Connect Google Docs to Rivo and automate your tasks

Why integrate Google Docs with Rivo

The Google Docs to Rivo 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 Rivo, 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 Rivo based on Shopify purchase behavior

When a customer hits a condition in Shopify — a first purchase, a spend threshold, a product category — MESA adds them to Rivo and sets the right starting tier. Your loyalty 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 Rivo 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 Rivo 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 VIP Tier Updated

Starts when a customer VIP tier is modified.

• ID
• Vip Tier ID
• Started At
• Internal Note
• External Note
• Customer
• Vip Tier

Loyalty Points Earned

Starts when loyalty points are earned.

• ID
• Points Amount
• Applied At
• Internal Note
• External Note
• Event Type
• Source
• Customer

Points Redemption Created

Starts when points are redeemed.

• Applied At
• Code
• Customer
• Expires At
• ID
• Name
• Points Amount
• Referred Email
• Refunded At
• Reward
• Terms Of Service
• Reward ID
• Source
• Used At

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's Points Balance

Create a points event to adjust a customers points balance.

• Type
• ID
• Attributes

Create Points Redemption

Redeem a reward for points.

• Customer Identifier
• Reward ID
• Points Amount

Create Referral

Create a referral.

Get List of Customers

Obtain a list of customers.

• Type
• ID
• Attributes

Get List of Earning Rules

Obtain a list of earning rules.

• Type
• ID
• Attributes

Get List of Points Events

Obtain a list of points events.

• Type
• ID
• Attributes

Get List of Points Redemptions

Obtain a list of points redemptions.

• Type
• ID
• Attributes

Get List of Referrals

Obtain a list of referrals.

Get List of Rewards

Obtain a list of rewards.

• Type
• ID
• Attributes

Get List of VIP Tiers

Obtain a list of VIP tiers.

• Type
• ID
• Attributes

Retrieve Customer

Grab all details about a customer.

• Type
• ID
• Attributes

Retrieve VIP Tier

Grab all details about a VIP tier.

• Type
• ID
• Attributes

Update Customer

Modify a customer.

• Dob

Update Customer's VIP Tier

Update a customer's VIP tier.

• Vip Tier ID
• Internal Note
• Skip Email

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 Rivo today.

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