An e-commerce business needed to improve how customer orders were managed and followed up on after purchase. Manual updates between systems were slowing them down.
Client:

Confidential (E-commerce)

Category:

E-commerce / Retail

01. Сhallenge
The client used Shopify for sales and monday.com for task management. Manually tracking new orders, scheduling services, and updating records created delays and dropped follow-ups.
02. Solutions

We created an automated workflow using Make to sync Shopify orders directly into monday.com. Every order triggered a follow-up task and scheduled service actions.

Impact Areas:

  1. Shopify → monday.com integration
  2. Automated task creation
  3. Order tracking and visibility
03. Results
  • 30+ hours saved monthly
  • Faster response times
  • Improved customer service experience