Send Orders to Shopify

Create an automation

In this article, we show you how to automatically fulfill an order on Shopify. You also learn how to use the Override price feature. When enabled, the funnel pushes a different purchase price into your Shopify store.

It's a two-step process:

• create an automation

• customize the product

To complete these steps, you must first install Funnelish on your Shopify store. We showed you how to do that in a different article.

Creating an automation

1. Log in to your Funnelish account.

2. Open a funnel.

3. Click the step which has your product or products.

4. Click one product. A side panel opens.

5. Scroll down to the bottom and click the Create new automation button.

Create an automation

Automation workflow

In this step, link a product on your funnel to the same item on your Shopify store.

Before starting this step, make sure your Shopify store has up-to-date products and product variations.

Follow the guided workflow:

1. Click the On Purchase tile.

2. Click Save changes.

3. Click Shopify.

4. Click the Action field and select Create an order. A new field displays.

5. Click the field and select the Shopify product you want to link to your funnel.

Select a product

Customizing the Product

If the product has variants, first make sure they are correctly set up within Funnelish.

On the Create new automation page:

1. Enable the Update inventory level feature. (optional, see below)

2. Switch the Enable bundling toggle to the On position. (optional, learn more)

Enable optional features

Override price

To override the default setting and push a different price to the Shopify store:

1. Click the arrow to expand the Additional settings folder.

2. Switch the Override price? toggle to the ON position.

3. Enter a price.

Example

The automation pushed an order to Shopify with an override price of 19.50. The original product price in the Shopify store was not changed.

Linking

Next, map products. Complete this step if you have a single product or an item with variants. Link the funnel product (on the left) with the matching Shopify version (on the right).

Map a product

You can:

• click the Auto-link all variants to map items, or

• drag a funnel product to the Shopify side.

Click Save changes. Now you're all set! Enable an automation for any product you want to connect to your Shopify store.

Enabling dynamic states

As per Shopify's most recent update, the order won't sync unless dynamic states are collected in your checkout form.

Head to your checkout page editor > state field and enable dynamic states:

Enabling dynamic states

Other optional features

Update inventory level

If enabled, this feature automatically updates inventory levels in your Shopify store with each new purchase.

• Switch on the Update inventory level toggle and make sure you have the correct inventory in Shopify.

Order Bundling

Read our article about Order Bundling for instructions. We recommend setting this up if you're using upsells or downsells!

Creating Order Notes

Read our article about Creating Order Notes for more instructions.