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.
Shopify Partner to Google Docs Automations
MESA is the most flexible way automate Shopify Partner to Google Docs. 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 Shopify Partner to Google Docs?
Shopify Partner to Google Docs automations get more done in less time. Automate the everyday tasks holding back your potential growth.
Sync refunds with your accounting platform.
When a refund is processed in Shopify Partners, automatically create a matching entry in QuickBooks or Xero to keep your financial records accurate and up to date.
Log subscription activity for real-time reporting.
Each time a subscription or billing event occurs in Shopify Partners, log it in Google Sheets or Airtable to power custom dashboards and monitor key performance metrics.
Gather feedback after subscription changes.
When a customer updates or cancels their subscription in Shopify Partners, automatically send a survey via Delighted or Google Forms to collect insights on their experience.
Alert support when payments fail.
If a charge is declined or a payment fails in Shopify Partners, automatically open a ticket in your helpdesk system to ensure your team can follow up quickly.
Keep your CRM aligned with partner data.
Sync plan changes, churn signals, and MRR updates from Shopify Partners directly into HubSpot or Salesforce to help your sales team stay informed and take action faster.
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.
Accelerate your work with AI automation.
Build AI agents in minutes that integrate, automate, and simplify your business.
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.
