How to connect Shopify + Zendesk + Twilio
Zapier lets you send info between Shopify, Zendesk, and Twilio automatically—no code required.
Do even more with Shopify + Zendesk + Twilio
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Shopify, Zendesk, and Twilio. And don’t forget that you can add more apps and actions to create complex workflows.
Abandoned Cart Age (Hours)Required
How many hours old must abandoned carts be to trigger this Zap?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPayment Status
What payment status will trigger this Zap?
Order Status
What order status will trigger this Zap? (Use the different trigger if you want cancelled orders!)
Fulfillment Status
What fulfillment status will trigger this Zap?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Order (Any Status)
Triggers when a new purchase is made (of any order status).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Customer
Triggers when a customer's information is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.BlogRequired
TitleRequired
Author NameRequired
ContentRequired
Supports HTML.
Featured Image URL
Excerpt/Summary
Supports HTML.
Tags
Is Published?
Defaults to yes.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
ProductRequired
Product VariantRequired
Adjust Quantity By
You can use positive or negative numbers, like
4
or-3
. The number you enter will be added to or subtracted from the current quantity.Set Quantity To
You can use positive or negative numbers, like
4
or-3
. The quantity will be set to the number you enter.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Product TypeRequired
VendorRequired
Product Description
Can use html elements.
Tags
Comma Separated list of tags.
Published At
The date and time when the product was published. This must be a date in the past. Defaults to the current date if left blank.
Price
Creates a single product variation in Shopify and assigns the price to this variation.
Inventory Policy
What should Shopify do when inventory is exhausted: deny sales or continue selling?
Image URL
URL of an image to use for this new product.
More Image URLs
SKU
Is Published?
Defaults to yes.
Publish to Point of Sale
Defaults to yes.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
The customer to update.
First Name
Last Name
Email Address
Tags
Setting any tags here will replace all existing tags for this customer.
Phone Number
Note
Tax Exempt
If "Yes", taxes won't be applied at checkout for this customer.
Accepts Marketing
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Product VariantRequired
Title
Price
Compare at Price
SKU
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Email AddressRequired
First NameRequired
Last NameRequired
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
E.g. "KY" or "MI"
Country
Country is required if the other address fields are filled.
Zip Code
Phone
Tags
Note
Accepts Marketing
Defaults to "no".
Tax Exempt
If "Yes", taxes won't be applied at checkout for this customer.
Send E-Mail Invite
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProductRequired
Product to add this variant to.
TitleRequired
Price
Compare at Price
SKU
Inventory Policy
What should Shopify do when inventory is exhausted: deny sales or continue selling?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Organization
Triggers when a new organization is added to Zendesk.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTicketRequired
Choose the ticket to watch for activity (audits). Shows recent tickets.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew User
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNameRequired
Must be unique. Zendesk does not allow duplicate organizations with the same name.
Details
In this field you can store any details about the organization. e.g. the address
Notes
In this field you can store any notes you have about the organization.
Tags
Comma-separated list of tags you want to apply to the new organization.
Domain Names
Comma-separated list of domain names to automatically associated with this organization (format: "zapier.com, google.com").
External Id
A unique external id, you can use this to associate organizations to an external record.
Shared Tickets
End users in this organization are able to see each others tickets.
Shared Comments
End users in this organization are able to see each others comments on tickets.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
CommentRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Choose which ticket to update.
TagsRequired
A list of tags to add to the ticket.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Choose which ticket to update.
Subject
Assignee
Note: the assignee must be in the default group (or specific group selected below) else an error will occur.
Group
Assign this ticket to a group.
New Status
New comment to add to the ticket.
Should the first comment be public?
Tags
A comma separated list of tags.
Type
Priority
Submitter
If selected, this person will be set as the submitter of the ticket. Defaults to the Requester.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
EmailRequired
Must be unique. Zendesk does not allow duplicate users with the same email address.
Details
Notes
In this field you can store any notes you have about the user.
Phone
Phone number for this user (format: +1 (555) 123-4567).
Tags
Comma-separated list of tags you want to apply to the new user.
Role
Can be one of the following: "end-user", "agent", or "admin". Defaults to "end-user" if set and not one of those values.
Organization
Assign this user to an organization.
External Id
A unique external id, you can use this to associate organizations to an external record.
Verified
Specify if you know this user is who they say they are?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
Write a search string to determine how we'll look up the group in Zendesk. For more information, visit the Zendesk docs.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Write a search string to determine how we'll look up the ticket in Zendesk. For more information, visit the Zendesk docs.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Write a search string to determine how we'll look up the organization in Zendesk. For more information, visit the Zendesk docs.
NameRequired
Must be unique. Zendesk does not allow duplicate organizations with the same name.
Details
In this field you can store any details about the organization. e.g. the address
Notes
In this field you can store any notes you have about the organization.
Tags
Comma-separated list of tags you want to apply to the new organization.
