Form to Recall Integration | MESA
Connect Form to Recall and automate your tasks
Description to build
Activity reports
Fully supported
MESA's Form 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.
★★★★★ 4.9 rating on Shopify App Store
Why integrate Form with Recall
The Form to Recall integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.
Start a product return with MESA Forms.
Let customers start the return process directly from the Shopify order details.
Send contact page forms to an email inbox.
Collect contact form submissions and route them to your company's inbox.
Collect customer birthdays for loyalty campaigns.
Create marketing campaigns to connect with customers on their birthdays.
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 Form 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.
- Transcript ID
- Status
- Recording ID
- Created At
- Formatted Transcript
- Raw Transcript Data
- Download URL
Form Submitted
Triggered when a MESA Form is submitted
Create Bot
Create a bot.
- Meeting URL
- Bot Name
- Join Time
Get List of Bots
Obtain a list of bots.
- ID
- Meeting URL
- Bot Name
- Join At
- Recording Config
- Status Changes
- Recordings
- Automatic Leave
- Calendar Meetings
- Metadata
Get List of Transcripts
Obtain a list of transcripts.
- Transcript ID
- Status
- Recording ID
- Created At
- Download URL
Retrieve Bot
Grab all details about a bot.
- ID
- Meeting URL
- Bot Name
- Join At
- Recording Config
- Status Changes
- Recordings
- Automatic Leave
- Calendar Meetings
- Metadata
Retrieve Transcript
Grab all details about a transcript.
- Transcript ID
- Status
- Recording ID
- Created At
- Formatted Transcript
- Raw Transcript Data
- Download URL
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. Google Meet sessions for complex workflows.
Integrate Form with Recall today.
Enjoy a 7-day free trial. Get your first workflow in minutes.
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