Recall to Smartrr Integration | MESA

Connect Recall to Smartrr and automate your tasks

Why integrate Recall with Smartrr

The Recall to Smartrr 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.

Sync subscription data with your marketing and CRM tools

When a customer subscribes, skips, or cancels in Smartrr, MESA updates their record across your connected platforms. Your email segments, loyalty program, and CRM always reflect current subscription status.

Trigger retention workflows the moment a subscriber churns

When a cancellation or failed payment happens in Smartrr, MESA kicks off the right response — a win-back email, a Slack alert, a tag update in Shopify. You catch churn signals before they become lost customers.

Tag and segment subscribers based on their behavior

As customers interact with their Smartrr subscription — upgrading, pausing, adding products — MESA updates their Shopify tags and customer fields in real time. Your segments stay accurate without manual list management.

Build any Recall and Smartrr 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.

Payment Method Update

Starts when a payment method is updated.

Subscription Activate

Starts when a subscription is activated.

Subscription Cancel

Starts when a subscription is cancelled.

Subscription Create

Starts when a subscription is created.

Subscription Failed Payment

Starts when a payment failed for a subscription.

Subscription Gift

Starts when a subscription is gifted.

Subscription Pause

Starts when a subscription is paused.

Subscription Send Now

Starts when a subscription is sent now.

Subscription Set Next Date

Starts when a subscription's next date is set.

Subscription Skip

Starts when a subscription is skipped.

Subscription Successful Payment

Starts when a successful payment was made for a subscription.

Subscription Unskip

Starts when a subscription is unskipped.

Subscription Upcoming Order

Starts when a subscription has an upcoming order.

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.

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 Recall with Smartrr today.

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