# 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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