# 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.

- Topic
- Name
- Redemption
- Redemption Option
- Email
- Customer
- Perk

###### Coupon Earned (Redeemed)

Starts when a customer receives a coupon and redeems points.

- Topic
- Name
- Redemption
- Redemption Option
- Email
- Customer

###### Customer Anniversary Captured

Starts when a customer establishes their anniversary.

- Topic
- Name
- Email
- Customer

###### Customer Anniversary Occurred

Starts on a customer’s anniversary.

- Topic
- Name
- Email
- Customer
- Perk
- Redemption
- Redemption Option

###### Customer Birthday Captured

Starts when a customer establishes their birthday.

- Topic
- Name
- Email
- Customer

###### Loyalty Custom Reward Created

Starts when a loyalty custom reward is created.

- Topic
- Name
- Redemption
- Redemption Option
- Email
- Customer

###### Loyalty Donation Created

Starts when a loyalty donation is created.

- Topic
- Name
- Redemption
- At Checkout
- Is Pos
- Redemption Option
- Redemption Option ID
- Redemption Option Name
- Email
- Customer

###### Loyalty Opted In / Out

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

- Topic
- Name
- Email
- Customer

###### On Customer's Birthday

Starts on a customer's birthday.

- Topic
- Name
- Email
- Customer
- Perk
- Redemption
- Redemption Option

###### Points Changed

Starts when a customer’s points are modified.

- Topic
- Name
- Email
- Customer
- Previous Balance
- Current Balance
- Difference
- Added Or Removed
- Points Changed Reason

###### Points Earned

Starts when a customer earns points.

- Topic
- Name
- Email
- Customer
- Perk

###### Points Reminder Triggered

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

- Topic
- Name
- Email
- Customer
- Points Needed
- Redemption Option

###### Redemption Cancellation Request Received

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

- Topic
- Name
- Point Redemption ID
- Reward Text
- Customer

###### Redemption Fell Below Threshold

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

- Topic
- Name
- Redemption Option
- Redemption Option ID
- Redemption Option Name
- Number Of Unused Codes

###### Redemption Reminder Triggered

Starts when a reminder about an inactive redemption is triggered.

- Topic
- Name
- Email
- Customer
- Redemption Option

###### Referral Completed

Starts when a referral has been used.

- Topic
- Name
- Perk
- Email
- Referrer
- Referral Code
- Referred Customer

###### Referral Reminder Triggered

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

- Topic
- Name
- Email
- Referral Link
- Referral Code
- From
- Customer

###### Referral Shared

Starts when a customer shares a referral.

- Topic
- Name
- Email
- From
- Customer
- Referral Link

###### Tier Changed

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

- Topic
- Name
- Email
- Customer
- Vip Stats
- Vip Stats Needed Maintain
- Vip Stats Needed Next

###### Tier Earned

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

- Topic
- Name
- Email
- Customer
- New Tier
- Old Tier

###### Tier Lost

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

- Topic
- Name
- Email
- Customer
- Old Tier
- New Tier

###### 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

###### Approve Point Redemption Cancellation

Confirm point redemption cancellation request.

###### Create or Update Customer

Create or modify a customer.

- ID
- Email
- First Name
- Last Name
- Phone Number
- Country Iso Code
- Has Account
- Opted In
- Opted In At
- Pos Account ID
- Tags

###### Create Order

Create an order made by a customer.

- Customer Email
- Customer ID
- Total Amount Cents
- Currency Code
- Order ID
- Status
- Created At
- Coupon Code
- Ip Address
- User Agent
- Ignore Ip Ua
- Discount Amount Cents
- Tags
- Clerk Employee ID
- Clerk Name
- Store Address
- Store City
- Store State
- Channel Type
- Items
- Customer

###### Create Point Redemption

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

- Customer External ID
- Customer Email
- Phone Number
- Redemption Option ID
- Delay Points Deduction
- Currency
- Points To Redeem

###### Create Refund

Create a refund.

- ID
- Order ID
- Total Amount Cents
- Items
- Item
- Currency

###### Delete Customer’s Anniversary

Remove customer’s set anniversary date.

###### Identify Referral Referrer

Create or find a referral link for an email address.

- ID
- Merchant ID
- Email
- Referral Link
- Referral Discount Code
- Reward Points
- Referral Receipts

###### List Active Campaigns

Obtain a list of active campaigns.

- ID
- Created At
- Updated At
- Details
- Expires At
- Type
- Username
- Share Text
- Entity ID
- Hashtags
- URL
- Question
- Title
- Display Order
- Default Email Body
- Reward Text
- Icon
- Cta Text
- Min Actions Required
- Action Name
- Ask Year
- Max Completions Per User

###### List Recently Updated Customer

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

- Next Page Info

###### List VIP Tier

Obtain a list of VIP tiers.

- ID
- Name
- Description
- Points Multiplier
- Entry Threshold
- Retain Threshold
- Regain Threshold

###### Record a Customer Action

Create an action by a customer.

- ID
- Created At
- Updated At
- Merchant ID
- Customer ID
- Type
- Referral ID
- Ip Address
- User Agent ID
- Parent Perk ID
- Name

###### Redemption Options: Get Active Options

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

- ID
- Name
- Description
- Icon
- Cost Text
- Amount
- Applies To Product Type
- Duration

###### Redemption Options: Get Redemption Code Data

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

- ID
- Code
- Third Party ID
- Email

###### Redemption Options: Upload Options

Transfer coupon codes to Yotpo Loyalty account.

- ID
- Name
- Description
- Icon
- Cost Text
- Amount
- Applies To Product Type
- Duration
- Type
- Discount Amount Cents
- Discount Rate Cents
- Discount Percentage
- Discount Type

###### Retrieve Customer

Grab all details about the customer.

- Total Spend Cents
- Total Purchases
- Perks Redeemed
- Last Purchase At
- Email
- Points Earned
- Points Balance
- Points Expire At
- First Name
- Last Name
- Last Seen At
- Thirty Party ID
- Third Party ID
- Pos Account ID
- Has Store Account

###### Retrieve Customer’s Anniversary by Email

Grab customer’s anniversary by email.

- Day
- Month
- Year

###### 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.

- 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