UCal
  • Welcome
  • 🚀Getting Started
    • Quick Start
      • What is IS-Messenger?
      • Setting Up an Account
      • Connecting Channels
      • Inviting Your Teammates
      • Getting Contacts to Message You
      • Automated Welcome and Away Messages
      • Responding to Messages
      • Glossary of Terms
    • Connecting a Channel
    • Invite your teammates
    • Getting Contacts to Message You
    • Automated Welcome and Away Messages
    • Responding to messages
    • Glossary of Terms
    • Creating a Chatbot
  • ⚙️Workspace Modules
    • Dashboard
    • Inbox
      • Inbox Overview
      • Assignment and closing a conversations
      • Custom Inboxes
      • Interacting with Respond AI Prompts
      • Using AI Assist
    • Contacts
      • Contact Details
      • Contacts Overview
      • Merge Suggestions
      • Contact Activity
      • Contact Channels
      • Contact Import
      • Segments
    • Broadcast
      • Broadcast Overview
      • Managing Broadcasts
    • Workflow
      • Triggers
      • Workflow Step
        • Step: Send a Message
        • Step: Ask a Question
        • Step: Assign To
        • Step: Branch
        • Step: Update Contact Tag
        • Step: Update Contact Field
        • Step: Open Conversation
        • Step: Close Conversation
        • Step: Add Comment
        • Step: Jump To
        • Step: Wait
        • Step: Date & Time
        • Step: HTTP Request
        • Step: Trigger Another Workflow
        • Step: Add Google Sheets Row
        • Step: AI Agent
      • Workflow Templates
    • Reports
      • Reports: Conversations
      • Reports: Responses
      • Reports: Resolutions
      • Reports: Messages
      • Reports: Contacts
      • Reports: Assignments
      • Reports: Leaderboard
      • Reports: Users
      • Reports: Broadcasts
  • ⚙️Workspace Setting
    • Managing a Workspace
    • General
    • Users
      • Access Levels
    • Teams
    • Channels
      • Chat Menus
    • Contact Fields
    • Growth Widgets
      • Website Chat Widget Quick Start
      • Website Chat Widget Overview
      • Workspace Settings: Growth Widgets
      • Install Website Chat Widget on Squarespace
      • Install Website Chat Widget on Joomla
      • Install Website Chat Widget on Wix
      • Install Website Chat Widget on Shopify
      • Install Website Chat Widget on WordPress
      • How to Track Conversation Source from Multiple Websites
    • Respond AI
    • Integrations
      • Dialogflow
        • Dialogflow: Connecting to Dialogflow
        • Dialogflow: Creating a Chatbot
        • Dialogflow : Managing Intents
        • Dialogflow: Parameters
        • Dialogflow: Events
        • Dialogflow: Response Templates
        • Dialogflow: Custom Payloads
        • Dialogflow: Fulfillment Webhook Request
      • E-Commerce & CRM Integrations
        • E-Commerce Integration: Shopify
        • E-Commerce Integration: BigCommerce
        • E-Commerce Integration: WooCommerce
        • E-Commerce Integration: Magento
        • CRM Integration: HubSpot
        • CRM Integration: Salesforce
        • CRM Integration: Pipedrive
        • CRM Integration: ActiveCampaign
      • Zapier
      • Developer API
      • Webhooks
      • Make (formerly Integromat)
    • Closing Notes
    • Snippets
    • Files
    • Data Export
    • Data Import
  • ⚙️User Account
  • Profile
  • User Activity Status
  • Notifications
  • Resetting your Passwords
  • 👨‍👧‍👦CONTACT AND MESSAGES
    • Dynamic Variables
      • Dynamic Variables Overview
      • How to Use Dynamic Variables
    • Contact Search and Custom Inbox
    • Conversations
