# Connect OPTIS Product Options to Shopify Partner and automate your tasks

MESA's OPTIS Product Options to Shopify Partner 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.

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★★★★★ 4.9 rating on Shopify App Store

## Why integrate OPTIS Product Options with Shopify Partner

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

### 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 No orders move forward with outdated specs.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.

### Track client store activity across your agency portfolio

When a significant event occurs in a client's Shopify store — a new order threshold, a product launch, a fulfillment issue — MESA surfaces it to your team through Slack or a shared dashboard. Your agency stays informed across every store without logging into each one separately.

### Automate client onboarding when a new store is provisioned

When a new store is added to your Shopify Partners account, MESA kicks off the right onboarding sequence — creating project tasks in ClickUp or Asana, notifying the assigned team member, setting up the client record in your CRM. Your agency's onboarding process runs consistently without manual coordination on every new engagement.

### Sync client store data with your reporting and ops tools

When store metrics, order volumes, or app usage change across your client portfolio, MESA pushes the relevant data to Google Sheets, Airtable, or a Google Doc. Your team tracks portfolio health from a single view without pulling reports from each store individually.

## Build any OPTIS Product Options and Shopify Partner 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.

###### App Adjustment Transaction Created

Starts when a transaction corresponding to a refund, downgrade, or adjustment of an app charge is created.
- ID
- Created At
- App
- Charge ID
- Gross Amount
- Net Amount
- Shopify Fee

###### App Credit Applied

Starts when an app credit is applied.
- Occurred At
- Type
- Shop
- App Credit

###### App Credit Created

Starts when a transaction corresponding to an app credit is created.

###### App Credit Failed

Starts when an app credit has failed.
- Occurred At
- Type
- Shop
- App Credit

###### App Credit Pending

Starts when an app credit is pending.
- Occurred At
- Type
- Shop
- App Credit

###### App Inst Reactivated

Starts when an app relationship is reactivated.
- Occurred At
- Type
- Shop
- Reactivated By

###### App Installed

Starts when an app is installed.
- Occurred At
- Type
- Shop

###### App Relationship Deactivated

Starts when an app relationship is deactivated.
- Occurred At
- Type
- Shop
- Deactivated By

###### App Subscription Charge Accepted

Starts when an app subscription charge is accepted.
- Occurred At
- Type
- Shop
- Charge

###### App Subscription Charge Activated

Starts when a store accepts billing charges.
- Occurred At
- Type
- Shop
- Charge

###### App Subscription Charge Canceled

Starts when an app subscription charge is canceled.
- Occurred At
- Type
- Shop
- Charge

###### App Subscription Charge Created

Starts when a transaction corresponding to an app subscription charge is created.

###### App Subscription Charge Declined

Starts when an app subscription charge is declined.
- Occurred At
- Type
- Shop
- Charge

###### App Subscription Charge Expires

Starts when an app subscription charge expires.
- Occurred At
- Type
- Shop
- Charge

###### App Subscription Charge Frozen

Starts when an app subscription charge is frozen.
- Occurred At
- Type
- Shop
- Charge

###### App Subscription Charge Unfrozen

Starts when an app subscription charge is unfrozen.
- Occurred At
- Type
- Shop
- Charge

###### App Subscription's Capped Amount Updated

Starts when an app subscription's capped amount is updated.
- Occurred At
- Type
- Shop
- Charge

###### App Uninstalled

Starts when an app is uninstalled.
- Occurred At
- Type
- Shop
- Description
- Reason

###### App Usage Charge Applied

Starts when an app usage charge is applied.
- Occurred At
- Type
- Shop
- Charge

###### App Usage Charge Created

Starts when a transaction corresponding to an app usage charge is created.
- ID
- Created At
- App
- Charge ID
- Gross Amount
- Net Amount
- Shopify Fee

###### One-Time App Charge Accepted

Starts when a one-time app charge is accepted.
- Occurred At
- Type
- Shop
- Charge

###### One-Time App Charge Activated

Starts when a one-time app charge is activated.
- Occurred At
- Type
- Shop
- Charge

###### One-Time App Charge Created

Starts when a transaction corresponding to a one-time app charge is created.
- ID
- Created At
- App
- Charge ID
- Gross Amount
- Net Amount
- Shopify Fee

###### One-Time App Charge Declined

Starts when a one-time app charge is declined.
- Occurred At
- Type
- Shop
- Charge

###### One-Time App Charge Expired

Starts when a one-time app charge is expired.
- Occurred At
- Type
- Shop
- Charge

###### Service Transaction Adjustment Created

Starts when a transaction corresponding to a refund, downgrade, or adjustment of a service sale is created.
- ID
- Created At
- Service Shop
- Gross Amount
- Net Amount
- Shopify Fee

###### Service Transaction Created

Starts when a transaction corresponding to a paid invoice for a service is created.
- ID
- Created At
- Service Shop
- Gross Amount
- Net Amount
- Shopify Fee

###### Shop Referral Transaction Adjustment Created

Starts when a transaction corresponding to a shop referral adjustment is created.
- ID
- Created At
- Referral Adjustment Shop
- Category
- Amount

###### Shop Referral Transaction Created

Starts when a transaction corresponding to a shop referral is created.
- ID
- Created At
- Referral Transaction Shop
- Category
- Amount

###### Tax Transaction Created

Starts when a tax transaction is created.
- ID
- Created At
- Amount

###### Theme Purchased

Starts when a transaction corresponding to a theme is purchased.
- ID
- Created At
- Theme Info
- Gross Amount
- Net Amount
- Shopify Fee

###### Theme Transaction Adjustment Created

Starts when a transaction corresponding to a refund, downgrade, or adjustment of a theme sale is created.
- ID
- Created At
- Theme Info
- Gross Amount
- Net Amount
- Shopify Fee

###### Get List of Orders

Obtain a list of Shopify Orders that have OPTIS Product Options fields
- Line Items
- Order

## 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 OPTIS Product Options with Shopify Partner today.

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

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