Status: The Shopify connector is not available right now while the Shopify listing is on hold. Plan the flow here and switch it on when the connector returns.
What does this Shopify automation do?
A new customer record starts a welcome project from your template.
What can you do with it?
- Give every new customer the same first 30 days
- Stop onboarding depending on who noticed the signup
- Track welcome steps as real work
The Steps
This automation runs in 2 steps:
- When Shopify — New Customer
- Then Taskade — Create from a template
Who is this automation for?
Built for retention and CX teams. A new customer record starts a welcome project from your template.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Customer" from Shopify.
- Add the action "Create from a template" from Taskade.
- Connect your Shopify account and enable the toggle in the top-right corner once the connector returns.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.