Workflow Automation for Ecommerce

Stas ParshinMy name is Stas, and I’m passionate about productivity, simple life, and apps that make our daily tasks easier. Since 2007, I run an online lingerie store based in Ukraine and initially started as a personal blog with marketing tips and short essays on productivity. Now I help e-commerce businesses (mainly Shopify stores) with their workflow automation, web apps integration, and database synchronization.

You are welcome to read more on my background or subscribe to this blog’s newsletter.  I promise not to spam and send only valuable tips and blog’s digest. In case you are ready to talk, please drop me a line here:

Shopify Automation Services

We now do various projects for Shopify store owners. Some of our recent Shopify projects included such tasks:

  • tag orders with the chosen payment method and cart attributes (when a user selects pickup location before going to the checkout);
  • tag orders that are to be delivered to certain zip codes (think offshore shipping destinations in the UK);
  • tag customers that bought VIP pass to the exclusive product collection so they could access it (see my post here);
  • remove customer tags based on purchase behavior;
  • retrospectively (for all orders in the store) add customer tags based on purchasing history (total spent, brands bought, etc.);
  • bulk create products from vendor inventory files;
  • sync orders and inventory with Brightpearl ERP.

We can configure the automation flow to tag orders and/or customers based on almost any defined conditions. Think IFTTT for Shopify. But much more powerful.
Investment in an automation like one of these will definitely benefit your business.

Brightpearl Private App Creation How To

Another use case from one of our clients: Shopify and Brightpearl new order check.

As I’ve already posted in Brightpearl issues piece, occasionally, orders from Shopify aren’t downloaded to Brightpearl. This situation is very rare but quite annoying. Unfortunately, BP doesn’t have built-in notifications for this case. Also, sometimes order total in BP may differ from that in the original order in Shopify. This happens when some of your Shopify products are missing from BP. We can fix these issues with our custom Brightpearl private app. Here’s a short manual for store administrators on how to create such app.

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How to Get Your Dropbox API Access Token

A client of ours asked us to incorporate Dropbox app into their workflow. Use case: automatically create a dropbox folder and share it to the specified email every time someone submits a Wufoo form on their website.

If you ever want to do something similar, you’ll be asked to generate your Dropbox API access token. Here’s how to do it.

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How to create Shopify private app

Basically, Shopify private apps live here:

To create an app, you’d go to, get it a name (use something descriptive like Automatic Customer Tag by 99rabbits), supply it with our email and hit ‘Save app’.

Then you’ll be presented with apps’ API credentials. You need to copy all of them and hand over to us.

Should look like this:



Shared Secret

URL Format

Example URL

NB! You’ll be able to disable the app and completely turn off our API access whenever you like.

Shopify & Brightpearl Product Generator Template

We’ve created 7000+ products at our Shopify store since moving to this ecommerce platform. This is a lot of manual work to do! So in the process, we’ve developed a Google Spreadsheet template I’d like to share with you. It uses some quite advanced formulas (like ArrayFormula and Regexreplace) and requires some time to get it. However, we managed to teach our not so nerdy content manager to use it, which means you probably can do it too 😉

I’ve built a simplified public copy of our template, which can be found here. Feel free to copy and modify it to your needs. If you don’t use Brightpearl ERP, feel free to delete sheets ‘5’ and ‘5.1’ (cause they may slow down your doc a bit).

Next, I’m going to explain how to use the template.

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Brightpearl issues and how to fix them

I decided to list known Brightpearl issues and ways to fix or avoid them. Some of them require you only to install a Chrome extension or sign into your Google account, while to implement others you may need to involve someone familiar with the API concepts and in possession of basic programming skills. Fortunately, we now offer Brightpearl automation services and can help you with that.

Brightpearl is a SAAS ERP built for multichannel ecommerce. It includes inventory management, sales and purchase orders tracking and accounting. The suite significantly improved our business processes after we’ve implemented it in July 2014 at our online lingerie store.

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Podio bulk edit

Yep, you heard it right. You can now bulk edit your items in Podio. This awesome feature has been long awaited and finally came up with an update of Podio Supermenu extension.
Podio team hasn’t been very responsive to its users’ requests. Here,  here and here they’ve been asking for bulk updating and… got nothing. So the guys behind incredible Globiflow extension did it.

Thanks, globiflow team, you rock!

Consequently, this solution isn’t native to Podio and requires a few steps to enable it.

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Here’s the right place to leave your compliment (we hope) to our work. Please tell our readers what problem you had, and how we helped you fix it. The more details, the better. Comprehensive reviews will help other ecommerce store owners relate to their experience and make better decisions.

Shopify Customer Auto Tag App

Our client wanted to build a membership only area within his Shopify store. He installed Locksmith app and opened certain product collections only to customers who have bought VIP membership. We’ve created a simple app that automatically tags a customer when he buys a membership so he can immediately access protected sections of the store.

We are thinking of creating a public app at the Shopify store, but it will take some time. So here’s how it works now.

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