Get Started with Mesa

Welcome to Mesa!

Mesa allows you to create workflows. These workflows turn repeatable tasks into automations that run in the cloud. They can automate marketing, service, sales, and all of the other processes that drive your online store. 

Mesa works within your Shopify store to synchronize data, integrate third-party applications, connect external systems, send notifications, and more. Mesa's purpose is to get more work done in less time.

Check out these different tabs of the Mesa app to learn what features they have to offer:

After installing Mesa on your store, you will be greeted with a few options before viewing the app dashboard. You can choose to take a tour of our most popular workflows, chat with our Customer Success Team if you have any questions, or dive right into viewing the dashboard.

If this is your first time with Mesa, it is recommended to select the Take a tour option and then click Next.

Dashboard

You will be taken to the Dashboard tab and can select one out of the three templates to start the walkthrough. This is a great way to learn how you can build templates with our builder!

Templates

Using the search bar, you can search for the template you desire. See one that interest you? Click on the template name to view more details and proceed with installing the template.

You can also select a template from inside the template area of the dashboard. Click the View or Install button on each template.

If you are not seeing what you are looking for, you can create a template from scratch. Click the Create New Workflow button next to the search bar to begin this process.

You will be directed to our Workflow Builder. Follow the panels to start building out your workflow. Start by clicking to select an app to Trigger your workflow. Then add a subsequent Action. Once you are done with the building process, adjust the title and hit the Save button to the right of the workflow's title.

You can check out this article for best practices to follow when creating workflows.

For a full list of templates for each service we integrate with, click into the service in question from our Mesa website. You will see a list of templates once you click on an Integration.

Discover

You can explore our library of templates in the Discover tab.

My Workflows

Once you have installed or created a new template, you will be directed to the My Workflows tab. From here, you can adjust the Trigger and Actions, change the title and description of this workflow, enable this workflow and its logging, and add more Actions to this workflow.

This is what our Send Order Paid Message To Slack Channel workflow looks like.

From here, let's imagine that you wanted to customize this template. You want to add a condition into this workflow requiring that the order was over $100.

To add this condition, I would add another Action. In this case, a Filter by Mesa action in between our current Actions. Click the + Add Step symbol in between these Actions, and find the Filter. Once you have the Filter, configure it so that the Shopify Order Paid Total Price token is greater than 100.

Now this workflow is coming together. To finish it up, follow the instructions to create a Slack Credential. In this case, this is needed for Mesa to connect with Slack. Lastly, adjust the message your team will receive to your Slack channel.

When this workflow is ready for its debut, save your changes and then enable the workflow.

Approvals

The Approvals tab will show pending, accepted, and rejected approval requests from our built-in Approvals app.

To learn more about the Approvals app, check out the Approvals by Mesa article.

Activity

The Activity tab is a chronological list of actions that Mesa has taken on your behalf. Every action is represented by every task. You can view the status of each task, the child (children) of each task, the task ID, and the parent task ID. Read more about this here.

Logs

Logs allow you to search for past actions for a specific task or to view an entire chain of actions for a specific task. By default, only errors will be logged for all workflows. Additional logging can be enabled on each workflow.

Logging helps troubleshoot errors in your past tasks on a more granular level. Read more about this here.

Credentials

Credentials allow you to quickly and securely store your login information for use within workflows. More information can be found here. Credentials also contain Mesa's Admin API. 

Reports

Your Plan

In this section, you will see information about your plan.

Automations Graph 

Displays the total number of actions within the past month. You can hover over the line graph to see how many actions were used each day.

Premium App Usage

Displays the amount of premium app tasks used. Premium apps include Email by Mesa, SMS by Mesa, and Image by Mesa.

Usage per Billing Period Graph

Displays the total number of actions used per billing period.

If you see that your store needs to upgrade or change plans, please reach out to our team.

Account

The Account tab will let you adjust your Mesa price plan and contains answers to frequently asked questions. 

Help

Looking for support? For assistance, you can check out the Help tab. From here, you will find links to helpful documentation and how to contact our support team.

Now you are ready to start creating workflows! *High Five*