# Connect Trello to Yotpo Loyalty and automate your tasks ## Why integrate Trello with Yotpo Loyalty The Trello to Yotpo Loyalty integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code. ### Keep Trello boards current as orders arrive When a Shopify order is placed, MESA automatically creates or updates a Trello card with the order details. Your team sees what needs action without manual data entry. ### Alert your team when Trello card status changes When a card moves to a new list, MESA notifies the right people in Slack or email. Nothing stalls waiting for someone to notice an update. ### Log Shopify activity to Trello without lifting a finger Every fulfillment, refund, or high-value order gets logged as a Trello card automatically. Your board stays up to date and your team stays in the loop. ### 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 Trello 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 ###### Board Updated Starts when a board is updated. - ID - Name - Desc - Desc Data - Closed - ID Organization - ID Enterprise - Pinned - URL - Short URL - Prefs - Label Names ###### Card Created Starts when a card is created. - ID - Address - Badges - Check Item States - Closed - Coordinates - Creation Method - Date Last Activity - Desc - Desc Data - Due - Due Reminder - Email - ID Board - ID Checklists - ID Labels - ID List - ID Members - ID Members Voted - ID Short - ID Attachment Cover - Labels - Limits - Location Name - Manual Cover Attachment - Name - Pos - Short Link - Short URL - Subscribed - URL - Cover ###### Comment Created Starts when a comment is created in a board. - ID - ID Member Creator - Type - Date - Text - Card - Board - List - Member Creator ###### List Created Starts when a list is created. - ID - Name - Closed - Pos ###### List Updated Starts when a list is updated. - ID - Name - Closed - Pos ###### Update Board Modify a board's details. - Name - Desc - Closed - Subscribed - ID Organization - Prefs/permission Level - Prefs/self Join - Prefs/card Covers - Prefs/hide Votes - Prefs/invitations - Prefs/voting - Prefs/comments - Prefs/background - Prefs/card Aging ###### Update Card Modify a card's details. - Name - Desc - Closed - ID Members - ID Attachment Cover - ID List - ID Labels - ID Board - Pos - Due - Start - Due Complete - Subscribed - Address - Location Name - Coordinates ###### Update Checklist Modify a checklist's details. - Name - Pos Integrate Trello with Yotpo Loyalty today. 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