Shopify Plus to Yotpo Loyalty Integration | MESA

Connect Shopify Plus to Yotpo Loyalty and automate your tasks

Why integrate Shopify Plus with Yotpo Loyalty

The Shopify Plus to Yotpo Loyalty integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

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.

Keep loyalty status current across your marketing and CRM tools

When a customer earns or redeems points in Yotpo Loyalty, 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 Yotpo Loyalty based on Shopify purchase behavior

When a customer hits a condition in Shopify — a first purchase, a spend threshold, a specific product category — MESA adds them to Yotpo Loyalty and sets the right starting tier. Your 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 Yotpo Loyalty action and can notify them through your preferred channel. Your program responds to behavior in real time, not on a delayed sync cycle.

Build any Shopify Plus and Yotpo Loyalty 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.

Coupon Earned (Awarded)

Starts when a customer earns a discount.

Coupon Earned (Redeemed)

Starts when a customer receives a coupon and redeems points.

Customer Anniversary Captured

Starts when a customer establishes their anniversary.

Customer Anniversary Occurred

Starts on a customer’s anniversary.

Customer Birthday Captured

Starts when a customer establishes their birthday.

Loyalty Custom Reward Created

Starts when a loyalty custom reward is created.

Loyalty Donation Created

Starts when a loyalty donation is created.

Loyalty Opted In / Out

Starts when a customer opts in or out to a loyalty program.

On Customer's Birthday

Starts on a customer's birthday.

Points Changed

Starts when a customer’s points are modified.

Points Earned

Starts when a customer earns points.

Points Reminder Triggered

Starts when a reminder about a customer’s points is triggered.

Redemption Cancellation Request Received

Starts when a customer wants to undo their redemption and receive points back.

Redemption Fell Below Threshold

Starts when a custom coupon is running low on uploaded coupon codes.

Redemption Reminder Triggered

Starts when a reminder about an inactive redemption is triggered.

Referral Completed

Starts when a referral has been used.

Referral Reminder Triggered

Starts after a certain amount of days that a referred customer had not submitted a purchase in.

Referral Shared

Starts when a customer shares a referral.

Tier Changed

Starts when a customer gets closer or farther from retaining their current tier and next tier.

Tier Earned

Starts when a customer meets the requirement for a new tier.

Tier Lost

Starts when a customer fails to meet requirements for a tier after the specified period of time has passed.

B2B Order Created

Starts when a B2B order is created.

B2B Order Updated

Starts when a B2B order is modified.

Company Contact Created

Starts when a company contact is created.

Company Contact Deleted

Starts when a company contact is deleted.

Company Contact Roles Assigned

Starts when a company contact role is assigned.

Company Contact Roles Revoked

Starts when a company contact role is revoked.

Company Contact Updated

Starts when a company contact is updated.

Company Created

Starts when a company is created.

Company Deleted

Starts when a company is deleted.

Company Location Created

Starts when a company location is created.

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.

Approve Point Redemption Cancellation

Confirm point redemption cancellation request.

Create or Update Customer

Create or modify a customer.

Create Order

Create an order made by a customer.

Create Point Redemption

Redeem a customer’s points for a specific redemption option.

Create Refund

Create a refund.

Delete Customer’s Anniversary

Remove customer’s set anniversary date.

Identify Referral Referrer

Create or find a referral link for an email address.

List Active Campaigns

Obtain a list of active campaigns.

List Recently Updated Customer

Obtain a list of all customers who were updated in the last 7 days.

List VIP Tier

Obtain a list of VIP tiers.

Record a Customer Action

Create an action by a customer.

Redemption Options: Get Active Options

Obtain a list of redemption options available for customers to redeem.

Redemption Options: Get Redemption Code Data

Obtain a list of email addresses who has redeemed a discount.

Redemption Options: Upload Options

Transfer coupon codes to Yotpo Loyalty account.

Retrieve Customer

Grab all details about the customer.

Retrieve Customer’s Anniversary by Email

Grab customer’s anniversary by email.

Send Referral Emails Referral Referrer

Share referral links by email to a list of email addresses.

Set Customer’s Anniversary

Establishes a customer’s anniversary.

Set Customer’s Birthday

Establish a customer’s birthday.

Assign Role to Company Contact

Assign a role to a company contact.

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.

Create B2B Order

Create a B2B order.

Create Company

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

Create Company Contact

Create a company contact on an existing company.

Create Company Location

Create a company location on an existing company.

Delete Company

Remove a company.

Delete Company Contact

Remove a company's contact.

Delete Company Location

Remove a company location.

Get List of Companies

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

Get List of Company Locations

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

Retrieve Company

Grab all details about a company.

Retrieve Company Contact

Grab all details about company contact.

Retrieve Company Contact Role

Grab all details about a company contact role.

Retrieve Company Location

Grab all details about a company's location.

Retrieve Variant

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

Update Company

Modify a company's information.

Update Company Contact

Modify the company's contact information.

Update Company Location

Modify a company location.