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.
Tally Integrations
MESA is the most flexible way integrate Tally 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 Tally to your favorite apps
MESA lets you connect Tally to any app - no coding required.
Start with a pre-made template.
Quickly add automation with our pre-made Tally workflow templates.
Or, build your own Tally integration.
Making workflows is easy. Triggers start a workflow then, actions occur when it's running. Read more Tally docs in our knowledge base.
Why integrate Tally with your business?
Integrating Tally into repeatable workflows helps you accomplish more in less time. Automate more tasks to unlock growth at scale.
Turn Tally form submissions into Shopify customer records
When someone fills out a Tally form — an inquiry, an application, a pre-order request — MESA creates or updates their record in Shopify automatically. Your store knows about the customer before they ever place an order.
Trigger Shopify workflows from form responses
When a Tally submission meets a condition — a product preference, a budget range, a wholesale inquiry — MESA kicks off the right workflow in Shopify. Your forms become the starting point for automation, not just a data collection step.
Route form submissions to the right person on your team
When a Tally form comes in, MESA reads the responses and sends the details to the right channel — a Slack message, a ClickUp task, an email. The right person gets the context they need without anyone triaging submissions manually.
Log every form submission to your ops tools automatically
When a Tally form is submitted, MESA writes the response data to Airtable, Google Sheets, or a Google Doc. Your team has a running record of every submission without anyone copying responses out of a form inbox.
Let AI qualify and act on form responses before your team sees them
Your AI assistant reads incoming Tally submissions — budget, intent, product fit — and determines the right next step: create a Shopify customer, flag for follow-up, or route to a specific workflow. Your team focuses on the leads worth their time.
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.
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.
