Manage Apps in BoldDesk Mobile: Access Shopify in Tickets
The BoldDesk mobile app now includes an Apps hub within each ticket. Agents can open More Options icon → Apps to launch connected apps and view information in context without leaving the ticket. As more apps are added, they’ll appear in the same Apps list.
The Apps hub is a per‑ticket launcher that lists all installed integrations and opens contextual views (e.g., customer profiles, orders) right inside the mobile app.
- App visibility depends on brand‑level installation. If an app isn’t installed, it won’t be shown.
- To open Apps from a ticket in the BoldDesk mobile app, ensure that:
- The required apps (e.g., Shopify) are installed for your brand in the BoldDesk web portal and their integrations are authorized.
- You’re using the latest version of the BoldDesk mobile app on iOS or Android.
Steps to Open Apps from a ticket in BoldDesk Mobile App
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Open the ticket in the mobile app.
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Tap the More icon at the top‑right.
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Choose Apps.
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Tap Shopify (or any other listed app).
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If the app supports multiple connections (e.g., multiple Shopify stores), select the desired Store.
View Shopify data inside tickets (Mobile)
Shopify marketplace app integration is available in the BoldDesk mobile app, enabling agents to view Shopify customer and order information directly inside tickets.
This feature is available to agents using the latest BoldDesk mobile app (Android/iOS) in organizations where the Shopify app is installed and configured in Admin.
Before you begin using the Shopify app inside tickets in the BoldDesk mobile app, ensure the following prerequisites are met:
- Install and configure Shopify in BoldDesk by going to Admin → Marketplace → Shopify, and provide the Shopify Admin API token generated from your Shopify custom app.
- Connect multiple stores if your organization operates more than one Shopify shop, so agents can select the correct store when viewing data in tickets.
- Ensure the ticket requester’s email address exists in your Shopify customer records, because BoldDesk matches ticket data to Shopify using the requester’s email.
- Update the BoldDesk mobile app to the latest version on Android or iOS to make sure the Shopify integration features are available inside tickets.
To access Shopify data from a ticket on the BoldDesk mobile app, follow the steps below:
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Open the ticket in the BoldDesk mobile app.
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Tap the More menu in the top‑right.
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Tap Apps in the action sheet.
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Choose Shopify from the Apps list.
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Select a store from the dropdown menu in the Stores field to see the details of the chosen store.
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Review Customer Details (Name, Email, Customer Since, Total Orders, Total Amount).
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Expand Recent Orders and tap View All Orders for the full history.
Shopify data available in the BoldDesk mobile app
- Customer Details: Shopify Customer ID, Name, Email, Customer Since, Total Orders, Total Amount.
- Orders: Recent Orders list plus View All Orders for a list of all orders.
- Data appears when the ticket requester’s email matches a Shopify customer record; supports multiple connected stores.
Frequently Asked Questions (FAQs)
1) In the BoldDesk mobile app, where do I find the Apps hub for a ticket?
Open the ticket, tap More (⋯) in the top‑right, then tap Apps.
2) In BoldDesk mobile, who can see the Apps list in a ticket?
Agents whose brand has apps installed and authorized in Admin (web), and who are using the latest BoldDesk mobile app with network access.
3) How do new apps become available in the Apps list in BoldDesk mobile?
Admins install and authorize apps in the BoldDesk web portal; agents then see those apps automatically in the ticket’s Apps hub.
4) Why don’t I see a specific app in the Apps list in BoldDesk mobile?
It may not be installed/authorized for your brand, your mobile app is out of date, or you’re offline.
