Workflow Builder
Last updated
Last updated
The workflow builder lets you create workflows from scratch. To begin your step-by-step journey, select New workflow on the right side of the My workflows page.
Clicking this blue button will open the workflow builder, where you can design and edit your custom workflow.
If you install a Template, the workflow comes pre-built and the steps populate automatically. Selecting the installed template on the My workflows page will open the builder, where you can expand each step and make any necessary changes.
The trigger is the first step in your workflow, which describes the event that needs to occur for your workflow to run. When building a new workflow, you'll see a list of apps to choose from. As you can see below, MESA integrates with numerous third-party apps.
Once the app is selected, a list of events displays. You can browse the pre-populated list or use the filter field to search for a specific trigger. Here is an example of what displays when the Shopify app is chosen.
Click here to learn more about the different types of triggers and some of our commonly used triggers.
After selecting your trigger, three options will display: Action, Filter, and Path
Actions will continue the process of displaying apps that you can select an event from. Some common examples of these are adding a Shopify tag or sending an email.
Filter allows you to set criteria that needs to pass in order for the workflow to proceed to the next step.
Paths will split the workflow into multiple paths, where you can set criteria for each segment to run.
After selecting your first action, a pop-up will suggest a pre-built template depending on the trigger and action chosen. If the proposed template is not what you're looking to achieve, feel free to click the X at the top right of the pop-up.
Our MESA team creates built-in tools in-house. These tools provide flexibility and allow you do more with your workflows. For example, you can use Loop to cycle through products in an order, then use Filter to see if a specific product was ordered.
Steps, on the other hand, are simply any trigger, action, or tool in your workflow. Every time a new block is added to the workflow, that counts as a step.
When adding an action, especially in the case of third-party apps, you'll sometimes see a sub-menu for Configure. Expand this to include any additional details specific to that step.
For example, the Configure section in the Send Email step is where you can add a recipient, subject, and message.
Once all of your steps are properly configured and everything looks complete, click Save changes at the top right of the page.
MESA will autosave new steps as they are added for ease of use.
When configuring a step or adding any other details to the workflow, you will see a yellow "Unsaved changes" message appear to the left of the Save changes button. This is a good indicator to save your workflow changes before running a test or exiting the page.
It is important to test your automation setup as a final check before activating your workflow. Testing can be done on a step-by-step basis, or you can test the entire workflow in one go.
You can test an individual step by selecting the blue Test step button at the bottom of the step.
Alternatively, select the blue Test workflow button at the bottom of the workflow, or at the bottom of the trigger step, to test your completed workflow.
For more details and step-by-step instructions on Testing, follow this link.
Congrats on completing and successfully testing your workflow!
The last step is to enable it so that it begins to run in real-time on live data. This can be done simply by toggling the Off button to On, which is located to the right of the Save Changes button.
