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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.

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

Use This Workflow Template

This workflow automation is easily customized. Contact our automation experts if you have questions or need help getting this setup.

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