ShopBase automation for orders, customers, and accounting

Send new orders to Slack, sync customers to HubSpot, and push sales into QuickBooks so daily store ops stay organized.

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Popular Use Cases

ShopBase → Salesforce

Start a workflow in your other tools whenever something new happens in ShopBase.

HubSpot → ShopBase

Update records in ShopBase automatically when data changes in the apps your team already uses.

ShopBase → Google Sheets

Log ShopBase activity into a spreadsheet or database so reporting stays current without manual entry.

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Ready to use ShopBase automations

Triggers and Actions in ShopBase Automations

viaSocket makes it simple to connect ShopBase and automate repetitive tasks.

When this happensTriggers

A trigger is an event that starts a workflow.

When a new product is created

When a new product is created

Runs the workflow automatically whenever a new product is created in the store.

When a new order is created

When a new order is created

Runs the workflow automatically whenever a new order is created in the store.

When a product is updated

When a product is updated

Runs the workflow automatically whenever any product is updated in the store.

When a new customer is created

When a new customer is created

Runs the workflow automatically whenever a new customer is created in the store.

Request a new Trigger for ShopBase

Do thisActions

Action is the task that follows automatically within your ShopBase integrations.

Create Product

Create Product

Create a simple or multi-variant product with prices, SKUs, inventory, images, and tags.

Add Product Variant

Add Product Variant

Add a variant to a product with price, SKU, options, inventory, and shipping/tax details.

Add Product Image

Add Product Image

Add an image to a product from an image URL or base64 data. Optionally set filename, position, and alt text.

Update Product

Update Product

Change product title & images

View Store Details

View Store Details

Retrieve details about the connected store.

Find Orders

Find Orders

Retrieve store orders using date ranges, status, customer, product, tracking number, and other filters.

Real-world use cases of ShopBase integrations

See how ShopBase integrates with popular apps to automate tasks and streamline your workflow.

Send new ShopBase orders to Slack for instant fulfillment review.

Add paid ShopBase customers to HubSpot with order value and source.

Create QuickBooks sales entries from completed ShopBase orders for accounting reconciliation.

Log refunded ShopBase orders in Airtable for support and revenue tracking.

Copy cancelled ShopBase orders into your spreadsheet for inventory planning.

Route ShopBase customer questions to your chat tool when orders need updates.

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How to get started with ShopBase automations

Automate when something happens in ShopBase

Login -> Create new flow -> Select trigger -> Search ShopBase -> Choose the trigger from the list

Take action in ShopBase when something happens in an app or you want to add step in flow

Login -> Create new flow -> Select action -> Search ShopBase -> Choose the action from the list

Trigger

ShopBase

Action

ShopBase

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Frequently Asked Questions

What can I automate between ShopBase and viaSocket?

You can automate order syncing to CRMs and fulfillment tools, inventory updates, customer marketing flows, support ticket creation, and scheduled sales reports—without writing any code.

Do I need to be technical to set up ShopBase automation in viaSocket?

No. viaSocket is built for non-technical teams. You choose triggers from ShopBase, define the actions in your other apps, and follow guided steps to set up each workflow.

Can viaSocket use AI with my ShopBase data?

Yes. You can plug AI into your ShopBase workflows to draft customer emails, summarize order issues, prioritize support tickets, or generate insights from sales data, while keeping final control with your team.

Which tools can I connect ShopBase to using viaSocket?

You can connect ShopBase to popular CRMs, email and SMS platforms, help desks, spreadsheets, internal tools, and many other business apps. viaSocket acts as the bridge between ShopBase and your tech stack.

How does ShopBase automation help my business day to day?

It removes repetitive tasks like data entry, manual exports, and ad-hoc reporting. Your team spends less time updating systems and more time on growth, customer service, and product improvement.

ShopBase

About ShopBase

ShopBase is a comprehensive eCommerce platform designed to help businesses create and manage online stores with ease. It offers a range of tools for product management, order processing, and customer engagement, making it ideal for entrepreneurs and small to medium-sized businesses looking to establish a strong online presence.

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viaSocket

About viaSocket

viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.

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