Eddie Blomkvist
Yes, monday.com can be connected to Shopify. The integration turns an order in Shopify into a fulfillment ticket in monday.com with customer, line items and shipping address in place, alerts purchasing when a product is about to run out, recognizes returning customers instead of setting them up again, and sends delivery status in monday.com back to Shopify so the customer gets notified. The simple parts are built into monday.com; the rest is built in an integration platform like Make. This article covers what the integration does, how it is built and what to decide before you get started.
- An order is paid in Shopify
- Router · Does the order contain something that needs handling, for example assembly or engraving?YesThe ticket goes to the special orders groupNoThe ticket goes to the picking group
- The warehouse gets the ticket with line items and shipping address
The order is on the fulfillment board as soon as it is paid, sorted by what needs to be done with it. Nobody has to read through the order list in Shopify.
- The inventory level for a product changes in Shopify
- Router · Below the reorder point?YesA purchasing task is created with supplier and lead timeNoNothing happens
Purchasing gets a task in monday.com when it is time to reorder, with the right supplier and lead time, instead of finding out when the product has already run out.
- The ticket is marked shipped in monday.com
- The tracking number is pulled from the ticket
- The fulfillment is registered in Shopify and the customer is notified
The warehouse works in monday.com, and Shopify learns that the order has shipped without anyone logging in to two systems.
- The customer reaches out about a damaged item
- The ticket is created on the service board and matched to the order in Shopify
- Refund or replacement is decided with the order history at hand
Customer service sees the customer's orders and previous tickets in one place, and the decision on compensation is made with the right information.
The flows above are only examples of how it can work. Every integration is built around your process: which steps it should include, what should happen in each situation and who is responsible for what.
Short answer
monday.com has its own Shopify integration in the Integrations Center. It creates items when orders come in, lets you know when a product runs out of stock and lets you track shipments, and it can adjust inventory levels in Shopify from monday.com. That is enough to get orders onto a board and keep an eye on inventory. When the flow needs to sort orders by contents, match customers, register fulfillments with tracking numbers back in Shopify or handle complaints, it is built in Make or Zapier. Make is where we build most of those integrations.
What the integration can do
Here are four common examples. Your integration can do more, less or something entirely different, depending on how you work.
When an order is placed or paid in Shopify, a ticket is created in monday.com with customer, line items, amount and shipping address. Orders can be sorted into groups by what needs to be done with them, and the warehouse works from the board.
When the inventory level in Shopify drops below a threshold, a task for purchasing is created in monday.com. In the other direction, the inventory level in Shopify can be adjusted from monday.com once a delivery from the supplier has been received.
Returning customers are recognized by email address or customer number, so the order is linked to an existing customer record instead of a new one. For B2B stores with resellers, the customer record in monday CRM becomes the place where contracts and contacts are managed.
When the ticket is marked shipped in monday.com, the fulfillment is registered in Shopify with a tracking number, and the customer is notified. Complaints become tickets with the order history attached.
Why connect monday.com and Shopify?
- The warehouse works from one list. Orders land on the fulfillment board sorted and ready, instead of someone reading the order list in Shopify several times a day.
- Stockouts are caught in time. Purchasing gets the task when the reorder point is passed, not when the customer complains.
- Customers are notified without manual work. The fulfillment is registered in Shopify when the warehouse marks the ticket shipped, and Shopify takes care of notifying the customer.
- Customer service sees the whole picture. Orders, shipments and previous tickets are on the customer record in monday.com.
