Customers

Customer triggers fire on account-level events: sign-ups, profile changes, account status changes, merges, and updates to a customer's purchasing activity. They're useful for CRM-style workflows that track shoppers over time.

Available triggers

  • Customer created: a new customer account is created
  • Customer updated: any property of a customer changes
  • Customer deleted: a customer account is removed
  • Customer enabled: a previously disabled customer account is re-enabled
  • Customer disabled: a customer account is disabled
  • Customer merged: two customer profiles are merged into one
  • Customer purchasing summary updated: Shopify recalculates a customer's aggregate purchasing activity

Customer merged and Customer purchasing summary updated send a purpose-built payload rather than the full Customer record described below. See the dedicated sections further down this page for what each one actually contains.

Available data (Customer)

For any trigger that sends a Customer, here's what you can map onto your monday.com board:

  • ID: the customer's unique identifier in Shopify
  • Email: the customer's email address
  • First name / Last name: the customer's name
  • State: the account status, e.g. enabled, disabled, invited, or declined
  • Note: any internal note attached to the customer
  • Verified email: whether the customer's email address has been verified
  • Tax exempt: whether the customer is exempt from tax
  • Currency: the customer's preferred currency
  • Created at / Updated at: when the customer record was created and when it was last modified

Available data (Customer merged)

The Customer merged trigger sends a record describing the merge itself. This is the complete payload, it doesn't include any other customer fields:

  • Kept customer ID: the ID of the customer profile that remains after the merge
  • Deleted customer ID: the ID of the customer profile that was merged away
  • Status: the status of the merge job

Available data (Customer purchasing summary updated)

The Customer purchasing summary updated trigger sends an aggregate snapshot of a customer's buying activity, not the customer record itself:

  • Customer ID: links back to the customer
  • Number of orders: the total number of orders placed
  • Amount spent: the total amount spent across all orders
  • Currency code: the currency the amount is expressed in
  • Last order ID: the ID of the customer's most recent order
  • Occurred at: when this summary snapshot was recorded