Start with a trigger
Select a trigger that sets your workflow in motion.
This could be anything from a new order in your Shopify store to a customer signing up for your newsletter.
Triggers are the starting points that tell MESA when to act.
Google Docs to Intercom Automations
MESA is the most flexible way automate Google Docs to Intercom. Easily add workflows to simplify your work.
Top companies trust MESA to automate the work that runs their business.
Build your own workflows.
MESA helps you make workflows that keeps your business running. A trigger is the event to start a workflow then, actions are performed.
Why automate Google Docs to Intercom?
Google Docs to Intercom automations get more done in less time. Automate the everyday tasks holding back your potential growth.
Automated proposal generation from CRM deals
When a sales opportunity reaches "proposal stage" in your CRM, automatically create a new Google Doc from your proposal template, populate it with the prospect's company details, pricing, and custom requirements, then share it with the assigned sales rep. Reduce proposal creation time from hours to minutes.
Weekly performance report creation
Every Monday morning, automatically generate a new Google Doc that pulls in your key metrics from the previous week—sales figures, website traffic, support tickets resolved—then formats them into a professional report and shares it with leadership. Eliminate repetitive manual reporting tasks.
New hire onboarding packet assembly
When a new employee is added to your HR system, automatically create a personalized onboarding Google Doc that includes their role-specific checklist, team contacts, first-week schedule, and company policies, then share it with the new hire and their manager. Ensure consistent, complete onboarding for every team member.
Real-Time Customer Support
By connecting Shopify with Intercom, you can provide live chat support directly on your store's pages. This enables immediate assistance to customers who have queries, leading to increased satisfaction and potentially higher conversion rates.
Personalized Marketing
Utilize Intercom's segmentation and targeting capabilities with your Shopify customer data to send highly personalized messages, emails, or in-app messages. These tailored communications can result in higher engagement and better retention.
Abandoned Cart Recovery
Set up automated messages through Intercom to target customers who have abandoned their carts in Shopify. A well-timed message can prompt customers to complete their purchase, recovering potentially lost sales.
Enhanced Customer Insights
Intercom's integration with Shopify offers a unified view of customer interactions and purchase history. This visibility helps you understand customer behavior better and can inform strategies for upselling, cross-selling, or improving overall customer experience.
Order Support & Updates
Create automated workflows to keep customers updated about their orders, shipping status, or any changes to their purchase. Connecting Intercom with Shopify allows you to send these notifications through the customers' preferred channels, whether it's chat, email, or in-app messaging.
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Try for free Try MESA for free, 7-day trial included.How MESA works
MESA helps you connect two or more apps to handle repetitive tasks automatically, no code necessary.
Step 1.
Step 2.
Add an action
Next, choose the action that should follow the trigger.
Actions are the tasks that MESA will perform automatically, such as sending a confirmation email or updating your product inventory.
Linking actions to triggers is how you build a seamless workflow process.
Step 3.
Personalize
Make your workflow even more flexible using built-in apps.
Customize your automation with tools that match your specific needs, whether it's scheduling theme changes or syncing with your CRM.
Personalization ensures your workflows fit your unique business requirements.
All set!
You just made a workflow
Finally, enable your workflow. You've just automated a task that will save you time and reduce manual effort.
With MESA, complex processes become simple, freeing you up to focus on what matters most—growing your business.
Fully supported by automation experts.
Get help from our team of experts and industry partners, who are dedicated to ensuring your MESA experience is smooth, efficient, and tailored to your exact business needs.
