Connect Salesforce to ShipStation and automate your tasks

Describe to build

Activity reports

Fully supported

MESA's Salesforce to ShipStation 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.

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Why integrate Salesforce with ShipStation

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

Data integration →

Keep Salesforce contacts current as customers shop in Shopify

When a customer places an order, updates their details, or hits a lifecycle milestone in Shopify, MESA updates their Salesforce contact or account record automatically. Your CRM reflects who your customers are right now without a manual sync or scheduled export holding things back.

Order automation →

Create Salesforce opportunities from Shopify wholesale and B2B orders

When a qualifying order comes in — a wholesale account, a high-value purchase, a first-time B2B customer — MESA creates an opportunity in Salesforce with the order details already attached. Your sales team follows up with context, not just a name and an order number.

Customer experience →

Trigger Salesforce workflows from Shopify customer behavior

When a customer crosses a spend threshold, earns a loyalty tier, or shows a churn signal in Shopify, MESA sends the event to Salesforce and starts the right sequence or campaign. Your CRM automation runs on live commerce signals, not just form fills and email opens.

Fulfillment operations →

Push every Shopify order to ShipStation the moment it's placed

When an order comes in, MESA sends it to ShipStation with the right shipping method, carrier, and fulfillment rules already applied. Your team picks up a ready-to-ship order, not a configuration task.

Order automation →

Route orders to the right warehouse based on what's in the cart

When an order contains specific products, a wholesale flag, or a regional destination, MESA reads the details and sends it to the correct ShipStation fulfillment location. Every order reaches the right facility without manual sorting.

Customer experience →

Update Shopify the moment ShipStation marks an order shipped

When ShipStation generates a tracking number and marks an order fulfilled, MESA writes the update back to Shopify and triggers any downstream actions — a Klaviyo notification, a customer tag, a loyalty point. Your post-purchase workflow starts the moment fulfillment does.

Build any Salesforce and ShipStation 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 Created

Starts when a customer account is created.

• Customer ID

• Create Date

• Modify Date

• Name

• Company

• Street1

• Street2

• City

• State

• Postal Code

• Country Code

• Phone

• Email

• Address Verified

• Marketplace Usernames

• Tags

Customer Updated

Starts when a customer is updated.

• Customer ID

• Create Date

• Modify Date

• Name

• Company

• Street1

• Street2

• City

• State

• Postal Code

• Country Code

• Phone

• Email

• Address Verified

• Marketplace Usernames

• Tags

Item Created

Starts when an item is created.

• Order ID

• Order Number

• Order Date

• Create Date

• Modify Date

• Payment Date

• Ship By Date

• Order Status

• Customer ID

• Customer Username

• Customer Email

• Bill To

• Ship To

• Items

• Order Total

• Amount Paid

• Tax Amount

• Shipping Amount

• Customer Notes

• Internal Notes

• Gift

• Gift Message

• Payment Method

• Requested Shipping Service

• Carrier Code

• Service Code

• Package Code

• Confirmation

• Ship Date

• Hold Until Date

• Weight

• Dimensions

• Insurance Options

• International Options

• Advanced Options

• Tag Ids

• User ID

• Externally Fulfilled

• Externally Fulfilled By

• Label Messages

Order Created

Starts when a new order is created in any status other than Awaiting Payment.

• Order ID

• Order Number

• Order Date

• Create Date

• Modify Date

• Payment Date

• Ship By Date

• Order Status

• Customer ID

• Customer Username

• Customer Email

• Bill To

• Ship To

• Items

• Order Total

• Amount Paid

• Tax Amount

• Shipping Amount

• Customer Notes

• Internal Notes

• Gift

• Gift Message

• Payment Method

• Requested Shipping Service

• Carrier Code

• Service Code

• Package Code

• Confirmation

• Ship Date

• Hold Until Date

• Weight

• Dimensions

• Insurance Options

• International Options

• Advanced Options

• Tag Ids

• User ID

• Externally Fulfilled

• Externally Fulfilled By

• Label Messages

Order Shipped

Starts when a fulfilled order is shipped.

• Shipment ID

• Order ID

• Order Key

• User ID

• Order Number

• Create Date

• Ship Date

• Shipment Cost

• Insurance Cost

• Tracking Number

• Is Return Label

• Batch Number

• Carrier Code

• Service Code

• Package Code

• Confirmation

• Warehouse ID

• Voided

• Void Date

• Marketplace Notified

• Notify Error Message

• Ship To

• Weight

• Dimensions

• Insurance Options

• Advanced Options

• Shipment Items

• Label Data

• Form Data

Order's Items Shipped

Starts when an item in an order is shipped.

