Turn each new Shopify order into fast follow up across your tools. Buyers get the right message, your CRM gets updated, and billing and tasks are created without manual work. Ideal for ecommerce teams that want smooth handoffs between sales, finance, and operations.

When an order is created in Shopify, the flow starts. Key fields like email, name, phone, zip code, and order value are mapped and cleaned. Zoho CRM receives an upsert to keep the contact record current with email, phone, first name, last name, and address. Harvest builds an invoice with the correct currency, issue date, payment term, and purchase order. A Trello card is added for the team with the order number and a link to the order status page. An order value check routes buyers above your set amount to a coupon email and adds a high order tag in Mailchimp. Other buyers get a friendly thank you email.

You will need active accounts and API access for Shopify, Zoho CRM, Gmail, Mailchimp, Trello, and Harvest. Connect each tool in n8n, confirm field names match your store data, and adjust the value threshold and Mailchimp list. Expect to cut manual updates from 20 minutes to about 2 minutes per order while reducing errors. Great for stores that want quick customer follow up, instant invoices, and clear team tasks without extra clicks.

• Real time Shopify trigger runs on each order created
• Field mapping step keeps only the customer and order fields you need
• Zoho CRM upsert keeps contact data current with name, email, phone and address
• Harvest invoice creation sets currency, issue date, net 15 terms and purchase order
• Trello card is created with the order number and a link to the order status page
• Order value check segments buyers based on a dollar threshold
• Gmail sends a personalized coupon email to high value buyers
• Gmail sends a clear thank you email for standard orders
• Mailchimp adds a high order tag for quick campaign targeting

• Reduce manual work from 20 minutes to 2 minutes per order
• Automate up to 90 percent of post purchase steps
• Improve contact and billing data accuracy by 95 percent
• Connect Shopify, Zoho CRM, Gmail, Mailchimp, Trello and Harvest in one flow
• Tag high value buyers in under 1 minute for faster remarketing
• Create invoices and task cards immediately after a purchase

1. Import the template into n8n: Create a new workflow in n8n > Click the three dots menu > Select 'Import from File' > Choose the downloaded JSON file.
2. You'll need accounts with Shopify, Zoho CRM, Gmail, Mailchimp, Trello and Harvest. See the Tools Required section above for links to create accounts with these services.
3. Open the Shopify Trigger node. In the Credential to connect with menu, click Create new credential and follow the on screen steps to connect Shopify. Confirm the topic is orders/create and save.
4. Double click the Set fields node. Confirm it maps customer email, first name, last name, phone, shipping zip and order value. Keep Keep Only Set turned on so only these fields move forward.
5. Open the Zoho CRM node. From Credential to connect with, click Create new credential and follow the on screen steps for Zoho OAuth. Set Resource to Contact and Operation to Upsert. Map First Name, Last Name, Email, Phone and address fields to your Zoho field names.
6. Open the Harvest node. Create a new Harvest credential and follow the on screen steps to add your Personal Access Token. Set Account ID and Client ID that match your Harvest account. Confirm currency, issue date, payment terms and purchase order fields.
7. Open the Trello node. Create a new Trello credential, then pick your board and list. Set the card name to include the Shopify order number and set the link field to the order status URL.
8. Open both Gmail nodes. Create a new Gmail OAuth credential once and select it in both nodes. Edit the email subjects and bodies as needed. Send a test email to your address to confirm delivery.
9. Open the Mailchimp node. Create a new Mailchimp API Key credential by pasting your key from the Mailchimp API page. Select your audience list and confirm the high order tag name.
10. Open the IF node. Set the condition to check order value greater than your target amount. Connect the true output to the coupon email and Mailchimp tag. Connect the false output to the thank you email.
11. Run a Shopify test order. Confirm a Zoho contact is updated, a Harvest invoice is created, a Trello card appears, and the correct email arrives. Check Mailchimp for the tag on high value orders.
12. Troubleshoot common issues: if invoices fail, verify Harvest Account ID and token; if Trello cards do not appear, confirm the list selection; if Zoho fields do not update, check Zoho API field names; if emails do not arrive, review Gmail sender limits and spam folder.