Create or Update Shopify Customer from New Tally Submissions

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.

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.

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.

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.

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.

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.