• Shipment ID

• Order ID

• Order Key

• User ID

• Order Number

• Create Date

• Ship Date

• Shipment Cost

• Insurance Cost

• Tracking Number

• Is Return Label

• Batch Number

• Carrier Code

• Service Code

• Package Code

• Confirmation

• Warehouse ID

• Voided

• Void Date

• Marketplace Notified

• Notify Error Message

• Ship To

• Weight

• Dimensions

• Insurance Options

• Advanced Options

• Shipment Items

• Label Data

• Form Data

Product Created

Starts when a new product is created.

• Aliases

• Product ID

• Sku

• Name

• Price

• Default Cost

• Length

• Width

• Height

• Weight Oz

• Internal Notes

• Fulfillment Sku

• Create Date

• Modify Date

• Active

• Product Category

• Product Type

• Warehouse Location

• Default Carrier Code

• Default Service Code

• Default Package Code

• Default Intl Carrier Code

• Default Intl Service Code

• Default Intl Package Code

• Default Confirmation

• Default Intl Confirmation

• Customs Description

• Customs Value

• Customs Tariff No

• Customs Country Code

• No Customs

• Tags

Product Updated

Starts when a product is updated.

• Aliases

• Product ID

• Sku

• Name

• Price

• Default Cost

• Length

• Width

• Height

• Weight Oz

• Internal Notes

• Fulfillment Sku

• Create Date

• Modify Date

• Active

• Product Category

• Product Type

• Warehouse Location

• Default Carrier Code

• Default Service Code

• Default Package Code

• Default Intl Carrier Code

• Default Intl Service Code

• Default Intl Package Code

• Default Confirmation

• Default Intl Confirmation

• Customs Description

• Customs Value

• Customs Tariff No

• Customs Country Code

• No Customs

• Tags

Shipment Created

Starts when a shipment is created for a recent order.

• Shipment ID

• Order ID

• Order Key

• User ID

• Order Number

• Create Date

• Ship Date

• Shipment Cost

• Insurance Cost

• Tracking Number

• Is Return Label

• Batch Number

• Carrier Code

• Service Code

• Package Code

• Confirmation

• Warehouse ID

• Voided

• Void Date

• Marketplace Notified

• Notify Error Message

• Ship To

• Weight

• Dimensions

• Insurance Options

• Advanced Options

• Shipment Items

• Label Data

• Form Data

Account Created

Starts when an account is created.

Account Updated

Starts when an account is modified.

Contact Created

Starts when a contact is created.

• First Name

• Last Name

• Account ID

• Email

• Mailing Street

• Mailing City

• Mailing State

• Mailing Postal Code

• Mailing Country

• Phone

• Description

• Fax

• ID

Contact Updated

Starts when a contact is modified.

• First Name

• Last Name

• Account ID

• Email

• Mailing Street

• Mailing City

• Mailing State

• Mailing Postal Code

• Mailing Country

• Phone

• Description

• Fax

• ID

Custom Created

Starts when a custom is created.

Custom Updated

Starts when a custom is modified.

Lead Converted

Starts when a lead is converted.

• Last Name

• First Name

• Company

• Street

• Is Deleted

• Master Record ID

• Salutation

• Title

• City

• State

• Postal Code

• Country

• Phone

• Mobile Phone

• Fax

• Email

• Website

• Description

• Lead Source

• Status

• Industry

• Rating

• Annual Revenue

• Number Of Employees

• Owner ID

• Is Converted

• Converted Date

• Converted Account ID

• Converted Contact ID

• Converted Opportunity ID

• Is Unread By Owner

• Created Date

• Created By ID

• Last Modified Date

• Last Modified By ID

• System Modstamp

• Last Activity Date

• Email Bounced Reason

• Email Bounced Date

• ID

Lead Created

Starts when a lead is created.

• Last Name

• First Name

• Company

• Street

• Is Deleted

• Master Record ID

• Salutation

• Title

• City

• State

• Postal Code

• Country

• Phone

• Mobile Phone

• Fax

• Email

• Website

• Description

• Lead Source

• Status

• Industry

• Rating

• Annual Revenue

• Number Of Employees

• Owner ID

• Is Converted

• Converted Date

• Converted Account ID

• Converted Contact ID

• Converted Opportunity ID

• Is Unread By Owner

• Created Date

• Created By ID

• Last Modified Date

• Last Modified By ID

• System Modstamp

• Last Activity Date

• Email Bounced Reason

• Email Bounced Date

• ID

Lead Updated

Starts when a lead is modified.

