Managing Workflows

Workflows can be deleted to improve organization or when they are no longer needed. If removed by accident, these deleted workflows can also be restored.

Workflows can also be triggered directly from the Shopify admin! This feature is supported for Orders, Draft Orders, Products, and Customers in Shopify.

Deleting a workflow

Navigate to the workflow you want to delete on the Workflows tab, select the three vertical dots to the right of the workflow title, then click Delete.

Restoring a workflow

1. Click Deleted on the Workflows tab.

1. Locate the desired workflow, then click Restore on the far right.

Note: Deleted workflows are stored for 30 days. After 30 days, they are permanently deleted and cannot be recovered.

Triggering workflows from the Shopify admin

Workflows can be triggered from both the individual view and the list view in Shopify. However, the workflows must be turned on in MESA for them to run successfully. Follow the steps for Individual View to run a workflow on a single order (or other instance), and follow the steps for List View to run a workflow across multiple orders (or different instances).

Individual view

The example below will run a workflow that sends Shopify Orders to Google Sheets from the Shopify interface.

1. Navigate to the Order, Draft Order, Product, or Customer that matches the workflow trigger.

2. Select More actions > Run MESA Workflow to run an individual Order, Draft Order, Product, or Customer.

1. Select the active workflow you want to run this on.

1. Click Run workflow.

1. Optionally, select View my workflows to redirect to your workflows page in MESA.

List view

This example demonstrates how to run multiple orders on a workflow simultaneously.

1. From the list view, select one or more orders.

1. Next, select the three horizontal dots to the right of Capture payments.

1. Select Run MESA Workflow under the Apps section.

1. Similar to Individual View, you can select which MESA workflow you'd like to run these orders on, then click Run workflow.

2. Optionally, select View my workflows to redirect to your workflows page in MESA.