Salesforce + Approval
made easy.

MESA is the easiest way to create Salesforce and Approval integrations so you can automate any work - no code required.

MESA empowers you to build any solution. Scale faster and more efficiently than ever before. When you're able to build your ideas, you're free to explore unique ways to expand your role and business. What will you make today?

When this happens in Salesforce…

Do this with Approval by MESA…

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★★★★★ 5.0 Shopify App Store

How does Approval work with Salesforce?

With Salesforce and Approval by MESA integrations, you can get more done in days, not months. Automate the work that solves your everyday problems and the challenges currently holding back your progress.

Enhanced Decision Control

By integrating Approvals, you can insert critical checkpoints within automated workflows. This ensures that sensitive or significant decisions, such as discounts over a certain percentage or large bulk orders, are reviewed by a human, maintaining a balance between automation and human judgment.
Risk Mitigation

Approvals add an essential layer of security and oversight, reducing the risk of errors or unauthorized actions. For instance, approving or denying a refund request based on specific criteria ensures that refunds are handled appropriately, minimizing potential losses or fraudulent activities.
Custom Workflow Management

The flexibility to add approval steps within various parts of the workflow allows for customization that aligns with the business's unique processes and policies. Whether it's quality control, finance, or customer service, Approvals can be tailored to different departments.
Improved Collaboration and Accountability

Approvals foster collaboration by involving relevant team members in decision-making processes. This encourages clear communication and creates a documented trail of who approved or denied a specific action.
Solve more business-critical tasks

MESA helps you simplify your operations into efficient workflows that run immediately when the work happens. More ideas are now possible and more challeneges can be solved through the power of no-code automation solutions.

Loved by 1k+ brands using Shopify & Shopify Plus.

How to connect Salesforce to Approval

Connecting Salesforce to Approval has never been easier. With MESA, making complex integrations between Salesforce and Approval by MESA only takes a few minutes — no code required. Automate basic data entry or connect the systems that run your business. Solve more business-critical problems with MESA and accomplish more with less resources.

First, create a new workflow in MESA.
Workflows are simply the steps of an automation that runs automatically.
Next, pick one of the apps as a trigger step - this will start your workflow.
This is what kicks off your automation to run automatically.
Then, choose an action step from another app for unique customization.
This is where the magic happens. 🪄
Lastly, personalize the data being sent from one app to another.
Use the various fields within each stel to personalize your workflow. Test your automation to ensure everything is running properly.
Finished!
Just turn on this Salesforce to Approval workflow and MESA will start doing this work for you. Look at you embracing the automation lifestyle!

Build your own Salesforce Approval by MESA workflows using these steps

Quickly make any workflow between two or more apps.

These are triggers. They're what start your workflow to run automatically. Use any of these trigger steps to start your workflow when…

These are actions. Workflows can multiple actions to make personalized integrations. Use any of these action steps to make your workflow do…

Approval
Pause any automation and require manual approval of data that's about to be published to the next step.
Create Account
Start a new account.
Retrieve Account
Grab all details about the account.
Update Account
Modify an account.
Create or Update Account
Create or modify an account.
Delete Account
Remove an account.
Query Single Account
Search for a single account.
Query Multiple Accounts
Search for multiple accounts.
Create Contact
Start a new contact.
Retrieve Contact
Grab all details about the contact.
Update Contact
Modify a contact.
Create or Update Contact
Create or modify a contact.
Delete Contact
Remove a contact.
Query Single Contact
Search for a single contact.
Query Multiple Contacts
Search for multiple contacts.
Create Lead
Start a new lead.
Retrieve Lead
Grab all details about the lead.
Update Lead
Modify a lead.
Create or Update Lead
Create or modify a lead.
Delete Lead
Remove a lead.
Query Single Lead
Search for a single lead.
Query Multiple Leads
Search for multiple leads.
Create Opportunity
Start a new an opportunity.
Retrieve Opportunity
Grab all details about the opportunity.
Update Opportunity
Modify an opportunity.
Create or Update Opportunity
Create or modify an opportunity.
Delete Opportunity
Remove an opportunity.
Query Single Opportunity
Search for a single opportunity.
Query Multiple Opportunities
Search for multiple opportunities.
Create Opportunity Product
Start a new opportunity product.
Retrieve Opportunity Product
Grab all details about the opportunity product.
Update Opportunity Product
Modify an opportunity product.
Create or Update Opportunity Product
Create or modify an opportunity product.
Delete Opportunity Product
Remove an opportunity product.
Query Single Opportunity Product
Search for a single opportunity product.
Query Multiple Opportunity Products
Search for multiple opportunity products.
Create Order
Start a new an order.
Retrieve Order
Grab all details about the order.
Update Order
Modify an order.
Create or Update Order
Create or modify an order.
Delete Order
Remove an order.
Query Single Order
Search for a single order.
Query Multiple Orders
Search for multiple orders.
Create Order Product
Start a new order product.
Retrieve Order Product
Grab all details about an order product.
Update Order Product
Modify an order product.
Create or Update Order Product
Create or modify an order product.
Delete Order Product
Remove an order product.
Query Single Order Product
Search for a single order product.
Query Multiple Order Products
Search for multiple order products.
Create Pricebook Entry
Start a new a pricebook entry.
Retrieve Pricebook Entry
Grab all details about the pricebook entry.
Update Pricebook Entry
Modify a pricebook entry.
Create or Update Pricebook Entry
Create or update a pricebook entry.
Delete Pricebook Entry
Remove a pricebook entry.
Query Single Pricebook Entry
Search for a single pricebook entry.
Query Mutiple Pricebook Entries
Search for multiple pricebook entries.
Create Product
Start a new a product.
Retrieve Product
Grab all details about the product.
Update Product
Modify a product.
Create or Update Products
Create or modify a product.
Delete Product
Remove a Product.
Query Single Product
Search for a single product.
Query Multiple Products
Search for multiple products.
Create Custom
Start a new a custom.
Retrieve Custom
Grab all details about the custom.
Update Custom
Modify a custom.
Create or Update Custom
Create or modify a custom.
Delete Custom
Remove a custom.
Query Single Custom
Search for a single custom.
Query Multiple Customs
Search for mutiple customs.

One-day Workflow Wizards

Not interested in learning another app? Oooh, we get it. Alternatively, turn to a fast, efficient team who is all about getting your perfect workflow up and running in a flash. That's us by the way. In case that wasn't clear.

Tell us about your workflow. Reach out and explain all the nuances to the challenges you're currently facing. Whether it's repetative tasks, keeping business systems in sync or creating new shopping experiences for your customers, our experts will listen
We'll make it in 1 business day. Our experts will hand-craft the workflows to meet your exact needs. They'll setup each the automation on your store with each step configured to match your requirements so all you have to do is turn it on.
Boom! Problem solved. Sit back and relax knowing you have MESA reliably handling this work automatically. Start exploring more ways to strealine your efforts and enjoy the automation lifestyle! 🚀

Learn more about Approval by MESA integrations

Be sure to check out our Shopify automation blog. We cover popular topics to help you better manage your work on Shopify through definitie guides, step-by-step tutorials, merchant success stories and more.