  • ⚙️MESSAGING CHANNELS
    • Channel Overview
    • Facebook Messenger
      • Facebook Messenger Quick Start
      • Facebook Chat Plugin
      • Private Replies
      • Message Tag
    • Instagram
      • Instagram Overview
      • Instagram Quick Start
    • WhatsApp
      • WhatsApp Business API Quick Start
      • Getting Ready for Inbound Conversations
      • Getting Ready for Promotional Messaging
      • WhatsApp Official Business Account (Green Tick)
      • Grow your WhatsApp Audience by Maximizing Entry Points
      • Get WhatsApp API Account for Government Agencies
      • Meta Business Verification
      • WhatsApp Message Templates
      • WhatsApp Pricing
      • WhatsApp Business Platform (API) Channel Configuration
      • WhatsApp Messaging Limits
      • Meta Product Catalog
      • Change Your WhatsApp Business Display Name
      • Phone Number Migration to IS-Messenger WhatsApp Business API
      • Turn-off WhatsApp Number Two-Step Verification
      • WhatsApp Cloud API
        • Migrating from On-Premises API to Cloud API
        • Migrating from Cloud API to On-Premises API
        • Set up the WhatsApp Echo Bot
        • Load Testing on Cloud API
        • Experiments
        • Webhooks Setup
      • 360Dialog WhatsApp
      • Twillio WhatsApp
      • MessageBird WhatsApp
      • Vonage WhatsApp
      • Phone Number Migration to WhatsApp Cloud API
    • Website Chat Widget
      • Install on WordPress
      • Install on Shopify
      • Install on Wix
      • Install on Squarespace
      • Install Website Chat Widget on Joomla
    • LINE
      • LINE Overview
      • LINE Quick Start
    • Telegram
      • Telegram Overview
      • Telegram Quick Start
    • Viber
      • Viber Overview
      • Viber Quick Start
    • SMS Overview
      • Twilio SMS Quick Start
        • Importing Contacts to Twilio SMS
      • MessageBird SMS Quick Start
      • Vonage SMS Quick Start
    • Twitter Overview
      • Twitter Quick Start
    • WeChat
      • WeChat Overview
      • WeChat Quick Start
    • Google Business Message
    • Email
      • Google Workspace Quick Start
      • Other Email
    • Custom Channel
      • Custom Channel Overview
      • Custom Channel Quick Start
  • New Release Update
  • Support Use Cases
    • How to Identify Contacts by Email and Phone NumberI
    • How to Enrich Customer Data from a CRM or other Business Software
    • How to Route Customers to the Right Team Automatically
    • How to Auto-Assign Customers to a Team or Dedicated Agent
    • How to Send Outbound Support Messages
    • Support: Closing Conversations
    • How to Supervise Your Support Agents
    • How to Analyze Reports for Support
    • How to Send CSAT to Customer and Save Data in Google Sheets or CRMs
  • Handling Inbound Conversations
    • Managing Spam
    • Create Automated Welcome and Away Messages
    • Get Contacts’ Consent for Personal Data Collection
    • Create Automated Chat Menus
    • Collect Contacts’ Emails and Phone Numbers
    • Route Contacts by Shifts
    • Route Contacts by Team Functions
    • Route New & Returning Contacts
    • Route VIP Contacts
    • Assignment Strategy: Automatic Contact Distribution & Load Balancing
    • Assignment Strategy: Unassign Agents after Conversations Closed
  • Capture Conversations
    • How to Streamline Meeting Scheduling via CTC Ads
    • How to Automate Product Info Sharing in Conversations Initiated via CTC Ads
    • How to Track Conversation Source from Multiple Websites
    • How to Route Contacts from CTC Ads to Agents
  • Automate Conversations
