Selling Coda Docs with Shopify
Remember, our Coda Docs provide a practical path forward that you’ll want to tailor to the needs of your business and teams. You’ll need to hone your Coda craft to make the most of our suggestions. 1. Identify Your Coda Doc When sharing a Coda Doc with a Shopify Customer, we will need the Coda Doc URL. Using the Coda Doc List Pack, you can identify and select the Coda Docs from your Coda Workspace that you wish to sell in Shopify and retrieve the Coda Doc URL. In a future step, your will link your Coda Docs to your Shopify Product. If you find this Coda Doc useful, please support my work directly with a contribution. 2. Create Your Shopify Product You’ll need to generate a digital Shopify Product to represent your Coda Doc(s) for sale. Using the Shopify Pack, we can pull in our new Shopify Product. The Shopify Product will have a Product Variant created by default. Using the Shopify Pack, we can pull in the product variants for our new Shopify Product. 3. Link Your Coda Doc to Your Shopify Product Create a Reference Column on your Shopify Product Table that references your Coda Docs Table. Select the Coda Docs you want to share when your Shopify Product is purchased. You’ll need to know the Coda Doc URLs, which is provided by the Coda Docs Pack, so create a column that fetches that data from your reference column. Shopify Product with Coda Doc 4. Share Access with Purchase A Shopify Order will contain one or more Shopify Line Items, with each line item connected to a Shopify Product. Since we have connected our Shopify Product to our Coda Docs in a previous step, we have what we need to share the Coda Doc with the Shopify Customer. Using Coda Automations, we will automatically share a Coda Doc with the Shopify Customer using the Coda Doc List Pack’s Share Doc Button. The Coda Automation will trigger when a new Shopify Line Item for a Shopify Product linked to your Coda Docs is processed. Step 2 — Allow Pending Request Through Step 3 — For Each Doc, Share with Customer Step 4 — Mark Status as Complete Shopify Line Item from Shopify Order If you find this Coda Doc useful, please support my work directly with a contribution.
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