Workflow templates for starter pack on your Shopify store | MESA

Recent Workflow Templates

Schedule by MESA to Shopify

Schedule a Shopify theme change on a specific date and time

Shopify to Shopify

Add an educational discount tag to a customer

Shopify to Klaviyo

Add a customer with a backorder tag to a Klaviyo email list

Infinite Options to Klaviyo

Add a Klaviyo event to an Infinite Options order

Infinite Options to Yotpo Loyalty

Save customer's birthday to Yotpo Loyalty when an Infinite Options order occurs

Shopify to Facebook

Create a Facebook product with a tagged Shopify product

Shopify to Twilio

Send an SMS Message via Twilio if a Shopper Abandons their Checkout

Shopify to Shopify

Manually capture funds for risky orders

Infinite Options to Slack

Send a Slack notification when a product with options is purchased

Shopify to Shopify

Add a placeholder image when products are created

Forms by MESA to Shopify

Save a customer's birthday to notes

Uploadery to Google Drive

Send Uploadery file to Google Drive

Uploadery to Google Sheets

Add Uploadery line items to Google Sheets

Shopify to Slack

Send a Slack message when inventory runs low

Infinite Options to Google Sheets

Send Infinite Options product bundles to Google Sheets

Shopify to Airtable

Send orders to Airtable

TikTok to Google Sheets

Send a daily TikTok Ad Group report to Google Sheets

Shopify to Google Sheets

Schedule a daily export of orders into Google Sheets

Uploadery to Dropbox

Send Uploadery file to Dropbox

Uploadery to Airtable

Add Uploadery images and line items to Airtable

Shopify to Thanks.io

Send a postcard after an order is created

Infinite Options to Tracktor

Update Tracktor status when an order has been customized with Infinite Options

Shopify to Google Sheets

Send orders to Google Sheets

Forms by MESA to Shopify

Collect brand ambassador Instagram handles and tag customers with "Influencer"

Shopify to Shopify

Update a product when a variant goes out of stock

Shopify to Shopify

Add customer's orders to order notes

Shopify to Shopify

Add fulfillment to line items that don't require shipping

Schedule by MESA to Shopify

Schedule a product price change

Tracktor to Google Sheets

Export order and fulfillment details of delivered orders into Google Sheets

Infinite Options to Airtable

Add product options to Airtable

Infinite Options to Shopify

Add a tag to orders containing product options with a date field

Shopify to Shopify

Remove draft orders after thirty days

Forms by MESA to Google Sheets

Add a post-purchase survey form and send results to Google Sheets

Recharge to Shopify

Tag first time Recharge subscription orders

Webhooks by MESA to Shopify Flow

Trigger a Shopify Flow workflow from any service

Forms by MESA to Google Sheets

Send wholesale applications to Google Sheets

Shopify to Recharge

Add a free product to an upcoming order when a tag is added to the customer

Recharge to Recharge

Add a free product to your customer's upcoming order

Tracktor to Twilio

Send an SMS message to your customer when their order is delivered

Delighted to Shopify

Tag a customer if they provide a negative survey response

Forms by MESA to Slack

Send contact form submissions to email and Slack

Shopify to LoyaltyLion

Add bonus loyalty points when a customer completes an order

Recharge to Shopify

Tag an order when processed with Recharge

Shopify to Omnisend

Send Shopify customer to Omnisend contact

Shopify to Shopify

Flag order as risky if total price is 0

Shopify to Shopify

Add a currency tag to an order

Tracktor to Stamped.io

Send a review request after an order has been delivered

Shopify to Salesforce

Send a Shopify customer to a Salesforce lead

Page Studio to Shopify

Send a Page Studio page to another store

Shopify to Shopify

Add a shipping province tag to an order

Tracktor to Shopify

Tag orders with fulfillment status

Shopify to Segment

Send a Shopify order status update to Segment

Tracktor to Segment

Send a Tracktor fulfillment status update to Segment

Forms by MESA to Email by MESA

Notify customers on a product waitlist

Tracktor to Email by MESA

Delay custom order status updates

Salesforce to Shopify

Send a Salesforce lead to a Shopify customer

Shopify to HubSpot

Send a Shopify customer to a HubSpot contact

Shopify to Email by MESA

Approve automated thank-you emails before they get sent

Forms by MESA to Slack

Start a return with Forms by MESA

Uploadery to Email by MESA

Send an email when an Uploadery order is created

Shopify to Email by MESA

Send Tax Deduction Receipt for Charitable Donations

HubSpot to Shopify

Send a HubSpot contact to a Shopify customer

Shopify to ShipStation

Create a ShipStation label when a Shopify order is created

Shopify to Email by MESA

Receive an email when an order has notes

Tracktor to Email by MESA

Update an order's status and send an email if Express shipping is enabled

Tracktor to SMS by MESA

Send an SMS message to your customer when their order is delivered

Shopify to Salesforce

Send a Shopify Order to a Salesforce Opportunity and Opportunity Products

Tracktor to Email by MESA

Send an email when a package is "In Transit"

Shopify to Shopify

Add a payment gateway tag to an order

Shopify to Email by MESA

Cancel high-risk orders

Shopify to Salesforce

Send an updated or new Shopify Product to a Salesforce Product and Pricebook entry

