Connect ClickUp to Yotpo Loyalty and automate your tasks

Why integrate ClickUp with Yotpo Loyalty

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

Turn Shopify orders into ClickUp tasks automatically

When an order comes in with specific conditions — a custom request, a wholesale flag, a high-value purchase — MESA creates a ClickUp task with the relevant details already filled in. Your team picks up work without anyone transcribing order data by hand.

Keep project status in sync with what's happening in Shopify

When a Shopify event occurs — a product goes live, a fulfillment is completed, an order is cancelled — MESA updates the corresponding ClickUp task or status. Your project view reflects reality without manual updates.

Trigger Shopify actions when ClickUp work is done

When a task is marked complete in ClickUp — a design approved, a product reviewed, a vendor confirmed — MESA kicks off the next step in Shopify. Your internal workflows connect directly to your storefront operations.

Keep loyalty status current across your marketing and CRM tools

When a customer earns or redeems points in Yotpo Loyalty, MESA updates their record in Klaviyo, Shopify, and connected platforms in real time. Your segments, flows, and CRM always reflect where each customer stands in your program without manual list updates.

Enroll customers in Yotpo Loyalty based on Shopify purchase behavior

When a customer hits a condition in Shopify — a first purchase, a spend threshold, a specific product category — MESA adds them to Yotpo Loyalty and sets the right starting tier. Your program grows with your customer base without anyone managing enrollments by hand.

Trigger loyalty rewards at the moments that drive retention

When a customer reaches a milestone — a repeat purchase, a referral, a VIP threshold — MESA triggers the right Yotpo Loyalty action and can notify them through your preferred channel. Your program responds to behavior in real time, not on a delayed sync cycle.

Build any ClickUp and Yotpo Loyalty 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.

Coupon Earned (Awarded)

Starts when a customer earns a discount.

• Topic
• Name
• Redemption
• Redemption Option
• Email
• Customer
• Perk

Coupon Earned (Redeemed)

Starts when a customer receives a coupon and redeems points.

• Topic
• Name
• Redemption
• Redemption Option
• Email
• Customer

Customer Anniversary Captured

Starts when a customer establishes their anniversary.

• Topic
• Name
• Email
• Customer

Customer Anniversary Occurred

Starts on a customer’s anniversary.

• Topic
• Name
• Email
• Customer
• Perk
• Redemption
• Redemption Option

Customer Birthday Captured

Starts when a customer establishes their birthday.

• Topic
• Name
• Email
• Customer

Loyalty Custom Reward Created

Starts when a loyalty custom reward is created.

• Topic
• Name
• Redemption
• Redemption Option
• Email
• Customer

Loyalty Donation Created

Starts when a loyalty donation is created.

• Topic
• Name
• Redemption
• At Checkout
• Is Pos
• Redemption Option
• Redemption Option ID
• Redemption Option Name
• Email
• Customer

Loyalty Opted In / Out

Starts when a customer opts in or out to a loyalty program.

• Topic
• Name
• Email
• Customer

On Customer's Birthday

Starts on a customer's birthday.

• Topic
• Name
• Email
• Customer
• Perk
• Redemption
• Redemption Option

Points Changed

Starts when a customer’s points are modified.

• Topic
• Name
• Email
• Customer
• Previous Balance
• Current Balance
• Difference
• Added Or Removed
• Points Changed Reason

Points Earned

Starts when a customer earns points.

• Topic
• Name
• Email
• Customer
• Perk

Points Reminder Triggered

Starts when a reminder about a customer’s points is triggered.

• Topic
• Name
• Email
• Customer
• Points Needed
• Redemption Option

Redemption Cancellation Request Received

Starts when a customer wants to undo their redemption and receive points back.

• Topic
• Name
• Point Redemption ID
• Reward Text
• Customer

Redemption Fell Below Threshold

Starts when a custom coupon is running low on uploaded coupon codes.

• Topic
• Name
• Redemption Option
• Redemption Option ID
• Redemption Option Name
• Number Of Unused Codes

Redemption Reminder Triggered

Starts when a reminder about an inactive redemption is triggered.

• Topic
• Name
• Email
• Customer
• Redemption Option

Referral Completed

Starts when a referral has been used.

• Topic
• Name
• Perk
• Email
• Referrer
• Referral Code
• Referred Customer

Referral Reminder Triggered

Starts after a certain amount of days that a referred customer had not submitted a purchase in.

• Topic
• Name
• Email
• Referral Link
• Referral Code
• From
• Customer

Referral Shared

Starts when a customer shares a referral.

• Topic
• Name
• Email
• From
• Customer
• Referral Link

Tier Changed

Starts when a customer gets closer or farther from retaining their current tier and next tier.

• Topic
• Name
• Email
• Customer
• Vip Stats
• Vip Stats Needed Maintain
• Vip Stats Needed Next

Tier Earned

Starts when a customer meets the requirement for a new tier.

• Topic
• Name
• Email
• Customer
• New Tier
• Old Tier

Tier Lost

Starts when a customer fails to meet requirements for a tier after the specified period of time has passed.

• Topic
• Name
• Email
• Customer
• Old Tier
• New Tier

Task Assignee Updated

Starts when an assignee is added or removed from a task.

• ID
• Custom ID
• Custom Item ID
• Name
• Text Content
• Description
• Status
• Orderindex
• Date Created
• Date Updated
• Date Closed
• Date Done
• Archived
• Creator
• Assignees
• Group Assignees
• Watchers
• Checklists
• Tags
• Parent
• Top Level Parent
• Priority
• Due Date
• Start Date
• Points
• Time Estimate
• Time Spent
• Custom Fields
• Dependencies
• Linked Tasks
• Locations
• Team ID
• URL
• Sharing
• Permission Level
• List
• Project
• Folder
• Space
• Attachments

Task Comment Posted

Starts when a comment is posted on a task.

• ID
• Name
• Comment
• History Items

Task Comment Updated

Starts when a task comment is updated.

• ID
• Name
• Comment
• History Items

Task Created

Starts when a task is created.

Update Task

Modify a task's details.

• Name
• Description
• Markdown Content
• Assignees
• Status
• Priority
• Due Date
• Due Date Time
• Time Estimate
• Start Date
• Start Date Time
• Parent
• Archived
• Custom Fields

Expert support included

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