Domain Names
Comma-separated list of domain names to automatically associated with this organization (format: "zapier.com, google.com").
External Id
A unique external id, you can use this to associate organizations to an external record.
Shared Tickets
End users in this organization are able to see each others tickets.
Shared Comments
End users in this organization are able to see each others comments on tickets.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQueryRequired
Write a search string to determine how we'll look up the user in Zendesk. For more information, visit the Zendesk docs.
NameRequired
EmailRequired
Must be unique. Zendesk does not allow duplicate users with the same email address.
Details
Notes
In this field you can store any notes you have about the user.
Phone
Phone number for this user (format: +1 (555) 123-4567).
Tags
Comma-separated list of tags you want to apply to the new user.
Role
Can be one of the following: "end-user", "agent", or "admin". Defaults to "end-user" if set and not one of those values.
Organization
Assign this user to an organization.
External Id
A unique external id, you can use this to associate organizations to an external record.
Verified
Specify if you know this user is who they say they are?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Call
Triggered when a call is finished on your Twilio number.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.To NumberRequired
Choose the phone number in your Twilio account you want to watch for new SMS.
Apply US Prefix
Automatically add 1 to 10 digits US based numbers.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFrom NumberRequired
To NumberRequired
Include country code. Everything but numbers will be removed and leading
+
wil be added. Separate multiple numbers with commas. Example:15554443333,44111222333
.MessageRequired
Voice
Language
Send Digits
A string of keys to dial after connecting to the number. Can be 0-9, #, *, or w (to wait 1/2 sec). Does not dial a new number for forwarding - for responding to a phone menu.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Customer
Triggers when a new customer is added to your Shopify account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Cancelled Order
Triggers whenever a order is "cancelled" (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new purchase is made (only open orders) (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
Triggers when a new product is added to your Shopify store.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPayment Status
What payment status will trigger this Zap?
Order Status
What order status will trigger this Zap?
Fulfillment Status
What fulfillment status will trigger this Zap?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFirst NameRequired
Last NameRequired
Email AddressRequired
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
E.g. "KY" or "MI"
Country
Country is required if the other address fields are filled.
Zip Code
Phone
Tags
Note
Accepts Marketing
Defaults to "no".
Tax Exempt
If "Yes", taxes won't be applied at checkout for this customer.
Send E-Mail Invite
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
An email for your customer.
Product
Only used if you select a product variant below.
Product Variant
Requires a Product chosen above. If you choose a variant, you can still fill in the Product Title and the Product Price to override the regular values.
Product Quantity
Product Title
Product Price
Weight in Grams
Note
Discount - Type
To use this, please also enter a value in the "Discount - Amount" field.
Discount - Amount
The "Discount - Type" field determines how this value is used. For a fixed amount, enter
5.00
to discount $5.00. For a percentage, enter.25
to discount 25%.Discount - Code
Defaults to "Custom discount". For the discount to be applied, you must also enter values for Discount Type and Amount.
Additional Details
Extra metadata about the order, defined as key/value pairs. For example,
Favorite color: Blue
.Tags
Location
Send Receipt
Should an order confirmation be sent to the customer?
Send Fulfillment Receipt
Should a fulfillment confirmation be sent to the customer?
Inventory Behaviour
How do you want your inventory to update with this order? Default is "Bypass".
Financial Status
Fulfillment Status
Shipping Address - First name
Shipping Address - Last name
Shipping Address - Company
Shipping Address - Phone
Shipping Address - Address
Shipping Address - Address con't
Shipping Address - City
Shipping Address - Country
Shipping Address - State/Province/Region
Shipping Address - Postal/Zip code
Billing Address - First name
Billing Address - Last name
Billing Address - Company
Billing Address - Phone
Billing Address - Address
Billing Address - Address con't
Billing Address - City
Billing Address - Country
Billing Address - State/Province/Region
Billing Address - Postal/Zip code
Source Name
Where the order originated.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Product to add this variant to.
TitleRequired
Price
Compare at Price
SKU
Inventory Policy
What should Shopify do when inventory is exhausted: deny sales or continue selling?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Title
Product Type
Vendor
Product Description
Can use html elements.
Tags
Comma Separated list of tags. Will replace existing.
Price
Creates a single product variation in Shopify and assigns the price to this variation.
Images
URL of one or more images to use for this product.
SKU
Is Published?
Defaults to yes.
Publish to Point of Sale
Defaults to yes.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appProductRequired
Product to choose the variant for.
Product Variant TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct TitleRequired
Product TypeRequired
VendorRequired
Product Description
Can use html elements.
Tags
Comma Separated list of tags.
Published At
The date and time when the product was published. This must be a date in the past. Defaults to the current date if left blank.
Price
Creates a single product variation in Shopify and assigns the price to this variation.
Inventory Policy
What should Shopify do when inventory is exhausted: deny sales or continue selling?
Image URL
URL of an image to use for this new product.
