CRM & Commerce
Salesforce
Custom integration — assessment requiredJoin CRM ownership with field execution.
Explore data & scopeCRM & Commerce · ShopifyCustom integration — assessment required
Assess commerce context for your trade sales team.
Shopify store data and field sales serve different workflows. Evaluate a selective feed of eligible customer, product and order context. This is an assessment service, not an installable SalesTOS Shopify app.
ShopifyAuthorised source / destination
01
Selected customersShopify → SalesTOS
02
Products and variantsShopify → SalesTOS
03
Selected order contextShopify → SalesTOS
SalesTOSEligible trade customer context
Record ownership and direction are defined below. No universal two-way sync is implied.
The operational need
Why connect these systems?
Consumer checkout records may not belong in a trade customer list.
Variants need stable identifiers for field catalogue mapping.
Online order status must remain distinct from a field order request.
Direction, ownership, prerequisites
What data can be exchanged?
Each row is a separate scope decision. Supported workflows still require configuration; proposed records require assessment and implementation.
| Record or object | Direction | System of record | Purpose | Availability / prerequisites |
|---|---|---|---|---|
| Selected customers | Shopify → SalesTOS | Shopify | Eligible trade customer context | Assessment: purpose and authorised customer access |
| Products and variants | Shopify → SalesTOS | Shopify | Field catalogue reference | Assessment: variant IDs and selected fields |
| Selected order context | Shopify → SalesTOS | Shopify | Office and field coordination | Assessment: store and order scope |
| Refunds and fulfilment | No automatic exchange | Shopify | Commerce operations | Not included in proposed read scope |
Connection design
How the connection works
Shopify documents the Admin GraphQL API. Review application access, authorised data scopes and the specific store before selecting a refresh or event design. API availability is not evidence of an existing SalesTOS app.
Illustrative working scenario
From system context to a useful next action.
A store identifies customers eligible for a trade sales programme. Their agreed reference details and selected order context could support field visits, while online checkout and fulfilment remain in Shopify.
What happens to writeback?
No automatic payment capture, refund, inventory adjustment or fulfilment update is promised.
Before implementation
Setup requirements
- Store and proposed business use
- Authorised application access and data permissions
- Customer-selection and variant examples
- Order status rules and a test approach
Use an authorised setup process for credentials. The enquiry form does not request passwords or API secrets.
Operating the agreed scope
Reliability & access
Define event deduplication if events are chosen, refresh cut-offs and customer-access boundaries. These controls belong to the proposed implementation and must be tested.
A clearer scope starts here
Questions, answered.
Shopify integration
Can we install a SalesTOS app today?
No verified installable Shopify connector is offered here.
Should every shopper become a field customer?
No. Define the eligible customer segment and business purpose first.
Will field orders change store stock?
Not under the proposed context feed. Stock changes require separate transaction design.
Can order events be considered?
Yes, subject to current provider interfaces, permissions and a tested custom implementation.
What should we prepare for a Shopify discussion?
Store and proposed business use; Authorised application access and data permissions; Customer-selection and variant examples; Order status rules and a test approach. Share redacted examples through an agreed channel, never passwords or API secrets in the public form.
How is Shopify integration scope confirmed?
Review the objects and prerequisites on this page, then agree mapping, access, refresh timing and acceptance criteria. No automatic payment capture, refund, inventory adjustment or fulfilment update is promised.
No matching questions. Clear your search or discuss your requirements with us.
Explore the adjacent workflow
Related integrations
CRM & Commerce
Zoho CRM
Custom integration — assessment requiredTurn selected CRM records into purposeful field follow-up.
Explore data & scopeCRM & Commerce
WooCommerce
Custom integration — assessment requiredMake store-to-field data fit your WordPress setup.
Explore data & scopeYour systems. A defined scope.
Discuss This Integration Discuss Shopify with SalesTOS.
Bring your business workflow and current setup. We’ll use them to assess the right data scope.