Shopify Action

This guide shows you how to automatically create a new order in your Shopify store from a Zaplane workflow. For example, you can create a Shopify order whenever a product is purchased on your WordPress site. It has three parts: getting your Shopify credentials, connecting Shopify to Zaplane, and adding the action to a workflow.

Part 1: Create a Shopify App and Get Your Credentials

Step 1: Find Your Store Domain

In your Shopify admin, click Settings at the bottom left, then open Domains. Note your store’s myshopify.com domain; you will need it when creating the connection in Zaplane.

Step 2: Open Develop Apps

In Settings, go to Apps, then click Develop apps at the top right.

Step 3: Build Apps in Dev Dashboard

On the App development page, click Build apps in Dev Dashboard.

Step 4: Create an App

In the Dev Dashboard, open Home and click Create an app.

Step 5: Fill In the App Details

On the Create an app page, fill in the following:

App name: any name you like, for example, Zaplane Automation.

App URL: your WordPress site URL.

Allowed redirection URL(s): your Zaplane callback URL. You will copy it from Zaplane in Step 15.

Scopes: click Select from list, choose the scopes your workflows need (for example, orders), then click Done. Zaplane works with orders, products, customers, inventory, fulfillments, discounts, gift cards, locations, and companies.

Then click Create app.

Step 6: Release a Version

In the Release version window, add an optional description and click Release. The version is now listed as Active.

Step 7: Install the App and Copy Your Credentials

On your app’s Overview page, click Install app to install it on your store. Under Credentials, use the copy icons to copy your Client ID and Client Secret.

Part 2: Create the Connection in Zaplane

Step 8: Open Connections

From your WordPress dashboard, go to Zaplane > Connections, then click Create credential.

Step 9: Select Shopify

In the Select an app panel, find and select Shopify.

Step 10: Enter Your Shopify Details

Fill in the following fields, then click Save Connection:

Shop Domain: your store domain from Step 1, without https://.

Client ID: the Client ID you copied in Step 7.

Client Secret: the Client Secret you copied in Step 7.

Leave Admin API Access Token empty when you use a Client ID and Client Secret. That field is only for existing legacy custom apps.

Part 3: Add the Create Order action

Step 11: Create a Workflow

Go to Zaplane > Workflows from your WordPress dashboard, then click Create Workflow to open the workflow editor.

Before adding a Shopify action, you need to set up a trigger first. Here is how to do it quickly:

Click Select an app under the Trigger box and choose Apps.

Search for and select the app you want to use as your trigger (we are using StoreEngine).

Choose the Trigger Type that matches the event you want, then click Continue.

On the Configure tab, set any required options, then click Continue.

On the Test tab, click Test Trigger to confirm it works, then click Save.

Step 12: Add an action

Open your workflow in Zaplane → Workflows. Click the + button next to your trigger. In the Add Action panel, choose Apps and click Continue.

Step 13: Choose Shopify

Scroll the app list, select Shopify, and click Continue.

Step 14: Select the action and your connection

On the Select tab, set Action Type to Create Order and select Connection to the Shopify connection you saved in Part 2. Then click Continue.

Step 15: Configure the order

On the Configure tab, fill in the order details, for example:

Email and Phone: the customer’s contact details.

Note: an internal note saved on the order.

Tags: tags to add to the order.

Financial Status and Fulfillment Status: the starting status of the order.

Inventory Behaviour: how stock is handled. The default is Bypass.

Fields that show a data icon accept values from earlier steps, so you can fill them with the buyer’s details from your trigger. Type @ in a field to insert dynamic data. Scroll the panel to see every field, then click Continue.

Step 16: Test the action

Open the Test tab and click Test Action. Check your Shopify admin to confirm the order was created, then click Save.

Step 17: Save and activate your workflow

Your workflow now shows your trigger followed by a Create Order (Shopify) action. Make sure the status is Active, then click Update in the top-right corner. You can also use Test Flow Once to run the whole workflow manually.

What’s next?

Click the + button after the action to add more steps, such as sending a confirmation email or notifying your team on Slack.

Troubleshooting

Connection fails to save? Check that the Shop Domain ends in .myshopify.com and has no https://, and that the Client ID and Client Secret are copied in full.

Is the order not created? Make sure the app is installed on your store and that its version includes the order scopes.

Connection not listed in Step 12? Complete Part 2 first, then reload the workflow editor.

Workflow not running? Confirm the status is Active and that you clicked Update after your last change.

Need to review runs? Open Zaplane → Logs to see successful and failed runs.