• Last Name

• First Name

• Company

• Street

• Is Deleted

• Master Record ID

• Salutation

• Title

• City

• State

• Postal Code

• Country

• Phone

• Mobile Phone

• Fax

• Email

• Website

• Description

• Lead Source

• Status

• Industry

• Rating

• Annual Revenue

• Number Of Employees

• Owner ID

• Is Converted

• Converted Date

• Converted Account ID

• Converted Contact ID

• Converted Opportunity ID

• Is Unread By Owner

• Created Date

• Created By ID

• Last Modified Date

• Last Modified By ID

• System Modstamp

• Last Activity Date

• Email Bounced Reason

• Email Bounced Date

• ID

Opportunity Created

Starts when an opportunity is created.

• Name

• Stage Name

• Description

• Amount

• Is Deleted

• Account ID

• Is Private

• Probability

• Expected Revenue

• Total Opportunity Quantity

• Close Date

• Type

• Next Step

• Lead Source

• Is Closed

• Is Won

• Forecast Category

• Forecast Category Name

• Campaign ID

• Has Opportunity Line Item

• Pricebook2id

• Owner ID

• Created Date

• Created By ID

• Last Modified Date

• Last Modified By ID

• System Modstamp

• Last Activity Date

• Fiscal Quarter

• Fiscal Year

• Fiscal

• ID

Opportunity Updated

Starts when an opportunity is modified.

• Name

• Stage Name

• Description

• Amount

• Is Deleted

• Account ID

• Is Private

• Probability

• Expected Revenue

• Total Opportunity Quantity

• Close Date

• Type

• Next Step

• Lead Source

• Is Closed

• Is Won

• Forecast Category

• Forecast Category Name

• Campaign ID

• Has Opportunity Line Item

• Pricebook2id

• Owner ID

• Created Date

• Created By ID

• Last Modified Date

• Last Modified By ID

• System Modstamp

• Last Activity Date

• Fiscal Quarter

• Fiscal Year

• Fiscal

• ID

Order Created

Starts when an order is created.

• Account ID

• Effective Date

• Status

• Shipping Street

• Shipping City

• Shipping State

• Contract ID

• Is Reduction Order

• Description

• Customer Authorized By ID

• Customer Authorized Date

• Company Authorized By ID

• Company Authorized Date

• Type

• Billing Street

• Billing City

• Billing State

• Billing Postal Code

• Billing Country

• Shipping Postal Code

• Shipping Country

• Name

• Po Date

• Po Number

• Order Reference Number

• Bill To Contact ID

• Ship To Contact ID

• Activated Date

• Activated By ID

• Status Code

• Order Number

• Total Amount

• Created Date

• Created By ID

• Last Modified Date

• Last Modified By ID

• Is Deleted

• System Modstamp

• ID

Order Updated

Starts when an order is modified.

• Account ID

• Effective Date

• Status

• Shipping Street

• Shipping City

• Shipping State

• Contract ID

• Is Reduction Order

• Description

• Customer Authorized By ID

• Customer Authorized Date

• Company Authorized By ID

• Company Authorized Date

• Type

• Billing Street

• Billing City

• Billing State

• Billing Postal Code

• Billing Country

• Shipping Postal Code

• Shipping Country

• Name

• Po Date

• Po Number

• Order Reference Number

• Bill To Contact ID

• Ship To Contact ID

• Activated Date

• Activated By ID

• Status Code

• Order Number

• Total Amount

• Created Date

• Created By ID

• Last Modified Date

• Last Modified By ID

• Is Deleted

• System Modstamp

• ID

Pricebook Entry Created

Starts when a pricebook entry is created.

• Product2id

• Pricebook2id

• Unit Price

• Is Active

• ID

Pricebook Entry Updated

Starts when a pricebook entry is modified.

• Product2id

• Pricebook2id

• Unit Price

• Is Active

• ID

Product Created

Starts when a product is created.

• Name

• Stock Keeping Unit

• Description

• Product Code

• Display Url

• Active

• Product Family

• External ID

• ID

Product Updated

Starts when a product is modified.

• Name

• Stock Keeping Unit

• Description

• Product Code

• Display Url

• Active

• Product Family

• External ID

• ID

Add Funds to Carrier Account

Increase the amount of funds to a carrier's account.

• Name

• Code

• Account Number

• Requires Funded Account

• Balance

Add Tag to Order

Attach a tag to an existing order.

• Success

• Message

Assign User to Order

Add a user to an existing order.

Create Label for Order

Create a shipping label for an order.

• Order ID

• Carrier Code

• Service Code

• Package Code

• Confirmation

• Ship Date

• Weight

• Dimensions

• Insurance Options

• International Options

• Advanced Options

• Test Label

Create Label for Shipment

Create a shipping label for a shipment.

