# Connect Infinite Options to Smartrr and automate your tasks

## Describe to build

### Activity reports

Fully supported

MESA's Infinite Options to Smartrr integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes.

[Try MESA for free](/content/pricing/index.html)

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## Why integrate Infinite Options with Smartrr

The Infinite Options to Smartrr integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

[Order automation →](/content/solutions/order-automation/index.html)

### Route custom orders to the right production workflow based on selected options

When a customer chooses specific Infinite Options selections — an engraving, a rush processing add-on, a custom dimension — MESA reads those details and kicks off the right fulfillment workflow in Shopify. Your production process starts correctly from the moment the order is placed without anyone manually interpreting the options.

[Fulfillment operations →](/content/solutions/fulfillment-operations/index.html)

### Alert your team when a custom or complex order needs immediate attention

When an order containing specific Infinite Options selections arrives — a high-value add-on, a custom configuration, a date-sensitive request — MESA notifies the right person through Slack or email with the order details already attached. Your team responds while the production window is still open.

[Data integration →](/content/solutions/data-integration/index.html)

### Sync custom order option data to your ops and production tools

When an order with Infinite Options selections is placed, MESA writes the option details — engravings, dimensions, colors, add-ons — to Airtable, Google Sheets, or a ClickUp task. Your production team works from a structured record without anyone transcribing custom details out of the Shopify order by hand.

### 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 Infinite 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.

###### Subscription Failed Payment

Starts when a payment failed for a subscription.

###### Subscription Gift

Starts when a subscription is gifted.

###### Subscription Pause

Starts when a subscription is paused.

###### Subscription Send Now

Starts when a subscription is sent now.

###### Subscription Set Next Date

Starts when a subscription's next date is set.

###### Subscription Skip

Starts when a subscription is skipped.

###### Subscription Successful Payment

Starts when a successful payment was made for a subscription.

###### Subscription Unskip

Starts when a subscription is unskipped.

###### Subscription Upcoming Order

Starts when a subscription has an upcoming order.

###### 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

###### Order List

Get a list of Shopify Orders that have Infinite Options fields

- Line Items  
- Order

Not just software—partnership

## 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 Infinite Options with Smartrr today.

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

[Try MESA today →](/content/pricing/index.html)
