Connectors

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Shopify

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Review a Shopify customer account
Report

Get a one-page view of any Shopify customer

For support and ecommerce teams who want a customer's orders, refunds, payments and cards reviewed in one place, by asking their AI assistant.

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Review a Shopify customer account
Review the Shopify account for dana@northwindtraders.com over the last year.
Dana Whitfield has spent 3,420.00 over 18 orders. - Unpaid: order #1042, 240.00 - Refunds: 2, a 6 percent refund rate - Failed payment: 1 on 2 October - Card: Visa ending 4242 expires this month Want the recent orders table?
Shopify
Sample figures. Your results come from your own account.
shopify-get-customer
shopify-get-order
shopify-get-refund
shopify-get-transaction
shopify-get-customer-address
shopify-get-customer-payment-method
shopify-get-customer-store-credit-account
shopify-get-customer-event

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Shopify

Shopify
Run it on your own Shopify data.

Connect Shopify, pick your AI tool and paste the prompt.

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The problem

The answer is always three screens away

Answering a question about a Shopify customer often means opening their orders, refunds, transactions, addresses, saved cards and store credit one at a time. A failed payment or an expiring card is easy to miss when it sits three screens away.

Without PopdockAI

  • Open orders, refunds and transactions one by one
  • Check addresses and saved payment methods
  • Look up store credit and alerts
  • Miss the failed payment that explains the call

With PopdockAI

  • Spend, orders, refunds and failed transactions are read together
  • Addresses, payment methods and store credit are checked
  • Expiring or revoked cards and unpaid orders are flagged
  • It is read-only and never prints full card numbers

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Produce a one-page account review for the customer with email `{customer-email}`, covering the last `{lookback-days}` days of activity (default 90).

**Step 1: Identify the customer**

Call `shopify-get-customer` filtered by `email`. If nothing matches, retry with `email.contains`. If more than one customer matches, list them (name, email, created-at, orders-count) and stop. Note the customer-id, state, total-spent, orders-count, tags and accepts-marketing.

**Step 2: Orders and money**

* Call `shopify-get-order` filtered by `customer-id` and `created-at.from` (today minus the lookback). Note orders that are unpaid or partially paid, have a total-outstanding above zero, are unfulfilled or partially fulfilled, or are cancelled.
* Call `shopify-get-refund` filtered by `customer-id` and `created-at.from` for refunds in the window.
* Call `shopify-get-transaction` filtered by `customer-id` and `processed-at.from`, and pick out any with a failure or error status.

**Step 3: Account details**

* Call `shopify-get-customer-address` filtered by `customer-id` and note the default address.
* Call `shopify-get-customer-payment-method` filtered by `customer-id`. Flag cards where credit-card-expires-soon is true and methods with a revoked-at date.
* Call `shopify-get-customer-store-credit-account` filtered by `customer-id` for any balance.
* Call `shopify-get-customer-event` filtered by `customer-id` and `created-date.from`, and pick out events marked as a critical alert.

**Step 4: Report**

* Header: name, email, customer since, state, lifetime spend, lifetime orders, tags
* Activity in the window: order count and value, refund count and value, refund rate as a percentage of order value
* Open issues: a table of order number, issue (unpaid, outstanding balance, unfulfilled, failed payment), amount
* Account health: default address, payment methods with any expiring or revoked flagged, store credit balance, critical alerts
* Two or three suggested next actions, only where the data supports them

**Rules & Guidelines:**

* This prompt is read-only. Do not call `shopify-update-customer`, `shopify-update-customer-address`, `shopify-add-customer-address` or any other add or update tool.
* Never print full card numbers; only the brand and last digits the tool returns.
* Report amounts in the currency the tools return. Do not convert currencies.

**Validation:**

* If the customer has no orders in the window, say so and still report the lifetime figures and account details.
* If a read fails or returns nothing, say which section is incomplete rather than leaving it out silently.

Who it's for

One answer, three teams that use it

Support agents

Answer account questions in one go

Everything about the customer is on one page, so you can answer without clicking through screens.

Review the Shopify account for alex@contoso.com over the last 6 months.

Customer success

Spot problems before a complaint

Unfulfilled orders, failed payments and expiring cards are flagged, so you can reach out first.

Does priya@fabrikam.com have any failed payments, unfulfilled orders or expiring cards in Shopify?

Store owners

Know your best customers properly

Lifetime spend, refund rate and store credit give a quick read on what a customer is worth.

What is the lifetime spend, refund rate and store credit for sam@northwindtraders.com?

How it works

What PopdockAI does when you ask

You give an email and a lookback, and your AI assistant builds a one-page review from Shopify. It only reads and names any section that came back incomplete.

01

Ask

You give a customer email and a lookback period.

Your AI tool

02

Read

It reads their orders, refunds and transactions.

shopify-get-customer
shopify-get-order
shopify-get-refund
shopify-get-transaction

03

Check

It reads addresses, payment methods, store credit and alerts.

shopify-get-customer-address
shopify-get-customer-payment-method
shopify-get-customer-store-credit-account
shopify-get-customer-event

04

Report

You get a one-page review with issues flagged.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Shopify and one secure connection to your AI tool. No code, no exports.

get-data

shopify-get-customer

Returns Shopify customers with their account state, total spent and default address. Filter by name, email, tags, customer id, city, province, created date and total spent.
get-data

shopify-get-order

Returns Shopify orders with their financial status, fulfillment status and total. Filter by order number or name, customer, email, financial status, fulfillment status, created date and total price.
get-data

shopify-get-refund

Returns Shopify refunds with their order and total adjustments. Filter by order, customer, customer email, refund and created date.
get-data

shopify-get-transaction

Returns the payment transactions on Shopify orders, such as authorizations, sales, captures and refunds, with gateway and status. Filter by order, customer, kind, status, gateway, amount and processed date.
get-data

shopify-get-customer-address

Returns the mailing addresses saved on Shopify customers. Filter by customer, name, company, city, province, country, postal code and whether it is the default.
get-data

shopify-get-customer-payment-method

Returns the payment methods saved on Shopify customers. Filter by customer, type, card brand, revoked reason and cards that expire soon.
get-data

shopify-get-customer-store-credit-account

Returns Shopify customers' store credit accounts and their balances. Filter by customer, balance and currency.
get-data

shopify-get-customer-event

Returns the activity history of Shopify customers. Filter by customer, action, critical alerts and created date.
Read only.Nothing in Shopify Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

A customer's whole account in one read

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

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