Benefits and use cases

Pain points solved:

• Manual follow-ups on abandoned carts: Trigger reminders with real-time data from Shopify
• Scattered product and order details: View synced info alongside contact profiles
• Static chats with no product context: Share dynamic product links or payment URLs in Inbox

Common use cases:

• Share products in chats: Recommend catalog items in conversation using message templates
• Recover abandoned carts: Send automated WhatsApp reminders when users drop off at checkout
• Sync customer orders: Trigger updates, alerts, or workflows based on purchases
• Create leads from Shopify data: Auto-create contacts and track actions via Flow Builder

Connecting a Shopify store

You can follow the steps below to connect your Shopify store to SleekFlow:

1. Click the icon on the left-sided navigation bar to go to the “Integration” page
2. In the “Integration” page, under “E-commerce”, you will find “Shopify” integration
   
3. Click “Connect” to go to the “Connect Shopify” page
   
4. Click “Continue on Shopify” and you will be redirected to Shopify, where you will be required to log in to your Shopify account and approve access
5. Once connected, You’ll be redirected back to SleekFlow’s Shopify integration dashboard, where you will see the connected store’s status updated to “Connected”
   
    

Setting up data sync flows in Flow Builder

After connecting your Shopify store to SleekFlow, you’ll need to set up data sync flows in Flow Builder to bring in contacts, orders, and abandoned cart records from Shopify. This step is required to enable Shopify-based automation and message personalization in SleekFlow.

Follow the steps below to set up your data sync flows:

1. In the Flow editor, start by selecting a Shopify trigger as the entry point for the sync flow. You can choose from the following trigger types:
   1. Shopify order created
      When a new order is placed in your Shopify store. Use this to trigger post-purchase messages, confirmations, or internal alerts.
   2. Shopify order updated
      When an existing order is updated in Shopify — such as when its fulfillment or payment status changes.
   3. Shopify customer created
      When a new customer profile is created in Shopify. Ideal for logging leads or welcoming new customers.
   4. Shopify customer updated
      When a customer profile is updated in Shopify — for example, if the customer’s name, email, or tags change.
   5. Loop through Shopify orders
      Manually search and enroll Shopify orders into your flow. Best for bulk syncs, segmentation, or historical data imports.
   6. Abandoned cart created
      When a new abandoned cart record is created in Shopify. Use this to follow up with customers who left items in their cart.
   7. Abandoned cart updated
      When an abandoned cart record is updated in Shopify — for example, if additional items are added or customer details are changed.
2. Once you’ve selected a trigger type, choose the record object you want to work with:
   1. Contact: Sync customer profile data
   2. Order: Import order information such as product name, total amount, fulfillment status
   3. Abandoned cart: Bring in carts that were created but not converted
3. You can then add filters to your trigger node to fine-tune what data gets synced. For example:
   1. Only sync orders where fulfillment_status = unfulfilled
   2. Only include contacts with a valid email address
4. Once you have set up your Shopify data sync trigger node, you can continue setting up the flow by using the action nodes available in Flow Builder

Example use cases

Here are some common ways teams use Shopify trigger nodes to automate ecommerce workflows in Flow Builder:

• Send a WhatsApp reminder for abandoned carts
  • Use the “Shopify record created” trigger with the Abandoned Cart object to send a timely reminder message when a cart is created but not checked out.
• Alert your team when a high-value order comes in
  • Use the “Shopify record created” trigger with the Order object and add a filter like orderTotal > 1000. Then use the Assign to teammate or Internal note action to notify the team.
• Send a shipping confirmation when the order is fulfilled
  • Use the “Shopify record updated” trigger with the Order object, and filter by fulfillment_status = fulfilled. Follow up with an automated message including tracking or delivery details.
• Import past orders or contacts from Shopify
  • Use the “Loop through Shopify records” trigger with the Order or Contact object to bulk sync historical data and power segmentation, tagging, or CRM updates.

View synced Shopify data in SleekFlow

Once your Shopify store is connected and order data is synced via Flow Builder, SleekFlow will automatically create a custom object schema for Shopify records. This lets you manage and reference order data across flows, campaigns, and contact profiles.