More Image URLs
SKU
Is Published?
Defaults to yes.
Publish to Point of Sale
Defaults to yes.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Group
Triggers when a new group is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planRecent Ticket
Triggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planViewRequired
You will need to create a descending by ID "view" in Zendesk with no grouping and select it here. Click here to learn more!
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew View
Triggers when a new view is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubjectRequired
Assignee
Note: the assignee must be in the default group (or specific group selected below) else an error will occur.
Collaborators
Collaborator Emails
You can add emails of non-Zendesk users here as Collaborators.
Group
Assign this ticket to a group.
Requester Name
To set the Requester, you must specify the Requester Name in this field AND the Requestor Email in the next field.
Requester Email
To set the Requester, you must specify the Requester Email in this field AND the Requestor Name in the previous field.
First Comment/Description Format
First Comment/DescriptionRequired
Should the first comment be public?
Tags
A comma separated list of tags.
Status
Type
Due At
Only available for tickets with a Type of "task."
Priority
Submitter
If selected, this person will be set as the submitter of the ticket. Defaults to the Requester.
Ticket form
If selected, this will set the form to render for this ticket. Note: this is only applicable for Zendesk enterprise accounts.
Sharing Agreements
Brand
Note: Only for Zendesk customers on plans with multi-brand support. More info here
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Choose which ticket to update.
New comment to add to the ticket.
Should the comment be public?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Choose which organization to update. Looked up by ID.
Name
Must be unique. Zendesk does not allow duplicate organizations with the same name.
Details
In this field you can store any details about the organization. e.g. the address
Notes
In this field you can store any notes you have about the organization.
Tags
Comma-separated list of tags you want to apply to the new organization.
Domain Names
Comma-separated list of domain names to automatically associated with this organization (format: "zapier.com, google.com").
External Id
A unique external id, you can use this to associate organizations to an external record.
Shared Tickets
Options: "true" or "false". End users in this organization are able to see each others tickets.
Shared Comments
Options: "true" or "false". End users in this organization are able to see each others comments on tickets.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Choose which user to update. Looked up by ID.
Name
Email
Must be unique. Zendesk does not allow duplicate users with the same email address.
Details
Notes
In this field you can store any notes you have about the user.
Phone
Phone number for this user (format: +1 (555) 123-4567).
Tags
Comma-separated list of tags you want to apply to the new user.
Role
Can be one of the following: "end-user", "agent", or "admin". Defaults to "end-user" if set and not one of those values.
Organization
Assign this user to an organization.
External Id
A unique external id, you can use this to associate organizations to an external record.
Verified
Specify if you know this user is who they say they are?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
Write a search string to determine how we'll look up the agent in Zendesk. For more information, visit the Zendesk docs.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Write a search string to determine how we'll look up the organization in Zendesk. For more information, visit the Zendesk docs.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Write a search string to determine how we'll look up the user in Zendesk. For more information, visit the Zendesk docs.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Write a search string to determine how we'll look up the ticket in Zendesk. For more information, visit the Zendesk docs.
SubjectRequired
Assignee
Note: the assignee must be in the default group (or specific group selected below) else an error will occur.
Collaborators
Collaborator Emails
You can add emails of non-Zendesk users here as Collaborators.
Group
Assign this ticket to a group.
Requester Name
To set the Requester, you must specify the Requester Name in this field AND the Requestor Email in the next field.
Requester Email
To set the Requester, you must specify the Requester Email in this field AND the Requestor Name in the previous field.
First Comment/Description Format
First Comment/DescriptionRequired
Should the first comment be public?
Tags
A comma separated list of tags.
Status
Type
Due At
Only available for tickets with a Type of "task."
Priority
Submitter
If selected, this person will be set as the submitter of the ticket. Defaults to the Requester.
Ticket form
If selected, this will set the form to render for this ticket. Note: this is only applicable for Zendesk enterprise accounts.
Sharing Agreements
Brand
Note: Only for Zendesk customers on plans with multi-brand support. More info here
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Phone Number
Triggered when you add a new phone number.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Recording
Triggered when a new recording is available on your account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Transcription
Triggered when a new transcription is available on your account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFrom NumberRequired
Alphanumeric Sender ID
Enter up to 11 characters using A-Z, a-z, 0-9 and spaces. You must enable with Twilio first and can only send to supported countries.
To NumberRequired
Include country code. Everything but numbers will be removed and leading
+
wil be added. Separate multiple numbers with commas. Example:15554443333,44111222333
.MessageRequired
Media Url
Must be a URL that Twilio can download (so private URLs or files may not work!)
Send Large Messages?
If
yes
, we'll send a message up to 1600 characters in length. This is priced as multiple messages, and you can read more about it here. Ifno
, we'll only send a single message, truncated at 160 characters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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How Shopify + Zendesk + Twilio Integrations Work
- Step 1: Authenticate Shopify, Zendesk, and Twilio.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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