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 to Approval Automations
MESA is the most flexible way automate Shopify to Approval . Easily add workflows to simplify your work.
Top companies trust MESA to automate the work that runs their business.
Start with a pre-made template.
Quickly add automation with our pre-made Shopify workflow templates.
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 to Approval ?
Shopify to Approval automations get more done in less time. Automate the everyday tasks holding back your potential growth.
Use tags to keep your business systems in sync.
When orders come through tagged "wholesale" have the details sent to Salesforce or another business system.
Manage contacts in your CRM when orders are received.
Every time an order is placed by a new customer, create a new contact in your CRM so it's always up to date.
Deliver order details to your warehouse accurately.
Schedule new orders to be converted into a CSV file that is sent to your back office for fulfillment.
Update marketing campaigns instantly when changes occur.
Add new customers to your Mailchimp email lists after their first order or any time their contact details change.
Keep your teammates informed of critical events.
Whatever app your team uses to communicate, get notifications when critical events occur on your Shopify store.
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.
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.
Learn how to automate Approval
Learn how to automate Shopify
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.