• Carrier Code

• Service Code

• Package Code

• Confirmation

• Ship Date

• Weight

• Dimensions

• Ship From

• Ship To

• Insurance Options

• International Options

• Advanced Options

• Test Label

Create Order

Create an order.

• Order ID

• Order Number

• Order Date

• Create Date

• Modify Date

• Payment Date

• Ship By Date

• Order Status

• Customer ID

• Customer Username

• Customer Email

• Bill To

• Ship To

• Items

• Order Total

• Amount Paid

• Tax Amount

• Shipping Amount

• Customer Notes

• Internal Notes

• Gift

• Gift Message

• Payment Method

• Requested Shipping Service

• Carrier Code

• Service Code

• Package Code

• Confirmation

• Ship Date

• Hold Until Date

• Weight

• Dimensions

• Insurance Options

• International Options

• Advanced Options

• Tag Ids

• User ID

• Externally Fulfilled

• Externally Fulfilled By

• Label Messages

Create Ship From Location

Create a ship from location.

• Warehouse Name

• Origin Address

• Return Address

• Is Default

Deactivate Store

Deactivate a specific store.

• Success

• Message

Delete Order

Remove an order.

• Success

• Message

Delete Ship From Location

Delete a ship from location.

• Success

• Message

Get List of Carrier Packages

Obtain a list of packages by carrier code.

• Carrier Code

• Code

• Name

• Domestic

• International

Get List of Carrier Services

Obtain a list of services by carrier code.

• Carrier Code

• Code

• Name

• Domestic

• International

Get List of Customers

Obtain a list of existing customers.

• Customer ID

• Create Date

• Modify Date

• Name

• Company

• Street1

• Street2

• City

• State

• Postal Code

• Country Code

• Phone

• Email

• Address Verified

• Marketplace Usernames

• Tags

Get List of Fulfillments

Obtain a list of fulfillments.

Get List of Marketplaces

Obtain a list of marketplaces that can be integrated with ShipStation.

• Name

• Marketplace ID

• Can Refresh

• Supports Custom Mappings

• Supports Custom Statuses

• Can Confirm Shipments

Get List of Orders

Obtain a list of existing orders.

• Order ID

• Order Number

• Order Key

• Order Date

• Create Date

• Modify Date

• Payment Date

• Ship By Date

• Order Status

• Customer ID

• Customer Username

• Customer Email

• Bill To

• Ship To

• Items

• Order Total

• Amount Paid

• Tax Amount

• Shipping Amount

• Customer Notes

• Internal Notes

• Gift

• Gift Message

• Payment Method

• Requested Shipping Service

• Carrier Code

• Service Code

• Package Code

• Confirmation

• Ship Date

• Hold Until Date

• Weight

• Dimensions

• Insurance Options

• International Options

• Advanced Options

• Tag Ids

• User ID

• Externally Fulfilled

• Externally Fulfilled By

• Label Messages

Get List of Orders By Tag and Status

Lists all orders that match the specified status and tag.

Get List of Products

Obtain a list of products.

• Aliases

• Product ID

• Sku

• Name

• Price

• Default Cost

• Length

• Width

• Height

• Weight Oz

• Internal Notes

• Fulfillment Sku

• Create Date

• Modify Date

• Active

• Product Category

• Product Type

• Warehouse Location

• Default Carrier Code

• Default Service Code

• Default Package Code

• Default Intl Carrier Code

• Default Intl Service Code

• Default Intl Package Code

• Default Confirmation

• Default Intl Confirmation

• Customs Description

• Customs Value

• Customs Tariff No

• Customs Country Code

• No Customs

• Tags

Get List of Products

Obtain a list of products.

Get List of Resource URL IDs

Obtain a list of resource IDs from a resource URL

• ID

Get List of Ship From Locations

Obtain a list of ship from locations.

• Warehouse ID

• Warehouse Name

• Origin Address

• Return Address

• Create Date

• Is Default

• Seller Integration ID

• Ext Inventory Identity

• Register Fedex Meter

Get List of Users

Obtain a list of users.

• User ID

• User Name

• Name

Get Shipments

Obtain a list of shipments.

• Shipment ID

• Order ID

• Order Key

• User ID

• Order Number

• Create Date

• Ship Date

• Shipment Cost

• Insurance Cost

• Tracking Number

• Is Return Label

• Batch Number

• Carrier Code

• Service Code

• Package Code

• Confirmation

• Warehouse ID

• Voided

• Void Date

• Marketplace Notified

• Notify Error Message

• Ship To

• Weight

• Dimensions

• Insurance Options

• Advanced Options

• Shipment Items

• Label Data

• Form Data

Get Shipping Rates

Obtain a list of shipping rates.

