# Connect Smartrr to YouTube and automate your tasks

## Why integrate Smartrr with YouTube

The Smartrr to YouTube 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.

### Save time filling in your content calendar

Quickly populate video details like title, description, and publish date just by pasting a YouTube URL—no more manual copy-paste.

## Build any Smartrr and YouTube 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.

###### Retrieve Video  
Grab all details about a video by URL.

- URL
- Title
- Youtuber
- Video URL
- Video Length
- Likes
- Views
- Date Posted
- Description
- Num Comments
- Subscribers
- Music
- Video ID
- Channel URL
- Preview Image
- Discovery Input
- Shortcode
- Verified
- Handle Name
- Avatar Img Channel
- Is Sponsored
- Related Videos
- License
- Viewport Frames
- Current Optimal Res
- Codecs
- Color
- Quality
- Quality Label
- Post Type
- Youtuber ID
- Transcript
- Formatted Transcript
- Youtuber Md5
- Hashtags
- Tags
- Next Recommended Videos
- Recommended Videos
- Transcript Language
- Chapters

###### 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.

### Free workflow setup

We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week.

### Fast response times

Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours.

### Managed services available

Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows.

### Real humans, always

Chat with real automation experts (not bots). Email support 9am-5pm PST. Google Meet sessions for complex workflows.

## Integrate Smartrr with YouTube today.

Enjoy a 7-day free trial. Get your first workflow in minutes.
