Setting up an integration to a Shopify store
Shopify does not allow connecting just your account; in order to connect you need to specify the exact shop that you want to connect your workspace to.
Go to integrations
Click Shopify integration
Click "Connect"
Enter the name of your Shopify store and click "Connect" again
Once your Shopify will be connected - you'll get a success message at the top of the screen.
Tip: If you have multiple Shopify stores - simply set up the connection in separate workspaces.
Shopify integration actions in Helper chats
In total, you're able to perform 29 actions with the Shopify integration via chats with our Helpers.
Products (6 actions)
Action | Example prompt |
List products | "Show me my products" |
View sales data | "Which products are selling the most?" |
Create a product | "Add a new product called Summer Breeze T-Shirt, $29.99, sizes S/M/L" |
Update a product | "Change the price of Blue Sneakers to $59.99" |
Add product images | "Add this image to my T-Shirt: https://example.com/photo.jpg" |
Create a draft product | "Create a draft product: Handmade Scarf, $45, tags: winter, accessories" |
Supports: Multiple variants (size, color, etc.), product types, tags, vendor, draft/active status, HTML descriptions.
Orders (7 actions)
Action | Example prompt |
List recent orders | "Show me my recent orders" |
Look up a specific order | "Look up order #1007" |
View a customer's orders | "What has Sarah Johnson ordered recently?" |
Add notes or tags to an order | "Add a note to order #1007: customer requested gift wrapping" |
Update order email/address | "Change the email on order #1007 to [email protected]" |
Cancel an order | "Cancel order #1007" |
Refund an order (full or partial) | "Full refund for order #1007" / "Refund $15 on order #1007" |
Supports: Order lookup by number (e.g. #1007), full and partial refunds, customer notification toggle.
Shipping & Fulfillment (4 actions)
Action | Example prompt |
View fulfillment status | "What's the shipping status of order #1007?" |
Ship an order (create fulfillment) | "Ship order #1007 with tracking number 789456123" |
Update tracking info | "Tracking for order #1007 is FedEx 789456123" |
Cancel a shipment | "Cancel the shipment for order #1007" |
Note: Tracking can only be updated on orders that already have a shipment created. If the order hasn't shipped yet, the helper should try to create the fulfillment first.
Customers (4 actions)
Action | Example prompt |
List customers | "Show me my customers" |
View a customer's order history | "What has Sarah Johnson ordered recently?" |
Create a customer | "Add customer John Smith, [email protected], +1 555-0123" |
Update a customer | "Add VIP tag to Sarah Johnson" / "Update John's email" |
Supports: Name, email, phone, address, tags, internal notes. Phone numbers should include country code.
Draft Orders (1 action)
Action | Example prompt |
Create a draft order | "Create a quote for ABC Corp: 50 units of Widget A at $5 each" |
Use cases: Wholesale quotes, custom pricing, B2B orders, manual order entry. Supports custom line items, customer association, discounts, and shipping addresses.
Inventory (3 actions)
Action | Example prompt |
View stock levels | "What's my current inventory?" |
View warehouse locations | "What locations do I have?" |
Adjust inventory | "Add 50 units of Blue Sneakers to my warehouse" |
Discounts & Promotions (6 actions)
Action | Example prompt |
View discount details | "Show me the details for code SUMMER20" |
Create a % discount code | "Create a 20% off code SUMMER20, valid this month" |
Create a free shipping code | "Create free shipping code FREESHIP for orders over $50" |
Create an automatic discount | "Auto 10% off everything this weekend" |
Update a discount | "Change SUMMER20 from 20% to 30%" |
Delete a discount | "Delete the expired HOLIDAY25 discount" |
Discount types supported:
Code-based percentage - customer enters a code at checkout
Free shipping - with optional minimum order amount
Automatic - applies site-wide at checkout, no code needed
Store Info (1 action)
Action | Example prompt |
View store details | "What's my store info?" / "What currency is my store in?" |
Returns: Store name, email, currency, plan, domain, timezone.
Limitations
Order history is limited to 60 days by default. Older orders require an additional Shopify permission (
read_all_orders) - we don’t have that and it needs a separate review process, could potentially apply if there’s actual demand.Tags replace, not append. When updating tags on an order or customer, the new tags replace all existing ones.
Cancelling a shipment requires the fulfillment ID. To execute this task, ask the helper to retrieve the fulfillment ID first.
Custom workflows or scheduled tasks cannot be set up. We're working on solutions to make it happen in the upcoming months; however, as of now this is not possible. If you have an idea for a workflow you'd like automated, fill in an automation request.