Shopify to Softr Portal Invitation Automation
Automated the customer onboarding process by connecting Shopify purchases to Softr portal invitations and Airtable records.
From the partner
Implemented an automation workflow that connects Shopify, Airtable, and Softr to streamline member onboarding after product purchases. When a customer purchases the Legacy Book through Shopify, the system automatically captures the buyer's first name, last name, and email address, creates or updates the corresponding record in Airtable, and triggers a Softr portal invitation email. The solution removes manual administrative work, ensures customer information is synchronized across platforms, and provides immediate access to the portal experience following a successful purchase. Testing procedures were also established using Shopify discount codes to validate the end-to-end onboarding workflow before launch.
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Partner details
Vaibhav Garg
I’m Vaibhav Garg, a No-Code Automation Expert, Founder at Portalcrafter and Softr Partner specializing in Softr + Airtable + Make.com. I build smart client portals, conditional dashboards, and custom tools enhanced with Stripe payments and custom code blocks. With 6+ years of experience, I combine design, logic, and automation to deliver fast, scalable, and beautifully functional systems for growing teams.
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