Setloop vs ChargeDesk

Setloop is a Shopify integration built for support teams running customer service on Zendesk. It brings Shopify order management directly into the ticket sidebar, so agents never have to leave Zendesk to look up or act on a customer's order. Setloop is also listed on the Shopify App Store: https://apps.shopify.com/setloop-zendesk-connector -- install it there to connect your Shopify store(s) to this app. What Setloop does: Automatically shows a customer's Shopify orders in the ticket sidebar, matched by the ticket requester's email Displays order details: line items, totals, financial and fulfillment status, and shipping address Processes full, partial, and shipping refunds Creates full or partial reship orders as free replacements Edits order quantities, addresses, and line item discounts Cancels orders and manages order tags Merges results across every Shopify store connected to the account, so agents supporting multiple brands see one unified view Attributes every action to the agent who performed it, recorded on the Shopify order timeline How Setloop handles data: Setloop connects to Shopify using OAuth -- merchants never paste API tokens, and Setloop's backend stores only the OAuth access token needed to call the Shopify Admin API on the merchant's behalf. To find a customer's orders, Setloop sends the Zendesk ticket requester's email address to the Setloop API, which uses it to search the connected Shopify store(s); this email is used transiently for the search and is not stored. The agent's name is sent to Shopify as attribution on any action taken. Setloop does not store Zendesk ticket content or end-user personal data. Full details are in our privacy policy: https://setloop.com/privacy

ChargeDesk is on a mission to improve billing support. Our bespoke payment gateway integration is the most advanced and powerful solution for managing your payment data right inside Zendesk Support tickets. ChargeDesk lets you instantly view every customer's billing history next to their support tickets, then perform key actions such as refunding charges and cancelling subscriptions. You can enable access for your entire company, or select individual support agents to manage customer data. Our powerful role system allows you limit specific actions (such as refunds) to individuals or groups of agents. Our detailed reporting system gives lets agents see a history of actions against a customer and lets you see the most common reasons for refunds and cancellations. Zendesk Support Features Manage your payment data next to support tickets ChargeDesk's powerful algorithm automatically matches customer data to support tickets instantly Search payment data inside Zendesk using customer names, email addresses, charge descriptions and even the last 4 digits of a customer's card Refund charges Cancel subscriptions Request payments from new customers Charge existing customers using their card on file Create subscriptions Authorize and capture payments Apply coupons to customers Send automatic or manual payment reminders Edit customer details including adding VAT numbers Securely update a customer's credit card on file Beautiful Notifications Notify customers when charges are refunded, subscription is cancelled and many, many more events Send PDF invoices to your customers on successful payment Show tax information based on your customer's country (VAT & GST compliant) Customers can add their tax ID to their own invoices Replies to receipts are sent to your helpdesk with billing details attached Use our mobile app to be instantly notified of events in your account Detailed Reports View and download activity reports on broken down by agent Log reasons why refunds and cancellations were performed View a graph of revenue including a breakdown by product See all outstanding and paid invoices Generate a Tax Summary for financial reporting Download historic invoices in bulk Further Information Find out more about our ChargeDesk integration with Zendesk. Watch a video of our Zendesk support app in action. ChargeDesk offers a 14-day risk-free trial, no credit card required. Pricing then starts at $29/mo for 4 agents. Launched in 2014, ChargeDesk helps thousands companies provider better billing support for millions of customers. We'd love for you to join us as well!