Using Shopify actions in action flows

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<div class="p">By connecting the <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855513857306" target="_blank">action builder</a> to external systems, such as Shopify, admins
can integrate Zendesk with external systems in automated workflows, improving
collaboration and maintaining a seamless experience across multiple platforms.<div class="note note">
<span class="notetitle">Note:</span> The
steps associated with external systems in action flows are referred to collectively
as <em class="ph i">external actions</em>.</div>
</div>
<div class="p">This article contains the following topics:<ul class="ul" id="topic_sxy_hrw_zgc__ul_omj_bj4_zgc">
<li class="li"><a class="xref" href="#topic_x34_4rw_zgc">Connecting Shopify to action builder</a></li>
<li class="li"><a class="xref" href="#topic_r1d_prw_zgc">Using Shopify actions in action flows</a></li>
</ul>
</div>
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<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_x34_4rw_zgc">
<h2 class="title topictitle2" id="ariaid-title2">Connecting Shopify to action builder</h2>
<div class="body">
<p class="p">Before you can include external actions in your action flows, you must connect the
action builder to the external system.</p>
<div class="p">When connecting to external systems for use in action flows, the following best practices are recommended:<ul class="ul" id="topic_x34_4rw_zgc__d8e13">
<li class="li">All external actions performed by an action flow are attributed to the user who connected the external system. Therefore, it is a best practice to use a dedicated service account rather than personal credentials when connecting to each external system.</li>
<li class="li">All integrations request access to necessary scopes. However, it's important that you review and validate the scopes before authorizing the connection to the external system.</li>
<li class="li">When managing credentials for API key-based tools, such as OpenAI, it's best to store keys in a secure vault or credential manager.</li>
</ul>
</div>
<div class="p">
<strong class="ph b">To connect action builder to Shopify</strong><ol class="ol" id="topic_x34_4rw_zgc__ol_psh_lk4_zgc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_apps_integrations_icon.png">
<strong class="ph b">Apps and integrations</strong> in the sidebar, then select <strong class="ph b">Actions &gt; Action
flows</strong>.</span></li>
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855601898266" target="_blank">Create</a> or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9052312956570" target="_blank">edit</a> an action flow.</li>
<li class="li">Open the step sidebar.</li>
<li class="li">Under <strong class="ph b">External actions</strong>, click <strong class="ph b">Shopify</strong>.</li>
<li class="li">Click <strong class="ph b">Connect</strong>.</li>
<li class="li">Use the Shopify OAuth system to authenticate the account.<div class="note note">
<span class="notetitle">Note:</span> All external
actions performed by an action flow are attributed to the user who
connected the external system. Therefore, it is a best practice to use a
dedicated service account rather than personal credentials when
connecting to each external system.</div>
</li>
</ol>
</div>
<p class="p">After you've connected to the system, you'll see an indicator that it's connected and
details about the instance you're connected to, as well as the actions available for
Shopify.</p>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_r1d_prw_zgc">
<h2 class="title topictitle2" id="ariaid-title3">Using Shopify actions in action flows</h2>
<div class="body">
<p class="p">Shopify action steps make it possible to automatically populate customer information
and order details when handling tickets, cancel tickets, and issue refunds without
leaving Zendesk.</p>
<div class="p">The following Shopify actions are available:<ul class="ul" id="topic_r1d_prw_zgc__ul_jrl_wrw_zgc">
<li class="li"><a class="xref" href="#topic_xq4_xrw_zgc">Search order</a></li>
<li class="li"><a class="xref" href="#topic_qz1_yrw_zgc">Cancel order</a></li>
<li class="li"><a class="xref" href="#topic_ayk_yrw_zgc">Create refund</a></li>
</ul>
</div>
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<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_xq4_xrw_zgc">
<h2 class="title topictitle2" id="ariaid-title4">Searching for an order</h2>
<div class="body">
<p class="p">Use the <em class="ph i">Search order</em> action to retrieve details of a Shopify order using an
email address, order ID, or order date.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
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<th class="entry cellrowborder" id="d52e197" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d52e199" style="text-align:left;vertical-align:top;">Variables</th>
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<td class="entry cellrowborder" headers="d52e197" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d52e199" style="text-align:left;vertical-align:top;"><code class="ph codeph">query</code></td>
</tr>
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<td class="entry cellrowborder" headers="d52e197" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d52e199" style="text-align:left;vertical-align:top;"><code class="ph codeph">orders</code></td>
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<div aria-labelledby="ariaid-title5" class="topic nested1" id="topic_qz1_yrw_zgc">
<h2 class="title topictitle2" id="ariaid-title5">Canceling an order</h2>
<div class="body">
<p class="p">Use the <em class="ph i">Cancel order</em> action to cancel the order in Shopify. When canceling an
order, you can configure the action to also issue a refund, restock items, and
notify the customer.</p>
<p class="p">This action has the following inputs and outputs:</p>
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<th class="entry cellrowborder" id="d52e265" style="text-align:left;vertical-align:top;">Variables</th>
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<td class="entry cellrowborder" headers="d52e263" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d52e265" style="text-align:left;vertical-align:top;">
<code class="ph codeph">order_id</code>, <code class="ph codeph">reason</code>,
<code class="ph codeph">refund</code>
</td>
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<td class="entry cellrowborder" headers="d52e263" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d52e265" style="text-align:left;vertical-align:top;">none</td>
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<div aria-labelledby="ariaid-title6" class="topic nested1" id="topic_ayk_yrw_zgc">
<h2 class="title topictitle2" id="ariaid-title6">Creating a refund</h2>
<div class="body">
<p class="p">Use the <em class="ph i">Create refund</em> action to initiate a full refund process in Shopify. You
can choose whether to notify customers.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
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<th class="entry cellrowborder" id="d52e333" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d52e335" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
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<td class="entry cellrowborder" headers="d52e333" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d52e335" style="text-align:left;vertical-align:top;">
<code class="ph codeph">order_id</code>, <code class="ph codeph">notify_customer</code>,
<code class="ph codeph">notes</code>
</td>
</tr>
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<td class="entry cellrowborder" headers="d52e333" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d52e335" style="text-align:left;vertical-align:top;">
<code class="ph codeph">amount</code>, <code class="ph codeph">id</code>
</td>
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