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Shopify

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Sync Shopify B2B companies to Zendesk organizations
Write
Cross-Connector

Give every Shopify B2B company a Zendesk organization

For support teams who want Shopify B2B companies set up as Zendesk organizations with their contacts, by asking their AI assistant.

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Sync Shopify B2B companies to Zendesk organizations
Make sure our Shopify B2B companies all have organizations in Zendesk.
60 B2B companies checked, and 8 need a Zendesk organization. - To create: 8 organizations, such as Fabrikam Inc - Memberships: 14 contacts who already have a Zendesk user - Name-only match: Contoso Ltd, for a person to check - No Zendesk user: 5 contacts, listed only Shall I create the 8 organizations and 14 memberships?
Shopify
Sample figures. Your results come from your own account.
shopify-get-company
shopify-get-company-contact
zendesk-get-organization
zendesk-get-user
zendesk-get-organization-member
zendesk-add-organization
zendesk-add-organization-member

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

B2B tickets arrive with no company attached

When B2B customers in Shopify have no matching organization in Zendesk, their tickets arrive unlinked and agents lose the company context. Setting them up by hand means checking for existing organizations, avoiding duplicates and adding each contact with a Zendesk user.

Without PopdockAI

  • Export Shopify B2B companies and contacts
  • Search Zendesk for each organization by name
  • Create the missing ones by hand
  • Add each contact who already has a Zendesk user

With PopdockAI

  • Companies are matched to organizations by Shopify ID, then name
  • Name-only matches are reported for a person, never linked
  • You see the organizations and memberships and confirm first
  • New organizations carry the Shopify ID as their external ID

The prompt

Use this prompt

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

Prompt
**Objective:** Make sure every Shopify B2B company (or only those whose name contains `{company-name}`, if given) has a Zendesk organization, and that its contacts who already have Zendesk users belong to it. Create only after the user confirms.

**Step 1: Read the Shopify companies**

Call `shopify-get-company`, filtered by name.contains `{company-name}` if given. Note company-id, name and external-id. For each company, call `shopify-get-company-contact` filtered by company-id and note customer-email and customer-full-name.

**Step 2: Match to Zendesk organizations**

For each company, call `zendesk-get-organization` filtered by external-id set to the Shopify company-id. If nothing matches, call it filtered by name set to the company name. Sort each company into one group:

* linked: matched by external-id
* name match: matched by name only. Report these and do not change them.
* missing: no organization

**Step 3: Check the contacts**

For each contact of a linked or missing company, call `zendesk-get-user` filtered by email. If the user exists, call `zendesk-get-organization-member` filtered by user-id and check whether they already belong to the company's organization. Contacts with no Zendesk user are listed only. This prompt does not create users.

**Step 4: Confirm**

Show:

1. Organizations to create: company name, Shopify company-id, contact count.
2. Memberships to add: user name, email, organization.
3. For information: name matches that need a person to check, and contacts with no Zendesk user.

Ask the user to confirm. Create nothing until they do.

**Step 5: Create**

1. For each missing company, call `zendesk-add-organization` once with name (the Shopify name), external-id (the Shopify company-id) and tags shopify-b2b. Keep the returned id.
2. For each confirmed membership, call `zendesk-add-organization-member` once with organization-id and user-id.

**Step 6: Report**

Organizations created with their ids, memberships added, anything that failed with the error as returned, and the for-information lists from Step 4.

**Rules & Guidelines:**

* `shopify-get-company` and `shopify-get-company-contact` are on the shopify server. `zendesk-get-organization`, `zendesk-get-user`, `zendesk-get-organization-member`, `zendesk-add-organization` and `zendesk-add-organization-member` are on the zendesk server.
* The only write tools this prompt may call are `zendesk-add-organization` and `zendesk-add-organization-member`, once per confirmed item. Do not call `zendesk-update-organization`, `zendesk-add-user`, `zendesk-update-user` or any shopify write tool such as `shopify-update-company`.
* Never set the external-id on a name match. A person decides whether it is the same company.

**Validation:**

* If Shopify returns no companies, say so and stop.
* If everything is already linked, say so and stop.
* If creating an organization fails, skip its memberships and report them as not added.
* If the user does not confirm, create nothing.

Who it's for

One answer, three teams that use it

Integration admins

Keep Shopify and Zendesk in step

Missing organizations are created with the Shopify ID as the external ID, so future matching is exact.

Sync all our Shopify B2B companies to Zendesk organizations.

Support team leads

Give agents the company context

Tickets from B2B contacts land under their organization, so agents see the account at a glance.

Make sure Contoso Ltd from Shopify has a Zendesk organization and its contacts are members.

B2B account managers

Set up new wholesale accounts in support

New B2B companies get their organization and memberships without a support admin doing it by hand.

We added Fabrikam Wholesale as a B2B company in Shopify. Set it up in Zendesk.

How it works

What PopdockAI does when you ask

You can name one company or sync them all, and your AI assistant matches Shopify B2B companies to Zendesk organizations. Nothing is created until you confirm, and no Zendesk users are created.

01

Ask

You optionally name a company.

Your AI tool

02

Match

It reads B2B companies and contacts and matches Zendesk organizations by ID, then name.

shopify-get-company
shopify-get-company-contact
zendesk-get-organization
zendesk-get-user
zendesk-get-organization-member

03

Confirm

You see the organizations to create and memberships to add, and say yes.

No items found.

04

Create

It creates them, with the Shopify ID as external ID.

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-company

Returns Shopify B2B companies with their order count and total spent. Filter by name, company id, external id, customer since date, order count and total spent.
get-data

shopify-get-company-contact

Returns the contacts of Shopify B2B companies. Filter by company, contact name, email, job title and whether they are the main contact.
get-data

zendesk-get-organization

Returns Zendesk organizations, the customer companies your users belong to, with their domains, tags and notes.
get-data

zendesk-get-user

Returns Zendesk users, including end users (customers), agents and admins, with their email, role, organization and when they were last active.
get-data

zendesk-get-organization-member

Returns Zendesk organization memberships, showing which users belong to which organization.
run-action

zendesk-add-organization

Creates a Zendesk organization for a customer company, with its name, domains and notes. Returns the new organization's id.
run-action

zendesk-add-organization-member

Adds a Zendesk user to an organization. Returns the new membership's id.
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

Every B2B company with a linked Zendesk organization

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Related use cases

More ways to put this data to work

All Ramp use cases

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