Add New Shopify Customers to QuickBooks

This trigger activates whenever a new customer record is created in Shopify, which happens when someone makes their first purchase or creates an account on your store. The trigger automatically captures all the customer's information including their name, email, phone number, billing address, and any notes from their profile. No configuration is needed since MESA connects directly to your Shopify store data. Once triggered, this step passes the complete customer data to the next step for processing in QuickBooks.

This action automatically maps Shopify customer fields to the corresponding QuickBooks customer fields, including display name (combining first and last name), primary email address, phone number, billing address details, and any customer notes. The step is pre-configured to handle standard customer information like address lines, city, country, postal code, and country subdivision codes. You'll need to connect your QuickBooks account to MESA and ensure you have the proper permissions to create customer records. The workflow creates a complete customer profile that matches QuickBooks' required format.