# Connect Approval to Smartrr and automate your tasks

The Approval to Smartrr integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes.

[Try MESA for free](/content/pricing/index.html)

★★★★★ 4.9 rating on Shopify App Store

## Why integrate Approval with Smartrr

The Approval to Smartrr integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

### Review AI-generated content before it goes live

When AI writes a product description or generates copy, Approval holds the workflow until a team member confirms it. Content only publishes after a human has seen it — no unreviewed text reaches your storefront.

### Gate large orders before they process

When an order exceeds a dollar threshold or contains unusual items, MESA pauses and notifies your team. A manager approves before fulfillment begins — no surprises after the fact.

### Require sign-off before issuing refunds or discounts

MESA flags refund requests or discount applications and holds them for approval. Your team reviews the context before anything is issued, keeping margins and exceptions under control.

### Sync subscription data with your marketing and CRM tools

When a customer subscribes, skips, or cancels in Smartrr, MESA updates their record across your connected platforms. Your email segments, loyalty program, and CRM always reflect current subscription status.

### Trigger retention workflows the moment a subscriber churns

When a cancellation or failed payment happens in Smartrr, MESA kicks off the right response — a win-back email, a Slack alert, a tag update in Shopify. You catch churn signals before they become lost customers.

### Tag and segment subscribers based on their behavior

As customers interact with their Smartrr subscription — upgrading, pausing, adding products — MESA updates their Shopify tags and customer fields in real time. Your segments stay accurate without manual list management.

## Build any Approval and Smartrr automation

MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.

###### Payment Method Update
Starts when a payment method is updated.

###### Subscription Activate
Starts when a subscription is activated.

###### Subscription Cancel
Starts when a subscription is cancelled.

- Total Estimated Tax  
- Total Discounts  
- Total Line Items Price  
- Total Line Items Price After Discount  
- Total Estimated Net  
- Total Shipping  
- Frequency Unit  
- Delivery Frequency  
- Payment Frequency  
- Shopify ID  
- ID  
- Upcoming Three Deliveries  
- Shipping Address  
- Variants  
- Status

###### Subscription Create
Starts when a subscription is created.

###### Subscription Failed Payment
Starts when a payment failed for a subscription.

###### Subscription Gift
Starts when a subscription is gifted.

###### Subscription Pause
Starts when a subscription is paused.

###### Subscription Send Now
Starts when a subscription is sent now.

###### Subscription Set Next Date
Starts when a subscription's next date is set.

###### Subscription Skip
Starts when a subscription is skipped.

###### Subscription Successful Payment
Starts when a successful payment was made for a subscription.

###### Subscription Unskip
Starts when a subscription is unskipped.

###### Subscription Upcoming Order
Starts when a subscription has an upcoming order.

###### Activate Purchase
Initiate a purchase.

- Cust Rel

###### Add Cancellation Reason
Append a cancellation reason.

- ID   
- Reason Type  
- Text  
- Action  
- Ui Idx  
- Discount  
- Has Customer Prompt  
- Is Archived

###### Add Line Item To Purchase
Append a line item to a purchase.

- Selling Organization

###### Add Loyalty Points to Customer
Add loyalty points to an existing customer. Requires Smartrr's Excel plan.

###### Apply Discount on Purchase
Use a discount on a purchase.

- Selling Organization

###### Cancel Purchase
Cancel a purchase.

- Cust Rel

###### Complete Historical Orders Sync
Conduct a historical orders sync.

###### Create Purchase State
Create a purchase state.

- Start Date
- Shipping Info
- Lines
- Stripe Customer ID
- Billing Address
- Paypal Billing Agreement ID
- Shopify Payment Method ID
- Delivery Price
- Billing Policy
- Selling Plan ID
- Status

###### Delete Cancellation Reason
Remove a cancellation reason.

###### Delete Discount on Purchase
Remove a discount on a purchase.

- Selling Organization

###### Get List of Addons Configs
Obtain a list of addons configs.

- Selling Plans

###### Get List of Bill Audit History
Obtain a list of bill audit history.

- Bill ID

###### Get List of Bills
Obtain a list of bills.

- St

###### Get List of Bills by Shopify Subscription Id
Obtain a list of bills by Shopify subscription id.

- St

###### Get List of Cancellation Reasons
Obtain a list of cancellation reasons.

- ID
- Reason Type
- Text
- Action
- Ui Idx
- Discount
- Has Customer Prompt
- Is Archived

