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Shopify: Connect your storefront to the systems that fulfill, finance, and retain
Shopify and Shopify Plus manage orders, customers, products, inventory, fulfillments, and metafields across your storefronts. Tray connects Shopify so order and customer events trigger workflows across your stack, and agents can query or act on the same commerce data.
Automations
Integrations
Agents
Use cases
Shopify + Tray
Shopify is where commerce data lives: orders, customers, products, inventory levels, fulfillments, collections, and abandoned checkouts. For Shopify Plus teams running multiple storefronts, B2B and DTC channels in parallel, and high-volume fulfillment networks, that data needs to move to ERPs, CRMs, logistics providers, and finance systems the moment something happens.
Tray bridges the gap by turning order and fulfillment events into multi-step workflows that read from Shopify, apply logic, and write to every system that needs to act.
See how different teams use Tray to take action from Shopify.
What you can do with Tray
Commerce operations
Commerce operations
If you work in commerce operations, these are common ways teams use Tray with Shopify to automate order routing and fulfillment across your stack.
- Route orders to fulfillment services: Assign incoming orders to the correct warehouse or service based on order attributes when they are placed
- Sync inventory across your fulfillment network: Push inventory level changes to your warehouse management or ERP system across multiple Shopify Plus locations when stock is updated
- Escalate flagged orders for review: Route high-value or exception orders to the right team for approval before fulfillment proceeds
Finance
Finance
If you work in finance, these are common ways teams use Tray with Shopify to keep revenue records accurate across storefronts and reduce reconciliation overhead.
- Sync paid orders to your ERP: Write order and payment data to NetSuite, QuickBooks, or your accounting system when an order is fulfilled across all your Shopify Plus stores
- Export abandoned checkouts on a schedule: Pull abandoned checkout records into finance or analytics pipelines to track lost revenue at scale
- Alert the team on refunds and cancellations: Notify the right people and log the event in your accounting system when an order is canceled or refunded
Marketing operations
Marketing operations
If you work in marketing operations, these are common ways teams use Tray with Shopify to connect customer and order data to your campaigns and segmentation tools.
- Sync new customers to your CRM or ESP: Create or update contacts in your CRM or email platform when a new Shopify customer is created across any storefront
- Trigger post-purchase workflows: Start a review request, upsell, or loyalty sequence in your marketing platform when an order is fulfilled
- Update segments from order behavior: Adjust a customer's segment or tag in your marketing tool when they hit a defined spend or order threshold
Sales
Sales
If you work in sales, these are common ways teams use Tray with Shopify to connect Shopify Plus wholesale activity to your sales stack and back office.
- Create CRM records from B2B orders: Add or update accounts and opportunities in your CRM when a wholesale order is placed on your Shopify Plus B2B storefront
- Route high-value wholesale orders for approval: Notify the account owner and hold for review when a B2B order exceeds a defined value or quantity threshold
- Sync company metafields to your sales tools: Propagate buyer account and metafield updates from Shopify Plus to your CRM or sales engagement platform
Support
Support
If you work in support or customer operations, these are common ways teams use Tray with Shopify to surface order context and act on customer requests without switching tools.
- Attach order context to support tickets: Retrieve a customer's recent orders and fulfillment status from Shopify and surface it on the ticket automatically
- Action order updates from your helpdesk: Write order or fulfillment changes back to Shopify and confirm the action in the ticket when an agent makes a change
- Alert the team on fulfillment exceptions: Notify the support team and flag the order for follow-up when a fulfillment fails or stalls across any storefront
IT
IT
If you work in IT or data operations, these are common ways teams use Tray with Shopify to keep commerce data flowing accurately across your Shopify Plus organization and enterprise systems.
- Sync product and variant data downstream: Propagate product, variant, or metafield changes to your PIM, ERP, or data warehouse when the catalog is updated across stores
- Audit multi-store configuration: Retrieve shop configuration data across your Shopify Plus organization to surface discrepancies and maintain consistency at scale
- Update metafields across your catalog: Read and write metafields across products, variants, and customers in bulk when catalog or profile metadata needs updating organization-wide
Automations
Automations with Shopify and Tray
Tray supports webhook-based triggers for Shopify. Configure a webhook endpoint in Shopify pointing to the Tray workflow URL and workflows fire when order, fulfillment, customer, or product events occur.
For Shopify Plus organizations managing high order volumes across multiple stores, workflows can also run on a schedule to process orders, sync inventory levels, or pull abandoned checkouts in bulk.
Once triggered, workflows can apply conditional logic such as branching on order value, fulfillment status, customer type, or product attributes, route approvals through Slack or email, write results back to Shopify (updating orders, inventory, metafields, or customer records), and push data to connected systems. They can also be exposed as agent tools.
