Intercom to OPTIS Product Options Integration | MESA

Connect Intercom to OPTIS Product Options and automate your tasks

Why integrate Intercom with OPTIS Product Options

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

Give your support team full Shopify context on every conversation

When a customer starts a conversation in Intercom, MESA pulls their Shopify order history, tags, and customer details into the thread. Your team responds with the full picture without switching between tools to find it.

Create and update Shopify customer records from Intercom conversations

When a new contact is created or a key detail is captured in Intercom, MESA writes it to the corresponding Shopify customer record. Your store and your support platform share a single view of every customer without periodic reconciliation.

Trigger Intercom messages from Shopify order and fulfillment events

When an order ships, a delivery is delayed, or a return is filed in Shopify, MESA sends the signal to Intercom and triggers the right message to the customer. Your proactive outreach runs on what actually happens in your store, not on a fixed schedule.

Keep production in sync with cart edits

When a customer revises their options on the cart page, MESA updates the corresponding order note or production record before it reaches your team. No orders move forward with outdated specs.

Route uploaded files to the right production team

When a customer uploads a PSD, PDF, or image file, MESA reads the file type and sends the order to the correct workflow — print prep, digital production, or manual review. Every file reaches the right hands.

Apply B2B and locale rules to option orders

OPTIS works natively with Shopify B2B and multi-language storefronts. MESA uses the customer's account type and storefront language to apply the correct pricing, fulfillment, and approval rules automatically.

Build any Intercom and OPTIS Product Options 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.

Order Created

Starts when a Shopify order with line item details is created.

Admin Initiated Message to User

Starts when an admin initiates a message to a user.

Contact Archived

Starts when a contact is archived.

Contact Deleted

Starts when a contact is deleted.

Contact Email Updated

Starts when a contact's email is updated.

Contact User Created

Starts when a contact user is created.

Contact User Updated

Starts when a contact user is updated.

Conversation Closed

Starts when a conversation is closed.

Conversation Opened

Starts when a conversation is opened.

Conversation Read

Starts when a conversation is read.

Message Received from User or Lead

Starts when a message is received from a user or lead.

Note Added to Conversation

Starts when a note is added to a conversation.

Reply Received from User or Lead

Starts when a user replies to a conversation.

Get List of Orders

Obtain a list of Shopify Orders that have OPTIS Product Options fields

Archive Contact

Archive a contact.

Attach Contact to Company

Associate a company with a contact.

Attach Tag to Ticket

Tag a ticket.

Create Contact

Create a contact.

Create Note

Create a note.

Create or Update Company

Create or update a company.

Create Ticket

Create a ticket.

Delete Company

Remove a company.

Delete Contact

Remove a contact.

Delete Ticket

Remove a ticket.

Detach Contact from Company

Detach a company from a contact.

Get List of Companies

Obtain a list of all companies.

Get List of Company's Contacts

Obtain a list of contacts that belong to a company.

Get List of Company's Segments

Obtain a list of segments that belong to a company.

Get List of Contact's Companies

Obtain a list of a contact's companies.

Get List of Contact's Notes

Obtain a list of notes associated to a contact.

Get List of Contact's Segments

Obtain a list of segments associated to a contact.

Get List of Contact's Tags

Obtain a list of tags attached to a contact.

Get List of Contacts

Obtain a list of contacts.

Get List of Tickets

Obtain a list of tickets.

Merge Lead and User

Combine a contact with a role of a lead into a contact with a role of a user.

Remove Tag from Ticket

Remove a tag from a ticket.

Reply to Ticket

Reply to a ticket with a message from an admin or on behalf of a contact, or with a note for admins.

Retrieve Company

Grab all details about a company.

Retrieve Contact

Grab all details about a contact.

Retrieve Note

Grab all details about a note.

Retrieve Ticket

Grab all details about a ticket.

Scroll Over Companies

Iterate over all companies in a dataset.

Search for Contacts

Search for contacts.

Unarchive Contact

Restore a previously archived contact.

Update Contact

Modify a contact's details.

Update Ticket

Modify a ticket's details.

Integrate Intercom with OPTIS Product Options today.

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