OPTIS Product Options to Zendesk Integration | MESA

Connect OPTIS Product Options to Zendesk and automate your tasks

Why integrate OPTIS Product Options with Zendesk

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 No orders move forward with outdated specs.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

Create Zendesk tickets from Shopify order events automatically

When an order is flagged — a failed fulfillment, a return request, a delayed shipment — MESA opens a ticket in Zendesk with the order details already attached. Your support team works the issue without hunting for context.

Keep Shopify customer data current when tickets are resolved

When a Zendesk ticket is closed or a resolution is logged, MESA updates the customer's record in Shopify — tags, notes, fields. Your store reflects what your support team learned without anyone syncing it manually.

Route support tickets based on order and customer details

When a ticket arrives in Zendesk, MESA reads the associated Shopify data — order value, customer tier, product type — and applies the right tags, priority, or assignee. Every ticket lands with the right team from the start.

Build any OPTIS Product Options and Zendesk 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.

Attachment Linked to Ticket Comment

Starts when an attachment is linked to a ticket comment.

Attachment Redacted from Ticket Comment

Starts when an attachment is permanently redacted from an existing comment on a ticket.

Comment Created

Starts when a comment is created.

Comment Made Private

Starts when a comment is made private.

Comment Redacted

Starts when a comment is redacted.

Ticket Agent Assignment Changed

Starts when a ticket is reassigned to another agent.

Ticket Brand Updated

Starts when a brand associated with the ticket is updated.

Ticket Created

Starts when a ticket is created.

Ticket Custom Field Updated

Starts when a ticket's custom field is updated.

Ticket Custom Status Updated

Starts when a ticket's custom status is updated.

Ticket Deleted

Starts when a ticket is deleted.

Ticket Description Updated

Starts when a ticket's description is updated.

Ticket Email CCs Updated

Starts when users are added or removed from a ticket.

Ticket External ID Updated

Starts when a ticket's external ID is updated.

Ticket Followers Changed

Starts when followers on a ticket are updated.

Ticket Form Updated

Starts when a ticket's form is updated.

Ticket Group Assignment Changed

Starts when a ticket is reassigned to another group of agents.

Ticket Merged

Starts when a ticket is merged.

Ticket Organization Updated

Starts when a ticket's organization is updated.

Ticket Priority Updated

Starts when a ticket's priority is updated.

Ticket SLA Policy Updated

Starts when a ticket's SLA policy is updated.

Ticket Status Updated

Starts when a ticket's status is updated.

Ticket Subject Updated

Starts when a subject is updated.

Ticket Updated

Starts when a ticket is updated.

Order Created

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

Add Tag to Ticket

Add a tag to a ticket.

Count Search Results

Get a number of items matching the search query.

Create Group

Create a group.

Create Organization

Create an organization.

Create Ticket

Create a ticket.

Create Ticket Comment

Add a comment to a ticket.

Create User

Create a user.

Delete Group

Remove a group.

Delete Organization

Remove an organization.

Delete Ticket

Remove a ticket.

Get List of Comments

Obtain a list of comments.

Get List of Groups

Obtain a list of groups.

Get List of Organizations

Obtain a list of organizations.

Get List of Tickets

Obtain a list of existing tickets.

Get List of Users

Obtain a list of users.

Remove Tags from Ticket

Remove tags from a ticket.

Retrieve Group

Grab all details about a group.

Retrieve Organization

Grab all details about an organization.

Retrieve Ticket

Grab all details about a ticket.

Retrieve User

Grab all details about a user.

Search

Search for specific results.

Update Group

Modify a group's details.

Update Organization

Modify an organization's details.

Update Ticket

Modify a ticket's details.

Update User

Modify a user's details.

Upload Files

Upload a file.

Get List of Orders

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

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 Zendesk today.

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