Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.

Introduction

Connect Shopify to Sana to manage your online store. Search orders and products, view customer details, manage collections and pages, update inventory levels, and create new products directly from Sana.

In summary, the connector has the following key characteristics:

Category: Sales
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed

Capabilities

This connector is able to do the following:

Capability

Search orders

Search products

Get customers

Create products

Update products

Update orders

Cancel orders

Refund orders

Create orders

Create returns

Create gift cards

Send order invoices

Manage fulfillments

Update inventory

Create collections

Create pages & blogs

Delete pages & blogs

Create metafields

Tools

While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Shopify. In practice, the agent may call one or more tools to achieve a single capability.

Tool

Add product to custom collection

Cancel fulfillment

Cancel fulfillment order

Cancel order

Create article

Create blog

Create custom collection

Create gift card

Create metafield

Create order

Create page

Create product

Create product variant

Create refund

Create return

Delete article

Delete blog

Delete page

Get articles

Get assigned fulfillment orders

Get customer

Get customers

Get draft order

Get draft orders

Get fulfillment

Get fulfillment order

Get fulfillment orders

Get metaobjects

Get pages

Hold fulfillment order

Refund return

Search custom collection by name

Search orders

Search product variant

Search products

Send order invoice

Submit cancellation request

Update article

Update inventory level

Update order

Update page

Update product

Update product variant

Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.

Triggers

While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Shopify.

Trigger

Collection Updated (Instant)

New Abandoned Cart

New Article

New Customer Data Request

New Event Emitted (Instant)

New Page

New product added to custom collection

New Product Created (Instant)

Scope and permissions

This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions.

Set up instructions

Prerequisites:

You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.

Step 1: Go to the connectors page in Sana

In Sana, click on your profile icon and name in the bottom left corner and select Connectors.

Step 2: Find Shopify in the list of available connectors

Scroll to the Available connectors section and locate Shopify.

Note: If you can't find a connector in this list, it means one of the following:

You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.

Step 3: Hover the connector card and click the connect button

Hover the Shopify card and click the Connect button.

Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.

Step 4: Initialize the Pipedream connection

When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.

Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.

Step 5: Sign in to Shopify and approve the requested scopes

You'll be redirected to Shopify to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.

Step 6: Complete the set up

You've successfully connected your Shopify account. Click Continue to complete the setup and start using the connector.