Integrations
Integrations with Shopify and Tray
Shopify and Shopify Plus are the system of records for orders, products, customers, and inventory across your entire commerce organization, but enterprise operations don't stop at the storefront.
Tray connects Shopify to ERPs, CRMs, support platforms, logistics providers, marketing tools, and data warehouses, so every order event, inventory change, or customer update flows to the systems that need to act on it. For Plus teams orchestrating B2B and DTC in parallel, managing multi-store inventory, and syncing high volumes of order data to back-office systems, Tray handles the integration layer without custom code on every path.
Shopify integration capabilities
Integrate Shopify with 700+ applications plus any system with an API using our HTTP connector. These domains reflect how teams work in Shopify and Shopify Plus.
Manage orders and fulfillment workflows across your commerce stack
- Order retrieval and updates: Get, list, and update orders including status, line items, and customer details for downstream routing and system sync
- Fulfillment management: Get and list fulfillments, retrieve fulfillment orders by order, and create fulfillment services to manage multi-location logic across Shopify Plus stores
- Abandoned checkout recovery: List abandoned checkouts to feed recovery workflows, re-engagement campaigns, or revenue loss reporting
- Order counts and filters: Count orders by status or date range to power scheduling logic or threshold-based alerts
Agents
Build agents with Shopify and Tray
Tray agents turn Shopify commerce data into action. They ground on approved order, customer, and product context such as fulfillments, inventory levels across locations, collections, and metafields, then call governed tools to update records, trigger workflows, and answer operational questions across your Shopify Plus organization. Every outcome writes back to Shopify and connected systems, so teams can ask, act, and audit in one continuous flow.
Ground agents with the commerce context they need to act accurately
- Object scope: Access orders, customers, products, variants, fulfillments, inventory levels, locations, collections, and metafields within approved OAuth scopes across your Shopify Plus stores
- Freshness: Query live Shopify data on demand or detect changes on schedule using list operations with date and status filters
- Scoped access: Limit agents to the Shopify objects and operations relevant to their role
Frequently Asked Questions
Find answers to common questions about our products and services.
How does authentication work?
The Shopify connector uses OAuth2. Create a custom app in the Shopify Dev Dashboard, configure the required scopes and redirect URL, then use the Client ID and Secret to authenticate in Tray. Each Shopify Plus store authenticates separately using its own subdomain and credentials.
Does Tray support real-time Shopify triggers?
Yes. Configure a webhook in your Shopify store pointing to the Tray workflow URL, and workflows fire on order, fulfillment, customer, and product events.
Which Shopify objects can Tray read and write?
Tray supports orders, customers, products, product variants, product images, collections, fulfillments, fulfillment services, inventory items, inventory levels, locations, abandoned checkouts, metafields, and shop configuration.
Does Tray work with Shopify Plus multi-store setups?
Yes. Each store in your Shopify Plus organization authenticates separately in Tray, making it possible to orchestrate cross-store operations such as inventory sync, catalog updates, or order routing from a single workflow layer.
Can Tray handle order workflows with approvals?
Yes. Tray can route high-value or flagged orders through a Slack or email approval step before fulfillment proceeds or a downstream system is updated.
What's the best way to start with Shopify + Tray?
A webhook-triggered workflow on a high-value event, such as order creation syncing to your ERP or CRM, is a good first automation to build from.
FAQs
Yes. Configure a webhook in your Shopify store pointing to the Tray workflow URL, and workflows fire on order, fulfillment, customer, and product events.
What comes standard with Tray
Whether your systems, data, or models run in the cloud or on-premises, Tray connects them in one secure platform. Every connection, workflow, and agent operates under IT governance with encryption, audit logging, and access controls built in. Security teams can trust that all integrations comply with enterprise network and authentication policies.
Universal connectivity
- Prebuilt connectors: 700+ connectors plus a universal HTTP connector for any REST API
- Custom connectors: Build custom connectors that behave like native ones
- Connect anywhere: Cloud or on-prem systems supported
On-premises connectivity
- Connect securely: Access on-premises systems, whether first-party or third-party
- Meet network requirements: Connect through approved configurations that align with enterprise security policies
- Enterprise protocols: Support multiple on-premises security standards for safe integration
Authentication management
- Secure credentials: Collect and store authentications with full encryption
- Encrypted data: Protect all data at rest and in transit
- Role-based control: Partition credentials by workspace and access level
Security and governance
- Certified compliance: SOC 2 Type II, GDPR, CCPA, HIPAA
- End-to-end protection: Encryption, detailed audit logs, scoped connections, and OAuth scopes