    • How to Maximize Customer Service Potential with AI Agent
    • How to Automate Contact Information Collection with AI
    • How to Route Contacts to Preferred AI Agent
    • How to Automatically Qualify Contacts Based on Budget Using AI Agent
    • How to Route Contacts by their Preferred Language
    • How to Create Automated Chat Menus
    • Assignment Strategy: How to Automate Contact Distribution & Load Balancing
    • Assignment Strategy: Unassign Agents after Conversations Closed
    • How to Create Automated Welcome and Away Messages
    • How to Block Contacts and Manage Spam
    • How to Route New and Returning Contacts
    • How to Collect Contacts’ Emails and Phone Numbers
    • How to Route New and Returning Contacts
    • How to Route Contacts by Team Functions
    • How to Route Contacts by Shifts
    • How to Get Contacts’ Consent for Personal Data Collection
    • How to Route VIP Contacts
  • How to Promptly Transfer Conversation Between Agents
  • How to Guide Customers from Exploration to Purchase with Engaging Menus
  • How to Optimize Customer Onboarding with Automated & Customized Welcome Messages
  • Converse with Customers
    • How to Get a Complete View of the Customers
    • How to Simplify Customer Escalation with Automation
    • How to Transfer Contacts to the Next Shift Automatically
    • How to Optimize Agents’ Productivity in the Messages Module
    • How to Align AI Conversations with Your Brand Voice
    • How to Draft Customer Replies with AI
    • How to Convert Image to Text Using AI
    • How Automate Calculations Using AI
  • Broadcasts Use Cases
    • How to Sending a Simple Broadcast
    • How to Start a Workflow Based on Broadcast Response
    • How to Import to Broadcast via WhatsApp
    • How to Troubleshoot a Failed Broadcast
  • Sales Use Cases
    • How to Collect Leads' Email and Phone Number
    • How to Enrich Contact Data and Qualify Leads
    • How to Route Leads
    • How to Auto-Assign Leads to Sales Agents
    • How to Send Outbound Sales Messages
    • How to Track Productivity by Closing Conversations
    • How to Supervise Sales Agents
    • How to Analyze Reports for Sales
  • Accessing Help Menu
Powered by GitBook
On this page
  • Prerequisites for integrating IS-Messenger with Shopify using Zapier
  • Automatically sync Contact information in Shopify and IS-Messenger
  • Understanding Contact Syncing Logic
  • Sending data from IS-Messenger to Shopify
  • Sending data from Shopify to IS-Messenger
  • Create a customer in Shopify when a new Contact is added in IS-Messenger
  • IS-Messenger Trigger - New Contact
  • Formatter Action
  • Shopify Action - Find Customer
  • Update a customer’s information in Shopify when it is updated in IS-Messenger
  • Method
  • Template Configuration
  • Formatter Action
  • Shopify Action - Find Customer in Shopify
  • Create or update a Contact in IS-Messenger when a new customer is added in Shopify
  • Method
  • Template Configuration
  • IS-Messenger Action - Create or Update Contact in IS-Messenger
  • Create or update a Contact in IS-Messenger when a customer is updated in Shopify
  • Method
  • Template Configuration
  • Manage Orders and Carts with IS-Messenger and Shopify
  • Benefits of Managing Orders and Carts with IS-Messenger and Shopify
  • Send customers instant messages related to their orders using Zapier
  • Template Configuration
  • Send abandoned cart messages to prompt customers to complete their Shopify purchase using Zapier
  • Template Configuration
  • Trigger Configuration
  1. Workspace Setting
  2. Integrations
  3. E-Commerce & CRM Integrations

