1. Order Confirmation and CRM Sync
When a new order arrives in Shopify (or your platform of choice), automatically:
- Create or update the customer record in your CRM
- Send a personalized confirmation email
- Log the order details in a shared spreadsheet for your ops team
This eliminates the manual copy-paste cycle between your store and your CRM.
2. Low Stock Alerts
Connect your inventory system to Slack or email. When stock drops below a threshold, your team gets notified immediately — no more checking dashboards every morning.
3. Review Request Emails
Timing matters for review requests. Set up a workflow that waits 7 days after delivery, then sends a review request email automatically. Include the product name and a direct link to leave a review.
4. Refund Processing
When a refund is issued, automatically:
- Update the customer's record in your CRM
- Send a confirmation email with refund details
- Flag the order in your spreadsheet for monthly reporting
Handling refunds manually is both slow and error-prone. Automation keeps it consistent.
5. Abandoned Cart Recovery
When a customer leaves items in their cart, trigger a sequence:
- Send a reminder email after 1 hour
- If no purchase, send a follow-up with a discount code after 24 hours
- Log the outcome for conversion tracking
Getting Started
Pick the workflow that costs your team the most time today and automate it first. With Zigease, you can describe any of these in plain English and have a working automation in under a minute.