Getting Started with Mesa

Welcome to Mesa!

Mesa allows you to create automations.  These automations turn repeatable tasks into workflows 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:

Mesa Dashboard

From the Mesa App Dashboard, you'll be able to select from our template library or create an automation from scratch.

Mesa Templates

You can select a pre-built template from inside the template area of the dashboard. This is shown here.

Just search for the template you desire, and click Get Template.  

For a full list of templates for each service we integrate with, click into the service in question from this website. You will see pre-built templates once you click on a Connection. 

Personalized Automations

You can create your own custom automation. To do so, click to select a service and instance to Trigger your automation (Shopify Order Created in the screenshot below), and then add your first Action (Slack in the screenshot below).

Automations

Once you click on Make My Automation, you will be redirected to your newly created Automation.  From here, you can adjust the Trigger and Actions, change the title and description of this Automation, enable this automation and its logging, and add more Actions to this Automation. This is what our Shopify Order Created to Slack Automation now looks like:

From here, let's imagine that I wanted to add a condition into this Automation requiring that the order was over $100.  To do so, I would add another Action (in this case, a Filter by Mesa) in between our current Actions.  Click the + symbol in between these Actions, and find the Filter.  Once you have the Filter, configure it so that the Token {{shopify_order.total_price}} is greater than 100.

Now this Automation is coming together.  To finish it up, make sure to follow in-Automation instructions to create and select a Credential, if needed. In this case, this is needed for Mesa to connect with Slack. Also, make sure you write out a Slack message in this circumstance.

Queue

The Queue 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 automations. Additional logging can be enabled on each Automation:

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 automations. More information can be found here. Credentials also contain Mesa's Admin API. 

Reports

Actions 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.

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 also contains answers to Frequently Asked Questions. 

Help

Looking for support?  Find help documents here. For assistance, you can check out the Help tab as well. From there, you can contact our support team through email, live chat, and phone.

Now you are ready to start automating! *High Five*