Connect OPTIS Product Options to Shopify Plus and automate your tasks

MESA's OPTIS Product Options to Shopify Plus 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 Plus

The OPTIS Product Options to Shopify Plus 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 No orders move forward with outdated specs.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.

Automate complex B2B workflows across your entire stack

When a wholesale or B2B order comes in through Shopify Plus, MESA routes it through the right process — custom pricing, approval steps, fulfillment rules — and syncs the details to your connected tools. Your enterprise workflows run without manual coordination between systems.

Manage multi-store operations from a single automation layer

When an event happens in one Shopify Plus store — an inventory change, a customer update, a fulfillment status — MESA propagates the right action across your other stores and connected platforms. Your expansion stores stay consistent without a separate ops process for each one.

Keep your enterprise tech stack in sync with store activity

When orders, customers, and products change in Shopify Plus, MESA pushes the relevant data to your ERP, CRM, and warehouse tools in real time. Your enterprise systems stay current without scheduled exports or manual reconciliation.

Build any OPTIS Product Options and Shopify Plus 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.

B2B Order Created

Starts when a B2B order is created.

• App ID
• Billing Address
• Browser Ip
• Buyer Accepts Marketing
• Cancel Reason
• Cancelled At
• Client Details
• Closed At
• Company
• Confirmation Number
• Created At
• Currency
• Current Total Additional Fees Set
• Current Total Discounts
• Current Total Discounts Set
• Current Total Duties Set
• Current Total Price
• Current Total Price Set
• Current Subtotal Price
• Current Subtotal Price Set
• Current Total Tax
• Current Total Tax Set
• Customer
• Customer Locale
• Discount Applications
• Discount Codes
• Email
• Estimated Taxes
• Financial Status
• Fulfillments
• Fulfillment Status
• ID
• Inventory Behaviour
• Landing Site
• Line Items
• Merchant Of Record App ID
• Name
• Note
• Note Attributes
• Number
• Order Number
• Original Total Additional Fees Set
• Original Total Duties Set
• Payment Terms
• Payment Gateway Names
• Phone
• Po Number
• Presentment Currency
• Processed At
• Referring Site
• Refunds
• Shipping Address
• Shipping Lines
• Source Name
• Source Identifier
• Source URL
• Subtotal Price
• Subtotal Price Set
• Tags
• Tax Lines
• Taxes Included
• Test
• Total Discounts
• Total Discounts Set
• Total Line Items Price
• Total Line Items Price Set
• Total Outstanding
• Total Price
• Total Price Set
• Total Shipping Price Set
• Total Tax
• Total Tax Set
• Total Tip Received
• Total Weight
• Updated At
• User ID
• Order Status URL

B2B Order Updated

Starts when a B2B order is modified.

Company Contact Created

Starts when a company contact is created.

• Customer Admin Graphql Api ID
• Title
• Locale
• Created At
• Updated At
• Admin Graphql Api ID
• Company

Company Contact Deleted

Starts when a company contact is deleted.

• Customer Admin Graphql Api ID
• Title
• Locale
• Created At
• Updated At
• Admin Graphql Api ID
• Company

Company Contact Roles Assigned

Starts when a company contact role is assigned.

• Customer Admin Graphql Api ID
• Title
• Locale
• Created At
• Updated At
• Admin Graphql Api ID
• Company

Company Contact Roles Revoked

Starts when a company contact role is revoked.

• Customer Admin Graphql Api ID
• Title
• Locale
• Created At
• Updated At
• Admin Graphql Api ID
• Company

Company Contact Updated

Starts when a company contact is updated.

• Customer Admin Graphql Api ID
• Title
• Locale
• Created At
• Updated At
• Admin Graphql Api ID
• Company

Company Created

Starts when a company is created.

• Name
• Note
• External ID
• Main Contact Admin Graphql Api ID
• Created At
• Updated At
• Customer Since
• Admin Graphql Api ID

Company Deleted

Starts when a company is deleted.

• Name
• Note
• External ID
• Main Contact Admin Graphql Api ID
• Created At
• Updated At
• Customer Since
• Admin Graphql Api ID

Company Location Created

Starts when a company location is created.

