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Documentation Index

Fetch the complete documentation index at: https://help.treble.ai/llms.txt

Use this file to discover all available pages before exploring further.

This feature is in beta. Please ask your CSM to enable it for your account before following these steps.

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Prerequisites

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How to use Shopify in your conversations

  1. Go to the “AI Center” page or this URL
  2. Click on the “Create AI Agent” button Shopify store ID
  3. Look for the “Automate complex tasks” option and click on it Shopify store ID
  4. Give the agent a name and click on “Create” button
  5. In this screen you’ll be able to write the instructions for your AI Agent
  6. Look for the “Advanced” section and click on “Connected Apps” button at the bottom of the screen Shopify store ID
  7. Look for the “Shopify” app on the list of installed apps and click on it Shopify store ID

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The available tools are:

  • List Accounting Invoices
  • Get Accounting Invoice
  • Create Accounting Invoice
  • Update Accounting Invoice
  • List Accounting Contacts
  • Get Accounting Contact
  • Get Accounting Salesorder
  • Create Accounting Salesorder
  • List Accounting Salesorders
Select any of the tools, and when you click it you’ll see the 3rd dropdown “Parameters” change. Shopify store ID The “Parameters” dropdown will show the parameters for the tool, you’ll need to fill them out before the tool can be used. Some tools will ask you to edit parameters. If you’re not sure what to change, just let the AI handle all of them. Changing parameters is only useful if you need to manually send a fixed value to the AI, such as a fixed description, a fixed timezone, currency, or any other specific value. Shopify store ID This will override the value the AI tries to generate, so it’s advised to let the AI handle it unless you know the exact value you’re looking for. You can always update this if you see any issues or change your mind. If you let AI handle all parameters you can skip step 3, otherwise, enter the fixed values you want to use in step 3. Shopify store ID When you click “Save” you’ll see the configured action in your AI Agent editor, you can now use it in your conversations. Shopify store ID

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Available Shopify tools

For your reference, the available Shopify tools you can use in the Automate Complex Tasks agent are:
ActionDescriptionUseful For
List Accounting InvoicesFetches a list of invoices from the accounting systemShowing invoice history, syncing data, dashboards, filtering by status (paid, unpaid)
Get Accounting InvoiceRetrieves a single invoice by IDDisplaying full invoice details, validating payment status, attaching to interactions
Create Accounting InvoiceCreates a new invoice in the accounting systemGenerating invoices after purchase, automating billing, syncing orders into accounting
Update Accounting InvoiceModifies an existing invoiceMarking as paid, updating line items, correcting amounts, syncing status changes
List Accounting ContactsReturns a list of contacts (customers/vendors)Syncing customer databases, matching users to accounting records
Get Accounting ContactFetches a single contact by IDRetrieving billing details, validating customer info, linking to invoices/orders
Get Accounting SalesorderRetrieves a specific sales orderChecking order details, validating fulfillment status
Create Accounting SalesorderCreates a new sales orderPushing orders into accounting before invoicing, handling B2B workflows
List Accounting SalesordersFetches a list of sales ordersReporting, syncing order pipelines, reconciling orders vs invoices