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10 Time-Saving Ways to Automate Shopify Store Maintenance

September 9, 2021

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Every eCommerce store owner can automate simple maintenance tasks that will lead to big, time-saving rewards. However, the biggest barrier to automation for brands is often finding the right eCommerce automations and taking the time to set them up and turn them on..

In this article, our partners at Alloy Automation cover 10 of the simplest and most popular workflows that eCommerce businesses can easily use to automate common administrative tasks or reminders within their online store.

But first, what is the best tool to help automate tasks in a Shopify store?

The best way to automate your Shopify store, whether it's your full-time gig or side-hustle, is to use eCommerce automation software. This will allow you to create numerous workflows that can automate things like customer support, inventory management, and more.

Shopify apps on the Shopify app store, like Alloy Automation, can help you set-up workflows between tools like Slack or other Shopify-specific plugins. Pricing can vary based on the number of automations, however, turning on up to five automations with Alloy is completely free.

After all, remember that less time spent doing administrative tasks in your Shopify account means more time saved for other things, like product research, branding, or content marketing– the tasks you can't automate. So let’s take a look at some easy workflows that will get you started with automation.

Here are 10 time-saving automations to add to your Shopify store:

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1) Send Slack messages based on what happens in your Shopify account:

Say goodbye to the days of checking your Shopify orders and pinging team members on Slack about cancelled orders, fraudulent orders, or even new orders. You can easily connect Shopify with your Slack workspace to automate sending messages when key actions take place in your online store.

Check out some eCommerce automations to add to your Slack workspace right here.

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2) Send email notifications to remind team members (or yourself) about actions that need to be completed:

Instead of checking Shopify for outstanding to-do list items, have email notifications sent to yourself or team members when there's action to take. For example, if an order hasn’t been fulfilled five days after it was placed, you can trigger an email notification to remind your team to fulfill the order.

Start setting up this automation here.

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3) Do you have a lot of products? Easily manage your product catalog and SKUs from a spreadsheet that can be imported to Shopify:

Stores with large catalogs can sometimes suffer when updating large amounts of product information on Shopify. To better manage your SKUs, you can create a workflow that triggers once per day, clears, and appends product information to a Google Sheet so it can be edited and re-uploaded to your Shopify store.

Start using this automation here.

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4) Delete orders by sending a Slack message:

Deleting Shopify orders is a process that is often more painful than it should be. Use this workflow to trigger the deletion of orders in Shopify when a message is sent to a Slack channel. You can format the message to find the Shopify order number before deleting that order in Shopify.

Set up this automation right here.

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5) Automatically email Shopify order summaries to a printer:

Every time an order is made, automatically send an email to your printer containing the order summary. This way, every time you get an order, your order summary is automatically printed.

Set up this automation here (you will need a printer).

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6) Tag new products with "New Arrival", then remove after 60 days:

Instead of manually tagging products for a New Arrivals collection or New Arrivals product pages, automatically add tags to new products and then have them removed after 60 days. If you're always adding new products, this is a super easy way to eliminate the task of manually tagging them.

Start using this automation here.

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7) Automatically add contacts to your customer relationship management (CRM) software:

Keeping your CRM up-to-date and in-sync with your eCommerce platform is important.

You can simplify this process by setting up automations to create contacts in your CRM when they're created in Shopify so you don't have to do it manually. You can even go one step farther and also add them to a Google Sheet or send yourself a notification when a new contact is created.

Create an automation to create a Salesforce contact from Shopify here.

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8) Send Slack notifications for every post-purchase survey answer:

After a customer checks out on your store, asking them how they found your brand or why they purchased from you is an important step to knowing how to attract more customers like them in the future.

Now, you can set up Slack notifications so that you can see every answer that is submitted on a post-purchase customer survey and start to understand where your customers are coming from or why your customers are purchasing. You can also choose to add results to a Google Sheet instead of Slack.

Set up the Slack notification here.

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9) Automatically tag a customer based on products they purchase:

You can set up workflows to automatically tag customers (or orders!) based on data in Shopify. This allows you to easily filter and search in Shopify.

It also means you can automatically create lists and segmentation in other apps, like Klaviyo, based on automatic tags in Shopify. For example, tag customers based on the products they purchase and then create a list for promotions of similar or related products later on.

Set up auto-tagging customers based on products here.

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10) Create a customer support ticket in Gorgias when a ReCharge subscription is cancelled:

​​​​Do you sell subscription products? Sometimes, customers will cancel their subscription and then never interact with your brand again. To understand why someone is cancelling and if something went wrong, you can automatically create customer support tickets when a subscription is cancelled. If you’re using tools like Gorgias and/or ReCharge, you can set up this automation in minutes here.

Start automating the manual tasks on your to-do list:

Every time you automate a task, you save yourself more time than you'd think!

To check out what other tasks you can automate based on the everyday Shopify apps and eCommerce tools that you use, use this calculator to discover new workflows. For example, select Shopify and Slack, then see the ways you can automate Slack notifications based on Shopify triggers– like send a Slack message when an order is fraudulent or cancelled.

By finding ways to save time, your future to-do list gets a little bit lighter.

Alloy Automation is a no-code tool for creating automated workflows for any eCommerce store. With the abilities Alloy can do, there’s an endless amount of opportunities you can receive from our automated workflows, guaranteeing that you’ll be able to focus on growing your business in a matter of minutes.

Get in touch with us today to learn more about our approach to eCommerce strategy and how we work with partners like Alloy. Cheers!


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