# Connect Rivo to Smartrr and automate your tasks ## Why integrate Rivo with Smartrr The Rivo to Smartrr integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code. ### Keep loyalty status current across your marketing tools When a customer earns or redeems points in Rivo, MESA updates their record in Klaviyo, Shopify, and connected platforms in real time. Your segments, flows, and CRM always reflect where each customer stands in your program without manual list updates. ### Enroll customers in Rivo based on Shopify purchase behavior When a customer hits a condition in Shopify — a first purchase, a spend threshold, a product category — MESA adds them to Rivo and sets the right starting tier. Your loyalty program grows with your customer base without anyone managing enrollments by hand. ### Trigger loyalty rewards at the moments that drive retention When a customer reaches a milestone — a repeat purchase, a referral, a VIP threshold — MESA triggers the right Rivo action and can notify them through your preferred channel. Your program responds to behavior in real time, not on a delayed sync cycle. ### 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 Rivo 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. ###### Customer VIP Tier Updated Starts when a customer VIP tier is modified. - ID - Vip Tier ID - Started At - Internal Note - External Note - Customer - Vip Tier ###### Loyalty Points Earned Starts when loyalty points are earned. - ID - Points Amount - Applied At - Internal Note - External Note - Event Type - Source - Customer ###### Points Redemption Created Starts when points are redeemed. - Applied At - Code - Customer - Expires At - ID - Name - Points Amount - Referred Email - Refunded At - Reward - Terms Of Service - Reward ID - Source - Used At ###### 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 ###### Add Points to Customer's Points Balance Create a points event to adjust a customers points balance. - Type - ID - Attributes ###### Create Points Redemption Redeem a reward for points. - Customer Identifier - Reward ID - Points Amount ###### Create Referral Create a referral. ###### Get List of Customers Obtain a list of customers. - Type - ID - Attributes ###### Get List of Earning Rules Obtain a list of earning rules. - Type - ID - Attributes ###### Get List of Points Events Obtain a list of points events. - Type - ID - Attributes ###### Get List of Points Redemptions Obtain a list of points redemptions. - Type - ID - Attributes ###### Get List of Referrals Obtain a list of referrals. ###### Get List of Rewards Obtain a list of rewards. - Type - ID - Attributes ###### Get List of VIP Tiers Obtain a list of VIP tiers. - Type - ID - Attributes ###### Retrieve Customer Grab all details about a customer. - Type - ID - Attributes ###### Retrieve VIP Tier Grab all details about a VIP tier. - Type - ID - Attributes ###### Update Customer Modify a customer. - Dob ###### Update Customer's VIP Tier Update a customer's VIP tier. - Vip Tier ID - Internal Note - Skip Email