MESA Docs
MESA Homepage
  • Welcome to MESA
    • Installing MESA
    • Dashboard
    • Core Concepts
    • Getting Help
  • Templates
    • Template Library
    • Installing & Editing
  • Workflow Builder
    • Triggers
    • Actions
    • Fields
      • Variables
      • Formatting Variables
      • Liquid Templating
    • Testing
  • Workflow Activity
    • Tasks
      • Troubleshooting
      • Replay
    • Logs
    • Time Travel
  • Best Practices
    • Set Titles & Descriptions
    • Track Time Saved
    • Enable Failure Notifications
    • Avoid Infinite Loops
  • Going Further
    • Plans & Billing
    • Notifications
    • Credentials
    • Understanding the Queue
    • Export & Import Workflows
    • Platform Thresholds & Limits
  • Built-in Tools
    • Activity Log
    • AI
    • API
    • Approval
    • MCP
    • Custom Code
      • Libraries
        • MESA SDK
        • Filter
        • Loop
        • Transform
        • oAuth
        • Shopify
        • ShopifyGraphql
      • FAQ
    • Data
    • Delay
    • Email
    • Filter
    • Form
      • Configure
      • Going Further
      • Technical Notes
    • FTP
    • Image
    • Loop
    • Package Tracking
    • Paths
    • Schedule
    • Scraper
    • SMS
    • Transform
    • Virtual Output
    • Weather
    • Web Request
    • Webhook
  • Apps
    • Airtable
    • Amazon S3
    • Asana
    • Blog Studio
    • ChannelApe
    • Claude
    • ChatGPT
    • Dall-E 2
    • Delighted
    • Digital Humani
    • Discord
    • DocuSign
    • Dropbox
    • Etsy
    • Facebook
    • Fera.ai
    • Gatsby
    • Gmail
      • Send Email
    • Google Analytics 4
    • Google Analytics UA
    • Google Calendar
    • Google Drive
    • Google Forms
    • Google Sheets
      • Add Row
      • Query Rows
      • Update Row
      • Row Created
      • Row Updated (Advanced)
      • Creating New Spreadsheets
      • Technical Notes
    • Gorgias
    • Govalo
    • Help Scout
    • Hubspot
    • Infinite Options
    • Intercom
    • IPDetective
    • Judge.me
    • Katana
    • Klaviyo
      • API Deprecation
    • Loop Returns
    • Loyalty Lion
    • Mailchimp
    • Mailgun
    • Mandrill
    • Mantle
    • Notion
    • Odoo
    • Omnisend
    • Page Studio
    • Pinterest
    • Printful
    • PrintNode
    • QuickBooks
    • Rebuy
    • Recharge
    • Remove.bg
    • Returnly
    • Rivo
    • Salesforce
    • Segment
    • Sendlane
    • Shippo
    • ShipStation
    • Shopify
      • Technical Notes
        • Configuring Your Payload
        • Modifying and Filtering Get Lists
        • Parameters
        • Error Codes
        • Accuracy of orders_count Variable
        • Accuracy of Count Products Action
        • Using the Gift Cards API
        • How to Find a Specific Record in the Testing Interface
        • Order, Customer, and Product Updated Trigger Frequency
    • Shopify Flow
    • Shopify Plus
    • Shopify Retail POS
    • Skio Subscriptions
    • Slack
    • Smartrr
    • Smile.io
    • Square
      • Updating Inventory
      • Frequently Asked Questions
    • Stamped.io
    • Stripe
    • Thanks.io
    • TikTok
    • Tracktor
    • Twilio
    • Uploadery
    • Wonderment
    • Xero
    • Yotpo
    • Yotpo Loyalty
  • For developers
    • Admin API
    • Command Line Interface
    • Embedding templates
  • Frequently asked questions
    • Why isn't the log search returning logs with the search I entered?
    • Is it possible to handle errors or retry steps?
    • How do I handle a failed task?
    • Does MESA auto-save workflows?
    • Can I Use Apps That Don't Have a MESA Connector?
    • Why is my workflow action adding the same data each time it occurs?
    • How do I cancel automations that are already in progress?
    • How do I cancel my MESA subscription or 7-day trial?
    • Can you import code from npm in custom code?
    • Do you have a Slack Community?
Powered by GitBook
On this page
  • Authentication
  • Configuring Actions
  • Premium steps
  • Mid-workflow actions
  • Paths
  • Other Common Actions
  • Filter
  • Loop
  • Delay
  • Data
  • Approvals
  • API
  • Custom Code
  • Transform
  • Virtual Output

Was this helpful?

  1. Workflow Builder

Actions

PreviousTriggersNextFields

Last updated 8 months ago

Was this helpful?

An Action is any step that follows the first step in a workflow. MESA has many different actions, each with its unique functionality.

We will discuss authenticating and configuring an action, premium steps, and some of our most common actions.

Let's review an example. In this workflow, the Trigger is Shopify Order Created, and the action is Google Sheets Add Row.

Authentication

Configuring Actions

To set up your action, open the Configure sub-menu:

Premium steps

Mid-workflow actions

Some actions will not complete a workflow because they are used to connect other actions. These actions include steps retrieving data (Retrieve Order, Customer, etc.), Filter, Loop, Delay, or Virtual Output steps.

Paths

Other Common Actions

Filter

Loop

Delay

Data

Approvals

API

Custom Code

Transform

Virtual Output

Many MESA actions require a successful connection, especially those involving third-party apps. If the action has a sub-menu called Authenticate or Authenticated, link your credentials to that app. Please refer to our support guide for detailed instructions on how to do this.

Configuring an action involves filling out specific to that step. Required fields will be marked with a red asterisk.

Premium steps include Email, SMS, Image, Weather, and AI actions. Since we incur the cost for these steps, we limit the number of Premium steps we provide for free. Follow to see how many premium credits come with your plan and how these credits are applied.

allow you to split a workflow into multiple segments based on specific criteria. This tool lets you account for different scenarios in your process. For instance, if a customer orders Product A, do this, if a customer orders Product B, do something else.

The action allows you to create one or more if/then statements. If the condition is met, the workflow will proceed to the next step in the workflow. Otherwise, the automation will stop.

With the action, you can iterate over items in a list. A common example is looping over products, referred to as line items, in an order.

The step will pause your workflow for a specific time interval before continuing. We recommend using a retrieve action (e.g., "Retrieve Order") after a delay step to ensure you retrieve the most up-to-date details.

The action provides an easy way to store and retrieve information during your automation runs. With a PostgreSQL structure, the data action can support advanced queries for custom databases.

The action halts execution where the approval is added and will not proceed until a human manually "approves" it by clicking a button on the workflow's Approvals tab. This can be helpful if you want an editor to review a title or description before posting.

Like our trigger, MESA's actions provide a way to connect with 3rd party services that do not have a supported .

The action allows you to write and execute custom scripts within your workflow. This step is useful for adding specialized logic or functionality, such as data manipulation or external API calls.

The action provides an easy way to convert fields using key-value pairs to be used later in your workflow.

allows you to batch multiple events into one subsequent automation. This lets you automate a group of tasks at once, for example, creating a file of the days' orders or automatically sending an email with all products added in the last thirty days.

Credentials
Fields
filter
loop
Delay
data
approval
Webhook
API
integration
Custom Code
transform
Virtual Output
Paths
this link