"Orders live in the order email, and nowhere else."
A confirmation lands in a shared inbox, someone maybe reads it, and the actual job of fulfilling it never becomes a thing anyone owns.
BoldBellowsDone-for-you Shopify order workflows
We connect Shopify to Asana and turn each order into a task in a project, dropped into the right section with the order details, an owner and a due date. Turning shopify orders to asana task cards this way means nothing sits unseen in an inbox, and the whole team can see what is picked, packed and shipped. No copy-pasting, and no monthly fee to us.
From $445, paid once.
You own it in your Asana.
01The lost-order problem
An order notification only says money landed. It says nothing about who owns the packing, what stage the job is at, or whether it is running late, and that part usually lives in one person's head. Sound familiar?
A confirmation lands in a shared inbox, someone maybe reads it, and the actual job of fulfilling it never becomes a thing anyone owns.
Two people pack the same order, or none do, because there is no owner, no due date and no board that shows what is still open.
The order changes in Shopify, but the job carries on as if nothing happened, so the team packs something that has already been cancelled.
The cost is not the order that got missed. It is the trust you lose when a customer chases you and no one on the team even knew the order was theirs to run.
Same store, same team. The difference is whether an order becomes a piece of work someone owns, or stays a line in an inbox.
Before
After
02How it works
One direction, four parts. We read new orders from Shopify, build each into a task, place it in your project with an owner and a due date, and let your team run it to Done. You touch no code and no automation tool.
03What you get
The moment an order is paid, the shopify asana task create step runs and a card appears. Task Board starts with a task per order and the sections you already use. Team Workflow adds owners, due dates and a subtask per item. Ops Control adds routing across projects, custom fields and return tasks.
Task BoardTeam WorkflowOps Control
One task the moment an order is paid, titled by order number, with items, total and customer written in and a link back to Shopify.
The task drops into the section that matches your flow, whether that is New, Picking, Packed and Shipped, or whatever you call your stages.
Each task is assigned to the right person by turn, product or channel, so an order is never sitting there waiting for someone to claim it.
Set from the order date or your ship-by promise, so a late order shows up on the calendar before the customer has to ask about it.
Every product in the order becomes its own subtask, so a packer ticks each one off and a multi-item order is never sent half full.
Value, priority, SKU and ship-by written into fields you can sort and filter, so the urgent and the high-value rise to the top of the board.
A refund, return or cancellation raises its own follow-up task, so the work of putting it right lands on the board instead of getting lost.
Orders sorted into separate projects by product line, sales channel or fulfilling location, so each team sees only the work that is theirs.
04Who it's for
If your orders need packing, making or fulfilling by more than one person, and you already plan your work in Asana, this is for you: growing brands, small studios, and teams juggling more than one channel.
Every order on one board with an owner and a due date, so nothing is packed twice and nothing is forgotten in an inbox.
Custom-build and made-to-order jobs captured as tasks with a step for each stage, so a bespoke order gets the same care as a stock one.
See the whole order pipeline at a glance without asking anyone for an update, and hand it off cleanly the day you hire.
Orders from more than one store or channel routed into the right project, so a wholesale run and a retail order do not tangle.
05Compare
Each option can put an order in front of your team somehow. The difference shows once the order is edited, once it needs an owner and a due date, and once you count the monthly bill.
| What matters | Shared inbox | A single Zap | Asana Rules alone | BoldBellows build |
|---|---|---|---|---|
| Order becomes a task | NoYou retype it | YesOne task per order | NoRules run inside Asana only | YesWith order details and a Shopify link |
| Owner and due date set | NoBy hand, if at all | PartlyFixed, not by rule | PartlyOnce the task exists | YesAssigned and dated on arrival |
| Edits and refunds handled | NoYou spot them yourself | NoOften a duplicate task | NoCannot see Shopify | YesSame task updates, returns flagged |
| Subtasks and sections | NoNone | PartlyExtra steps to set up | PartlyMoves, does not build | YesA subtask per item, right section |
| Cost over time | TimeFree, but costs hours | GrowsMore orders, more tasks billed | PlanNeeds a paid Asana plan | OnceOne-off price from $445 |
| Who owns it | YouYour inbox | SharedRuns on their service | YouInside Asana | YouProject and rules in your Asana |
A single Zap moves one event at a time. It cannot tell an edited order from a new one, so refunds and changes tend to raise duplicate tasks, and it bills per task, so the cost climbs as you sell more. Fine for a nudge, not for a workflow your team runs on all day.
