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Social Media Automation

UGC Request Automation

Request, collect, and permission customer content after purchase or tagged posts.

Automation overview

What this automation does

This automation starts when shopify fulfillment +7 days or Instagram brand hashtag new post. It webhooks process via webhooks, klaviyo logs, meta insights process via meta insights, typeform logs, and google docs logs, then emails Mailchimp UGC request with upload link; parallel Instagram hashtag monitor logs customer posts tagging your brand; rights approval via Typeform syncs to .

Trigger
Shopify fulfillment +7 days or Instagram brand hashtag new post
Main actions
Webhooks process via Webhooks → Klaviyo logs …
Final outcome
emails Mailchimp UGC request with upload link; parallel Instagram hashtag monito…
Execution time
1–3 minutes
Apps used
8 integrations
AI-powered
No
Difficulty
Beginner
Beginner
Workflow diagram

End-to-end scenario flow

Read-only visualization of how data moves from trigger to final result.

Trigger
Shopify
Event detected
Step 1
Webhooks
Process via Webhooks
Step 2
Klaviyo
Logs
Step 3
Meta Insights
Process via Meta Insights
Step 4
Typeform
Logs
Step 5
Google Docs
Logs
Result
Google Docs
Workflow complete
Step-by-step

How each step runs

  1. 1
    ShopifyTrigger
    Event detected

    Shopify fulfillment +7 days or Instagram brand hashtag new post

  2. 2
    Webhooks
    Process via Webhooks

    Shopify order fulfilled webhook waits 7 days

  3. 3
    Klaviyo
    Logs

    emails Mailchimp UGC request with upload link; parallel Instagram hashtag monitor logs customer posts tagging your brand; rights approval via Typeform syncs to

  4. 4
    Meta Insights
    Process via Meta Insights

    Shopify order fulfilled webhook waits 7 days

  5. 5
    Typeform
    Logs

    emails Mailchimp UGC request with upload link; parallel Instagram hashtag monitor logs customer posts tagging your brand; rights approval via Typeform syncs to

  6. 6
    Google Docs
    Logs

    emails Mailchimp UGC request with upload link; parallel Instagram hashtag monitor logs customer posts tagging your brand; rights approval via Typeform syncs to

  7. 7
    Google Docs
    Workflow complete

    emails Mailchimp UGC request with upload link; parallel Instagram hashtag monitor logs customer posts tagging your brand; rights approval via Typeform syncs to

Apps used

Connected applications

Shopify

Process via Shopify

Meta Insights

Process via Meta Insights

Webhooks

Process via Webhooks

Klaviyo

Logs

Typeform

Logs

Google Docs

Logs

Airtable

Logs

X (Twitter)

Logs

Summary

Automation summary

Trigger
Shopify fulfillment +7 days or Instagram brand hashtag new post
Inputs
Shopify fulfillment +7 days or Instagram brand hashtag new post, Business Name, Notification Email, Timezone
Outputs
emails Mailchimp UGC request with upload link; parallel Instagram hashtag monitor logs customer posts tagging your brand; rights approval via Typeform syncs to , Typeform logs, Google Docs logs
Business goal
Automate ugc request automation end-to-end with accurate app routing.
Execution frequency
Real-time on event
Estimated runtime
1–3 minutes
Error handling
Failed steps retry up to 3 times with exponential backoff; persistent failures notify your configured channel and log to the run history.
Dependencies
Shopify, Meta Insights, Webhooks
Benefits

Why use this automation?

Save ~10 hours/week

Remove repetitive steps from UGC Request Automation so your team focuses on high-value work.

Reduce manual work

Connected apps sync data automatically instead of copy-paste between dashboards.

Prevent human errors

Standardized logic runs the same way every time, with retries on failure.

