How it works

Follow these 7 simple steps to start sending Discord invitations to new Shopify customers automatically

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Order Created
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors your Shopify store and kicks off the workflow whenever a new order comes in, catching customers at their moment of highest engagement with your brand.

This trigger watches for new orders in real-time and captures the order details including the customer ID. Every time an order gets created, the workflow starts automatically and passes the customer information to the next step for processing. No configuration is needed—the trigger works as soon as you connect your Shopify store.

Retrieve Customer
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: The order trigger only provides basic customer information, so this step fetches the complete customer record including email, first name, and tags needed for personalization and duplicate checking.

This step queries Shopify using the customer ID from the order and retrieves the full customer profile including their email address for sending the invitation, their first name for personalizing the message, and any existing tags to check if they've already been invited. All this information gets passed to subsequent steps in the workflow.

Retrieve Shop
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: Including your shop name in the invitation email makes the message feel more personal and helps customers remember where the Discord invite came from, especially if they shop with multiple brands.

This step fetches your Shopify shop information including the shop name which gets inserted into the email signature. The shop name appears at the bottom of the invitation email so customers know which brand community they're being invited to join. This happens automatically without any configuration needed.

Filter: Check for tag
App connector: Filter • Time to complete: 0 minutes (Auto-configured)
Why this matters: Customers who have already received a Discord invitation shouldn't get duplicate invites on future orders—this filter checks for the invitation tag and only continues for truly new community members.

This filter examines the customer's tags from the Retrieve Customer step and checks whether the tag "discord:invite" is present. If the tag exists, the workflow stops here and doesn't send another invitation. If the tag is missing, the customer hasn't been invited yet and the workflow continues to generate their Discord link. The comparison happens automatically using the tags data retrieved earlier.

Create Channel Invite
App connector: Discord • Time to complete: 2 minutes
Why this matters: Each customer needs a unique Discord invitation link that grants them access to your community—this step generates that link programmatically so you never have to manually create invites.

This step connects to Discord and generates a new invitation link for your specified channel. You need to configure one field: your Discord channel ID, which you can find by right-clicking on the channel in Discord and selecting "Copy ID" (you may need to enable Developer Mode in Discord settings first). The generated invitation code gets passed to the email step where it's formatted into a complete Discord invite URL.

Send Email
App connector: Email • Time to complete: 2 minutes
Why this matters: The Discord invitation link needs to reach the customer through a welcoming, branded message that encourages them to join your community and explains what they're being invited to.

This step sends an email to the customer's email address with the subject "Welcome to our Discord community! - Discord Invite" and a message that includes their first name, the Discord invitation URL, and your shop name. You can customize the email subject and message body to match your brand voice or add more context about what customers will find in your Discord community. The invitation link automatically combines the Discord base URL with the unique code generated in the previous step.

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Customer Add Tag
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: After sending the invitation, you need to mark this customer as already invited so they don't receive duplicate Discord invites on future orders, keeping your communication clean and professional.

This step adds the tag "discord:invite" to the customer's profile in Shopify. Once tagged, the Filter step in future workflow runs will prevent this customer from receiving additional invitations even if they place multiple orders. The tag gets applied automatically using the customer ID retrieved earlier, and you can see it in the Shopify admin under the customer's profile.

Make it your own

Customize this workflow even further:

Send invitations only for orders above a threshold
Add a Filter step after Order Created to check the order total amount, only sending Discord invites to customers who spend above a certain value—perfect for creating an exclusive VIP community.
Customize invitations based on product purchased
Use a Filter or Loop step to check which products were in the order and send different Discord channel invitations based on product collections, helping you organize community members by their interests.
Send reminder emails to customers who haven't joined
Set up a separate workflow using Schedule trigger that checks for customers with the "discord:invite" tag but no corresponding Discord member, then sends a gentle reminder email about the community.
Track invitation engagement in MESA Tables
Add a Table step after sending the email to log each invitation with timestamp and customer details, creating a record you can analyze to understand community conversion rates.

Frequently asked questions

What happens if a customer places multiple orders before joining Discord?
They won't receive duplicate invitations. After the first order triggers the workflow and sends the invitation, the customer gets tagged with "discord:invite" in Shopify. On subsequent orders, the Filter step detects this tag and stops the workflow before generating another invite link.
Do Discord invitation links expire, and what happens if they do?
By default, Discord invitations created through the API don't expire. However, if you've configured custom expiration settings in your Discord server, expired links could cause issues. You can add optional parameters to the Create Channel Invite step to control expiration time—just be aware that expired links won't work when customers try to join later.
Can I use this to invite customers to different Discord channels based on what they bought?
Yes, but you'll need to modify the workflow. Add a Filter or Loop step after retrieving the order to check the products purchased, then use Paths to create different branches that generate invitations to different Discord channels based on product type or collection. Each path would need its own Create Channel Invite step with a different channel ID.
What is a template?
MESA templates are fully pre-configured workflows built and vetted by Shopify Experts. Unlike competitor templates that provide basic scaffolds requiring extensive setup, MESA templates come with all data variables properly mapped, required fields configured, and steps ready to activate. You can turn them on immediately and start automating.
Can I customize a template?
Absolutely! While our templates work out-of-the-box, every step can be personalized to match your exact business requirements. Add conditional logic, integrate additional apps, or build more sophisticated workflows. MESA's templates provide a solid foundation that you can expand as needed.
Are templates free?
Yes! Our entire library of expert-built, production-ready templates is free to use. Unlike platforms that charge for premium templates or provide only basic scaffolds, MESA gives you access to hundreds of fully-configured, vetted workflows at no additional cost.

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