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Shopify

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Shopify customer context for a TickTick task
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Cross-Connector

Add Shopify customer history to a TickTick task

For support teams who want a customer's Shopify profile, orders and refunds behind a TickTick task, just by asking their AI assistant.

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Shopify customer context for a TickTick task
Find the TickTick task called Refund query for Dana Whitfield and show me her Shopify history.
The task Refund query for Dana Whitfield is in Support Queue, and Dana is a Shopify customer with 6 orders. - Customer: Dana Whitfield, dana@northwindtraders.com, total spent $812 - Last order: #1042, fulfilled - Refunds: 1 refund of $45 on #1031 - Tags: VIP - Owner note: The refund on #1031 was already issued Want all 6 orders listed?
Shopify
Sample figures. Your results come from your own account.
ticktick-get-tasks
ticktick-get-task-comments
shopify-get-customer
shopify-get-order
shopify-get-refund

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

Leaving the task to look up the customer

Someone working a TickTick task about a customer has to leave it and search Shopify for their profile, orders and refunds. The email on the task may differ slightly from the store's, so the lookup is slow and easy to get wrong.

Without PopdockAI

  • Read the task and comments for a name or email
  • Search Shopify for the customer
  • Scroll through their orders and refunds
  • Pick the wrong customer when emails differ

With PopdockAI

  • The task and its comments are found, with options listed if several match
  • The email or name is taken from your input, the task or comments
  • The Shopify customer, orders and refunds are read
  • An absent customer is reported, not guessed, and nothing is changed

The prompt

Use this prompt

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

Prompt
**Objective:** Find the TickTick task matching `{task-title}` and attach the Shopify customer context behind it, using `{customer-email}` if supplied.

**Step 1: Find the task (TickTick server)**

Call `ticktick-get-tasks` with `title.contains` set to `{task-title}`. If more than one task matches, list them (title, project, due date) and stop. Then call `ticktick-get-task-comments` with the task's `project-id` and `task-id` for extra detail.

**Step 2: Identify the customer**

Use `{customer-email}` if given. Otherwise look in the task title, content and comments for an email address or a customer name. If none is found, report that and stop.

**Step 3: Look up the customer (Shopify server)**

Call `shopify-get-customer` with `email` set to the address (or `name.contains` for a name). If several customers match, list them and stop. Take `customer-id` from the result.

**Step 4: Pull history (Shopify server)**

Call `shopify-get-order` with `customer-id`, and `shopify-get-refund` with `customer-id`, to see order and refund history.

**Step 5: Report**

Task summary, customer profile (name, email, total spent, tags), the last 5 orders with status, any refunds, and one sentence on what the task owner should know.

**Rules & Guidelines:**

* `ticktick-get-tasks` and `ticktick-get-task-comments` are on the TickTick server; `shopify-get-customer`, `shopify-get-order` and `shopify-get-refund` are on the Shopify server.
* Read-only. Never call `ticktick-add-comment`, `ticktick-update-task`, `shopify-update-customer`, or any other add, update or delete tool.

**Validation:**

* If the customer is not found in Shopify, report the task as present in TickTick and the customer as absent from Shopify.
* If the email on the task differs in case or spacing from Shopify, match ignoring both and say so.

Who it's for

One answer, three teams that use it

Support agents

Work the task with the facts at hand

Get the customer's profile, last orders and refunds next to the task you are working.

Show me the Shopify history for the customer on the TickTick task Exchange request for Priya Shah.

Store owners

Follow up on a reminder in context

When a task reminds you to call a customer, see what they bought and returned before you dial.

Find the TickTick task Call back Tom Reyes and pull his Shopify orders and refunds.

Operations coordinators

Know what the task owner should know

The summary ends with one note for the owner, so the next step is clear.

Summarise the TickTick task about the damaged parcel and add the customer's Shopify history, email sam@contoso.com.

How it works

What PopdockAI does when you ask

You give the task title, and your AI assistant finds the customer behind it in Shopify. It only reads and stops to ask when several tasks or customers match.

01

Ask

You give the task title and, optionally, the customer email.

Your AI tool

02

Find

It locates the TickTick task and reads its comments, and stops if several tasks match.

ticktick-get-tasks
ticktick-get-task-comments

03

Look up

It finds the customer in Shopify by email or name and reads orders and refunds.

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

04

Report

You get the task summary, profile, last 5 orders, refunds and one note for the owner.

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

ticktick-get-tasks

Returns open TickTick tasks with their project, due date, priority, status, assignee and tags. Filter by project, due date range or status.
get-data

ticktick-get-task-comments

Returns the comments on a TickTick task with author and time.
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.
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

Customer history without leaving the task

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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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