Hourly Shopify to Constant Contact sync with smart segmentation

By General Input

Every hour, send new Shopify customers to Constant Contact on the right list, with tags for spend tier, top category, and region.

Integrations

  • Shopify
  • Constant Contact

Type

Agentic Task

Categories

  • Marketing
  • Operations

Every hour, sync new Shopify customers into Constant Contact with real segmentation, not a fan-in onto one generic newsletter list. Run on a cron trigger at the top of every hour.

Step 1. Pull new customers from Shopify using List Customers, filtered by created_at_min equal to the previous run timestamp (store the high-water mark in workflow state so nothing is missed and nothing is processed twice). Page through all results.

Step 2. For each new customer, call Shopify List Orders filtered by that customer to inspect their full purchase history: lifetime order count, lifetime spend, last order date, line items, and product categories or types. Even brand-new customers usually have one order from the signup, so check this for everyone.

Step 3. Once per run, pull the available Constant Contact lists with List Contact Lists and the available tags with List Tags so the agent knows what list IDs and tag IDs it can assign. Cache these for the duration of the run.

Step 4. For each customer, let an agent decide segmentation based on the data:

List assignment. Choose exactly one primary list. If lifetime spend is at or above the configurable VIP threshold, put them on the VIP list. Otherwise if their last order date is older than the configurable lapsed-buyer window, put them on the lapsed-buyer list. Otherwise put them on the first-time buyer welcome list.

Tags. Apply a lifetime value tier tag (for example tier_low, tier_mid, tier_high based on configurable spend bands), a primary product category tag derived from the product types or collections in their order history using the configurable Shopify category to Constant Contact tag mapping, and a country or region tag from the customer's default address. If a tag does not exist yet in Constant Contact, create it first with Create Tag, then use the new tag ID.

Step 5. Write each customer into Constant Contact using the Create or Update Contact (Sign-up Form) operation with their email, first name, last name, the chosen list memberships, and the chosen tag IDs. This operation matches by email so returning customers are updated rather than duplicated and existing memberships and tags are preserved.

Configurable inputs to expose: the VIP lifetime spend threshold (default 500), the lapsed-buyer days-since-last-order window (default 180), the spend bands for the lifetime value tier tag (default low under 100, mid 100 to 500, high over 500), and the mapping from Shopify product categories or types to Constant Contact tag names. Also let the user override which Constant Contact list IDs to use for the welcome, VIP, and lapsed-buyer slots, with sensible name-based lookup as the default.

Handle Constant Contact's per-second rate limit by spacing requests, and on 429 throttled responses back off and retry. Log a short per-customer summary line so the run can be audited: email, chosen list, applied tags, decision reason.

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