Requirements

What you need to get started

Required apps

  • Shopify
  • Meta Insights
  • Webhooks

Required accounts

  • Active Shopify workspace with API access
  • Active Meta Insights workspace with API access
  • Active Webhooks workspace with API access
  • Shata Automation workspace (free tier supported)

Required API keys

  • OAuth tokens for each connected integration

Permissions

  • Read access on trigger sources (forms, sheets, webhooks, or CRM objects)
  • Write access on destination apps (email, chat, CRM, or storage)

Estimated setup time

  • 1 hour including app authorization and test run
  • Difficulty: Beginner

Optional apps

  • Klaviyo (optional)
  • Typeform (optional)
  • Google Docs (optional)
  • Airtable (optional)
  • X (Twitter) (optional)

Automation runtime

Activate this template

PreviewSome steps run in preview until their integrations go live.

Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.

Draft
0%
Activation readiness

Est. setup time: ~16 min

Required connections

  • Shopify(required)
    PreviewShopify: workflow actions run in preview
    Missing
  • webhooks(required)
    Previewwebhooks: workflow actions run in preview
    Missing
  • mailchimp(required)
    Previewmailchimp: workflow actions run in preview
    Missing
  • Meta (Facebook & Instagram)(required)
    PreviewMeta (Facebook & Instagram): workflow actions run in preview
    Missing
  • Missing connection: Shopify
  • Missing connection: webhooks
  • Missing connection: mailchimp
  • Missing connection: Meta (Facebook & Instagram)
Manage all connections →View all installations →

Workflow summary

Trigger
Shopify fulfillment +7 days or Instagram brand hashtag new post
Steps
7 nodes
Required apps
4
Optional apps
2

Trigger

New order trigger

Activate this workflow to provision the trigger endpoint.

Run history

No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.

PremiumBeginnerPreview1 hour setup4.44.5k installs · 160 reviews
Customize for My Business
Analytics

Template performance

14.7k
Views
4.5k
Installs
644
Favorites
4.4
Avg rating
30.2%
Conversion
1 min
Setup time
95%
Success rate
54
Trending score
Most used integrations
ShopifyWebhooksMailchimp

Shopify order fulfilled webhook waits 7 days then emails Mailchimp UGC request with upload link; parallel Instagram hashtag monitor logs customer posts tagging your brand; rights approval via Typeform syncs to Google Drive folder organized by SKU; approved UGC creates Airtable asset row for social team with usage expiry date.

Some steps run in preview until their integrations go live.

Required apps
ShopifyPreviewWebhooksPreviewMailchimpPreviewMeta (Facebook & Instagram)Preview
Optional apps
TypeformPreviewGoogle DriveTest-only
All integrations
ShopifyWebhooksMailchimpMeta (Facebook & Instagram)TypeformGoogle Drive
Workflow preview

How UGC Request Automation runs

1
Trigger
Set post-purchase delay
2
Process
Rule engine
3
Action
shopify
4
Notify
Alert & log
ShopifyWebhooksMailchimpMeta Facebook InstagramTypeformGoogle Drive
Setup steps

Get started in 5 steps

  1. 1
    Connect commerce and social

    Shopify, Mailchimp, Typeform, Instagram hashtag API, Google Drive, Airtable.

  2. 2
    Set post-purchase delay

    Default 7-day wait so customers experience product before UGC ask; adjustable per product line.

  3. 3
    Build rights form

    Typeform captures usage rights, duration, compensation if any, and customer signature.

  4. 4
    Organize Drive structure

    Folder per SKU/month; auto-rename files with customer ID and approval date.

  5. 5
    Test purchase flow

    Sandbox order → email → upload → approval → Airtable asset visible to social team.

Variables

Configurable settings

VariableTypeDefaultRequired
Business NametextYour BusinessYes
Notification EmailemailYes
TimezoneselectYes
Shopify Store DomaintextNo
FAQ

Frequently asked questions

Incentive codes?

Optional Shopify discount code generation on approval embedded in thank-you email.

Video UGC?

Typeform accepts video upload up to 100MB to Drive.

Revoke rights?

Customer email link to revoke removes Airtable `approved` flag and archives Drive file.

Hashtag without purchase?

Hashtag monitor path still requests rights via DM with Typeform link.

Get started

Customize UGC Request Automation for your business

Our team can adapt this template to your exact workflow, apps, and brand requirements.