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.
Xero Integrations
MESA is the most flexible way integrate Xero 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 Xero to your favorite apps
MESA lets you connect Xero to any app - no coding required.
Start with a pre-made template.
Quickly add automation with our pre-made Xero workflow templates.
Why integrate Xero with your business?
Integrating Xero into repeatable workflows helps you accomplish more in less time. Automate more tasks to unlock growth at scale.
Send every Shopify order to Xero without manual entry
When an order is placed, MESA creates the corresponding record in Xero — customer, line items, amount — automatically. Your accounts stay current from the moment a sale happens without anyone re-entering data.
Generate Xero invoices from Shopify wholesale orders
When a B2B or wholesale order comes in, MESA creates an invoice in Xero and routes it to the right customer account. Your billing runs without the manual step between your store and your accounting software.
Keep customer records consistent across Shopify and Xero
When a new customer places their first order, MESA creates or updates their record in Xero to match Shopify. Your accounting and your storefront always reflect the same customer without periodic reconciliation.
Flag refunds and cancellations before they affect your books
When an order is refunded or cancelled in Shopify, MESA updates the corresponding Xero record and notifies your finance team. Nothing falls through the cracks at month-end reconciliation.
Let AI categorize transactions before they reach your accounts
Your AI assistant reads incoming Shopify order data — product type, customer tags, sales channel — and applies the right classification before writing to Xero. Your chart of accounts stays organized without manual review on every transaction.
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.
