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Automating Shopify Admin tasks via Zapier
Automating Shopify Admin tasks via Zapier

Here's your step-by-step guide to saving time in Shopify using Even Better Admin Buttons and Zapier

Updated over a week ago

Zapier is an absolute workhorse of a platform that automates actions between virtually any platform or tool you use to manage your ecommerce business. Add every new Shopify customer to a welcome campaign in Mailchimp? Easy in Zapier. Add every new Shopify order to an Airtable for scheduling fulfillment tasks? A snap in Zapier. Want to do both for every new order? A multi-step Zap will do it nicely.

But sometimes you want to do work in other apps while you're reviewing and managing customers or orders in Shopify. Notice an unusually large or complicated order that you want to send to a Slack channel for your team? With Even Better Admin Buttons, you can automate the Slack part in Zapier but trigger it with a custom button you add to your order detail pages in Shopify.

Integrating your Shopify store with Zapier via Admin Buttons allows you to automate actions across thousands of apps, enhancing efficiency and reducing manual workload.

This guide will show you how to set up an Admin Button with the "Catch Webhook" trigger in Zapier.

What you'll need to get started:

Step 1: Start setting up the Zap

In your Zapier account, "Create" a new Zap and search for the "Webhooks by Zapier" app. Or, if you're logged in to Zapier, this link will take you straight to a new Zap with the Webhooks app selected.

Then select "Catch Hook" as the trigger event. This sets up Zapier to receive data whenever your Admin Button is clicked and a webhook is sent.

Continue and skip through the "pick off a child key" option. We're going to take the whole order, product or customer record from Shopify. Zapier will help us grab just the data we need from it later on.

When you reach this step, Zapier will give you a webhook URL. Copy that. We're going to use it in Admin Buttons to configure your button.

Step 2: Set up your Admin Button

Now go to your Even Better Admin Buttons app in Shopify admin and click "Create Admin Button". Then,

  1. Give your button a title and description and select the type of admin page you want it to appear on

  2. Paste the URL you copied from Zapier into the Webhook URL field

  3. Click Save

After saving, you'll see a "Test Webhook" button. When you click it, Admin Buttons will send a generic test record to Zapier, of the target type you selected. If you select "Order Detail Page", for instance, a sample order record will be sent to Zapier. You'll get a message back about whether your test was received successfully by Zapier.

You'll also notice some more configuration options after you save. You can optionally add Key-Value pairs that will be added to the data sent to Zapier, along with some data from the Admin Buttons app about the button click. This can be useful in setting up a Zap that receives data from multiple buttons and takes a similar action with each. In this case the OrderType could be used to customize the message sent to Slack.

Step 3: Finish the Zap with your Shopify data

Now, back in Zapier, click "Test Trigger" and you'll see a list of requests Zapier has received. Your most recent test should be the top one. Scrolling through the right hand pane, you'll see all the fields that Zapier is parsing out of the Shopify data.

For here, we can set up the rest of the automation steps in Zapier. Click "Continue with selected record". In this example, we want to send the order to Slack. So we'll set up a "Send Channel Message in Slack" Action with data from the webhook:

If you haven't already, you'll need to connect Zapier to your Slack account, choosing the appropriate Workspace and Channel. All of the fields in the Shopify data are available to add to any of the fields you'll send to Slack. Finalize your action step set up and then click Continue when you're ready to see it in action.

Step 4: Test the Zap

Now "Test" your action. You should see the test message appear in Slack.

When you're satisfied with your Zap's action steps, Publish your Zap.

Step 5: Add Admin Buttons to your Shopify Admin page

To see your Admin Button on your order pages in Shopify admin, there's two last step to complete:

  1. Set your button to "Active" on the button page and save the button.

  2. If you haven't already done so, add the app block to your admin page. Navigate to any Shopify admin page of the type you just set up in the button. Scroll all the way down to the "App block" section of the page and select the "Admin Buttons" option from the menu:

And there's your new admin button in Shopify! Click the Pin icon to keep the button on the page for all users of your store.

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Continue exploring ways to get more done from Shopify!

Congratulations! You have successfully connected Shopify admin to Zapier with Even Better Admin Buttons. There are literally countless things you can automate from here, with these buttons and the other apps you use to manage your business, streamlining workflows and enhancing productivity. What will you automate next?

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