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
Capabilities
This connector is able to do the following:
Capability |
Search orders |
Search products |
Get customers |
Create products |
Update products |
Update orders |
Update inventory |
Create collections |
Create pages & blogs |
Delete pages & blogs |
Create metafields |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Shopify. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Add product to custom collection |
Bulk import |
Create article |
Create blog |
Create custom collection |
Create metafield |
Create page |
Create product |
Create product variant |
Delete article |
Delete blog |
Delete page |
Get articles |
Get assigned fulfillment orders |
Get customer |
Get customers |
Get draft order |
Get draft orders |
Get fulfillment order |
Get fulfillment orders |
Get metaobjects |
Get pages |
Search custom collection by name |
Search orders |
Search product variant |
Search products |
Update article |
Update inventory level |
Update order |
Update page |
Update product |
Update product variant |
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.
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Shopify in the list of available integrations
Scroll to the Available integrations section and locate Shopify.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: 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 5: Complete the set up
You've successfully connected your Shopify account. Click Continue to complete the setup and start using the connector.