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 monthly read of transactions is totalled and written up as a reconciliation project.
What can you do with it?
- Get the month’s totals without exporting
- Keep the reconciliation next to its follow-ups
- Run it on the same day every month
The Steps
This automation runs in 4 steps:
- When Schedule — Every month
- Then Shopify — Get Transactions
- Then Utilities — Sum
- Then Taskade — Create Project
Who is this automation for?
Built for finance and bookkeeping teams. A monthly read of transactions is totalled and written up as a reconciliation project.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "Every month" from Schedule.
- Add the action "Get Transactions" from Shopify.
- Add the action "Sum" from Utilities.
- Add the action "Create Project" 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.