products versions - webMethods.io 10.11

Introduction

This article describes the step-by-step process of creating a new contact in MS Dynamics on creation of a new customer in Shopify.

Use Case

You are using Shopify as your front-end store and MS Dynamics as your CRM system. This example showcases how you can automatically create a new contact on your MS Dynamics CRM system when a new customer is created on your Shopify front-end store

Prerequisites

• The user needs to have a working Shopify Account

• A working MS Dynamics Account

• Working webMethods.io Integration cloud tenant.

Steps to follow

1. Log in to webMethods.io Integration tenant.
2. Create a new project or choose an existing project.
3. Click on the Import icon in the top right corner to import the workflow into your project.

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4. Select the archive file “ShopifyCustomer_MSDynamicsContact.zip” shared in the article.

5. The workflow name and description are preloaded.
   

   

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6. Add the account information or MS Dynamics

7. Add the Shopify account information

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8. Click on “Import” to import the workflow into your project
   

   

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9. The workflow is imported successfully, enabled and ready to use
   

   

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10. Review the mappings and test the workflow
    

    

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11. You can log in to your Shopify account create a customer and test the end-to-end flow.

Next steps

Do you want to send a welcome email to a contact newly created in MS Dynamics check this post on the same? Welcome Email to a new Contact on Microsoft Dynamics

Useful links | Relevant resources

ShopifyCustomer_MSDynamicsContact.zip (221.2 KB)