How it works

Follow these 2 simple steps to start receiving automatic tracking of every app credit you issue to Shopify stores

shopify partner icon

App Credit Applied
App connector: Shopify Partner • Time to complete: 2 minutes
Why this matters: This trigger monitors your Shopify Partner account for any app credits you issue to stores, starting the workflow whenever a credit gets applied to help with billing disputes or customer support requests.

You'll need to enter your App ID to connect this trigger to your specific app. Find your App ID in your Shopify Partner Dashboard under Apps - it's the numerical identifier that appears in your app's URL. The trigger checks hourly for new credits applied, capturing details like the store domain, credit amount, and notes you included when issuing the credit. Once a credit is detected, this information flows to the Google Sheets step for logging.

google sheets logo icon

Add Row
App connector: Google Sheets • Time to complete: 2 minutes
Why this matters: This action creates a permanent record in Google Sheets every time you issue an app credit, giving you a searchable history for billing inquiries and customer support documentation.

You'll configure which columns to include in your tracking spreadsheet - the template offers Date Credit Issued, Time Credit Issued, Shopify Domain, Notes, and Amount fields. You can also name your spreadsheet during setup (something like "App Credits Tracking 2025" works well). The action automatically populates each row with the credit details from the trigger, formatting dates as "January 1, 2025" and times as "4:05pm" for easy reading.

Make it your own

Customize this workflow even further:

Add Slack notifications for large credits
Send instant alerts to your team channel when credits exceed a certain amount, helping you stay aware of significant billing adjustments.
Create monthly summary reports
Use MESA's scheduled triggers to compile and email monthly credit summaries to your finance team, including totals by store and credit type.
Store credit data in custom tables
Save detailed credit information in MESA's database feature for advanced reporting and to cross-reference with customer support tickets or billing disputes.
Deploy AI agents to categorize credits
Let AI automatically tag credits as "refund," "goodwill," or "technical issue" based on the notes you include, making it easier to analyze credit patterns.

Frequently asked questions

Will this track credits from all my apps or just one specific app?
This workflow tracks credits for the single app ID you configure in the trigger. If you have multiple apps, you'll need to set up separate workflows for each one, or modify the trigger to monitor multiple app IDs.
Can I backfill historical credit data into the spreadsheet?
Yes, run a Time Travel to backfill this data as far back a needed. This workflow only captures new credits going forward from when you activate it.
What happens if I change the spreadsheet structure after the workflow is running?
The workflow will continue adding rows with the original column structure you configured. If you want to change columns, you'll need to update the "Add Row" step configuration to match your new spreadsheet layout.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

Related templates you'll love

Recommended workflows that pair well with this template

Ready to start receiving automatic tracking of every app credit you issue to Shopify stores?

Join thousands who've automated their work and saved an average of 3.5 hours every week.

Start with this template — It's free
7-day free trial • 4 min setup • Cancel anytime