We deployed this across three locations and saw immediate time savings. The UGC Request Automation workflow handles edge cases we didn't expect it to.
+ Setup was straightforward · Great documentation
Request, collect, and permission customer content after purchase or tagged posts.
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 .
Read-only visualization of how data moves from trigger to final result.
Shopify fulfillment +7 days or Instagram brand hashtag new post
Shopify order fulfilled webhook waits 7 days
emails Mailchimp UGC request with upload link; parallel Instagram hashtag monitor logs customer posts tagging your brand; rights approval via Typeform syncs to
Shopify order fulfilled webhook waits 7 days
emails Mailchimp UGC request with upload link; parallel Instagram hashtag monitor logs customer posts tagging your brand; rights approval via Typeform syncs to
emails Mailchimp UGC request with upload link; parallel Instagram hashtag monitor logs customer posts tagging your brand; rights approval via Typeform syncs to
emails Mailchimp UGC request with upload link; parallel Instagram hashtag monitor logs customer posts tagging your brand; rights approval via Typeform syncs to
Process via Shopify
Process via Meta Insights
Process via Webhooks
Logs
Logs
Logs
Logs
Logs
Remove repetitive steps from UGC Request Automation so your team focuses on high-value work.
Connected apps sync data automatically instead of copy-paste between dashboards.
Standardized logic runs the same way every time, with retries on failure.
Automation runtime
Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.
Est. setup time: ~16 min
New order trigger
Activate this workflow to provision the trigger endpoint.
No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.
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.
Shopify, Mailchimp, Typeform, Instagram hashtag API, Google Drive, Airtable.
Default 7-day wait so customers experience product before UGC ask; adjustable per product line.
Typeform captures usage rights, duration, compensation if any, and customer signature.
Folder per SKU/month; auto-rename files with customer ID and approval date.
Sandbox order → email → upload → approval → Airtable asset visible to social team.
| Variable | Type | Default | Required |
|---|---|---|---|
| Business Name | text | Your Business | Yes |
| Notification Email | — | Yes | |
| Timezone | select | — | Yes |
| Shopify Store Domain | text | No |
Optional Shopify discount code generation on approval embedded in thank-you email.
Typeform accepts video upload up to 100MB to Drive.
Customer email link to revoke removes Airtable `approved` flag and archives Drive file.
Hashtag monitor path still requests rights via DM with Typeform link.
Our team can adapt this template to your exact workflow, apps, and brand requirements.
160 total reviews
We deployed this across three locations and saw immediate time savings. The UGC Request Automation workflow handles edge cases we didn't expect it to.
+ Setup was straightforward · Great documentation
Solid template. We duplicated and tweaked variables for our brand. Would recommend for teams starting automation.
+ Integrations worked on first try · AI quality exceeded expectations
Clean workflow design. Connected our stack in one afternoon. Minor learning curve on variables.
+ Reliable triggers every time · Support team helped customize quickly
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.
Activate UGC Request Automation with default variables and run a sandbox test.
Scenario: New user installs template and validates output in under 15 minutes.
Connect live apps, map business rules, enable monitoring alerts.
Scenario: Team deploys to workspace after QA sign-off on test runs.
Version 1.2.0 — Improved reliability and Slack notifications for UGC Request Automation.
Current version: 1.2.0
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