Shopify Subscription + Zapier + Lob Automation Setup (Physical Mail Product)
UpworkUSNot specifiedintermediateScore: 47
ShopifyZapier
I am launching a premium subscription product that sends personalized physical letters by mail each month. I’m looking for an experienced Shopify automation specialist to set up a clean, reliable system from purchase → personalization → automated mailing.
This is a lean build for a modern DTC brand. I value clean architecture and simplicity over over-engineering.
Shopify Setup
Configure Shopify Basic store (already created or assist if needed)
Ensure product is set up correctly as a physical subscription product
Light theme styling adjustments (modern, clean aesthetic — not full custom design)
Configure Loop subscription app
Create two prepaid plans:
6-month plan
12-month plan
Ensure customer portal works properly
Ensure failed payment handling is correct
Set up line item properties or equivalent to collect personalized info for letters
Build automation that:
Detects new paid subscription
Creates/updates subscriber record in Airtable
Sets letter stage = 1
Triggers first letter via Lob
AND
Monthly automation that:
Checks active subscribers
Sends next letter in sequence
Advances letter stage
Prevents duplicates
Clean logic is very important.
✉️ Klaviyo (basic)
Connect Klaviyo
Ensure customer sync works
Basic welcome flow (simple)
Deliverables
Fully working end-to-end system
Clean automation logic
Documented Zaps
Successful test letter mailed
Basic handoff notes
Unlock AI Intelligence, score breakdowns, and real-time alerts
Upgrade to Pro — $29.99/mo