Connect Google Docs to Yotpo Loyalty and automate your tasks

Why integrate Google Docs with Yotpo Loyalty

The Google Docs to Yotpo Loyalty 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 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 Google Docs 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

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

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 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.

Ongoing optimization

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 Yotpo Loyalty today.

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