Shopify

Connect Shopify to dialnote for e-commerce call management

A native Shopify integration is on the dialnote roadmap. When it ships, you'll be able to match incoming calls to Shopify customers and pull up their orders right inside the conversation view. It's not built yet — but you can connect dialnote call data to your store today with webhooks.

What it'll do#

When the native integration launches, you can expect order lookup on incoming calls (matched by phone number), automatic call logging to the matching customer record, and AI summaries attached to each interaction. We'll publish a full setup guide here once it's live.

Connect Shopify today with webhooks#

You don't have to wait. dialnote can push call events to your Shopify workflow right now.

Option 1: Zapier (no code)

  1. Go to Settings → Webhook Management and get your Zapier API key
  2. In Zapier, create a Zap using dialnote as the trigger — pick Call Log (fires when a call completes) or Call Recording (fires when a recording is ready)
  3. Choose Shopify as the action app and select something like "Create Customer" or "Add Order Note"
  4. Map the fields — route caller name, phone number, call direction, and the call summary into the right Shopify fields
  5. Turn it on, and call data starts flowing into Shopify

Option 2: Custom webhooks

  1. Go to Settings → Webhook Management and add a webhook endpoint (HTTPS only)
  2. Point it at a middleware service (like a serverless function) that calls the Shopify Admin API
  3. Pick the one event this webhook sends — call.completed, call.recording.completed, or note.created (each webhook delivers a single event type)
  4. Use the Test button to confirm your endpoint receives the payload
  5. Your middleware transforms the dialnote payload into Shopify's customer or order-note format

What's Next#

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