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Workflow Tutorials

How to use MESA workflows to easily automate your work Shopify.

MESA Workflow: Forms and Email
  • Workflow Tutorials
  • Dec. 22, 2025

How to add Shopify email signup to Mailchimp, Klaviyo, and Omnisend

Learn how to set up Shopify email signup and connect submissions using Forms by MESA to popular email marketing platforms: Klaviyo, Mailchimp, and Omnisend.
MESA Workflow: Forms and Slack
  • Workflow Tutorials
  • Dec. 22, 2025

Start a Return with Forms by MESA

Learn how to start a return process efficiently using Forms by MESA on Shopify, streamlining returns and enhancing customer experience.
MESA Workflow: Forms and Shopify
  • Workflow Tutorials
  • Dec. 22, 2025

How to save a Shopify customer birthday to notes

This step-by-step tutorial is for how to add birthdays on Shopify customers to notes in just a few quick steps using MESA.
MESA Workflow: Tracktor to Google Sheets
  • Workflow Tutorials
  • Dec. 22, 2025

How to export Shopify orders to Google Sheets when they’re delivered

This tutorial shows you how to export Shopify orders and fulfillment details into Google Sheets in just a few quick steps.
Yotpo and Omnisend
  • Workflow Tutorials
  • Dec. 22, 2025

How To Save A Customer’s Points Balance to Omnisend when Yotpo Points Change

This tutorial will show you how to save a customer's points balance to an Omnisend Contact when Yotpo Loyalty Points change.
How to Send an Email for a Shopify Order Containing a Customized Product
  • Workflow Tutorials
  • Dec. 23, 2025

How to Send an Email for a Shopify Order Containing Customizable Products

Enhance your margins with customizable products and reduce errors by automating the communication of custom orders to your production team.