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
Tools
Tools are the operations the agent can use when you ask Sana about Shopify. In practice, the agent may call more than one to complete a single request.
Tool |
Add products to custom collection |
Cancel fulfillment |
Cancel fulfillment order |
Cancel order |
Create article |
Create blog |
Create custom collection |
Create gift card |
Create metafield |
Create page |
Create product |
Create product variant |
Create refund |
Create return |
Create smart collection |
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 |
Run bulk mutation |
Search custom collection by name |
Search for orders |
Search for product variant |
Search for 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:
Scope | Purpose |
read_orders | View orders, their line items, and fulfillment status |
write_orders | Create and update orders, including cancellations and refunds |
read_draft_orders | View draft orders that have not been completed |
read_products | View products, variants, and collections |
write_products | Create and update products, variants, and collections |
read_customers | View customer records and their contact details |
write_customers | Create and update customer records |
read_inventory | View inventory levels across locations |
write_inventory | Adjust inventory levels across locations |
read_content | View pages, blogs, and articles in the online store |
write_content | Create, update, and delete pages, blogs, and articles |
read_metaobjects | View metaobject definitions and entries |
write_metaobjects | Create and update metafields and metaobject entries |
read_assigned_fulfillment_orders | View fulfillment orders assigned to the connected app |
read_merchant_managed_fulfillment_orders | View fulfillment orders the merchant fulfills from their own locations |
write_merchant_managed_fulfillment_orders | Create, hold, and cancel fulfillments for merchant-managed locations |
read_third_party_fulfillment_orders | View fulfillment orders assigned to third-party fulfillment services |
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.