E-Commerce Integration: Shopify

Shopify Learn how to integrate Shopify with IS-Messenger using Zapier to sync Contact information and manage orders and carts.

PreviousE-Commerce & CRM IntegrationsNextE-Commerce Integration: BigCommerce

Last updated 1 year ago

Business Goal 1:

Business Goal 2: .

Prerequisites for integrating IS-Messenger with Shopify using Zapier

Shopify uses email as the required Zapier identifier for contacts. To send information between IS-Messenger and Shopify, you’ll need to:

  • ensure you have Contacts’ email addresses in IS-Messenger. To automatically collect Contacts’ emails in IS-Messenger, consider using .

  • ensure customers check out with an email address. To do this, go to Shopify Settings > Checkout and accounts > Customer contact method > select email.

Automatically sync Contact information in Shopify and IS-Messenger

Understanding Contact Syncing Logic

There are four tasks that you can automate in order to sync contacts.

Sending data from IS-Messenger to Shopify

Sending data from Shopify to IS-Messenger

Create a customer in Shopify when a new Contact is added in IS-Messenger

When a new Contact is added in IS-Messenger, the Zapier template will automatically search for that contact in Shopify using the email as the identifier. These are the expected outcomes.

Trigger Event

Conditions

Outcomes

New Contact is added in IS-Messenger

Customer exists in Shopify

Zap will stop

New Contact is added in IS-Messenger

Customer does not exist in Shopify

Create a new Shopify customer

New Contact is added in IS-Messenger

Contact does not have an email in IS-Messenger

Zap will stop

Method

  • Use a Zapier template

How-to

Use this template:

Add new IS-Messenger contacts as Shopify customers.

Template Configuration

IS-Messenger Trigger - New Contact

First, follow the steps to set up a IS-Messenger Zapier integration here and set up your IS-Messenger trigger.

Test the trigger and continue to the next step.

Filter Action

Only continue if…

  • Contact Email exists in IS-Messenger This is because Shopify uses email as a required identifier for Zapier.

Formatter Action

Last name is required by Shopify to complete a Zap. This action will fill in the last name field if IS-Messenger Contacts do not have a last name on record. Most of the configuration is already done by the template. Simply fill in “Unknown” or any other default value you want to use.

Shopify Action - Find Customer

Select your Shopify account and continue to set up the action. Map the name and email fields to identify the Contact > choose Yes for the step to be considered a success when nothing is found > tick create Shopify Customer if it doesn’t exist yet.

Map the fields to be filled in for the newly created customer.

  • Fill in email and last name (mandatory fields).

  • Choose any other fields you want to add.

Update a customer’s information in Shopify when it is updated in IS-Messenger

When a Contact is updated in IS-Messenger, the Zapier template will automatically search for that contact in Shopify using the email as the identifier. These are the expected outcomes.

Trigger Event

Conditions

Outcomes

Contact is updated in IS-Messenger

Customer exists in Shopify

Customer information is updated in Shopify

Contact is updated in IS-Messenger

Customer does not exist in Shopify

New Customer is created in Shopify

Contact is updated in IS-Messenger

Contact in IS-Messenger does not have an email

Zap will stop

Method

  • Use a Zapier template

Template Configuration

IS-Messenger Trigger - Contact Updated

First, follow the steps to set up a IS-Messenger Zapier integration here and set up your IS-Messenger trigger.

Test the trigger and continue to the next step.

Filter Action

Only continue if…

  • Contact Email exists in IS-Messenger. This is because Shopify uses email as a required identifier for Zapier.

Formatter Action

Last name is required by Shopify to complete a Zap. This action will fill in the last name field if IS-Messenger Contacts do not have a last name on record. Most of the configuration is already done by the template. Simply fill in “Unknown” or any other default value you want to use.

Shopify Action - Find Customer in Shopify

Select your Shopify account and continue to set up the action. Map the name and email fields to identify the Contact > choose Yes for the step to be considered a success when nothing is found > tick create Shopify Customer if it doesn’t exist yet.

Map the fields to be filled in for the newly created customer.

  • Fill in email and last name (mandatory fields).

  • Choose any other fields you want to add.

Shopify Action - Update Customer in Shopify

Map the fields you want to fill in to update customer in Shopify.

  • Choose Shopify Customer ID as the customer identifier.

  • Fill in Last Name with the Output value from the Formatter step.

  • Choose any other fields to be updated.

Create or update a Contact in IS-Messenger when a new customer is added in Shopify

When a new customer is added in Shopify, the Zapier template will automatically search for that contact in IS-Messenger using email as the identifier. These are the expected outcomes.

Trigger Event

Conditions

Outcomes

New customer is added in Shopify

Contact exists in IS-Messenger

Update Contact in IS-Messenger with any new details

New customer is added in Shopify

Contact does not exist in IS-Messenger

Create a new IS-Messenger Contact

New customer is added in Shopify

Contact exists in IS-Messenger without an email

Create a new IS-Messenger Contact

Method

  • Use a Zapier template

How-to

Use this template:

Add new Shopify customers as IS-Messenger contacts

Template Configuration

Shopify Trigger - New Customer in Shopify

Choose your connected Shopify account and test the trigger.