Prefer cards on a simple kanban board? Our Shopify to Trello automation covers that. Want a broader work platform with its own boards and docs? See Shopify to Monday automation. Asana is the home for a task-and-subtask workflow a team runs to Done.
PricingClear, one-off packages
Pick a package, tell us in a few clicks how your team fulfils orders, and see your price and delivery date settle as you choose. This shopify asana automation is $445 to begin, a single payment, and every project, rule and field stays yours.
View PricingPick a package, answer a few short questions about how your team works, and your price and delivery date update as you choose. Nothing is added unless you switch it on.
06The process
Task Board runs about 4 to 7 working days, Team Workflow about 7 to 11, and Ops Control about 11 to 17. Want it running sooner? Pick a quicker delivery slot when you build your price below.
In writing, walk us through the stages an order passes through, who handles each one, and the point at which you count a job as late.
You add a read-only Shopify connection and invite us to the Asana project. We send written steps with pictures, and it is a quick job either way.
We set up the project, the sections, the assignment and due-date rules, and the fields, then map how an order fills each part of a task.
New order, edit, refund and cancellation are each fired against test data and watched into the board, so a real order behaves the way you expect.
Your team works real orders for a few days. We adjust sections, owners and wording over two, three or four rounds, depending on your package.
Your handover lands as a premium PDF that documents each project, every rule and each field we set up. From there, the board keeps filling on its own as orders arrive.
07Security and ownership
Order data and customer contact details deserve care. We ask for the least access that gets the job done, keep personal details off the task unless you want them there, and everything we build sits in your own Asana from day one.
The connection can look at orders and refunds and nothing more. It cannot edit an order, change a product or alter a price in your store.
Names and emails can be left off the task or shortened, so a packer sees what to ship without holding personal data on the board.
Tasks are visible to the project members you choose. Nobody outside your team can open the board or the orders on it.
An optional message can post to Slack or email the moment a task is created or falls overdue, so the team hears about it wherever they already work.
The sync passes an order into your project and moves on. We hold no copy of your orders or your board on our own servers.
The project, the rules and the fields all live in your Asana. Switch off the Shopify connection any time and the board is still entirely yours.
08In their words
Verified reviews from business owners who use BoldBellows automations every day, across operations, support, sales and reporting, on the Shopify to Asana route.
AI Workflow Automation for Agencies
Running a digital agency with many clients was overwhelming. BoldBellows built one automation dashboard that tracks tasks, sends updates and creates client reports automatically.
Clients love the transparency and we love the time we get back. Productivity is up, and project delays have dropped to almost zero.
AI HR & Recruitment Automation
Our HR team was drowning in applications. BoldBellows automated screening, skills-based filtering and interview scheduling.
It saves us hours every week and means we only interview qualified people. Hiring is now faster, better organized and more professional.
AI Chatbot & Customer Support
BoldBellows built an AI support chatbot for our online boutique, and it has changed how we run the business. We used to have two full-time staff answering the same questions all day. Now the AI handles order tracking, product recommendations and even refund requests on its own.
What surprised me most is how natural it sounds. Customers compliment the ‘agent’ without realizing it’s AI. Our support workload dropped by 75% and customer satisfaction went up dramatically.
AI CRM Automation
Our CRM was barely used because updating it by hand was tedious. BoldBellows automated data entry, tagging, segmentation and follow-ups.
Now the CRM is always up to date and our campaigns are far more accurate. It improved our whole sales pipeline.
AI E-commerce Listings Automation
BoldBellows automated our product listings. The AI writes descriptions, organizes photos and publishes listings across several marketplaces.
It even answers customer questions instantly. Our store looks more professional and sales have noticeably increased.
AI Automation Partner
BoldBellows is hands-down the best AI automation partner we’ve worked with. Their systems are fast, reliable and built around how our business actually works.
Every automation they’ve delivered, from customer service to content, runs flawlessly. We’ve saved time, cut costs and grown faster than we expected.
AI Data Entry & Reporting Automation
We used to spend hours collecting data and building weekly reports by hand. BoldBellows automated all of it.
The reports are clean, visual and easy to read, and our managers rely on them for quick decisions. Human error is gone and our numbers are more accurate across the board.
AI Lead Qualification & Sales Automation
Our sales team wasted hours chasing cold leads. BoldBellows built an AI lead-scoring system that reads behavior, email engagement and buying signals.
It filters out weak leads and sends personalized follow-ups automatically, so our team only talks to people who are ready to buy. Conversions rose 40% in the first month. It paid for itself straight away.
