# Connect Shopify Retail POS to Yotpo Loyalty and automate your tasks

### Activity reports

MESA's Shopify Retail POS to Yotpo Loyalty 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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## Why integrate Shopify Retail POS with Yotpo Loyalty

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

### Unify in-store and online customer records automatically

When a customer makes a purchase at your POS, MESA updates their Shopify customer profile with the transaction details. Your online and in-store history live in one record without anyone reconciling them manually.

### Keep inventory accurate the moment a sale happens in store

When a product is sold at your POS, MESA updates stock levels across your connected tools — your online store, your warehouse system, your ops dashboard. Your inventory reflects reality in real time, not at the end of a sync cycle.

### Trigger loyalty and marketing workflows from in-store purchases

When a customer buys in store, MESA kicks off the right next step — enrolling them in a Klaviyo flow, updating a Smile.io record, applying a Shopify tag. Your in-person sales feed the same retention engine as your online ones.

### 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 Retail POS 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

###### POS Order Created
- **Starts when** a POS order is created.  
- ID  
- Name  
- Email  
- Tags  
- Note  
- Note Attributes  
- Line Items  
- Customer  
- Billing Address  
- Shipping Address  
- Current Total Price  
- Current Subtotal Price  
- Total Price  
- Shipping Lines

###### 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.