Connect OPTIS Product Options and Square to automate your work
MESA's OPTIS Product Options to Square integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes.
★★★★★ 4.9 rating on Shopify App Store
Why integrate OPTIS Product Options with Square
The OPTIS Product Options to Square integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.
Keep production in sync with cart edits
When a customer revises their options on the cart page, MESA updates the corresponding order note or production record before it reaches your team. No orders move forward with outdated specs.
Route uploaded files to the right production team
When a customer uploads a PSD, PDF, or image file, MESA reads the file type and sends the order to the correct workflow — print prep, digital production, or manual review. Every file reaches the right hands.
Apply B2B and locale rules to option orders
OPTIS works natively with Shopify B2B and multi-language storefronts. MESA uses the customer's account type and storefront language to apply the correct pricing, fulfillment, and approval rules automatically.
Sync Square transactions into your Shopify customer records
When a purchase is made in Square — in-store, at an event, at a pop-up — MESA creates or updates the customer's record in Shopify. Your ecommerce and physical sales channels share a single view of every customer.
Keep inventory accurate across Square and Shopify
When a sale is made in Square, MESA updates the corresponding stock level in Shopify. Your online storefront reflects what was just sold in person without a manual sync between your point-of-sale and your store.
Trigger post-purchase workflows from Square transactions
When a customer buys in Square, MESA kicks off the right next step in Shopify — adding a tag, enrolling them in a Klaviyo flow, updating a loyalty record. Your in-person sales feed the same automation as your online ones.
Build any OPTIS Product Options and Square automation
MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.
Expert support included
MESA includes hands-on support from automation experts who know how to get things done.
Free workflow setup
We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week.
Fast response times
Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours.
Managed services available
Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows.
Real humans, always
Chat with real automation experts (not bots). Email support 9am-5pm PST. Google Meet sessions for complex workflows.
Integrate OPTIS Product Options with Square today.
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