Capture the new Shopify customer
The flow starts when a new customer is created in Shopify.
About this template
What This Workflow Does
New Shopify customers usually have to be keyed into Epicor Kinetic by hand, which is slow and creates duplicates. This template starts when a customer is created in Shopify, searches Epicor Kinetic by email, creates the customer only if no match exists, and writes the ERP reference back to a Shopify metafield.
Key benefits
- Starts on the event — Each new Shopify customer starts the flow, with no schedule to wait for.
- Email duplicate check — Epicor Kinetic is searched by email before any record is created.
- Linked records — The Epicor Kinetic customer reference is saved on the Shopify customer as a metafield.
- No double entry — Customer details move from Shopify to the ERP without retyping.
Inside the flow
How the template works
When a customer is created in Shopify, appse ai searches Epicor Kinetic by email and creates the customer only if none is found. The new Epicor Kinetic reference is then written to a Shopify customer metafield.
Search Epicor Kinetic by email
appse ai looks up the customer's email address in Epicor Kinetic.
Check for an existing record
A condition checks the search result. If a match exists, no new customer is created.
Create the customer in Epicor Kinetic
If no match is found, a new Epicor Kinetic customer is created from the Shopify details.
Write the ERP reference to Shopify
The Epicor Kinetic customer reference is saved to the Shopify customer's metafields.
Business Benefits
Get Shopify customers into Epicor Kinetic once, with a link between both records.
01
No Manual Customer Entry
New Shopify customers reach Epicor Kinetic without anyone retyping their details.
02
Fewer Duplicate Customers
The email lookup stops a second ERP record being created for a known customer.
03
Linked Customer Records
The ERP reference on each Shopify customer shows which Epicor Kinetic record it maps to.
04
Faster Customer Setup
Customers are created in the ERP as soon as they appear in Shopify.
05
Handles Growing Volume
More new customers do not mean more manual setup work.
01
No Manual Customer Entry
New Shopify customers reach Epicor Kinetic without anyone retyping their details.
02
Fewer Duplicate Customers
The email lookup stops a second ERP record being created for a known customer.
03
Linked Customer Records
The ERP reference on each Shopify customer shows which Epicor Kinetic record it maps to.
04
Faster Customer Setup
Customers are created in the ERP as soon as they appear in Shopify.
05
Handles Growing Volume
More new customers do not mean more manual setup work.
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Customize the flow
Build Your Own Version of This Workflow
Every trigger and action this template uses is available in the appse ai builder, so the same flow can be rebuilt with your own routing, thresholds and destinations.
Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
How does Shopify to Epicor Kinetic customer sync work?
When a customer is created in Shopify, appse ai searches Epicor Kinetic by email, creates the customer if none exists, and writes the Epicor Kinetic reference back to a Shopify customer metafield.
How does the template avoid duplicate customers?
Where is the Epicor Kinetic reference stored in Shopify?
Does the flow update existing Epicor Kinetic customers?
What needs to be in place before it runs?
Why businesses love appse ai
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Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Founder and CEO
Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Founder and CEO
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
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