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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.
On this page
Connector
Connect Shopify, pick your AI tool and paste the prompt.
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.
**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.
02
Find
It locates the TickTick task and reads its comments, and stops if several tasks match.
03
Look up
It finds the customer in Shopify by email or name and reads orders and refunds.
04
Report
You get the task summary, profile, last 5 orders, refunds and one note for the owner.
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.
ticktick-get-tasks
ticktick-get-task-comments
shopify-get-customer
shopify-get-order
shopify-get-refund
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.
The outcome
Customer history without leaving the task
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
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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