About Customer Fields
Customer Fields is a Shopify app developed by Helium (app.customerfields.com) that enables merchants to build fully customizable customer registration and account forms. It allows stores to collect, review, edit, and approve custom data from retail and wholesale customers beyond Shopify's native fields. The app automatically saves all custom field data to Shopify metafields, making it accessible via Liquid templates and the Shopify API. Merchants can create multiple distinct forms for different customer segments, such as a standard retail registration page and a separate wholesale application page at a custom URL. Customer Fields supports B2B and wholesale workflows through account approval flows. Store owners can require manual approval before granting access, with email notifications triggered on submission. Conditional logic and customer auto-tagging allow merchants to segment customers automatically based on first-party data collected at registration or profile edit time. The app integrates with third-party tools including Zapier, Slack, and CustomerHub (on Pro tier and above), and works natively with Shopify Flow for automation. Data can be exported to CRMs, spreadsheets, or email marketing platforms. Customers can also update their own data via the account page, keeping profiles current without merchant intervention. Customer Fields is particularly suited for wholesale/B2B Shopify stores, subscription brands, and any merchant needing richer customer segmentation than Shopify's default fields provide. It has a developer API documented at developers.customerfields.com.
AI Agent Use Cases
- Custom registration and account forms with drag-and-drop builder
- Data stored directly to Shopify metafields, accessible via Liquid and Shopify API
- B2B and wholesale account approval workflows with email notifications
- Conditional logic and customer auto-tagging based on form responses
- Multiple distinct forms for different customer segments (retail, wholesale, etc.)
- Customer self-service profile editing from the account page
- Integrations with Zapier, Slack, CustomerHub, and Shopify Flow
- Developer API for programmatic access to customer field data
Available Actions
These are the specific actions that AI agents can perform with this tool