AI Customer Journey Automation
We wanted a smoother path from first contact to purchase. BoldBellows built an AI system that guides each customer there automatically.
It sends personalized messages, recommends products and follows up at just the right moment. Customer retention has improved dramatically.
AI Content & Social Media Automation
Our marketing agency couldn’t keep up with content. BoldBellows set up an AI content engine that writes blog posts and captions and even designs our social media creatives.
It spots trends and suggests topics for us, so we stay ahead of competitors. We now produce three times the content with the same team, and engagement has soared. They didn’t just automate our workflow, they lifted our whole brand.
AI Video & Voice Automation
We publish product videos every week, and BoldBellows introduced us to AI video automation. The system writes the script, voices it and produces the finished video in minutes.
The quality is remarkable: professional voiceovers, clean visuals and smooth editing. Production time went from three days to under 30 minutes, and we scaled our video marketing without adding cost.
AI Email & Smart Inbox Management
Our inbox used to be chaos. BoldBellows built an AI email system that sorts messages, drafts replies and flags anything urgent.
It learns how we write and gets better every week. We reply faster and no longer miss important messages. It feels like having a personal assistant working around the clock.
AI Booking & Scheduling Automation
Our coaching business needed a better way to schedule. BoldBellows automated all of it: bookings, reminders, cancellations and follow-ups.
No-shows fell by 60% and clients enjoy how smooth it is. It feels personal, not robotic. One of the best upgrades we’ve made.
AI Translation & Localisation
When we expanded abroad we needed fast, accurate translations. BoldBellows built an AI translation system that turns our content into several languages instantly.
The translations read naturally and suit each culture. We now serve customers in five new countries without hiring translators. BoldBellows helped us go global.
AI Accounting & Invoice Automation
BoldBellows automated our whole invoicing process: creating invoices, sending reminders and tracking payments.
Late payments dropped sharply, and our accounting team finally has time for strategy instead of repetitive admin. Worth every penny.
AI Document & Contract Automation
Onboarding was slow because we wrote every contract by hand. BoldBellows automated the lot: contracts, welcome emails and client setup.
What took 48 hours now takes under 10 minutes, and clients regularly tell us how professional it feels.
AI Social Comment & DM Automation
We get thousands of comments and messages every week. BoldBellows built an AI system that replies instantly, filters spam and surfaces the important ones.
Engagement is up and our page looks active around the clock. It’s like having a full social media team that never stops.
AI Voice Assistant
BoldBellows built a custom AI voice assistant for our customer hotline. It answers questions, books appointments and handles simple requests.
Customers love how fast it is, and our call-centre workload dropped dramatically. One of the smartest upgrades we’ve made.
09FAQ
Questions operations and fulfilment leads raise before their first order runs through the board. Anything not covered here, add it to your quote request and we will answer it.
We build the workflow. Connecting the apps is the small part. We set up the project, the sections, the assignment and due-date rules, the subtasks and any custom fields, then test it on real orders. You end up with a running system, not a raw feed of cards.
The order number in the title, the items, quantities and total, the customer name and a link straight back to the order in Shopify. On the higher packages the shopify asana task create step also fills custom fields for value, priority and ship-by, and adds a subtask for each product.
Yes. Each task is matched to its order, so an edit updates the same task rather than adding a second one. A refund or cancellation flags the task, and on Ops Control it raises a separate follow-up so the return is handled and never quietly dropped.
Yes. A shopify asana notification can post to a Slack channel or an email inbox when a task is created or misses its due date. If Slack is where your team actually lives, our Shopify to Slack automation can carry that side, and we join the two together.
You can, and for a single reminder it is fine. A single-event tool creates one task per event, so edited orders and refunds tend to pile up as duplicates, and it bills per task as you grow. We build a workflow that de-duplicates, assigns, dates and routes, and you pay once for us to do it.
We work with whatever plan you are on. A small team on the free Personal plan can run a task-per-order board; larger teams, timelines and heavier automation live on Asana's paid plans. We tell you honestly if a feature you want needs a plan you do not yet have, and design around it if not.
The Shopify side is read-only, so we can never change an order, and customer details can be shortened or left off the board. We keep no copy of your data, the project sits in your own Asana, and you can end our access in a moment. You pay us once to build it, with no subscription to keep it running.
Next stepEvery order, on the board
Build your price in a few clicks, or tell us about a bigger setup with several stores, an approval step or an unusual routing map. Either way you walk away with a shopify asana workflow your team owns and can change themselves. It is also the answer to shopify asana integration.