How it works

Follow these 6 simple steps to start managing Shopify customers from new Tally form submissions

Form Submitted
App connector: Tally • Time to complete: 2 minutes
Why this matters: This trigger starts the entire workflow whenever someone completes your Tally form, capturing their submission data that will be used to create or update their customer profile in Shopify.

When someone submits your Tally form, this trigger automatically captures all the form data including email, name, and any other fields you've collected. You'll need to connect your Tally account and select which specific form should trigger this workflow. The trigger passes all form response data to the next step for processing.

Search Customer
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step checks if a customer with the submitted email address already exists in your Shopify store, determining whether to create a new customer or update an existing one.

MESA automatically searches your Shopify customer database using the email address from the Tally form submission. The search is limited to one result to keep processing efficient. This step requires no configuration - it automatically uses the email from the form data and passes the results to the path logic that decides the next action.

Path 1 Rule - Has Existing Customer
App connector: Paths • Time to complete: 0 minutes (Auto-configured)
Why this matters: This conditional step evaluates whether a customer with the submitted email already exists, ensuring existing customers get updated rather than duplicated in your Shopify store.

This path activates when the customer search finds an existing customer ID, meaning someone with this email address is already in your Shopify database. The rule checks if the customer ID field is not empty from the search results. If true, the workflow proceeds to update the existing customer record with any new information from the form submission.

Update Customer
App connector: Shopify • Time to complete: 2 minutes
Why this matters: This action updates existing customer records with fresh information from the form submission, keeping customer profiles current without creating duplicates.

When an existing customer is found, this step updates their Shopify customer record with data from the Tally form. You can configure which fields to update, such as tags, email, first name, and last name. The step automatically uses the customer ID from the search results to target the correct customer record for updating.

Path 2 Rule - No Existing Customer
App connector: Paths • Time to complete: 0 minutes (Auto-configured)
Why this matters: This conditional step identifies when a form submission comes from a completely new customer, ensuring they get added to your Shopify customer database.

This path activates when the customer search returns empty results, meaning no customer with this email address exists in your Shopify store yet. The rule checks if the customer ID field is empty from the search results. If true, the workflow proceeds to create a brand new customer record with the information from the form submission.

Shopify logo icon

Create Customer
App connector: Shopify • Time to complete: 2 minutes
Why this matters: This action adds new customers to your Shopify database when they submit your Tally form for the first time, expanding your customer base automatically.

When no existing customer is found, this step creates a new Shopify customer record using data from the Tally form submission. You can configure which form fields map to customer properties like tags, email, first name, and last name. The new customer becomes immediately available in your Shopify admin for future reference and marketing activities.

Make it your own

Customize this workflow even further:

Add custom tags based on form responses
Tag customers automatically based on their form selections, such as "Newsletter Subscriber" for marketing consent or "VIP Customer" for premium service requests.
Connect to email marketing platforms
Extend the workflow to automatically add new customers to specific email lists in Klaviyo, Mailchimp, or other marketing tools based on their form responses.
Store form data in custom tables
Save detailed form responses in MESA tables for advanced reporting and analysis beyond what's stored in the basic Shopify customer profile.
Send notification emails to your team
Add steps to notify your sales or customer service team via email or Slack whenever a high-value customer submits a form.

Frequently asked questions

What happens if someone submits the form with an email that's already in Shopify?
The workflow automatically updates the existing customer record instead of creating a duplicate. It will refresh their information with any new data from the form while preserving their order history and existing customer details.
Can I map custom form fields from Tally to customer tags or metafields in Shopify?
Yes, you can configure the Create Customer and Update Customer steps to map any Tally form field to Shopify customer tags. For more advanced data like custom metafields, you may need to add additional workflow steps to handle the specific data structure.
Will this work if my Tally form has conditional fields or multi-step sections?
Absolutely. The workflow triggers after the complete form submission regardless of how complex your Tally form is. It captures all filled fields from the final submission, including data from conditional sections that were shown to the user.
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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