# Connect Smartrr to Transform and automate your tasks ## Why integrate Smartrr with Transform The Smartrr to Transform integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code. ### 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. ### Map order data to exactly what your CRM expects The format Shopify uses for an order rarely matches what a CRM, ERP, or spreadsheet needs. Transform maps each field to the right key before the data moves, so every sync lands correctly. ### Build custom notification content on the fly Before MESA sends order data to a fulfillment partner, Transform maps each field to the exact format they expect. Wrong field names and missing values are fixed in the workflow, not in a support ticket. ## Build any Smartrr and Transform 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. ###### Transform Editor Create a JSON, HTML, or text payload. ###### Transform Mapping Map data to specific fields. ###### Transform Script Write custom code to transform data. ###### 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 ## Expert support included MESA includes hands-on support from automation experts who know how to get things done.