# Connect Smartrr to Zendesk and automate your tasks

## Why integrate Smartrr with Zendesk

The Smartrr to Zendesk 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.

### Create Zendesk tickets from Shopify order events automatically

When an order is flagged — a failed fulfillment, a return request, a delayed shipment — MESA opens a ticket in Zendesk with the order details already attached. Your support team works the issue without hunting for context.

### Keep Shopify customer data current when tickets are resolved

When a Zendesk ticket is closed or a resolution is logged, MESA updates the customer's record in Shopify — tags, notes, fields. Your store reflects what your support team learned without anyone syncing it manually.

### Route support tickets based on order and customer details

When a ticket arrives in Zendesk, MESA reads the associated Shopify data — order value, customer tier, product type — and applies the right tags, priority, or assignee. Every ticket lands with the right team from the start.

## Build any Smartrr and Zendesk 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.

###### Attachment Linked to Ticket Comment

Starts when an attachment is linked to a ticket comment.

- ID
- Subject
- Description
- Created At
- Updated At
- Status
- Priority
- Type
- Actor ID
- Requester ID
- Submitter ID
- Assignee ID
- Organization ID
- Group ID
- Brand ID
- Form ID
- External ID
- Is Public
- Tags
- Custom Status
- Via
- Event

###### Attachment Redacted from Ticket Comment

Starts when an attachment is permanently redacted from an existing comment on a ticket.

###### Comment Created

Starts when a comment is created.

###### Comment Made Private

Starts when a comment is made private.

###### Comment Redacted

Starts when a comment is redacted.

###### Ticket Agent Assignment Changed

Starts when a ticket is reassigned to another agent.

###### Ticket Brand Updated

Starts when a brand associated with the ticket is updated.

###### Ticket Created

Starts when a ticket is created.

- ID
- Subject
- Description
- Created At
- Updated At
- Status
- Priority
- Type
- Actor ID
- Requester ID
- Submitter ID
- Assignee ID
- Organization ID
- Group ID
- Brand ID
- Form ID
- External ID
- Is Public
- Tags
- Custom Status
- Via

###### Ticket Custom Field Updated

Starts when a ticket's custom field is updated.

###### Ticket Custom Status Updated

Starts when a ticket's custom status is updated.

###### Ticket Deleted

Starts when a ticket is deleted.

###### Ticket Description Updated

Starts when a ticket's description is updated.

###### Ticket Email CCs Updated

Starts when users are added or removed from a ticket.

###### Ticket External ID Updated

Starts when a ticket's external ID is updated.

###### Ticket Followers Changed

Starts when followers on a ticket are updated.

###### Ticket Form Updated

Starts when a ticket's form is updated.

###### Ticket Group Assignment Changed

Starts when a ticket is reassigned to another group of agents.

###### Ticket Merged

Starts when a ticket is merged.

###### Ticket Organization Updated

Starts when a ticket's organization is updated.

###### Ticket Priority Updated

Starts when a ticket's priority is updated.

###### Ticket SLA Policy Updated

Starts when a ticket's SLA policy is updated.

###### Ticket Status Updated

Starts when a ticket's status is updated.

###### Ticket Subject Updated

Starts when a subject is updated.

###### Ticket Updated

Starts when a ticket is updated.

###### 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.

###### Add Tag to Ticket

Add a tag to a ticket.

- 0

###### Count Search Results

Get a number of items matching the search query.

- Count

###### Create Group

Create a group.

###### Create Organization

Create an organization.

- Organization

###### Create Ticket

Create a ticket.

- Ticket

###### Create Ticket Comment

Add a comment to a ticket.

- Ticket

###### Create User

Create a user.

- User

###### Delete Group

Remove a group.

###### Delete Organization

Remove an organization.

###### Delete Ticket

Remove a ticket.

###### Get List of Comments

Obtain a list of comments.

- Attachments
- Audit ID
- Author ID
- Body
- Created At
- HTML Body
- ID
- Metadata
- Plain Body
- Public
- Type
- Uploads
- Via

###### Get List of Groups

Obtain a list of groups.

- Created At
- Default
- Deleted
- Description
- ID
- Is Public
- Name
- Updated At
- URL

###### Get List of Organizations

Obtain a list of organizations.

- Count
- Next Page
- Organizations
- Previous Page

###### Get List of Tickets

Obtain a list of existing tickets.

- Allow Attachments
- Allow Channelback
- Assignee Email
- Assignee ID
- Attribute Value Ids
- Brand ID
- Collaborator Ids
- Collaborators
- Comment
- Created At
- Custom Fields
- Custom Status ID
- Description
- Due At
- Email Cc Ids
- Email Ccs
- Encoded ID
- External ID
- Follower Ids
- Followers
- Followup Ids
- From Messaging Channel
- Generated Timestamp
- Group ID
- Has Incidents
- ID
- Is Public
- Macro ID
- Macro Ids
- Metadata
- Organization ID
- Priority
- Problem ID
- Raw Subject
- Recipient
- Requester
- Requester ID
- Safe Update
- Satisfaction Rating
- Sharing Agreement Ids
- Status
- Subject
- Submitter ID
- Tags
- Ticket Form ID
- Type
- Updated At
- Updated Stamp
- URL
- Via
- Via Followup Source ID
- Via ID
- Voice Comment

###### Get List of Users

Obtain a list of users.

- Active
- Alias
- Chat Only
- Created At
- Custom Role ID
- Default Group ID
- Details
- Email
- External ID
- Iana Time Zone
- ID
- Last Login At
- Locale
- Locale ID
- Moderator
- Name
- Notes
- Only Private Comments
- Organization ID
- Phone
- Photo
- Remote Photo URL
- Restricted Agent
- Role
- Role Type
- Shared
- Shared Agent
- Shared Phone Number
- Signature
- Suspended
- Tags
- Ticket Restriction
- Time Zone
- Two Factor Auth Enabled
- Updated At
- URL
- User Fields
- Verified

###### Remove Tags from Ticket

Remove tags from a ticket.

- 0

###### Retrieve Group

Grab all details about a group.

- Created At
- Default
- Deleted
- Description
- ID
- Is Public
- Name
- Updated At
- URL

###### Retrieve Organization

Grab all details about an organization.

- Created At
- Details
- Domain Names
- External ID
- Group ID
- ID
- Name
- Notes
- Organization Fields
- Shared Comments
- Shared Tickets
- Tags
- Updated At
- URL

###### Retrieve Ticket

Grab all details about a ticket.

- Allow Attachments
- Allow Channelback
- Assignee ID
- Brand ID
- Collaborator Ids
- Collaborators
- Created At
- Custom Fields
- Custom Status ID
- Description
- Due At
- Email Cc Ids
- Encoded ID
- External ID
- Follower Ids
- Followup Ids
- From Messaging Channel
- Generated Timestamp
- Group ID
- Has Incidents
- ID
- Is Public
- Macro Ids
- Organization ID
- Priority
- Problem ID
- Raw Subject
- Recipient
- Requester ID
- Satisfaction Rating
- Sharing Agreement Ids
- Status
- Subject
- Submitter ID
- Tags
- Ticket Form ID
- Type
- Updated At
- URL
- Via
- Via Followup Source ID

###### Retrieve User

Grab all details about a user.

###### Search

Search for specific results.

- Count
- Facets
- Next Page
- Previous Page
- Results

###### Update Group

Modify a group's details.

###### Update Organization

Modify an organization's details.

###### Update Ticket

Modify a ticket's details.

- Ticket

###### Update User

Modify a user's details.

- User

###### Upload Files

Upload a file.

###### 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.

### Ongoing optimization

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 Zendesk today.

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