How to Automate E-Commerce Order Processing with Zapier

Efficient order processing is crucial for any e-commerce business. By automating your order processing workflow, you can reduce manual errors, save time, and ensure a smooth experience for your customers. In this guide, we'll walk you through setting up a Zapier automation that handles order processing, payment confirmation, inventory updates, and notifications to your shipping team.

What you'll need to set up the automation

• Shopify account (for receiving orders)
• Stripe account (for payment processing)
• Google Sheets (for inventory management)
• Slack (for team notifications)
• Zapier account: If you don’t have a Zapier account, sign up for free here

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Step 1: Set up your Zap ⚡

Create a new Zap: Click on the "Create Zap" button

Step 2: Set up the 'New Order Received' trigger

Search for and select Shopify as the trigger app.

In the event field, choose "New Order" as the trigger event. This event will trigger the Zap every time a new order is received in your Shopify store.

Connect your Shopify account to Zapier if you haven't already. Click "Continue."

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Test the trigger: Make sure Zapier is picking up new orders correctly.

Step 3: Set up the 'Payment Confirmation' action in Stripe

Next, we'll set up an action to confirm the payment.

In the Zap editor, search for and select Stripe as the action app.

In the event field, choose "Find Payment" as the action event. This action will look up the payment associated with the order in Stripe.
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Connect your Stripe account to Zapier. Click "Continue."

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Map the necessary fields from the Shopify order to the Stripe payment fields. This ensures that the correct payment is being confirmed.

Test the action: Make sure the payment information is being retrieved correctly.

Step 4: Set up the 'Update Inventory action in Google Sheets

Now, we'll set up an action to update your inventory based on the new order.

Add another action step in your Zap.

In the Zap editor, search for and select 'Google Sheets' as the action app.

In the event field, choose "Update Spreadsheet Row" as the action event. This event will update the inventory levels in your Google Sheets.

Connect your Google Sheets account to Zapier. Click "Continue."

Select the spreadsheet and worksheet where your inventory is managed.

Map the relevant fields from the Shopify order to the inventory sheet, such as product names and quantities.

Test the action: Make sure the inventory is updated correctly when a new order is placed.

Step 5: Set up the 'Notify Shipping Team' action in Slack

Finally, we'll set up an action to notify your shipping team about the new order.

Add a final action step in your Zap.

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In the Zap editor, search for and select Slack as the action app.

In the event field, choose "Send Channel Message" as the action event. This will send a notification to your shipping team's Slack channel.

Connect your Slack account to Zapier. Click "Continue."

Select the channel where you want the notification to be sent.

Customize the message with details from the Shopify order, such as the customer name, order number, and items ordered.

Test the action: Make sure your shipping team receives the notifications properly.

Step 5: Test Your Zap

Once you've set up all the steps, it's time to test the entire Zap. Make sure each step works as expected and that all information flows correctly from one step to the next. If everything looks good, turn on your Zap.

Now, every time a new order comes in, this automation will take care of confirming the payment, updating your inventory, and notifying your shipping team. This will help you process orders faster, keep your inventory accurate, and ensure timely communication with your team.

Conclusion

Automating your e-commerce order processing can significantly streamline your operations and enhance customer satisfaction. By following this guide, you can set up a robust automation in Zapier that handles the key steps of order processing, allowing you to focus more on growing your business.