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Shopify Retail POS to ClickUp Automations

MESA is the most flexible way automate Shopify Retail POS to ClickUp. Easily add workflows to simplify your work.

Rated 4.7 out of 5 stars on the Shopify App Store

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.

Thousands of professionals trust MESA to help them multiply their impact without multiplying their work.

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Why automate Shopify Retail POS to ClickUp?

Shopify Retail POS to ClickUp automations get more done in less time. Automate the everyday tasks holding back your potential growth.

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Keep track of your most valuable customers.

Create a new HubSpot contact when a customer purchases a high-value item from your retail store.

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Keep minors from purchasing age-restricted products.

Verify the identity of customers purchasing age-restricted products and cancel orders that fail to qualify.

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Keep your warehouse stocked with the products they need.

Convert new in-store orders into a CSV file and send it to your 3PL warehouse.

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Keep track of your wholesale customers in one place.

Sync order to Salesforce when a customer is tagged with "wholesale."

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Keep in touch with your customers after they've made a purchase.

Add new customers to your Mailchimp list after their first in-store order.

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Auto-create tasks from new orders

When a Shopify order comes in, automatically create a ClickUp task with order details. Assign to fulfillment team, set due dates, and track progress without manual entry.

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Sync support tickets to project tasks

Turn Help Scout or Zendesk tickets into ClickUp tasks instantly. Keep your team aligned on customer issues without switching between platforms or duplicating work.

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Update task status from external events

When a shipment delivers or a payment clears, automatically update the corresponding ClickUp task status. Keep projects current without manual status checks or updates.

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Track inventory issues automatically

Low stock alerts or inventory discrepancies trigger ClickUp tasks for your operations team. Set priorities based on urgency and never miss a restock deadline again.

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Create tasks from form submissions

Tally or Typeform submissions automatically become ClickUp tasks. Route requests to the right team, set priorities, and ensure nothing falls through the cracks.

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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.

How MESA works

MESA helps you connect two or more apps to handle repetitive tasks automatically, no code necessary.

Step 1.

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.

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.

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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.

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Knowledge Base

Training guides, tutorials, and platform documentation.

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Service Partners

Consult on automation strategy to build your workflow.

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Contact us

5-star customer support and live chat for automations.

Multiply your impact without multiplying your effort.