Shopify Integration

Connect Shopify to Trilo and let AI coworkers help with your e-commerce operations. They can check orders, manage inventory, track products, and help your team stay on top of store activity.

What AI Can Do with Shopify

Once connected, AI coworkers can:

Capability	Example Use
Check orders	”How many orders came in today?”
Order details	”What’s the status of order #1234?”
Track inventory	”Which products are low in stock?”
Product info	”What’s the price of the blue t-shirt?”
Customer lookup	”Find orders from john@example.com”
Sales reports	”What were our top sellers this week?”

Prerequisites

Shopify store with admin access
Trilo workspace admin (or integration permissions)

Connecting Shopify

Open Workspace Settings

Click Settings in the Trilo sidebar.

Go to Integrations

Select the Integrations section.

Find Shopify

In workspace integrations, find Shopify and click Connect.

Enter Store URL

Enter your Shopify store URL (e.g., yourstore.myshopify.com).

Install App

You’ll be redirected to Shopify. Click Install app.

Grant Permissions

Review the permissions and click Install.

Configuring Store Access

Project-Level Setup

Open a Project

Navigate to the project that needs Shopify access (e.g., “E-commerce Ops”).

Go to Project Settings

Click the settings icon.

Add Shopify

In the Integrations tab, add the Shopify integration.

Select Store

If you have multiple stores, choose which one this project accesses.

Multiple Stores

If you have multiple Shopify stores:

Connect each store separately in workspace settings
Assign different stores to different projects
AI knows which store to query based on project context

Using Shopify with AI Coworkers

In Project Chat

Ask AI about your store in any project with Shopify access:

You: How many orders did we get today?
AI: You received 47 orders today totaling $3,842.
    - 32 orders shipped
    - 12 orders processing
    - 3 orders pending payment

You: Any orders over $200?
AI: Yes, 5 orders over $200:
    1. Order #4521 - $342 - Sarah M. (shipped)
    2. Order #4519 - $287 - John D. (processing)
    ...

You: What's the status of order #4519?
AI: Order #4519:
    - Customer: John D.
    - Total: $287
    - Status: Processing
    - Items: 2x Blue T-Shirt, 1x Black Hoodie
    - Payment: Completed via Shopify Payments

Inventory Management

You: Which products are running low?
AI: 3 products are below restock threshold:
    - Blue T-Shirt (S): 2 remaining
    - Black Hoodie (M): 4 remaining
    - White Cap: 1 remaining

You: Create a task to reorder Blue T-Shirts
AI: Created task "Reorder Blue T-Shirt (S) - Low Inventory"
    assigned to the current project.

Sales Insights

You: What were our top products this week?
AI: Top 5 products by revenue this week:
    1. Black Hoodie - $2,450 (35 units)
    2. Blue T-Shirt - $1,890 (63 units)
    3. Premium Bundle - $1,200 (8 units)
    ...

Permissions Explained

Permission	Why It’s Needed
Read orders	To check order status and history
Read products	To look up product information
Read inventory	To track stock levels
Read customers	To look up customer orders

Trilo requests read-only permissions by default. AI can view store data but won’t modify orders or inventory directly.

Best Practices

Create a dedicated e-commerce project

Set up a project specifically for store operations. Add your support and fulfillment team. This keeps store queries organized.

Use for quick lookups

AI is great for “what’s the status of…” and “how many…” questions. For complex operations, use Shopify admin directly.

Combine with tasks

When AI finds issues (low inventory, pending orders), ask it to create tasks. This keeps your team accountable.

Troubleshooting

AI can't find my orders

Check that:

The Shopify integration is connected at the workspace level
The integration is assigned to your current project
You’re asking about the correct store (if you have multiple)

Integration shows disconnected

The API credentials may have changed. Click Reconnect in Trilo and re-authorize in Shopify.

Data seems outdated

AI queries Shopify in real-time, but there might be brief delays. Try asking again or check Shopify admin directly for time-sensitive data.

Can't connect my store

Ensure:

You’re a Shopify store admin
Your store allows third-party apps
You’re using the correct store URL format

Disconnecting Shopify

Go to Settings

Click Settings → Integrations.

Find Shopify

Locate the Shopify integration.

Click Disconnect

Confirm the disconnection.

Also uninstall from Shopify: Shopify Admin → Settings → Apps → Trilo → Uninstall.

Security Considerations

OAuth-based: Uses Shopify OAuth, not API keys
Read-only default: AI views data but doesn’t modify it
Store-level access: You control which stores are connected
Project-level control: Only projects you configure can access store data

Next Steps

AI Coworkers

Learn more about AI capabilities.

Workflows

Automate store monitoring with AI workflows.

All Integrations

See other available integrations.

Workspace Management

Team Collaboration

Settings & Account

Tutorials

Migrations

Integration Guides

What AI Can Do with Shopify

Prerequisites

Connecting Shopify

Configuring Store Access

Project-Level Setup

Multiple Stores

Using Shopify with AI Coworkers

In Project Chat

Inventory Management

Sales Insights

Permissions Explained

Best Practices

Troubleshooting

Disconnecting Shopify

Security Considerations

Next Steps

AI Coworkers

Workflows

All Integrations

​What AI Can Do with Shopify

​Prerequisites

​Connecting Shopify

​Configuring Store Access

​Project-Level Setup

​Multiple Stores

​Using Shopify with AI Coworkers

​In Project Chat

​Inventory Management

​Sales Insights

​Permissions Explained

​Best Practices

​Troubleshooting

​Disconnecting Shopify

​Security Considerations

​Next Steps

AI Coworkers

Workflows

All Integrations

What AI Can Do with Shopify

Prerequisites

Connecting Shopify

Configuring Store Access

Project-Level Setup

Multiple Stores

Using Shopify with AI Coworkers

In Project Chat

Inventory Management

Sales Insights

Permissions Explained

Best Practices

Troubleshooting

Disconnecting Shopify

Security Considerations

Next Steps