Create personalized documents from Shopify
This article will show you a simple way to create custom documents using data from Shopify.
We’ll use the Plumsail Documents app for Zapier to automate generating and delivering personalized order confirmations when an order is placed in Shopify.
Configure the Process
To create a new process, go to the Processes section in your Plumsail account. If you don’t have an account yet, sign up for a one-month free trial.
During process creation, click Add Process and select Pick a premade template.
Choose the order confirmation template from the premade document templates.
Enter a Process name, select PDF as the Output file type and click Create.
Preview the template
Once the process is created, you can preview and edit the template in the Editor.
Surely, you can create document templates from scratch, or transform your commonly used documents into templates by adding special placeholders.
The Plumsail Documents templating language is easy to understand and at the same time, it has many advanced features such as lists, tables, charts, QR and barcodes, and more.
Learn how the Plumsail Documents templating language works for each of the following formats:
For demonstration purposes, we leave the order confirmation template as is.
Hint
You can also add multiple templates to the same process.
Test template
To visualize the document before saving it, click the Test template.
A dialog will appear with an auto-generated form based on the tokens found in your template.
You can always customize this form if needed. Using a JSON file is also possible.
Switch the process to Production mode to remove Plumsail watermarks from the resulting documents.
Template settings
Open the template settings to configure the output filename and PDF options:
Enter an Output filename for the generated file. You can insert values from your data using tokens.
Use Watermark to add a watermark if needed.
Protect the result PDF if you wish.
Add Gmail delivery
As we want to send generated order confirmations to our clients by email once they place an order through Shopify, we add a Gmail delivery to our document generation process.
Note
See more in the Gmail delivery instructions. You can add as many deliveries as you need, or use email services such as Email or Outlook for delivery. See the full list of available deliveries.
Once you’ve connected your Gmail account, configure the delivery as shown in the screenshot below.
In the To field, enter the token {{clientEmail}}. The recipient email address will be set dynamically each time based on the data passed from Shopify.
Click Save to save the delivery settings.
Connect Shopify to Plumsail Documents in Zapier
We want to launch our document generation process each time a new order is placed through Shopify.
Let’s create a Zapier automated connection called Zap.
Here is a picture of the complete zap:
Here is a step-by-step explanation.
Zap trigger - New order in Shopify
Add a new Zap in your Zapier account. Search for Shopify and select New order as the trigger event.
You’ll be asked to connect to your Shopify shop from Zapier to be able to pull and pass Shopify data.
Once you’ve connected, proceed to test the trigger. To succeed in testing the trigger, you need to have at least one order created in Shopify.
The test was successful, so we’ll move on to adding a Zap action.
Zap action - Start process in Plumsail Documents
For an action, select the Plumsail Documents app and its Start generation process action.
Sign in to your Plumsail account from Zapier to be able to configure the action.
On the Set up action step, select the document generation process you’d like to launch.
Then fill in each token field with the corresponding data from Shopify.
The Shopify trigger supports line items. See how we apply Shopify line item data to Order items.
Our Zap is ready. Turn it on, and customers will receive personalized order confirmations every time a new order is placed in Shopify.
You can use the same approach to create other documents from Shopify such as personalized contracts, receipts, and more.
If you have any questions regarding this automation, feel free to contact us at support@plumsail.com.
If you’re new to Plumsail Documents, sign up for a free trial to test this and other automations.