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 Project From 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 Project From Template" from Taskade.
- Connect your Shopify account when prompted, then enable the toggle in the top-right corner.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.