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Integrate Forms to Slack Workflows

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Mesa Workflow Template

Start a Return with Mesa Forms

Link to a form from your Tracktor tracking page or on a customer's Order History page that allows customers to easily initiate an order return. The full order details as well as the Reason for Return will be included in the email to your back office. This automation could be extended to automatically generate a return label that is sent to the customer.

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Step 1: When this happens
A Form response from a customer is created
Step 2: Then do this
Retrieve the customer's order
Step 3: Then do this
Add a row with the form response
Step 4: Then do this
Send a message to customer
Step 5: Then do this
Slack a message to your team

Get started with Mesa's pre-built workflow templates:

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