How it works

Follow these 3 simple steps to start automatically capturing customer details in your database

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Customer Created
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger activates the workflow instantly when someone creates a new customer account on your Shopify store, ensuring no customer data gets missed.

This step automatically monitors your Shopify store for new customer registrations and kicks off the entire workflow. No configuration is needed - it captures basic customer information like ID, email, name, and phone from the initial registration. The trigger passes this core data to the next step for enrichment with additional details.

Retrieve Customer
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step fetches complete customer details including tags and notes that weren't available from the initial trigger, ensuring you capture the full customer profile.

This step automatically pulls the full customer record from Shopify using the customer ID from the trigger. It retrieves additional fields like customer tags and internal notes that your team may have added. The enriched customer data then gets formatted and prepared for database storage in the final step.

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Create Record
App connector: Data • Time to complete: 2 minutes
Why this matters: This step saves all customer information to your "Shopify Customers" database table, creating a centralized record you can access and analyze outside of Shopify.

This step creates a new database record with seven customer fields: Customer ID, Email, First Name, Last Name, Phone, Tags, and Note. The database table name is set to "Shopify Customers" by default, and all customer information gets automatically mapped to the appropriate columns. You can modify which fields to capture or change the table name if you want to organize your data differently.

Make it your own

Customize this workflow even further:

Set custom delays
Add a delay step before creating the database record to wait 24 hours, giving you time to add customer tags or notes before the data gets saved.
Add conditional logic
Include a condition step to only save VIP customers (those with specific tags) or customers from certain locations to your database.
Connect multiple databases
Extend the workflow to save customer data to both your main database and a separate marketing platform like Mailchimp or Klaviyo.
Send team notifications
Add a Slack or email notification step to alert your customer success team when high-value customers (based on location or tags) register.

Frequently asked questions

What customer information gets saved to the database?
The workflow captures Customer ID, Email, First Name, Last Name, Phone, Tags, and Notes. If you need additional fields like customer addresses or creation date, you can modify the Create Record step to include them.
Can I filter which customers get added to the database?
Not with the current setup, but you can add a condition step after the Retrieve Customer step to only save customers meeting specific criteria, such as those with certain tags or from particular locations.
What happens if a customer updates their information after the initial registration?
This workflow only triggers on new customer creation, so updates won't automatically sync. You'd need a separate workflow triggered by "Customer Updated" events to keep your database current with profile changes.
What is a template?
MESA templates are fully pre-configured workflows built and vetted by Shopify Experts. Unlike competitor templates that provide basic scaffolds requiring extensive setup, MESA templates come with all data variables properly mapped, required fields configured, and steps ready to activate. You can turn them on immediately and start automating.
Can I customize a template?
Absolutely! While our templates work out-of-the-box, every step can be personalized to match your exact business requirements. Add conditional logic, integrate additional apps, or build more sophisticated workflows. MESA's templates provide a solid foundation that you can expand as needed.
Are templates free?
Yes! Our entire library of expert-built, production-ready templates is free to use. Unlike platforms that charge for premium templates or provide only basic scaffolds, MESA gives you access to hundreds of fully-configured, vetted workflows at no additional cost.

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