Connect Google Docs to LoyaltyLion and automate your tasks

Why integrate Google Docs with LoyaltyLion

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

Generate order and customer documents without manual writing

When an order is placed or a customer record is updated in Shopify, MESA creates a populated Google Doc — invoice, summary, brief — using your template. Every document is ready without anyone drafting it from scratch.

Turn Shopify events into briefings your team can act on

When a wholesale order comes in, a return is filed, or a VIP customer reaches a milestone, MESA creates a Google Doc with the relevant details and shares it with the right person. Your team has context without digging through the admin.

Keep product and operational docs current automatically

When a product is updated in Shopify — new description, price change, inventory note — MESA updates the corresponding Google Doc. Your internal catalog, SOPs, and reference docs stay in sync with what's actually in your store.

Keep loyalty status current across your marketing tools

When a customer earns or redeems points in LoyaltyLion, 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 your loyalty program based on Shopify behavior

When a customer hits a condition in Shopify — a first purchase, a spend threshold, a product category — MESA adds them to LoyaltyLion 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 LoyaltyLion 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 Google Docs and LoyaltyLion 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.

Customer Updated

Starts when a customer account is updated with new information.

Email Unsubscribed

Starts when a customer unsubscribes from an email list.

Document Created

Starts when a document is created.

• ID
• Name
• Parents
• Created Time
• Modified Time
• Owners
• Drive ID
• Web View Link
• Trashed
• Starred

Document Updated

Starts when a document is modified.

• ID
• Name
• Parents
• Created Time
• Modified Time
• Owners
• Drive ID
• Web View Link
• Trashed
• Starred

Add Points to Customer

Increase the amount of points for an existing customer account.

Create Activity

Start a new activity for existing customer accounts.

Create Order

Start a new order when a purchase is made.

Get List of Activities

Obtain a list of activities from existing customer accounts.

Get List of Customers

Obtain a list of existing customer accounts.

Get List of Orders

Obtain a list of orders from existing customer accounts.

Remove Points from Customer

Decrease the amount of points for an existing customer account.

Update Activity

Update an activity for existing customer accounts.

Update Order

Update an order's details for existing customer accounts.

Create Document

Create a document.

• Name
• Text
• Folder

Export Document

Export a Google Doc as a file and get a URL.

• File URL

Get List of Documents

Obtain a list of documents.

• Next Page Token
• Incomplete Search
• Files

Retrieve Document

Grab all details about a document.

• ID
• Name
• Document Content
• Starred
• Trashed
• Shared
• Explicitly Trashed
• Parents
• Spaces
• Drive ID
• Web View Link
• Thumbnail Link
• Web Content Link
• Viewed By Me
• Viewed By Me Time
• Created Time
• Modified Time
• Modified By Me Time
• Shared With Me Time
• Owned By Me
• Modified By Me
• Owners
• Last Modifying User
• Sharing User
• Trashing User
• Trashed Time
• Capabilities
• Writers Can Share
• Permissions
• Size
• Has Thumbnail

Update Document's Permissions

Modify a document's permissions.

• Type
• Role
• Email Address
• Domain
• Allow File Discovery
• Expiration Time

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. Google Meet sessions for complex workflows.

Integrate Google Docs with LoyaltyLion today.

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