Start with a trigger
Select a trigger that sets your workflow in motion.
This could be anything from a new order in your Shopify store to a customer signing up for your newsletter.
Triggers are the starting points that tell MESA when to act.
Square Integrations
MESA is the most flexible way integrate Square to any app so you can get more done with less effort.
Top companies trust MESA to automate the work that runs their business.
Connect Square to your favorite apps
MESA lets you connect Square to any app - no coding required.
Start with a pre-made template.
Quickly add automation with our pre-made Square workflow templates.
Or, build your own Square integration.
Making workflows is easy. Triggers start a workflow then, actions occur when it's running. Read more Square docs in our knowledge base.
Why integrate Square with your business?
Integrating Square into repeatable workflows helps you accomplish more in less time. Automate more tasks to unlock growth at scale.
Sync Square transactions into your Shopify customer records
When a purchase is made in Square — in-store, at an event, at a pop-up — MESA creates or updates the customer's record in Shopify. Your ecommerce and physical sales channels share a single view of every customer.
Keep inventory accurate across Square and Shopify
When a sale is made in Square, MESA updates the corresponding stock level in Shopify. Your online storefront reflects what was just sold in person without a manual sync between your point-of-sale and your store.
Trigger post-purchase workflows from Square transactions
When a customer buys in Square, MESA kicks off the right next step in Shopify — adding a tag, enrolling them in a Klaviyo flow, updating a loyalty record. Your in-person sales feed the same automation as your online ones.
Alert your team when Square payment events need attention
When a Square transaction is flagged — a failed payment, a large refund, an unusual sale — MESA notifies the right person through Slack or email. Your team responds to payment issues without monitoring Square separately.
Let AI unify and act on customers who shop both online and in person
Your AI assistant reads Square transaction history alongside Shopify purchase data to build a complete picture of each customer's behavior. MESA uses those signals to trigger the right follow-up — a loyalty offer, a re-engagement flow, a VIP tag — regardless of where they last bought.
Expert Workflow Setup
Need help crafting the perfect automation? We offer worflow setup services to help you add automation into your work more quickly. Request a custom workflow.
Accelerate your work with AI automation.
Build AI agents in minutes that integrate, automate, and simplify your business.
Try for free Try MESA for free, 7-day trial included.How MESA works
MESA helps you connect two or more apps to handle repetitive tasks automatically, no code necessary.
Step 1.
Step 2.
Add an action
Next, choose the action that should follow the trigger.
Actions are the tasks that MESA will perform automatically, such as sending a confirmation email or updating your product inventory.
Linking actions to triggers is how you build a seamless workflow process.
Step 3.
Personalize
Make your workflow even more flexible using built-in apps.
Customize your automation with tools that match your specific needs, whether it's scheduling theme changes or syncing with your CRM.
Personalization ensures your workflows fit your unique business requirements.
All set!
You just made a workflow
Finally, enable your workflow. You've just automated a task that will save you time and reduce manual effort.
With MESA, complex processes become simple, freeing you up to focus on what matters most—growing your business.
Discover more Square integrations
Fully supported by automation experts.
Get help from our team of experts and industry partners, who are dedicated to ensuring your MESA experience is smooth, efficient, and tailored to your exact business needs.