Synced records are:

• Linked to their corresponding contact profiles
• Available for search
• Viewable in both the “Data” section and contact info panel in the Inbox

You can follow the steps below to view synced Shopify data:

1. Go to “Data” page by clicking on the icon in the left navigation bar
2. On the left panel, locate your connected Shopify stores
3. Click on the Shopify store you’ve synced records from
4. You’ll see a list of synced orders and their schema — automatically created based on the data retrieved
   
5. You can click on a specific entry to open the full details of that order record
6. On this page, you can search order details by keywords or filters to find specific orders
   
    

You can also view related order details when opening a contact profile in the Inbox. If the contact has any synced Shopify records, you can then click on the icon in the contact info panel, and filter out any Shopify records under “Integrations”.

Managing your connected Shopify stores

You can review and manage all of your connected Shopify store in the Shopify dashboard. To access the dashboard, you can follow the steps below:

1. Click on the icon on the left-hand navigation bar to go to the “Integrations” page
2. Under “E-commerce” section, you will find the “Shopify” integration
   
    
3. Click on “Manage integration” and you will be redirected to the Shopify dashboard

Renaming your Shopify store

To rename your Shopify store, follow the steps below:

1. In the Shopify dashboard, hover on the Shopify store you would like to rename
2. Click on the button, and select “Rename”
   
    
3. Rename the account in the “Store name” text box
   
    
4. Click “Rename” and your store name will be updated

Reconnecting your Shopify store

There might be occasions when your Shopify integration is disconnected. For example, the authorization expired. In these cases, your Shopify store connection status will be changed to “Disconnected”, and any flows with the Shopify node that has the store selected will fail to perform the relevant trigger or action.

You can follow the steps below to reconnect your Shopify store:

1. In the Shopify dashboard, locate the store that requires reconnection
   
2. Click on the icon next to the “Disconnected” status
3. You will be redirected to Shopify to re-authoritize the integration

Deleting your Shopify store

You can follow the steps below to delete a connected Shopify store:

1. In the Shopify dashboard, hover on the Shopify store you would like to delete
   
2. Click on the icon, and select “Delete”
3. A warning modal will appear. Click “Delete” to confirm the deletion
   

Editing store settings

Once your Shopify store is connected, you can customize how product and payment information is shown in conversations by editing the store settings.

You can follow the steps below to access your store settings:

1. Go to the “Commerce” page by clicking on the icon in the left navigation bar
2. Select your connected Shopify store
3. You will land on the “Store settings” page, which includes 2 tabs: Display and Payment

Alternatively, you can click on the “Edit store settings” in the Shopify integration dashboard, next to the Shopify store that you’d like to edit settings.

Display tab

The Display tab controls how your product catalog appears in the Inbox.

To enable catalog sharing, turn on the “Show product catalog in Inbox” toggle. This allows your teammates to browse and send Shopify product cards directly within conversations.

You can also customize the Product catalog template message to define how each product will be introduced in chat. The message supports the following dynamic variables to pull in product details:

• {{productName}} – product name
• {{productPrice}} – product price
• {{Description}} – product description
• {{ProductLink}} – product page link

As you type, a live preview on the right shows how the message will appear to customers — helping you check formatting, line breaks, and variable placement in real time.

Payment tab

The Payment tab controls how you share checkout links with customers during conversations.

1. Toggle on “Share payment link”: This enables your team to send checkout links directly in conversations.
   
2. Select a payment provider: Choose Shopify or Stripe as your payment provider.
3. Customize the message template: Use the Product catalog template message field to define how the payment message appears.
   1. Include {{payment_url}} to automatically insert the checkout link.
   2. Add your own message before or after the variable as needed.
4. Preview your message: A real-time preview will show how the message will appear in chat, including any product images and formatting.

Frequently asked questions

Can I connect multiple Shopify stores to SleekFlow?

Yes. You can connect and manage multiple Shopify stores within the same workspace. Each store will have its own integration dashboard and settings.

Will deleting a store remove past data synced to SleekFlow?

No. Deleting a Shopify store will not remove any previously synced data. Custom objects, records, and contact information will remain in SleekFlow. However, flows or automations that relied on the deleted store may stop working or show errors.