Shopify Integration
Connect your Shopify store, sync live data, and ask the AI assistant questions about your products, orders, and customers.
Overview
The Shopify Integration screen is the connection hub between TotalApp and your Shopify store. It handles credential management, data synchronisation, and provides an embedded AI Assistant that has direct context of your store data — so you can ask business questions without leaving the screen.
Server-Side API Calls Only
All requests to the Shopify Admin API are made from the TotalApp server, never directly from your browser. Your API credentials are stored in the server environment and are not accessible in the client. This keeps your keys secure and avoids CORS issues.
Setting Up the Connection
Step 1 — Create a Shopify Custom App
TotalApp connects via a Shopify Custom App (not a public app). To create one:
- Log in to your Shopify admin panel.
- Go to Settings → Apps and sales channels → Develop apps.
- Click Create an app and give it a name (e.g. "TotalApp Integration").
- Under API credentials, click Configure Admin API scopes.
- Enable at minimum:
read_products,read_orders,read_customers. - Click Save, then Install app.
- Copy the Admin API access token (shown once — save it now).
- Copy your store URL (format:
your-store.myshopify.com).
Step 2 — Enter Credentials in TotalApp
In the Shopify Integration screen, enter:
| Field | Where to find it | Example |
|---|---|---|
| Store URL | Your Shopify admin URL or store settings | my-store.myshopify.com |
| API Access Token | Shopify Custom App → API credentials (shown once at install) | shpat_xxxxxxxxxxxxx |
Click Connect. TotalApp will immediately test the connection and display the record counts for products, orders, and customers if successful.
Step 3 — Sync Data
After a successful connection, click Sync Data to pull the latest snapshot of your store. The sync fetches:
- Products — title, description, price, variants, inventory levels, images.
- Orders — order ID, status, line items, totals, customer reference, date.
- Customers — name, email, order history, total spend, tags.
Sync Frequency
Data is not synced automatically in the background. Click Sync Data whenever you want the AI and reports to reflect the latest Shopify state. For daily reporting workflows, sync once in the morning before generating reports.
AI Assistant
The AI Assistant panel on the right side of the Shopify Integration screen gives you a conversational interface into your store data. The AI is provided with your synced data as context and can answer analytical questions instantly — no SQL, no exports, no BI tool required.
What You Can Ask
- Revenue and sales questions: "What was my total revenue last 30 days?"
- Product questions: "Which 3 products have the lowest inventory right now?"
- Customer questions: "How many customers have spent more than $500 total?"
- Order questions: "What percentage of orders were fulfilled vs pending?"
- Trend questions: "Is my average order value increasing compared to last month?"
Saving as a Report
After the AI responds with an analysis, a Save as Report button appears in the assistant panel. Clicking it saves the response as a named report in Ecommerce Reports — automatically titled with your question and the current month. You can then view, edit, and share that report from the Reports screen.
Chat History
The assistant maintains conversation history within a session. Click the clock icon in the assistant header to see previous conversations from the current session. Click New Chat (pencil icon) to start a fresh conversation. History does not persist after the page is refreshed.
Connection Status Panel
When connected, the integration screen shows a status dashboard with:
- Products — total product count in your Shopify catalogue.
- Orders — total order count (all statuses).
- Customers — total customer count.
- Last synced — timestamp of the most recent data pull.
These figures are the baseline — they confirm the connection is working and give you a quick sense of data scale before asking the AI more detailed questions.
Disconnecting
To remove the Shopify connection, click Disconnect in the integration settings area. This removes the stored credentials from the server. Any data already synced into TotalApp (and any saved reports) is retained until you manually delete it — disconnecting only removes the live connection.
API Token Rotation
If you rotate your Shopify API access token (for security reasons or after an accidental exposure), you must update the token in TotalApp's integration screen and click Connect again. Old tokens become invalid immediately upon rotation in Shopify.
Workflow Editor — Shopify Nodes
In addition to the integration screen, all Shopify capabilities are available as nodes in the Workflow Editor (Automation → Workflow Editor). Open the palette, expand Ecommerce, and you will find two sub-groups: Triggers (containing the Shopify Webhook node) and Shopify (containing the three data nodes).
Node Palette — Ecommerce section
The Shopify Webhook trigger node is a source-only node — it fires your workflow the moment Shopify sends an event (new order, product update, etc.). The three Shopify data nodes pull live store data on demand for use in reporting or AI chains.
What you can trigger with Shopify events
A Shopify Webhook node is the starting point of a real-time automation chain. Connect any downstream node to react to store events instantly:
| Shopify event | Connect to… | What it automates |
|---|---|---|
orders/create |
Send Email | Instant order confirmation email or internal fulfilment alert |
orders/create |
Script → HTTP Request | Push new order to CRM (HubSpot, Salesforce) or ERP the moment it's placed |
orders/updated |
Script → Send Email | Customer shipping notification when order status changes to fulfilled |
products/update |
Script → Send Slack Message | Alert the warehouse Slack channel when inventory drops below a threshold |
customers/create |
Script → HTTP Request | Auto-enrol new customers in a welcome email sequence via external ESP API |
| Schedule Trigger (daily) | Shopify Orders → Script → Send Email | Morning digest of yesterday's orders emailed to the ops team at 08:00 |
| Schedule Trigger (weekly) | Shopify Products → AI → Ecommerce Reports | Weekly AI-generated product performance report saved to Ecommerce Reports |
The full node library is available downstream
Shopify trigger and data nodes are standard Workflow Editor nodes — their JSON output flows into Script, AI, Email, Slack, HTTP Request, Database, File Write, or any other node in the palette. A single orders/create trigger can fan out in parallel to an email, a CRM entry, a Slack ping, and a report append — all in the same canvas, all without code.