Actions

Actions are steps that run after a trigger fires.  These can involve manipulating the automation, or completing the automation.  You can string many actions together in a single automation. 

To illustrate this, let's imagine an automation that adds a default image to all new products (this is useful if you want to have all new products start out with a placeholder image).  This automation looks like this:

Here, the "Shopify: Product Create" is the trigger.  The transform and "Shopify: Create Product Image" are actions:

Action types:

Custom 

The "Custom" action is Mesa's most generic, and flexible output.  With "Custom" you may write a script which will run when it is triggered to run in the automation. 

Dropbox

The "Dropbox" action allows you to save files to dropbox.  For example, you may save Uploadery files to dropbox when an order is placed containing an uploadery file.  

You must specify the file you want to save, the sub-folder in which to save this file, and a Dropbox credential to properly use this action. 

Email

The "email" action allows you to send an email.  For example, when a draft order is created you could send an email to the store-owner. 

By default, the email comes from no-reply@mail.getmesa.com via mailgun.theshoppad.net.  

FTP

The "FTP" action can transform data received from the automation into an FTP. 

The "FTP" action requires that you connect to an existing FTP credential created in Mesa. 

Google Analytics

The "Google Analytics" action give you the ability to map data received from the automation into a Google Analytics property.  This action can run when a transaction or event is created.  

Google Drive

The "Google Drive" action allows you to save data from the automation to a Google Drive folder.  You must specify the file URL, and can optionally choose to specify the Folder ID and File name.  

You will need to select a Google credential (or create one with a couple clicks) in order to use this action.  

Google Sheets

The "Google Sheets" action allows you to move data from the automation to a row in a Google Sheet.  Just specify the row, data value, and Spreadsheet ID.  

You will need to select a Google credential (or create one with a couple clicks) in order to use this action.  

Gorgias

The "Gorgias" action allows you to:

  • Create a user
  • Create or cancel a job
  • Create or update a satisfactory survey
  • Create or update a ticket

You must map the specified Gorgias attribute with data gathered in the automation. 

You will need to select a Gorgias credential (or create one with a couple clicks) in order to use this action.  

Klaviyo

The "Klaviyo" action allows you to create a track event or subscribe to a list. 

You will need to select a Klaviyo credential (or create one with a couple clicks) in order to use this action.  

Mailchimp

The "Mailchimp" action lets you map data from the automation to Mailchimp Merge Variables

You will need to select a Mailchimp credential (or create one following the instructions on the dashboard) in order to use this action.  

Mandrill

The "Mandrill" template allows you to send a Mandrill template.  

You will need to select a Mandrill credential (or create one following the instructions on the dashboard) in order to use this action.  

Mesa Delay

The "Mesa Delay" action allows you to delay an automation by a set amount of time. It can be delayed by hours, days, weeks, or months. 

Mesa Filter

The Mesa "Filter" actions allow you to stop the automation if one of the incoming values of the automation (found in the payload) does not match what is expected.  In the below example, the automation will be ended if the order does not contain the tag "first-time-customer".

Mesa Image

The Mesa Image action allows you to

  • Identify a color of an image
  • Add a watermark or text overlay to an image
  • Transform an image using gamma, auto-brightness, auto contrast, auto-color, full light, vinrance, or contrast
  • Remove a background

Mesa Iterator

The Mesa Iterator action allows you to iterate over the data existing in the automation.  For instance, if the automation was built to send every uploaded image in an order to Dropbox, you would have to iterate over all line items so that all images would be sent (instead of just the first).  

Mesa Transform

The Mesa Transform action allows you to manipulate values received in the automation (in the payload).  This can be done using the mapping method (the most simple), editor method, or script method.  Below is a mapping which adds a tag of "Mesa tag" to the tags of an order. 

Page Studio

The Page Studio action allows you to create or update a Page Studio page.  To do this, it is recommended that the automation's payload contains Page data. 

Recharge

The Recharge action allows you to:

  • Create, retrieve, update, list, count, delete, add a discount, or remove a discount to an address
  • Retrieve, change next charge date, list, count, refund, add discount, or remove discount to a charge
  • Create (BETA), update (BETA), retrieve (BETA), or retrieve shipping rates (BETA) of a checkout 
  • Create, retrieve, update, list, count, delete, or retrieve payment source of a customer
  • Create, retrieve, update, list, count, or delete a discount
  • Create (ALPHA), retrieve, update, list, count, or delete a metafield
  • Create (ALPHA), retrieve (ALPHA), update (ALPHA), list (ALPHA), count (ALPHA), or delete (ALPHA) a Onetime product
  • Retrieve, update (ALPHA), change date, change variant, list, count, clone (ALPHA), or delete (BETA) an order
  • Create (ALPHA), retrieve (BETA), update (ALPHA), list (BETA), count (BETA), or delete (ALPHA) a product
  • Create, retrieve, update, change next date, change address, cancel, activate, list, count, delete (ALPHA) a subscription

You will need to select a Recharge credential (or create one with a couple clicks) in order to use this action.  

Salesforce

A Salesforce action allows you to:Create, retrieve, update, create or update, delete, query single, or query multiple account(s), contact(s) lead(s), opportunity(s), opportunity product(s), order(s), order product(s), product(s), pricebook entry(s), or custom.  

Shopify API

Perform an action using any Shopify API

Shopify Flow Trigger

Perform an action based on a Shopify flow trigger:

Slack

The Slack action allows you to send a slack message:

Tracktor

The Tracktor action allows you to retrieve an order, update the manual status, or retrieve a fulfillment. 

Twilio

The Twilio action allows you to send an SMS. 

You will need to select a Twilio credential (or create one with a couple clicks) in order to use this action.  

Virtual Output

Create a list that can be pushed to from an input.  On a schedule, these items will be sent to the script, 100 at a time, for processing.  For example, you could push all orders to a queue and then every hour post all of the new orders to a file on a FTP file.