dialnote's Shopify integration is currently in development. When it launches, you'll be able to connect your Shopify store and automatically link phone calls to customer orders — so your team can pull up order details the moment a customer calls.

What to Expect#

The integration will connect your dialnote phone system directly to your Shopify store, giving your team instant context when customers call about orders.

Order lookup on incoming calls — When a customer calls, dialnote will match their phone number to Shopify customer records. Your team will see recent orders, shipping status, and purchase history right in the conversation view — no tab switching needed.

Automatic call logging — Calls, recordings, and AI-generated transcripts will sync to the matching Shopify customer profile. If a customer calls about a return or a missing package, the full conversation history is tied to their account for future reference.

AI summary notes — Each call's AI summary and action items will attach to the customer record. When someone else on your team picks up a follow-up call, they can scan the summary instead of replaying the whole recording.

Contact creation — New callers can be created as Shopify customers automatically, with phone number and any details captured during the call. You're building your customer database from every interaction.

Per-number control — Choose which dialnote phone numbers sync with Shopify. Route your support and sales lines while keeping internal numbers private.

Connect Shopify Today with Webhooks#

You don't need to wait for the native integration. dialnote's webhook system can push call events to your Shopify workflow right now.

Option 1: Use Zapier (no code)

1. Go to Settings → Webhooks and connect your Zapier account
2. Create a Zap with dialnote as the trigger — pick "Call Completed" or "Recording Ready"
3. Choose Shopify as the action app and select "Create Customer" or "Add Order Note"
4. Map the fields — route caller name, phone number, call direction, transcript, and AI summary into the right Shopify fields
5. Turn it on and call data will start flowing into Shopify automatically

Option 2: Use custom webhooks

1. Go to Settings → Webhooks and add a new webhook endpoint
2. Point it at a middleware service (like a serverless function) that calls the Shopify Admin API
3. Select which events to send — call.completed, call.recording.completed, and note.created
4. Use the test button to verify your endpoint receives the payload correctly
5. Your middleware transforms the dialnote payload into Shopify's customer or order note API format

Both approaches let you connect call data to Shopify customer records while the native integration is being built.

Related#

• Webhooks — Send call events to any HTTP endpoint
• Zapier — No-code automation with 5,000+ apps
• AI Call Tags — Automatically categorize calls for filtering