Workflow automation is the act of streamlining multiple tasks on your Shopify store into one process that is executed automatically without human intervention. This kind of automation is getting more and more popular for its benefits of saving time and increasing productivity.
In fact, when you’re looking at the workflow automation category on the Shopify app store, there are 176 different results branded under numerous companies. This huge number makes it confusing even with high-leveled store managers. Therefore, we’ve updated 8 workflow automation apps that got the highest review by Shopify merchants in the past few months.
Ergo Automation is one of the best workflow automation apps on Shopify, preventing merchants from being tied up with tedious repetitive tasks. The app can be integrated into your store regardless of the plan you’re using. You can also integrate the app with other significant platforms such as Mailchimp, Hubspot, or Google Sheet so as to smoothly streamline and analyze information.
What can you do with Ergo?
- Auto-publish products
- Auto-categorize orders according to value, locations, etc
- Auto-segment customer based on demographics, spending, the total number of order, etc
- Auto-tag customers on CRM, email marketing, and delivery platforms
- Auto-generate reports & lists on Google Sheet
- Auto-notify of low-stock items, abandoned cart, or high-value orders
- Auto-detect and halt high-risk orders
2. Automizely: popups & emails
Automizely was collaboratively created by Aftership and Automizely. The app provides a full-stack solution for web-based marketing, especially for maximizing conversions from online visitors. Its functions range from email popups and other conversion-related features to send out email marketing.
What can you do with Automizely?
- Set up distinctive popups for multiple purposes such as email popups, exit popups, cart recovery popups, etc based on pre-built templates.
- Send email campaigns using data gathered from the popups. To name but a few: newsletter, welcome letters (with or without coupons), abandoned cart emails, etc
- Create other web elements to increase engagement and boost sales, namely shipping coupons, social proof, web push notifications, and many more.
Launchpad is one of the automation apps developed by Shopify to support its customers. The app helps merchants get rid of business headaches by launching events such as publishing products, themes and discounts on a predetermined date and time. However, it should be noted that it is only compatible with Shopify plus plan.
What can you do with Launchpad?
- Select specific product to be published on sales days and set up a discount price for them
- Design highlighted themes for each event and optimize them as you want
- Develop line-item scripts to automatically offer a gift with purchase during the sale
SKU or stock-keeping unit refers to the scannable bar code attached to the product inventory to distinguish one from another. The 8-character code allows vendors to track the movement of inventory. SKUGen is optimal in the sense that it allows for the generation of code bars for various product options, product type, and product vendor abbreviation.
What can you do with SKUGen?
- Create SKU based on your product data
- Combine all needed elements, such as prefix, PTA (Product title abbreviation), POA (Product options abbreviation), PTA (Product type abbreviation), PVA (Product vendor abbreviation), etc to make the most visible barcode
Postmen is a Shopify workflow automation app to connect your order management and delivery system. The app focuses on the automation of the shipping process and order management from one central place. This helps owners keep track of your item movement quickly and accurately.
What can you do with Postmen?
- Set up your USPS account and gain the discounted shipping rates
- Automatically generate shopping information and send confirmation emails
- Calculate expected delivery date and time
6. Gorgias: Livechat & Helpdesks
Gorgias provides online merchants with a true all-in-one customer service help desk across email, live chat, phone call, social media, and contact us page with a constant view. This helps ensure a consistent experience across all channels, saving you time, money and raising satisfaction.
What can you do with Gorgias?
- Manage conversations and chat history on different channels through on central helpdesk
- Create rules to manage your inbox, such as tag a request as ‘urgence’ if it involves a refund
- Perform actions like awarding loyalty points without living the chat
Fraudulent order is always a nightmare for any business. Failing to detect fraud would cost you loss of inventory and shipping and insurance costs, chargeback fees, false positivity, and even a negative brand reputation. That’s why fraud protection is highly necessary for better business development. FraudBlock is one of the best Shopify automation apps in this field.
What can you do with FraudBlock?
- Automatically identify fraudulent orders based on certain criteria
- Cancel suspicious order and restore the stock inventory
- Automatically refund the payment if it was already made
8. Shopify flow
Shopify Flow is another workflow automation app by Shopify that enables store owners to streamline their work processes and run them automatically. Users can link the app with tons of other platforms to maximize its impact. However, it is only available for stores with a Shopify Plus plan.
What can you do with Shopify Flow?
- Create support tickets and track negative reviews on a spreadsheet
- Standardize tag for all products
- Get notifications about low-stock items, new shipping order, potential fraud, etc
- Trigger promotion and reward loyalty points
What is the most suitable automation app for you?
There are many workflow automation platforms on Shopify, so make sure you understand what you want to automate as well as your budget. Also, be sure the app helps eliminate all manual labour and saves your time and energy. While choosing an app, thoroughly consider these factors:
- Easy to set up
- Easy to use
- Rich integration
- Timely support