Easify Product Options to Smartrr Integration | MESA
Connect Easify Product Options to Smartrr and automate your tasks
Why integrate Easify Product Options with Smartrr
The Easify Product Options to Smartrr integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.
Schedule production from the delivery date customers pick
When a customer selects a delivery date through Easify's date picker, MESA reads that date and schedules the production job, sets a team reminder, or triggers fulfillment at the right window. No one has to manually watch for upcoming deadlines.
Route orders by the price their options calculated
Easify calculates prices dynamically — by character count, dimensions, or add-on combinations. MESA reads that final price and routes the order accordingly: flagging high-value jobs for review, assigning premium resources, or triggering a different fulfillment path.
Get option performance data into your reporting stack
MESA schedules exports of Easify order and option data — pushing selections, add-on revenue, and formula prices to Google Sheets, Airtable, or your analytics tool. Track which options drive the most revenue without building a manual report.
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 Easify Product Options 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.
- 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 Failed Payment
Starts when a payment failed for a subscription.
- 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 Gift
Starts when a subscription is gifted.
- 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 Pause
Starts when a subscription is paused.
- 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 Send Now
Starts when a subscription is sent now.
- 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 Set Next Date
Starts when a subscription's next date is set.
- 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 Skip
Starts when a subscription is skipped.
- 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 Successful Payment
Starts when a successful payment was made for a subscription.
- 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 Unskip
Starts when a subscription is unskipped.
- 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 Upcoming Order
Starts when a subscription has an upcoming order.
- 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
Order Created
Starts when a Shopify order with line item details is created.
- Fields
- Variant ID
- Quantity
- Title
- Sku
- Price
- Properties
- Applied Discount
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
Get List of Orders
Obtain a list of Shopify Orders that have Easify Product Options fields
- Line Items
- Order