Connect Data to Yotpo Loyalty and automate your tasks

Why integrate Data with Yotpo Loyalty

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

Track order history across every workflow run

MESA writes order details to a private table each time one is placed. Any workflow can look up that history — for loyalty checks, repeat purchase detection, or reporting — without querying Shopify directly.

Build a customer loyalty tracker without a CRM

Data stores a running record of each customer's purchase count, total spend, or tier status. Workflows read that record to decide which emails to send, which tags to apply, or which rewards to trigger.

Keep a running inventory log across all activity

Each time stock moves — sale, return, or restock — MESA writes the update to a Data table. Your other workflows and BI tools can query that record at any time for accurate, current counts.

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 Data 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

Record Created

Triggered when a new record is added to a table.

Record Updated

Triggered when a record in a table is created or an existing record is updated.

Approve Point Redemption Cancellation

Confirm point redemption cancellation request.

Create or Update Customer

Create or modify a customer.

• ID
• Email
• First Name
• Last Name
• Phone Number
• Country Iso Code
• Has Account
• Opted In
• Opted In At
• Pos Account ID
• Tags

Create Order

Create an order made by a customer.

• Customer Email
• Customer ID
• Total Amount Cents
• Currency Code
• Order ID
• Status
• Created At
• Coupon Code
• Ip Address
• User Agent
• Ignore Ip Ua
• Discount Amount Cents
• Tags
• Clerk Employee ID
• Clerk Name
• Store Address
• Store City
• Store State
• Channel Type
• Items
• Customer

Create Point Redemption

Redeem a customer’s points for a specific redemption option.

• Customer External ID
• Customer Email
• Phone Number
• Redemption Option ID
• Delay Points Deduction
• Currency
• Points To Redeem

Create Refund

Create a refund.

• ID
• Order ID
• Total Amount Cents
• Items
• Item
• Currency

Delete Customer’s Anniversary

Remove customer’s set anniversary date.

Identify Referral Referrer

Create or find a referral link for an email address.

• ID
• Merchant ID
• Email
• Referral Link
• Referral Discount Code
• Reward Points
• Referral Receipts

List Active Campaigns

Obtain a list of active campaigns.

• ID
• Created At
• Updated At
• Details
• Expires At
• Type
• Username
• Share Text
• Entity ID
• Hashtags
• URL
• Question
• Title
• Display Order
• Default Email Body
• Reward Text
• Icon
• Cta Text
• Min Actions Required
• Action Name
• Ask Year
• Max Completions Per User

List Recently Updated Customer

Obtain a list of all customers who were updated in the last 7 days.

• Next Page Info

List VIP Tier

Obtain a list of VIP tiers.

• ID
• Name
• Description
• Points Multiplier
• Entry Threshold
• Retain Threshold
• Regain Threshold

Record a Customer Action

Create an action by a customer.

• ID
• Created At
• Updated At
• Merchant ID
• Customer ID
• Type
• Referral ID
• Ip Address
• User Agent ID
• Parent Perk ID
• Name

Redemption Options: Get Active Options

Obtain a list of redemption options available for customers to redeem.

• ID
• Name
• Description
• Icon
• Cost Text
• Amount
• Applies To Product Type
• Duration

Redemption Options: Get Redemption Code Data

Obtain a list of email addresses who has redeemed a discount.

• ID
• Code
• Third Party ID
• Email

Redemption Options: Upload Options

Transfer coupon codes to Yotpo Loyalty account.

• ID
• Name
• Description
• Icon
• Cost Text
• Amount
• Applies To Product Type
• Duration
• Type
• Discount Amount Cents
• Discount Rate Cents
• Discount Percentage
• Discount Type

Retrieve Customer

Grab all details about the customer.

• Total Spend Cents
• Total Purchases
• Perks Redeemed
• Last Purchase At
• Email
• Points Earned
• Points Balance
• Points Expire At
• First Name
• Last Name
• Last Seen At
• Thirty Party ID
• Third Party ID
• Pos Account ID
• Has Store Account

Retrieve Customer’s Anniversary by Email

Grab customer’s anniversary by email.

• Day
• Month
• Year

Send Referral Emails Referral Referrer

Share referral links by email to a list of email addresses.

Set Customer’s Anniversary

Establishes a customer’s anniversary.

Set Customer’s Birthday

Establish a customer’s birthday.

Create Record

Create a new record in a new or existing table.

Custom SQL Query

Run a custom SQL query to fetch a list of records.

Delete Record

Delete one or more records in a table.

• Where

Query

Run a query to fetch a specific list of records in a table.

• Sort by

Update or Create Record

Update existing record(s) if found, otherwise create a new record.

• Where

Update Record

Update existing record(s) in a table.

• Where

Integrate Data with Yotpo Loyalty today.

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