Shopify to Shopify

Copy product tags to the order when a new order is created

Infinite Options to Email by MESA

Receive an email when a product using Infinite Options is purchased

Salesforce to Shopify

Send a Salesforce Product to a Shopify Product

Shopify to Email by MESA

Tag an order when expedited shipping is selected

Shopify to Shopify

Automatically publish a product if it has an image and description

Shopify to HubSpot

Send an order to a HubSpot deal

Tracktor to Delighted

Send a Delighted NPS survey to a customer after their order is delivered

Blog Studio to Shopify

Send a Blog Studio article to another store

Shopify to Klaviyo

Add a customer's email address to a Klaviyo list when a Shopify customer has been created

Shopify to Email by MESA

Receive an email when a draft order is created

Recharge to Shopify

Tag an order when a subscription is purchased

Shopify to Tracktor

Update tracking to a custom status

Shopify to PostcardMania

Send a postcard when a customer places their first order

Shopify to Salesforce

Send a Shopify customer to a Salesforce contact

Tracktor to PostcardMania

Send a postcard when an order is delivered

Shopify to Dropbox

Send files from a Shopify order to Dropbox

Shopify to Shopify

Add a free product to orders over $100

Shopify to Shopify

Tag customers with "VIP" after they spend $500 or more

Code by MESA to Email by MESA

Daily Order Report Card

Shopify to Email by MESA

Receive an email when a product goes out of stock

Shopify to Google Analytics

Track Shopify refunds in Google Analytics

Shopify to Shopify

Add a color tag to a product

Shopify to SMS by MESA

Receive an SMS message when someone creates a fraudulent order

Shopify to Shopify

Automatically tag customers after they hit a lifetime spending threshold

Yotpo Loyalty to Omnisend

Save a customer's points balance to an Omnisend contact when Yotpo Points change

Bold Subscriptions to Twilio

Send a SMS message via Twilio when a Bold Subscriptions V1 is created

Recharge to Shopify

Remove a customer tag when a customer cancels their Recharge subscription

Recharge to Google Analytics

Send Recharge renewal data to Google Analytics

Schedule by MESA to Recharge

Update an address in Recharge when a Shopify customer is created

Shopify to Email by MESA

Sell downloadable products from your store

Shopify to Mailchimp

Add a customer's email address to a Mailchimp list when a Shopify customer is created

Shopify to Delighted

Send a Delighted NPS survey to a customer after they place an order

Shopify to Recharge

Update customer details in Recharge when a Shopify customer is updated

Returnly to Slack

Send a Slack message when a return in Returnly has been authorized

Tracktor to Twilio

Receive an SMS message if a package is delayed while in transit

Shopify to Discord

Send a Discord message when a tagged Shopify order is purchased

Shopify to Slack

Send a Slack message when a Shopify international order is created

Stamped.io to Email by MESA

Send an email to a customer when a negative Stamped.io review is received

Shopify to Slack

Send a Slack message when a Shopify order is paid

Shopify to Klaviyo

Subscribe shoppers to a Klaviyo list after their first order

Shopify Flow to Code by MESA

Trigger custom code from a Shopify Flow workflow

Shopify to Google Sheets

Create a new Google Sheets for every large order

Delighted to Email by MESA

Send an email to staff when a low Delighted score is posted

LoyaltyLion to Email by MESA

Send an email to a LoyaltyLion customer if rewards are not used

Infinite Options to Shopify

Send a Discord invitation when a product using Infinite Options is purchased

Bold Subscriptions to Slack

Send a Slack message when a Bold Subscriptions V1 products changes

Shopify to Shopify

Add "Order Can Be Edited" tag and update after 24 hours to "Order Cannot Be Edited" tag when Shopify order is created

Schedule by MESA to Recharge

Send an updated address to Recharge when a Shopify customer is updated

Infinite Options to Discord

Send a Discord message when a product using Infinite Options is purchased

Tracktor to SMS by MESA

Receive an SMS message if a package is delayed while in transit

Yotpo to Gorgias

Create a Gorgias support ticket when a customer leaves a negative Yotpo review

Forms by MESA to Email by MESA

Send a product or service quote to a staff email address

Recharge to Shopify

Tag a customer when a subscription is purchased

Shopify to Google Sheets

Add a Shopify customer to Google Sheets

Forms by MESA to Yotpo Loyalty

Save a customer's birthday to a Yotpo Loyalty customer

Forms by MESA to Gatsby

Send an Influencer's Instagram handle to Gatsby

Forms by MESA to Gorgias

Start a return with Forms by MESA and open a new Gorgias ticket

Shopify to Salesforce

Send Shopify Order, Customer and Products to Salesforce

Infinite Options to Google Sheets

Add product options to Google Sheets

Shopify to Shopify

Add a free product to a new customer's first Shopify order

Tracktor to Email by MESA

Receive an email if a package is delayed

Shopify to Shopify

Add product options to Shopify order notes

Shopify to HubSpot

Send a draft order to HubSpot Deals

Shopify to HubSpot

Send a Shopify customer to a HubSpot contact and deal

Shopify to Salesforce

Send an updated or new Shopify customer to a Salesforce account

Shopify to Digital Humani

Plant a tree when a customer places an order

Shopify to Etsy

Add a listing on Etsy when a new product is created in Shopify

Shopify to Salesforce

Send a Shopify customer to a Salesforce contact when a Shopify order is created

Shopify to HubSpot

Send a Shopify customer to a HubSpot contact and mark as an opportunity

Shopify to Odoo

Send Shopify order and customer details to Odoo

Shopify to Slack

Forward high-risk orders to Slack for manual review

Tracktor to Email by MESA

Send an email if a package hasn't been delivered

Shopify to Tracktor

Update Tracktor status when an order tag is added in Shopify

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