Connect Shopify and
Workday with AI

Automate the flow between your e-commerce platform and enterprise financial system. Stop manually exporting sales data, reconciling revenue in spreadsheets, or chasing down order details for finance reporting. Redbird AI syncs Shopify transactions, customer data, and inventory metrics directly into Workday for accurate financial planning and reporting.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Sync daily Shopify revenue and transaction data to Workday financials

Automatically push sales revenue, refunds, and payment totals from Shopify into Workday financial management. Break down transactions by product line, region, and channel for accurate revenue recognition. Eliminate end-of-day manual exports and reconciliation spreadsheets.

Generate weekly e-commerce performance reports for Workday financial planning

Pull Shopify sales metrics, inventory turnover, and gross margin data into structured reports within Workday. Finance teams get consistent, automated performance snapshots for budget reviews and forecasting. No more waiting on e-commerce teams for CSV files.

Enrich Workday customer records with Shopify purchase history and lifetime value

Sync customer acquisition source, order frequency, and total spend from Shopify into Workday customer master data. Finance and analytics teams gain visibility into customer economics for cohort analysis and CLV modeling. Replace manual data joins across systems.

Alert finance team when Shopify refund volume exceeds thresholds

Monitor daily refund rates, return values, and cancellation patterns in Shopify. Trigger notifications in Workday when anomalies occur that impact revenue forecasts. Finance stays informed without building custom dashboards or querying Shopify directly.

Archive monthly Shopify transaction logs to Workday for audit compliance

Automatically capture and store complete order details, payment records, and customer transaction history from Shopify in Workday's document management. Maintain compliance with financial audit requirements and data retention policies. Ensure complete audit trails without manual archiving processes.

Update Shopify inventory pricing when Workday financial planning adjusts cost structures

Push updated product costs, margin requirements, and pricing guidance from Workday back to Shopify product catalog. Ensure e-commerce pricing reflects current financial strategy and cost basis. Eliminate manual price updates across hundreds or thousands of SKUs.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Shopify and Workday with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird AI understands both Shopify's e-commerce data structures and Workday's financial schemas, so your revenue data flows accurately between systems without custom mapping.

AI that speaks both e-commerce and enterprise finance

Redbird's AI automatically maps Shopify order objects, line items, and payment records to Workday revenue accounts, cost centers, and financial dimensions. It understands how to handle refunds, partial payments, multi-currency transactions, and tax treatments across both platforms. The system adapts when you add new Shopify sales channels or restructure Workday chart of accounts. No brittle field mappings or integration maintenance required.

Revenue recognition logic
Multi-currency normalization
Product-to-GL mapping
Tax and refund handling
10×

faster than building custom Shopify-to-Workday ETL pipelines

No API documentation review, custom scripts, or middleware infrastructure to maintain

Auto-generated reports

Redbird can pull from Shopify and Workday simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Shopify or Workday.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Shopify into Workday, or from Workday back into Shopify. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any event in Shopify or Workday, and execute actions across both systems with full context.

Shopify
Triggers & Actions
Trigger

Order completed

Fires when a customer completes checkout and payment is confirmed in Shopify.

Trigger

Refund processed

Triggers when a full or partial refund is issued for an order in Shopify.

Trigger

Product inventory below threshold

Fires when stock levels for a product variant fall below the specified quantity.

Action

Create product

Add a new product to the Shopify catalog with pricing, variants, and inventory levels.

Action

Update product price

Modify the price or compare-at price for a product or specific variant in Shopify.

Action

Query sales by date range

Retrieve order totals, revenue, and transaction counts for a specified time period.

Workday
Triggers & Actions
Trigger

Budget period closed

Fires when a financial period is closed and budget actuals are finalized in Workday.

Trigger

Cost center updated

Triggers when organizational cost center structure or allocations change in Workday.

Trigger

Journal entry posted

Fires when a new financial journal entry is posted to the general ledger in Workday.

Action

Create journal entry

Post a new journal entry to Workday financials with debits, credits, and dimensions.

Action

Update customer master data

Modify customer records in Workday with updated attributes, revenue data, or classifications.

Action

Generate financial report

Execute a Workday financial report and retrieve results for specified parameters and date ranges.

Shopify
+
Workday

Ready to connect your stack?

See how Redbird AI syncs Shopify and Workday in minutes. Automate revenue reporting, eliminate manual reconciliation, and give finance teams real-time visibility into e-commerce performance.

Get started → Book a demo