Shopify Order to Slack Message | No-Code Automation Tutorial

If you’re still pinging your team manually whenever Shopify records a new sale, it’s time for an upgrade. When you build your own Shopify Order to Slack Message workflow in Workload—no coding required—you’ll automatically detect each new paid Shopify order and send a formatted alert directly to your Slack channel.

The workflow will start the moment a customer pays for an order in your Shopify store. Then, it pulls the customer and product details you need, formats the data, and then posts a clean, customizable message to Slack. This workflow saves you hours of manual messaging by instantly notifying your team of every paid Shopify order in real time. It keeps your customer service and fulfillment teams aligned without any coding.

Need help getting started? Check out our tutorial video with Eliot from Workload—he’ll walk you through exactly how to build this workflow, step by step. You can also check out Workload University or our Help Center for more tutorials and help documents.


Overview: A High Level Look at a Shopify Order to Slack Message Workflow #

This workflow has three main functions:

  • Watches for New Paid Orders: It triggers when a customer completes a purchase on Shopify.
  • Formats the Data with AI: It cleans up the complex Shopify response and pulls the details you need.
  • Adds the Order to Google Sheets: A new row is added automatically with the clean, organized data.

What You’ll Need:

  • Shopify store with paid orders
  • Google Sheets spreadsheet ready to receive data
  • Workload account to build your workflow
Intro to "Shopify Order to Slack Message" workflow powered by Workload.

Step-by-Step: Build Your Shopify Order to Slack Message Workflow #

Follow these steps to set up your Shopify Order to Slack Message workflow:

Step 1: Set up the Trigger (Shopify) #

  • Create Workflow: Open Workload and click Create Workflow.
Click "Create Workflow" in Workload  to start building your Shopify Order to Slack Message workflow.
  • Name the Workflow: Enter a unique name for the workflow.
Name your new "Shopify Order to Slack Message" workflow.
  • Choose a Trigger App & Event: Select Shopify as the trigger app and New Paid Order as the event.
Search for "Shopify" as the app and then choose "New Paid Order" as the trigger event.
  • Connect Your Shopify Account: Click Sign in to securely connect your Shopify account or choose an existing connection.
Click "Sign in" to securely connect your Shopify account to Workload.
  • Test the Trigger: Click Test Trigger to verify you receive a recent paid order response.
Test the Shopify Order to Slack Message workflow trigger.

Step 2: Format Trigger Data (AI Formatter by Workload) #

  • Add a New Action App: Click + Add Action, select the Tools icon, then choose AI Formatter by Workload.
Add a step using the "AI Formatter by Workload" located in the TOOLS menu.
  • Choose Event: Select Format Data.
Choose "Format Data" as the action event.
  • Choose Input Data: Click the box under “Input Data” and pick the array that contains the data you want to use. (ex: billing_address for the customer details)
Select the array that contains the data that you need in the Input Data box.
  • Prompt the AI Formatter: In the prompt field, write an instruction telling the AI formatter how to format the data (ex: Create a separate flat response from this array)
Prompt the AI Formatter to format the response.
  • Test the Action: Click Test Action to confirm the billing address fields return as a flat list.
The the AI Formatter step by clicking "Test action".
  • Add Additional Formatting Steps (if needed): If you need use to data in more than one array, add additional steps to format that data as well.

Step 3: Send Slack Channel Message (Slack) #

  • Add an Action: Click + to add an action and then choose Slack as the app.
Add a new step and choose Slack as the app.
  • Select the Event: Choose Send Channel Message as the action event
Choose "Send Channel Message" as the action event.
  • Connect Your Slack Workspace: Click Sign in to securely connect your Slack account or select an existing connection.
Click "Sign in" to securely connect your Slack account.
  • Choose Channel: Select the Slack channel where you want notifications to appear.
Choose the Slack channel that you want to post the message in.
  • Customize Message Text: Create a template of the message you want to send using the flattened fields from Steps 2 and 3. (For example:
Map the data you want to use from previous steps in your message.
  • Test the Action: Click Test Action to ensure the message posts correctly in Slack.
Test the Slack action to verify that it sends a channel message.

Step 4: Activate Your Workflow #

  • Check Each Step: Verify every node in the workflow editor shows a green indicator.
Verify that each step on your Shopify Order to Slack Message workflow has a green dot indicator.
  • Activate Workflow: Toggle the workflow On.
Click the on/off toggle to activate your new Shopify Order to Slack Message workflow.

Finishing Up #

You just built a Shopify Order to Slack Message workflow that keeps your team instantly informed whenever a new paid order comes in. With this setup, you’ll never miss a sale—your team stays in the loop, ready to take action fast. It’s a simple, no-code way to streamline communication and stay organized as your orders roll in.

Want to automate even more tasks? Use Workload templates to help you build your own workflows. For additional help, visit Workload University or our Help Center. With Workload, automation doesn’t need to be complicated—it just needs to work.

Automate your work—simplify your day!

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