Shopify Automation
High-impact Shopify automations that run 24/7 while you work on your business.
Recover abandoned carts, follow up with leads, nurture buyers after purchase, and win back lapsed customers — without adding another tool your team has to learn.
Revenue leaks out between Shopify apps.
Most Shopify stores already have the traffic. What's missing is the automation layer that turns visits into orders, buyers into repeat buyers, and lapsed customers back into revenue — without generic spam.
- Carts and browses that never convert because follow-up is manual.
- Leads captured in popups and quiz tools that never reach the CRM.
- First-time buyers who never get a proper welcome, care tip, or review request.
- Lapsed customers who go silent instead of coming back for a second order.
What we automate
Four packaged workflows we deploy end-to-end on your existing Shopify stack.
Abandoned cart & browse recovery
Track carts and product views in real time. Trigger personalized email/SMS sequences with dynamic product blocks and incentives. Exclude customers who already purchased. Result: more shoppers come back to finish checkout instead of drifting away.
Lead capture & AI follow-up
Connect popups, quizzes, and forms to your CRM. Enrich leads with interest, budget, and browse behavior. Use AI to draft personalized follow-up. Auto-schedule reminders so no lead is forgotten. Result: leads stay warm and get a real reply instead of falling through the cracks.
Post-purchase nurture & reviews
Send timed education and care tips based on what customers bought. Ask for reviews at the right moment with product-tailored copy. Trigger cross-sell and upsell when engagement is highest. Result: first-time buyers turn into repeat customers who leave better reviews.
Win-back & reactivation
Detect customers who haven't bought in X days. Segment by past purchases and spend. Send tailored win-back sequences — new arrivals, bundles, or VIP offers. Stop as soon as they return. Result: quiet customers get a relevant reason to come back instead of an inbox full of generic promos.
How a Shopify Automation engagement works
- 1
1. Free automation audit
20-minute call. We look at your store, apps, and current workflows. You leave with a short list of the 3–5 highest-impact automations for your business — whether you engage us or not.
- 2
2. Scoped proposal
Fixed-scope proposal covering exactly which workflows we'll build, what they trigger on, how they integrate, and what they cost. No surprises.
- 3
3. Build and connect
We build the workflows in your existing stack — Shopify, your CRM, Klaviyo / SendGrid / Postmark, Airtable, and internal tools. You keep ownership of every account.
- 4
4. Handover, measure, iterate
We hand over documentation, report revenue recovered per workflow, and stay available for adjustments as your store evolves.
Integrations we work with
We build on top of the tools you already use. If you're already paying for it, we'll wire it up rather than replace it.
- Shopify (orders, customers, carts, products, checkout events).
- Email/SMS: Klaviyo, SendGrid, Postmark, Twilio.
- CRM: HubSpot, Pipedrive, Airtable as a CRM.
- Ops: Airtable, Google Sheets, Slack, internal dashboards.
- Reviews: Judge.me, Yotpo, Loox.
- Custom: any tool with a webhook or REST API.
Common questions
Is this only for large Shopify stores?
No. These workflows work just as well for small and mid-sized stores — often better, because a single recovered order can be a meaningful lift. We scope the build to your volume, not the other way around.
Do I need to be technical?
No. We handle the setup, integrations, and testing inside your existing accounts. You review the plan, we build it, and you get a walkthrough so your team knows what's running and where.
Do you build Shopify themes or run ads?
No. Viantra is not a Shopify theme agency, a web-design firm, or an advertising agency. We focus on the operational and marketing-automation layer around your store.
Do I need to switch email or CRM tools?
No. We build on top of what you already use. If a tool truly isn't fit for purpose we'll say so — but the default is to make your current stack work harder.
How quickly can workflows go live?
Individual workflows typically go live within 2–4 weeks. The free audit tells you exactly which ones we'd deploy first and in what order.
Who owns the workflows and data?
You do. Everything lives in your accounts under your credentials. On handover you get documentation and full ownership; we stay available for adjustments.
Is this a subscription or a one-time engagement?
Both models are available. Most stores start with a scoped one-time build and add a lightweight ongoing improvement retainer after go-live.
Not sure what to automate first?
Free 20-minute automation audit. We'll look at your store, pick the 3–5 highest-impact workflows, and give you a straight recommendation — whether you engage us or not.