• Name
• External ID
• Phone
• Locale
• Created At
• Updated At
• Note
• Buyer Experience Configuration
• Admin Graphql Api ID
• Tax Exemptions
• Company
• Billing Address
• Shipping Address
• Tax Registration

Company Location Deleted

Starts when a company location is deleted.

Company Location Updated

Starts when a company location is updated.

Company Updated

Starts when a company is updated.

• Name
• Note
• External ID
• Main Contact Admin Graphql Api ID
• Created At
• Updated At
• Customer Since
• Admin Graphql Api ID

Order Created

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

• Fields
• Variant ID
• Quantity
• Title
• Sku
• Price
• Properties
• Applied Discount

Assign Role to Company Contact

Assign a role to a company contact.

• Contacts Count
• Created At
• Customer Since
• Default Cursor
• Default Role
• External ID
• Has Timeline Comment
• ID
• Lifetime Duration
• Locations Count
• Name
• Note
• Orders Count
• Total Spent
• Updated At

Assign Roles to Company Contact

Assign roles to a company contact.

Assign Roles to Company Location

Assign roles to a company location.

Create B2B Draft Order

Create a B2B draft order.

• Applied Discount
• Billing Address
• Custom Attributes
• Email
• Line Items
• Note
• Phone
• Po Number
• Presentment Currency Code
• Reserve Inventory Until
• Shipping Address
• Shipping Line
• Source Name
• Tags
• Tax Exempt
• Use Customer Default Address
• Visible To Customer

Create B2B Order

Create a B2B order.

• Billing Address
• Buyer Accepts Marketing
• Cancel Reason
• Company
• Currency
• Customer
• Discount Codes
• Email
• Fulfillments
• Fulfillment Status
• Inventory Behaviour
• Line Items
• Merchant Of Record App ID
• Name
• Note
• Note Attributes
• Number
• Phone
• Po Number
• Presentment Currency
• Processed At
• Referring Site
• Shipping Address
• Shipping Lines
• Source Name
• Source Identifier
• Source URL
• Subtotal Price
• Subtotal Price Set
• Tags
• Tax Lines
• Taxes Included
• Total Discounts
• Total Discounts Set
• Total Line Items Price
• Total Line Items Price Set
• Total Price Set
• Total Shipping Price Set
• Total Tax
• Total Tax Set
• Total Weight
• User ID
• Order Status URL

Create Company

Create a company. Cannot attach an existing customer to a new company through this action.

• Company
• Company Contact
• Company Location

Create Company Contact

Create a company contact on an existing company.

• Company ID
• Email
• First Name
• Last Name
• Locale
• Phone
• Title

Create Company Location

Create a company location on an existing company.

• Company ID
• Billing Address
• Billing Same As Shipping
• Buyer Experience Configuration
• External ID
• Locale
• Name
• Note
• Phone
• Shipping Address
• Tax Exemptions
• Tax Registration ID

Delete Company

Remove a company.

• ID

Delete Company Contact

Remove a company's contact.

• ID

Delete Company Location

Remove a company location.

• ID

Get List of Companies

Obtain a list of companies. This action will return 100 results by default.

• Name
• ID

Get List of Company Locations

Obtain a list of company locations. This action will return 100 results by default.

• Name
• ID

Retrieve Company

Grab all details about a company.

• Count

Retrieve Company Contact

Grab all details about company contact.

• ID
• Name

Retrieve Company Contact Role

Grab all details about a company contact role.

• ID
• Name
• Note

Retrieve Company Location

Grab all details about a company's location.

• Address 1
• Address 2
• City
• Company Name
• Country
• Country Code
• Created At
• Formatted Address
• Formatted Area
• ID
• Phone
• Province
• Recipient
• Updated At
• Zip

Retrieve Variant

Grab all details about specific Shopify variants from an existing product.

Update Company

Modify a company's information.

• Company ID
• Customer Since
• External ID
• Name
• Note

Update Company Contact

Modify the company's contact information.

• Company Contact ID
• Email
• First Name
• Last Name
• Locale
• Phone
• Title

Update Company Location

Modify a company location.

• Company Location ID
• Buyer Experience Configuration
• External ID
• Locale
• Name
• Note
• Phone

Get List of Orders

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

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.

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 OPTIS Product Options with Shopify Plus today.

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