Field Notes Vol. 7-2025

📌 🎇 July was all about making automation smoother, smarter, and more powerful. From our brand-new Mixpanel integration and UI upgrades that simplify setup, to fresh templates designed to fit common use cases—we’re giving you more ways to move faster with less effort. Plus, a LoFi playlist to keep your summer work sessions on vibe.

Let’s dive in.

🎯 New app: Mixpanel

MESA now makes it easy to connect Mixpanel with your ecommerce tech stack—no coding required. Automatically track customer events, update profiles, and sync insights across your favorite apps like Shopify, Klaviyo, Help Scout, and HubSpot.

Whether measuring retention, identifying top-performing funnels, or personalizing user journeys, MESA empowers you to trigger Mixpanel events from real-time store activity and take action based on analytics—all within automated workflows.

Mixpanel actions

Try these Mixpanel workflow templates:

MESA Template ID

shopify-refunds-mixpanel-tracking

MESA Template ID

help-scout-ticket-events-mixpanel

MESA Template ID

track-closed-help-scout-tickets-mixpanel-events

MESA Template ID

create-update-mixpanel-profiles-from-hubspot-contacts

🛠️ Platform improvements

Connections (formerly Credentials) has a new name that better reflects its role: powering the link between MESA and your apps.

Connections (formerly Credentials)

Cleaner setup experience in the workflow builder. We’ve merged the Connection and Configure fields sections into a single, streamlined setup section.

Cleaner setup experience

Yedric, MESA’s AI assistant, has a sleek new look. He can also enable your saved workflows, add his own skills, and help you debug tasks if you encounter problems.

Yedric, MESA’s AI assistant

⚡ 3 new Mantle templates

MESA Template ID

send-postcard-after-shopify-app-installation

MESA Template ID

record-mantle-app-uninstall-google-sheets

MESA Template ID

create-customer-record-quickbooks-new-plan-subscription

⚡ 3 new Schedule templates

MESA Template ID

scheduled-metafield-date-product-updates

MESA Template ID

schedule-shopify-product-tagging

MESA Template ID

remove-shopify-product-tags-set-date

⚡ 3 new Shopify templates

MESA Template ID

tag-cancel-fraudulent-orders-address-discrepancies

MESA Template ID

shopify-archive-out-of-stock-products

MESA Template ID

update-shopify-customer-metafield-yotpo-loyalty-points

🔉Playlist: LoFi July Jams

This month features a full-on LoFi jam session to set the vibe and treat your earbuds as the summer gets full swing. Kick up your feet and get listening!

What you should do now

Whenever you’re ready…here are 4 ways MESA can help you get more done:

  1. Sign up for MESA. The best way to get started is sign up for MESA today. Every plan includes the first 7-days free so you can be assured your workflow is running properly.
  2. Browse pre-made templates. Our customizable workflow templates are a great way to get started more quickly.
  3. Talk to our automation experts. If you need help personalizing any workflow template, guidance how to make any automation or, simply want us to make your workflow, we can help.
  4. If you know another merchant who’d enjoy reading this page, share it with them via LinkedIn, YouTube, Twitter, or Facebook.

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