Filter to Recall Integration | MESA

Connect Filter to Recall and automate your tasks

Activity reports

Fully supported

MESA's Filter to Recall integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes.

Try MESA for free

★★★★★ 4.9 rating on Shopify App Store

Why integrate Filter with Recall

The Filter to Recall integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

Only act on orders that meet your criteria

When a trigger fires for every order, Filter ensures the workflow only continues for the ones that match. Set conditions on order value, tags, product types, or any order attribute to target precisely.

Skip customers already enrolled in your program

Before applying a tag, sending an email, or adding a loyalty point, Filter checks whether the customer already qualifies. Duplicate actions stop before they reach anyone who shouldn't receive them.

Protect inventory actions from false triggers

Before MESA adjusts stock levels or sends a reorder alert, Filter confirms the conditions are genuinely met — right product, right location, right threshold. No unnecessary inventory actions fire.

Turn meeting transcripts into Shopify customer and order actions

When Recall.ai captures a sales or account call, MESA reads the transcript and updates the relevant Shopify customer record — notes, tags, lifecycle stage. What was said in the meeting becomes part of your customer data without anyone transcribing it manually.

Create follow-up tasks from sales calls automatically

When a Recall.ai meeting ends, MESA extracts the commitments and next steps and creates tasks in ClickUp, Airtable, or Google Docs. Your team acts on what was agreed without relying on someone to write it up after the call.

Alert your team when a call surfaces an urgent customer signal

When a Recall.ai transcript contains a churn signal, a complaint, or an upsell opportunity, MESA notifies the right person through Slack or email. Your team responds to what matters while the conversation is still fresh.

Build any Filter and Recall automation

MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.

Transcript Created

Starts when a transcript is created.

Create Bot

Create a bot.

Get List of Bots

Obtain a list of bots.

Get List of Transcripts

Obtain a list of transcripts.

Retrieve Bot

Grab all details about a bot.

Retrieve Transcript

Grab all details about a transcript.

Filter

Stop the execution of a workflow when conditions are not met.

Expert support included

MESA includes hands-on support from automation experts who know how to get things done.

Free workflow setup

We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week.

Fast response times

Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours.

Managed services available

Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows.

Real humans, always

Chat with real automation experts (not bots). Email support 9am-5pm PST.

Integrate Filter with Recall today.

Enjoy a 7-day free trial. Get your first workflow in minutes.

Try MESA today →

MESA AI assistant

Describe your task...

You've known what your store should be doing. Now it can. Describe the task then MESA handles it from there.