Shopify

Integration

Shopify

Plandalf integrates with Shopify as a website platform.

What it does

Product surfaces

Where Shopify fits in the buying workflow

Integrations work best when the checkout surface, payment state, invoice record, and post-purchase automation all point at the same commercial object. These product screens show the Plandalf controls that should be configured before Shopify receives checkout, payment, tax, or workflow context.

The Numi offer editor showing layout, product, theme, automation, invoice, and settings controls.
The Numi checkout elements palette showing content, interactive, and selling blocks.
The Numi offer editor automation tab showing sequence controls beside the checkout canvas.

Purchase events can start follow-up

Shopify should fit into the work after checkout: fulfilment, records, CRM updates, support context, webhooks, and sequences.

The Numi offer editor showing hosted checkout mode controls.

Builder paths

Stack guides that use Shopify

Use these stack guides when a builder needs the whole path: sales surface, Plandalf offer, payment handoff, automation, fulfilment, records, and downstream integrations.

Overview

Shopify stores load the SDK via the theme’s theme.liquid file (before the closing </body> tag). Product and collection templates can add checkout buttons with the data-plandalf-present attribute — useful for wiring an upsell offer alongside Shopify’s native cart.

Shopify also supports URL-embedded discount codes and cart permalinks, so promo-driven discounts can redirect to a pre-loaded cart without requiring app installation.

Integration methods

How Shopify connects to Plandalf

Each method below is the minimum viable setup. Pick the one closest to how you already use Shopify with checkout, payments, invoices, webhooks, API work, SDK checkout, and integrations.

  1. Method 1

    Embed a Plandalf buy button

    Drop the Plandalf embed script into a Shopify HTML block and tag any element with `data-plandalf-present` to open the configured flow on click.

    <script src="https://cdn.plandalf.com/embed.js" async></script>
    
    <button data-plandalf-present="offer_abc123">
      Buy now
    </button>
Official Shopify docs and sign-up: www.shopify.com

FAQ

Common questions about the Shopify integration

Do I need a paid plan to use Shopify with Plandalf?

Plandalf itself is free to connect to Shopify. You only need a Shopify account that allows API access, which is almost every paid plan.

How long does setup take?

Under 10 minutes — paste a webhook URL into Shopify, point it at the Plandalf endpoint, and trigger a test event to confirm.

Can I disconnect Shopify later without losing data?

Yes. Disconnecting only revokes the credentials — historical events Plandalf fired stay in your sequence logs, and Shopify's own records are untouched. You can reconnect any time and resume from the last seen event.

Does Plandalf store Shopify data?

Plandalf stores the minimum IDs needed to address a record in Shopify plus a log of events Plandalf fired. Source-of-truth data stays in Shopify.

What if my website need isn't covered by the actions or triggers listed here?

Drop into the Plandalf REST API and call Shopify directly from your sequence's HTTP action. Anything Shopify's public surface exposes is reachable.

Is there a usage limit?

There's no Plandalf-side limit. Shopify's own plan limits apply.

Where do I find Shopify's own documentation?

Shopify's homepage at https://www.shopify.com links to their developer docs. For Plandalf-side questions about the Shopify integration, see the Plandalf docs.

Feature detail