How the integration is built
There are three options, and the right one depends on how advanced the flow is.
| Option | Best when | Keep in mind |
|---|---|---|
| monday.com's Shopify integration | Orders should become items on a board, the warehouse should be alerted when products run out and inventory levels should be adjustable from monday.com | Included in monday.com and set up without an extra platform, but follows fixed recipes. Sorting, customer matching and fulfillments back to Shopify are not included |
| Make or Zapier | Flows with conditions and multiple steps, for example orders sorted by contents, customers matched, fulfillments registered in Shopify and complaints | Zapier is enough for simple one-way flows. Make is the better fit when the flow has conditions, multiple steps or needs error handling, and Make's Shopify app covers orders, products, inventory, customers and fulfillments |
| Custom code against the Shopify API | Large order volumes or requirements the platforms cannot handle, for example custom pricing or inventory logic | Most flexible, but requires someone to own and maintain the code and the custom app in Shopify |
For many stores, the built-in integration is enough to get started, and Make is added when the warehouse wants sorting and fulfillments flowing back. What determines whether the integration holds up is volume and exceptions: how orders that are changed or canceled after the ticket was created are handled, how partial shipments and returns show up, how customers are matched so there are no duplicates, and what happens when something goes wrong. An integration that misses every hundredth order goes unnoticed in testing but gets noticed by the customer. That is why we build with logging and alerts from the start, and reconcile the number of orders against the number of tickets.
What to decide before you build
An integration is never better than the process it automates. These questions determine whether it works in practice:
- When should the order become a ticket? When it is placed, when it is paid or when it is approved for shipping. For stores that offer invoice as a payment method, the difference is significant.
- How should orders be sorted? By shipping method, by contents or by customer type. Decide the groups on the board and the rules that route orders there.
- How are customers matched? Email address or customer number. Decide what happens when a customer buys with a new address.
- What should go back to Shopify? Delivery status with tracking number is the usual. Inventory levels and customer notes can also flow back, but decide who owns which details.
- What happens when something goes wrong? A good flow logs every run and flags when an order could not be created as a ticket, instead of silently skipping it.
Shopify for the store, monday.com for what happens after the purchase
Shopify is good at what it is built for: storefront, checkout and payment. What happens after the purchase, picking, special handling, purchasing, customer service and reseller contact, is something many stores lack a system for and solve with the order list and email. That is where the integration makes a difference. The warehouse and purchasing work in monday work management, customer service in monday service with the order history attached, and B2B stores manage resellers and contracts in monday CRM. If you also sell through other channels, the same board can take orders from several sources. If the orders need to go on to the finance system, we cover that in monday.com and Fortnox, our guide for Fortnox, a Swedish accounting system.
Straviont builds the integration
We are an official monday.com partner and certified CRM specialists with monday.com, and we build integrations between monday.com and ecommerce platforms like Shopify, with the built-in integration where it is enough and in Make where the flow needs more. We start with the process: when the order should become a ticket, how it should be sorted and what should go back to Shopify. Only then is the flow built, with logging and error handling, and we manage it as your business changes.
Frequently asked questions
Can monday.com be connected to Shopify?
Yes. monday.com has its own Shopify integration in the Integrations Center for orders, inventory and shipments. Flows with conditions, customer matching or fulfillments back to Shopify are built in Make or Zapier, or with custom code against the Shopify API.
Can an order in Shopify create a ticket in monday.com automatically?
Yes. When an order is placed or paid, a ticket is created on the board you choose, with customer, line items, amount and shipping address. With Make, orders can also be sorted into groups by contents or shipping method.
Can monday.com warn when a product runs out of stock?
Yes. The built-in integration lets you know when a product runs out, and with Make you can set your own reorder point per product and create a purchasing task with supplier and lead time.
Can delivery status from monday.com be sent back to Shopify?
Yes, through Make. When the ticket is marked shipped, the fulfillment is registered in Shopify with a tracking number, and Shopify sends the customer's shipping notification as usual.
Does the integration handle returns and complaints?
Yes. A return or complaint can become a ticket on a service board, linked to the order and the customer, and with Make the refund or replacement can be registered in Shopify once the ticket is decided.
What do we need in Shopify to connect the systems?
Permission to install apps in the store. monday.com's integration is connected with your Shopify login, and for Make or custom code a custom app is created in the Shopify admin with access to exactly orders, products, inventory and customers.
Next steps
Start by describing the flow from order to delivered package: when the order should become a ticket, how it is sorted, who does what and what should go back to Shopify. From there, building it goes quickly. See also all integrations we build for monday.com. If you want help, you can book a free mapping session and we will go through it together.