Form + Filter workflows

7-day trial
Free templates
Setup included

MESA is the fastest way to automate Form to Filter . MESA gives you complete control over which fields you send, how they're formatted, and when the sync happens, all without touching a line of code. Start with a pre-built template that matches your needs, customize it with the help of AI, or build something completely unique in under 10 minutes.

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

Ready to integrate Form with Filter ? 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 to Filter workflow

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

Why automate Form to Filter ?

Form to Filter automations get more done in less time. Automate the everyday tasks holding back your potential growth.

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Start a product return with MESA Forms.

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

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Send contact page forms to an email inbox.

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

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Collect customer birthdays for loyalty campaigns.

Create marketing campaigns to connect with customers on their birthdays.

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Targeted Automation

Filter sets specific conditions for your automation workflows, ensuring that only relevant data triggers a particular action. A targeted approach can enhance the relevance and effectiveness of your marketing or customer engagement efforts.

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Operational Efficiency

By incorporating conditional steps, Filter ensures that automated actions are only executed when certain criteria are met. This reduces unnecessary processing and allows for more efficient use of resources to maximize productivity.

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Improved Data Accuracy

Utilizing Filter to define specific conditions ensures that only the right data is used in a given automation process. This minimizes errors and ensures that actions are based on accurate and relevant information, enhancing overall reliability.

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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 how to automate Filter

How To Detect Coupon Code Abuse Using ChatGPT
How To Detect Coupon Code Abuse Using ChatGPT
  • Workflow Tutorials
  • 12 min

You’re undoubtedly familiar with the power of coupon codes in driving sales and attracting new customers to your online store....

How To Use ChatGPT For Writing Shopify Product Descriptions
How To Use ChatGPT For Writing Shopify Product Descriptions
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Ever wonder how to keep up with countless product descriptions from multiple third-party suppliers? Don’t worry, we got you. Introducing...

How to auto tag Shopify orders from Retail POS
How to auto tag Shopify orders from Retail POS
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  • 12 min

Managing orders from multiple channels is a challenge for many retail managers. Whether it be a brick-and-mortar store or other...

How to automate product inventory on Shopify
How to automate product inventory on Shopify
  • Shopify Guides
  • 12 min

Accurate stock management is crucial for retail businesses that want to maximize their sales and meet customer demand. If you...

How to send gift cards to customers from tagged Gorgias tickets
How to send gift cards to customers from tagged Gorgias tickets
  • Workflow Tutorials
  • 12 min

You understand that good customer support is paramount in creating loyal customers. Thankfully, Gorgias allows you to go above and...

How To Start Workflows from Customer Updates in Shopify
How To Start Workflows from Customer Updates in Shopify
  • Workflow Tutorials
  • 12 min

Customer actions are the crux of your business data. The accuracy of your customer data is critical to make sound...

How to automatically add Shopify tags to products and more
How to automatically add Shopify tags to products and more
  • Shopify Guides
  • 12 min

It’s easy to mix up or miss important store information when you’re spending hours organizing data without product tags. As...

How To Save A Customer’s Points Balance to Omnisend when Yotpo Points Change
How To Save A Customer’s Points Balance to Omnisend when Yotpo Points Change
  • Workflow Tutorials
  • 12 min

If you’re reading this, you’re more than likely already using tools such as Omnisend and Yotpo Loyalty to manage and customize the customer shopping...

Learn how to automate Form

How To Automate Customer Support On Your Shopify Store
How To Automate Customer Support On Your Shopify Store
  • Shopify Guides
  • 12 min

In today’s competitive e-commerce landscape, customer support is no longer just an afterthought – it’s a crucial factor that can...

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...