists, creates or updates their contact details, and ensures accurate data synchronization, enhancing customer support and communication.

7/8/2025
9 nodes
Medium
manualmediumshopifytriggernoopzendesklogicconditional
Categories:
Communication & MessagingManual TriggeredMedium WorkflowE-commerce & Retail
Integrations:
ShopifyTriggerNoOpZendesk

Target Audience

  • Shopify Store Owners: Those who want to keep their customer data synced with Zendesk for better customer support.
    - Customer Support Teams: Teams using Zendesk who need to ensure that customer information is up-to-date and accurate.
    - Developers: Individuals looking to automate customer data integration between Shopify and Zendesk without manual intervention.
    - E-commerce Managers: Professionals aiming to streamline customer relationship management through effective data handling.

    • Problem Solved

  • This workflow automates the process of syncing customer data between Shopify and Zendesk.
    - It ensures that if a customer's information is updated in Shopify, it reflects in Zendesk, reducing the chances of outdated or incorrect contact details.
    - It handles both the creation of new contacts in Zendesk and the updating of existing ones based on changes in customer information.

    • Workflow Steps

  • Trigger: The workflow is initiated manually when a customer's data is updated in Shopify.
    - Data Preparation: The workflow extracts relevant fields such as ZendeskUserId, ZendeskEmail, and ZendeskPhone from the incoming data.
    - Check for Existing User: It checks if the user already exists in Zendesk by verifying if ZendeskUserId is not empty.
    - Data Modification Check: If the user exists, it checks if the phone number has changed compared to what is stored in Zendesk.
    - Update/Create Contact: Depending on whether the user exists and if their data has changed, it either updates the existing contact in Zendesk or creates a new one with the updated information.
    - Integration: The workflow merges Shopify data with Zendesk contact information, ensuring that all relevant data is linked correctly for customer support purposes.

    • Customization Guide

  • Users can customize the workflow by adjusting the ShopifyTrigger parameters to listen for different events, such as customers/create or customers/delete.
    - The Zendesk API credentials can be updated to connect to different Zendesk accounts.
    - Users can modify the fields being extracted and set in the Set node to include additional customer attributes as needed.
    - Additional nodes can be added for further processing or integrations with other services as per business requirements.