A guide to Shopify contract management

What is Shopify?

Shopify is a leading e-commerce platform that allows businesses to create and manage online stores. It provides a range of tools to handle everything from product listings and payment processing to shipping and customer service. 

Shopify is designed to be user-friendly, making it accessible to businesses of all sizes. With its extensive app ecosystem, Shopify can be customized to meet specific business needs, including integrations with various third-party applications.

Can you manage contracts in Shopify?

There isn’t a way to manage contracts natively in Spotify, despite how versatile the platform is. 

However, it is still possible to create and manage contracts from Shopify. You simply have to integrate the popular e-commerce platform with Juro’s contract management system.

This will enable you to automate a variety of tasks, from contract creation through to inventory updates. Let’s explore what’s possible when you manage contracts with Juro and Shopify now.

How to manage contracts in Shopify and Juro

Due to the flexibility of Shopify’s platform and the extensive capabilities it offers, there are numerous use cases for managing contracts with Shopify and Juro. 

By leveraging Zapier to automate workflows between these platforms, businesses can enhance both customer-side and operational processes.

For the customer-side, there are a few things you can do. 

Automatically create a contract in Juro when a new customer is added in Shopify 

When a new customer signs up or makes a first purchase on your Shopify store, this Zap automatically creates a new contract in Juro, pulling the relevant transaction details into the contract to populate it. 

This can be useful for onboarding agreements, subscription terms, or any customer-related documentation that needs to be generated immediately upon customer registration.

The workflow streamlines customer onboarding, ensures all necessary contracts are in place from the beginning, and reduces manual data entry.

Automatically create a contract in Juro when a new order is created in Shopify

Shopify users can also set up automations so that a contract is automatically created in Juro whenever a new order is placed in Shopify. This is particularly useful for businesses that require sales contracts or order confirmations to be formally documented.

The workflow automates the documentation process, ensures consistency in contract generation, and helps maintain accurate records for every transaction.

Automatically create a new product in Shopify when a contract progresses in Juro

When a contract reaches a specific stage in Juro (e.g., approval or signing stage), you can set up an automation to instantly create a new product in Shopify. 

This can be particularly useful for businesses that operate on a made-to-order basis or when new products are introduced based on specific agreements with new vendors. 

This workflow ensures that new products are added to the inventory as soon as they are confirmed through contracts, reducing delays and manual entry errors.

Automatically update inventory quantity in Shopify when a contract progresses in Juro

You can also set up an automation so that the inventory quantity in Shopify is automatically updated whenever a relevant contract in Juro reaches a certain milestone. 

This is useful for managing stock levels based on contractual agreements, such as ensuring sufficient inventory is reflected for agreed orders or reducing stock for consigned goods.

How to set up the integration

Best of all, Shopify's integration with contract management platform, Juro, is quick and easy to set up, with no coding required. Here’s how you do it:

1. ‍Authenticate accounts: Log into your Shopify and Juro accounts through Zapier to authenticate and grant necessary permissions.‍
2. Create a new zap: In your Zapier dashboard, click on "Make a Zap" and set Shopify as the trigger app. Choose a specific trigger event, such as "New Order."‍
3. Configure the trigger: Set up the trigger by specifying the details, such as which order types to include. Test the trigger to ensure it works correctly.‍
4. Set up the action: Choose Juro as the action app and select the desired action, like "Create Contract." Map the necessary fields from Shopify to Juro, ensuring all relevant information is included.‍
5. Test and activate: Test the Zap to ensure it functions as expected. Once verified, activate the Zap to start automating your contract management process.

Next steps...

Integrating Juro with Shopify via Zapier automates contract creation and workflows, enhancing operational efficiency and customer experience by ensuring prompt, accurate contract creation and execution. This integration centralizes contract management, reducing manual errors and administrative burdens while improving compliance and security.

To find out more about Juro and how it can be integrated with 5000+ tools, including Shopify, fill in the form below to book your personalized demo.