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.
Connect Shopify to DocuSign
MESA is the most flexible way integrate Shopify to DocuSign so you can automate any workflow - no coding required.
Top companies trust MESA to automate the work that runs their Shopify business.
Build your own workflows.
MESA helps you make workflows that keeps your business running. A trigger is the event to start a workflow then, actions are performed.
Why integrate Shopify to DocuSign?
Integrate Shopify to DocuSign and get more done in less time. Automate the everyday tasks holding back your potential growth.
Use tags to keep your business systems in sync.
When orders come through tagged "wholesale" have the details sent to Salesforce or another business system.
Manage contacts in your CRM when orders are received.
Every time an order is placed by a new customer, create a new contact in your CRM so it's always up to date.
Deliver order details to your warehouse accurately.
Schedule new orders to be converted into a CSV file that is sent to your back office for fulfillment.
Update marketing campaigns instantly when changes occur.
Add new customers to your Mailchimp email lists after their first order or any time their contact details change.
Keep your teammates informed of critical events.
Whatever app your team uses to communicate, get notifications when critical events occur on your Shopify store.
Secure Contracts for Wholesale Orders
If you manage B2B sales through your Shopify store, integrating with DocuSign can facilitate seamless and legally-binding contract signing. You can send, track, and manage all agreements digitally, speeding up the sales process and enhancing your clients' trust.
Employment Agreements
Planning to hire for your online store? With DocuSign, you can automate the signing of employment contracts. As soon as you hire someone, the relevant documents can be sent for signature directly from your Shopify dashboard, ensuring a smooth onboarding process.
Supplier Agreements
Manage and sign all your supplier agreements digitally. As you add new products to your Shopify store or negotiate terms with suppliers, having an integrated system with DocuSign allows for fast and secure handling of these essential documents.
Customer Agreements
For specialized products or services that require specific customer agreements, you can set up automated workflows that send the necessary documents to customers for digital signing after purchase. This provides a professional touch and ensures legal compliance.
Record Keeping & Compliance
By having all your signed documents integrated into your Shopify system, you have a unified and secure place to manage all legal records. This not only makes it easier to find and access documents when needed but also aids in compliance with legal and regulatory requirements.
Automate everything with MESA
Make any workflow and get more from your existing apps.
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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.
Learn how to automate Shopify
Fully supported by Shopify experts.
Get help from our team of Shopify experts and industry partners, who are dedicated to ensuring your MESA experience is smooth, efficient, and tailored to your exact business needs.