###### Get List of Customer Portal Themes
Obtain a list of customer portal themes.

###### Get List of Customer Relationships
Obtain a list of customer relationships.

- ID
- Created Date
- Updated Date
- Deleted At

###### Get List of Events by Shopify Subscription Id
Obtain a list of events by Shopify subscription id.

- ID
- Event Data
- Created By
- Event Date
- Event Type

###### Get List of Formatted Orders
Obtain a list of formatted orders.

- ID
- Created Date
- Updated Date
- Deleted At
- Cust Rel
- Sts

###### Get List of Orders
Obtain a list of orders.

- ID
- Created Date
- Updated Date
- Deleted At
- Cust Rel
- Sts

###### Get List of Orders by Shopify Subscription Id
Obtain a list of orders by Shopify subscription id.

- ID
- Created Date
- Updated Date
- Deleted At
- Cust Rel
- Sts

###### Get List of Payment Methods
Obtain a list of payment methods.

- ID
- Created Date
- Updated Date
- Deleted At

###### Get List of Purchasable Collections
Obtain a list of purchasable collections.

- ID
- Created Date
- Updated Date
- Deleted At

###### Get List of Purchasables
Obtain a list of purchasables.

- ID
- Created Date
- Updated Date
- Deleted At

###### Get List of Purchase State Line Items
Obtain a list of purchase state line items.

###### Get List of Purchase States
Obtain a list of purchase states

- Cust Rel

###### Get List of Selling Plan Groups
Obtain a list of selling plan groups.

- Selling Plans

###### Import Customer Relationship from Shopify Customer
Bring in a customer relationship from a Shopify customer.

- ID
- Created Date
- Updated Date
- Deleted At

###### Import Customer's Payment Methods from Shopify
Bring in a customer's payment method from Shopify.

- ID
- Created Date
- Updated Date
- Deleted At

###### Migrate Recharge Purchase State
Migrate a Recharge purchase state.

- ID
- Created Date
- Updated Date
- Deleted At

###### Pause Purchase
Halt a purchase.

- Cust Rel

###### Remove Line Item from Purchase State.
Delete line item from purchase state.

- Selling Organization

###### Retries Bill
Retries a bill.

- Cust Rel

###### Retrieve Purchase State by Shopify Subscription Id
Grab all details about purchase state by Shopify subscription id.

- Selling Organization

###### Retrieve Setup Status for Organization
Get the setup status for an organization.

- Selected Selling Plan ID
- Has Product Selected
- Snippets Theme ID
- Rendering Theme ID
- Is Setup Finished
- Optimization

###### Rollback Recharge Purchase State
Revert a Recharge purchase state.

- ID
- Created Date
- Updated Date
- Deleted At

###### Set Next Billing Date on Purchase
Establish a next billing date on purchase.

- Selling Organization

###### Set Selling Plan on Purchase
Establish a selling plan on purchase.

- Selling Organization

###### Skip Purchase
Omit a purchase.

- Selling Organization

###### Swap Purchase State Line Items
Swap the purchase state of line items.

- Selling Organization

###### Unskip Purchase
Resume a purchase.

- Selling Organization

###### Update Address on Purchase State
Modify address on purchase state.

- Company
- Shopify ID

###### Update Cancellation Reason
Modify a cancellation reason.

- ID
- Reason Type
- Text
- Action
- Ui Idx
- Discount
- Has Customer Prompt
- Is Archived

###### Update Customer Portal Theme
Modify a customer portal theme.

- Theme Shopify ID
- Updated Theme Properties

###### Update External Subscription Dates on Purchase State
Modify external subscription dates on purchase state.

- External Subscription Created Date
- External Subscription Cancelled At

###### Update Line Item on Purchase State
Modify the purchase state of a specific line item.

- Price
- Quantity

###### Update Purchasable Theme
Modify a purchasable theme.

- Primary Color
- Background Color
- Button Text Color
- Button Border Color
- Button Background Color
- Purchasable ID

###### Update Setup Status for Organization
Modify setup status for an organization.

###### Update Shipping Price on Purchase State
Modify shipping price on purchase state.

- Price

###### Approval
Pause any automation and require manual approval of data that's about to be published to the next step.

- Approval Status
- Reason
- To Review

## Expert support included

MESA includes hands-on support from automation experts who know how to get things done.

### Free workflow setup
We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week.

### Fast response times
Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours.

### Managed services available
Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows.

### Real humans, always
Chat with real automation experts (not bots). Email support 9am-5pm PST.

## Integrate Approval with Smartrr today.

Enjoy a 7-day free trial. Get your first workflow in minutes.

[Try MESA today →](/content/pricing/index.html)
