Shopify Integration Enhancement —— Fetching Customer Order Items & Details via API

1. Background & Objective

Currently, when our system integrates with Shopify, we need a more comprehensive grasp of customer purchasing behavior and order information. The objective of this requirement is to retrieve customer order items and detailed order information in real-time through the Shopify API. This will empower downstream automation workflows (such as abandoned cart recovery, post-purchase follow-ups, and personalized messaging) and sync order history directly into the agent inbox, boosting merchant efficiency and the overall customer experience.

2. Functional Requirements

  • API Integration & Data Synchronization:

    • Connect to Shopify's Orders API (or GraphQL Admin API) to sync data whenever specific webhook events are triggered (e.g., Order Creation orders/create, Order Update orders/updated).

  • Required Data Fields:

    • Order Summary: Order ID, Order Number, Created At (timestamp), Total Price, Currency, Financial Status, Fulfillment Status.

    • Order Line Items:

      • Product Name & Variant Title

      • Product ID / Variant ID / SKU

      • Quantity purchased

      • Unit Price & Total Discount

      • Product Image URL

    • Customer Details: Customer Name, Email, Phone Number, Shipping Address.

3. Use Cases & Business Logic

  1. Agent Inbox (Unified Inbox / Agent View):

    • When a customer support agent or AI Agent interacts with a customer, the system's sidebar or detail panel must dynamically display that customer's Shopify historical orders and the specific items inside their current order to help resolve post-purchase inquiries quickly.

  2. Automation & Drip Campaigns:

    • The system can trigger targeted automated messages based on specific items purchased (e.g., if a customer buys "Product A", automatically send a product guide or cross-sell recommendation for "Product B" 7 days later).

4. Non-Functional Requirements

  • Data Real-time Sync: Webhooks should be implemented to ensure any order status updates on Shopify are synced to our platform within 1 minute.

  • Security & Permissions: Ensure that the merchant's Shopify Access Token is granted the correct scopes to read orders (read_orders) and is stored securely with strong encryption.

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Status

0 | Not Started

Board

💡 Feature Requests

Author

Anthony

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