Filter Action

Only continue if…

IS-Messenger Action - Create or Update Contact in IS-Messenger

Map the fields you want to add for the IS-Messenger Contact.

  • Choose Email as the Identifier Type.

  • Fill in the Contact Note field with #shopify (this is case sensitive).

  • Fill the other fields with the information you want from Shopify.

Create or update a Contact in IS-Messenger when a customer is updated in Shopify

When a customer is updated in Shopify, the Zapier template will automatically search for that contact in IS-Messenger using email as the identifier. These are the expected outcomes.

Trigger Event

Conditions

Outcomes

Customer is updated in Shopify

Contact exists in IS-Messenger

Update Contact in IS-Messenger with any new details

Customer is updated in Shopify

Contact does not exist in IS-Messenger

Create a newIS-Messenger Contact

Customer is updated in Shopify

Contact exists in IS-Messenger without an email

Create a new IS-Messenger Contact

Method

  • Use a Zapier template

How-to

Use this template:

Add new Shopify customer updates to IS-Messenger contacts

Template Configuration

Shopify Trigger - Updated Customer in Shopify

Choose your connected Shopify account and test the trigger.

IS-Messenger Action - Create or Update Contact

Map the fields you want to add for the IS-Messenger Contact.

  • Select email as the Identifier Type.

  • Fill the other fields with the information you want from Shopify.

Manage Orders and Carts with IS-Messenger and Shopify

Benefits of Managing Orders and Carts with IS-Messenger and Shopify

  • Keep customers informed about their Shopify orders over their preferred messaging channel

  • Track customer activity and send tailored messages to prompt purchases

Methods

Send customers instant messages related to their orders using Zapier

This can only be done if the customer is a IS-Messenger Contact and you have their email. For channels like WhatsApp or SMS, a phone number is also required.

How-to

Use this template to send a message to a customer when they make an order in Shopify:

Send messages via IS-Messenger for new Shopify orders

Use this template to send a customer a receipt for their Shopify order:

Send IS-Messenger messages for new Shopify paid orders

Use this template to send customers messages about changes to their order status:

Send messages via IS-Messenger for newly updated Shopify orders

Template Configuration

The configuration is similar for all of these templates.

Shopify Trigger

Select your Shopify account, test the trigger and continue.

IS-Messenger Action - Send Message

Map the fields accordingly:

  • Identifier Type: Choose email

  • Identifier Value: Choose Shopify customer email

  • Channel Type: Select Last Interacted Channel or Specific Channel.

  • Message Type: Select Text, Attachment, Quick Reply, Custom Payload, or Email.

If the last interacted channel has a messaging window that is closed, the message will not be sent. Use Specific Channel to send template or tagged messages.

Send abandoned cart messages to prompt customers to complete their Shopify purchase using Zapier

This can only be done if the customer is a IS-Messenger Contact and you have their email. For channels like WhatsApp and SMS, a phone number is also required.

How-to

Use this template to send abandoned cart messages:

Send IS-Messenger messages for new abandoned Shopify carts

Template Configuration

Shopify Trigger - New Abandoned Cart in Shopify

Select your Shopify account and select the age of the cart in hours. Test the trigger and continue.

IS-Messenger Action - Send Message

Map the fields accordingly:

  • Identifier Type: Choose email

  • Identifier Value: Choose Shopify customer email

  • Channel Type: Select Last Interacted Channel or Specific Channel

  • Message Type: Select Text, Attachment, Quick Reply, Custom Payload, or Email

If the last interacted channel has a messaging window that is closed, the message will not be sent. Use Specific Channel to send template or tagged messages.

Update IS-Messenger Contacts’ Shopify order statuses using Zapier

You can only do this if you have the Contact’s email in IS-Messenger. These are the expected outcomes.

