Recall to Rivo Integration | MESA
Connect Recall to Rivo and automate your tasks
Activity reports
MESA's Recall to Rivo 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 Recall with Rivo
The Recall to Rivo integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.
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.
Keep loyalty status current across your marketing tools
When a customer earns or redeems points in Rivo, MESA updates their record in Klaviyo, Shopify, and connected platforms in real time. Your segments, flows, and CRM always reflect where each customer stands in your program without manual list updates.
Enroll customers in Rivo based on Shopify purchase behavior
When a customer hits a condition in Shopify — a first purchase, a spend threshold, a product category — MESA adds them to Rivo and sets the right starting tier. Your loyalty program grows with your customer base without anyone managing enrollments by hand.
Trigger loyalty rewards at the moments that drive retention
When a customer reaches a milestone — a repeat purchase, a referral, a VIP threshold — MESA triggers the right Rivo action and can notify them through your preferred channel. Your program responds to behavior in real time, not on a delayed sync cycle.
Build any Recall and Rivo 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.
Customer VIP Tier Updated
Starts when a customer VIP tier is modified.
- ID
- Vip Tier ID
- Started At
- Internal Note
- External Note
- Customer
- Vip Tier
Loyalty Points Earned
Starts when loyalty points are earned.
- ID
- Points Amount
- Applied At
- Internal Note
- External Note
- Event Type
- Source
- Customer
Points Redemption Created
Starts when points are redeemed.
- Applied At
- Code
- Customer
- Expires At
- ID
- Name
- Points Amount
- Referred Email
- Refunded At
- Reward
- Terms Of Service
- Reward ID
- Source
- Used At
Transcript Created
Starts when a transcript is created.
- Transcript ID
- Status
- Recording ID
- Created At
- Formatted Transcript
- Raw Transcript Data
- Download URL
Add Points to Customer's Points Balance
Create a points event to adjust a customers points balance.
- Type
- ID
- Attributes
Create Points Redemption
Redeem a reward for points.
- Customer Identifier
- Reward ID
- Points Amount
Create Referral
Create a referral.
Get List of Customers
Obtain a list of customers.
- Type
- ID
- Attributes
Get List of Earning Rules
Obtain a list of earning rules.
- Type
- ID
- Attributes
Get List of Points Events
Obtain a list of points events.
- Type
- ID
- Attributes
Get List of Points Redemptions
Obtain a list of points redemptions.
- Type
- ID
- Attributes
Get List of Referrals
Obtain a list of referrals.
Get List of Rewards
Obtain a list of rewards.
- Type
- ID
- Attributes
Get List of VIP Tiers
Obtain a list of VIP tiers.
- Type
- ID
- Attributes
Retrieve Customer
Grab all details about a customer.
- Type
- ID
- Attributes
Retrieve VIP Tier
Grab all details about a VIP tier.
- Type
- ID
- Attributes
Update Customer
Modify a customer.
- Dob
Update Customer's VIP Tier
Update a customer's VIP tier.
- Vip Tier ID
- Internal Note
- Skip Email
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 Recall with Rivo today.
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