Connect Recall to Shopify Plus and automate your tasks

Activity reports

MESA's Recall to Shopify Plus 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.

Why integrate Recall with Shopify Plus

The Recall to Shopify Plus 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.

Automate complex B2B workflows across your entire stack

When a wholesale or B2B order comes in through Shopify Plus, MESA routes it through the right process — custom pricing, approval steps, fulfillment rules — and syncs the details to your connected tools. Your enterprise workflows run without manual coordination between systems.

Manage multi-store operations from a single automation layer

When an event happens in one Shopify Plus store — an inventory change, a customer update, a fulfillment status — MESA propagates the right action across your other stores and connected platforms. Your expansion stores stay consistent without a separate ops process for each one.

Build any Recall and Shopify Plus 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.

B2B Order Created

Starts when a B2B order is created.

• App ID
• Billing Address
• Browser Ip
• Buyer Accepts Marketing
• Cancel Reason
• Cancelled At
• Client Details
• Closed At
• Company
• Confirmation Number
• Created At
• Currency
• Current Total Additional Fees Set
• Current Total Discounts
• Current Total Discounts Set
• Current Total Duties Set
• Current Total Price
• Current Total Price Set
• Current Subtotal Price
• Current Subtotal Price Set
• Current Total Tax
• Current Total Tax Set
• Customer
• Customer Locale
• Discount Applications
• Discount Codes
• Email
• Estimated Taxes
• Financial Status
• Fulfillments
• Fulfillment Status
• ID
• Inventory Behaviour
• Landing Site
• Line Items
• Merchant Of Record App ID
• Name
• Note
• Note Attributes
• Number
• Order Number
• Original Total Additional Fees Set
• Original Total Duties Set
• Payment Terms
• Payment Gateway Names
• Phone
• Po Number
• Presentment Currency
• Processed At
• Referring Site
• Refunds
• Shipping Address
• Shipping Lines
• Source Name
• Source Identifier
• Source URL
• Subtotal Price
• Subtotal Price Set
• Tags
• Tax Lines
• Taxes Included
• Test
• Total Discounts
• Total Discounts Set
• Total Line Items Price
• Total Line Items Price Set
• Total Outstanding
• Total Price
• Total Price Set
• Total Shipping Price Set
• Total Tax
• Total Tax Set
• Total Tip Received
• Total Weight
• Updated At
• User ID
• Order Status URL

B2B Order Updated

Starts when a B2B order is modified.

Create Company

Create a company. Cannot attach an existing customer to a new company through this action.

• Company
• Company Contact
• Company Location

Delete Company

Remove a company.

• ID

Get List of Companies

Obtain a list of companies. This action will return 100 results by default.

• Name
• ID

Update Company

Modify a company's information.

• Company ID
• Customer Since
• External ID
• Name
• Note

Expert support included

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