Trigger Event

Conditions

Outcomes

Shopify order activity

Contact exists in IS-Messenger with an email

Add tags to IS-Messenger Contact

Shopify order activity

Contact does not exist in IS-Messenger

Zap will stop and send an error message

Shopify order activity

Contact exists in IS-Messenger without an email

Zap will stop and send an error message

How-to

Use this template to add tags to IS-Messenger Contacts so agents can see Contacts’ Shopify purchase activity:

Add custom tags to contacts in IS-Messenger after new purchases in Shopify

Trigger Configuration

Shopify Trigger

Select your Shopify account and the type of order activity you want to trigger the Zap. For this example, we’re using paid, closed, shipped orders. You may set up different Zaps for different order statuses.

IS-Messenger Action - Add Tags in IS-Messenger

Choose email as the identifier and fill in the Shopify customer email as the value. You may type in the tags or choose from Shopify fields.

Check if you have the for your Zaps to work.

Filters by Zapier and multi-step Zaps are only available on and above.

Create a in IS-Messenger and name it Contact Note.

Select +And to add Contact Note in IS-Messenger does not contain #shopify. This is necessary to prevent a due to Zapier’s limitations on contact syncing.

Fill in the Note field with #respond to prevent (this is case sensitive).

If you have in IS-Messenger that match certain Shopify fields, consider mapping those as well.

Filters by Zapier and multi-step Zaps are only available on and above.

Fill in the Note field with #respond to prevent (this is case sensitive).

If you have in IS-Messenger that match certain Shopify fields, consider mapping those as well.

Note in Shopify does not contain #respond. This is necessary to prevent a due to Zapier’s limitations on contact syncing.

Filters by Zapier and multi-step Zaps are only available on and above.

First, follow the steps to set up a .

To prevent a , add a in IS-Messenger and name it Contact Note.

First, follow the steps to set up a IS-Messenger.

If your customers are IS-Messenger Contacts and you have their email, you can send them instant messages about their Shopify orders and notify agents about customers’ order status. First set up so your customers are more likely to be in both places.

For channels like WhatsApp and SMS, you will also need to have the customer’s phone number.Check that you have the for your Zaps to work.

First, follow the steps to set up a IS-Messenger.

First, follow the steps to set up a IS-Messenger.

First, follow the steps to set up a IS-Messenger.

⚙️
necessary Contact identifiers and settings
Create a customer in Shopify when a new Contact is added in IS-Messenger
Update a customer’s information in Shopify when it is updated in IS-Messenger
Create or update a Contact in IS-Messenger when a new customer is added in Shopify.
Create or update a Contact’s information in IS-Messenger when a customer is updated in Shopify.
Zapier’s Starter plan
Custom Field
Zap loop
Zap loops
Custom Fields
Zapier’s Starter plan
Zap loops
Custom Fields
Zap loop
Zapier’s Starter plan
IS-Messenger Zapier integration here
Zap loop
Custom Field
Zapier integration here
Contact syncing
necessary Contact identifiers and settings
Send customers instant messages related to their orders using Zapier.
Send abandoned cart messages to prompt customers to complete their Shopify purchase using Zapier.
Update IS-Messenger Contacts’ Shopify order status using Zapier.
Zapier integration here
Zapier integration here
Zapier integration here
Automatically sync Contact information in Shopify and IS-Messenger.
Manage orders and carts by sending customers messages and keeping agents up-to-date on status changes
Workflows
Add Shopify Customer field mapping
Shopify Formatter Action
screenshot of Shopify settings page
Zapier filter for update in Shopify
Shopify filter action
Zapier Formatter step
Shopify Find Customer action
screenshot of update customer in Shopify step
Zapier filter action
screenshot of respond.io create or update contact action
screenshot of send message action step
screenshot of Shopify abandoned cart trigger
Shopify new order trigger configuration
screenshot of find customer in Shopify step
screenshot of send message action
screenshot of create or update contact in respond action
respond.io add tags Zapier action
Screenshot of mapping Shopify customer fields