Recall + Square workflows
MESA is the fastest way to automate Recall to Square. 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.
No templates yet? We'll help you build it
Our automation experts can help you create a custom Recall to Square workflow tailored to your needs.
Get hands-on support from our team to design and set up the workflow you're after—no code required.
Get help building your workflow →1,000+ merchants trust MESA to help them multiply their impact without multiplying their work.
Ready to integrate Recall with Square? Try MESA free for 7 days.
Our support team will help you set up your first workflow for free.
Build any workflow with these Recall and Square steps
Making workflows is easy. Triggers start a workflow then, actions occur when it's running. Read more Recall docs in our knowledge base.
Why automate Recall to Square?
Recall to Square automations get more done in less time. Automate the everyday tasks holding back your potential growth.
Turn meeting transcripts into Shopify customer and order actions
When Recall.ai captures a sales or account call, MESA reads the transcript and updates the relevant Shopify customer record — notes, tags, lifecycle stage. What was said in the meeting becomes part of your customer data without anyone transcribing it manually.
Create follow-up tasks from sales calls automatically
When a Recall.ai meeting ends, MESA extracts the commitments and next steps and creates tasks in ClickUp, Airtable, or Google Docs. Your team acts on what was agreed without relying on someone to write it up after the call.
Alert your team when a call surfaces an urgent customer signal
When a Recall.ai transcript contains a churn signal, a complaint, or an upsell opportunity, MESA notifies the right person through Slack or email. Your team responds to what matters while the conversation is still fresh.
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.
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.Expert support included
MESA includes hands-on support from automation experts who know how to get things done.
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
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 automation opportunities as your business grows.
Real humans, always
Live chat with real automation experts (not bots). Email support monitored 9am-5pm PST. Google Meet sessions for complex workflows.
