Form automations

7-day trial
Free templates
Setup included

MESA is the fastest way to connect Form to everything you use — without writing code or hiring developers. Build workflows instantly by describing what you need, or choose from 300+ pre-made templates that solve common tasks. Multiply your impact without multiplying the work.

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Start when...
Personalize with built-in tools...
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Then, do this...

Ready to integrate Form? Try MESA free for 7 days.

Our support team will help you set up your first workflow for free.

Get started →

Or, build your own Form workflow

Making workflows is easy. Triggers start a workflow then, actions occur when it's running. Read more Form docs in our knowledge base.

Popular use cases for automating Form

Connecting Form into workflows helps you get more done in less time.

workflow use case
Start a product return with MESA Forms.

Let customers start the return process directly form the Shopify order details.

workflow use case
Send contact page forms to an email inbox.

Collect contact form submissions and route them to your company's inbox.

workflow use case
Collect customer birthdays for loyalty campaigns.

Create marketing campaigns to connect with customers on their birthdays.

workflow use case
Share customer feedback in your Slack channels.

Collect shopper's feedback then route responses to you company chat apps.

workflow use case
Build forms for any page on your Shopify store.

Drag and drop fields to make any form anywhere on your Shopify theme.

workflow setup
Need help?
Get help building any workflow.

Talk to experts that will help you personalize any template or build a custom workflow.

Request a workflow →

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Automate your work in less clicks

MESA makes automation achievable so you can multiply your impact without multiplying the work.

Try MESA for free 7-day trial included. Cancel anytime.
Not just software—partnership

Expert support included

MESA includes hands-on support from automation experts who know how to get things done.

Free workflow setup

Free workflow setup

Book a session and we'll build your first workflow with you—live. Most merchants walk away with automation saving 5+ hours/week.

Fast response times

Fast response times

Average first response: Same day, Critical issues: Immediate escalation
Complex builds: 24-48 hours

Ongoing optimization

Managed services available

Personalized workflow reviews, and quarterly check-ins to identify new automation opportunities as your business grows.

Real humans, always

Real humans, always

Live chat with real automation experts (not bots). Email support monitored 9am-5pm PST. Google Meet sessions for complex workflows.

Learn more about automating Form

How to manage returns and exchanges on Shopify
How to manage returns and exchanges on Shopify
  • Shopify Guides
  • 12 min

Efficiency is critical when helping customers manage returns on Shopify; the last thing you want is to cause more grief...

7 Customer Service Support Mistakes And How To Avoid Them
7 Customer Service Support Mistakes And How To Avoid Them
  • Shopify Guides
  • 12 min

Whether the business is big or small, customer support mistakes play a vital role in its success. If the customer...

11 Marketing Automation Workflows for Shopify Stores
11 Marketing Automation Workflows for Shopify Stores
  • Shopify Guides
  • 12 min

The fast-paced world of e-commerce demands efficiency, and marketing automation is no exception. With the right automation workflows in place,...

How to add a Shopify post purchase survey on your Order status page
How to add a Shopify post purchase survey on your Order status page
  • Workflow Tutorials
  • 12 min

One of the most effective ways to understand your customers is by asking the right questions at the right time....

How to add Shopify email signup to Mailchimp, Klaviyo, and Omnisend
How to add Shopify email signup to Mailchimp, Klaviyo, and Omnisend
  • Workflow Tutorials
  • 12 min

This tutorial shows you how to make Shopify email signup and connect submissions to any marketing platform using Forms by...

Start a Return with Forms by MESA
Start a Return with Forms by MESA
  • Workflow Tutorials
  • 12 min

This tutorial will show how to start a return in Shopify using Forms by MESA in just a few quick...

How to save a Shopify customer birthday to notes
How to save a Shopify customer birthday to notes
  • Workflow Tutorials
  • 12 min

This workflow tutorial will show you, step-by-step, how to add birthdays on Shopify customers to notes in just a few...

Delivering Happiness: Workflows for the Best Post-Purchase Experience
Delivering Happiness: Workflows for the Best Post-Purchase Experience
  • Shopify Guides
  • 12 min

Shoppers say that delivery is the most important part of the online shopping experience. That makes it extremely important to...