• Service Name

• Service Code

• Shipment Cost

• Other Cost

Get Stores

Obtain a list of installed stores on the ShipStation account.

• Store ID

• Store Name

• Marketplace ID

• Marketplace Name

• Account Name

• Email

• Integration URL

• Active

• Company Name

• Phone

• Public Email

• Website

• Refresh Date

• Last Refresh Attempt

• Create Date

• Modify Date

• Auto Refresh

• Status Mappings

Hold Order

Pause an order.

• Success

• Message

List Carriers

Obtain a list of shipping carriers.

• Name

• Code

• Account Number

• Requires Funded Account

• Balance

• Nickname

• Shipping Provider ID

• Primary

Mark Order as Shipped

Classify an order as shipped.

• Order ID

• Order Number

Reactivate Store

Reactivate a specific store.

• Success

• Message

Refresh Store

Initiate a store refresh.

Remove Tag on Order

Delete a tag from an existing order.

• Success

• Message

Restore Order from On Hold

Unpause an order that is currently on hold.

• Success

• Message

Retrieve Carrier

Grab all details about the carrier.

• Name

• Code

• Account Number

• Requires Funded Account

• Balance

• Nickname

• Shipping Provider ID

• Primary

Retrieve Customer

Grab all details about the customer.

• Customer ID

• Create Date

• Modify Date

• Name

• Company

• Street1

• Street2

• City

• State

• Postal Code

• Country Code

• Phone

• Email

• Address Verified

• Marketplace Usernames

• Tags

Retrieve Order

Grab all details about the order.

• Order ID

• Order Number

• Order Key

• Order Date

• Create Date

• Modify Date

• Payment Date

• Ship By Date

• Order Status

• Customer ID

• Customer Username

• Customer Email

• Bill To

• Ship To

• Items

• Order Total

• Amount Paid

• Tax Amount

• Shipping Amount

• Customer Notes

• Internal Notes

• Gift

• Gift Message

• Payment Method

• Requested Shipping Service

• Carrier Code

• Service Code

• Package Code

• Confirmation

• Ship Date

• Hold Until Date

• Weight

• Dimensions

• Insurance Options

• International Options

• Advanced Options

• Tag Ids

• User ID

• Externally Fulfilled

• Externally Fulfilled By

• Label Messages

Retrieve Product

Grab all details about the product.

• Aliases

• Product ID

• Sku

• Name

• Price

• Default Cost

• Length

• Width

• Height

• Weight Oz

• Internal Notes

• Fulfillment Sku

• Create Date

• Modify Date

• Active

• Product Category

• Product Type

• Warehouse Location

• Default Carrier Code

• Default Service Code

• Default Package Code

• Default Intl Carrier Code

• Default Intl Service Code

• Default Intl Package Code

• Default Confirmation

• Default Intl Confirmation

• Customs Description

• Customs Value

• Customs Tariff No

• Customs Country Code

• No Customs

• Tags

Retrieve Ship From Location

Grab all details about the ship from location.

• Warehouse ID

• Warehouse Name

• Origin Address

• Return Address

• Create Date

• Is Default

• Seller Integration ID

• Ext Inventory Identity

• Register Fedex Meter

Retrieve Store

Grab all details about the store.

• Store ID

• Store Name

• Marketplace ID

• Marketplace Name

• Account Name

• Email

• Integration URL

• Active

• Company Name

• Phone

• Public Email

• Website

• Refresh Date

• Last Refresh Attempt

• Create Date

• Modify Date

• Auto Refresh

• Status Mappings

Retrieve Store Refresh Status

Grab all details about the refresh status of a given store.

Unsassign User from Order

Remove an user from an existing order.

• Success

• Message

Update Order

Modify an existing order.

• Order ID

• Order Number

• Order Key

• Order Date

• Create Date

• Modify Date

• Payment Date

• Ship By Date

• Order Status

• Customer ID

• Customer Username

• Customer Email

• Bill To

• Ship To

• Order Total

• Amount Paid

• Tax Amount

• Shipping Amount

• Customer Notes

• Internal Notes

• Gift

• Gift Message

• Payment Method

• Requested Shipping Service

• Carrier Code

• Service Code

• Package Code

• Confirmation

• Ship Date

• Hold Until Date

• Weight

• Dimensions

• Insurance Options

• International Options

• Advanced Options

• Tag Ids

• User ID

• Externally Fulfilled

• Externally Fulfilled By

• Label Messages

Update Product

Update a product's details.

• Aliases

• Product ID

• Sku

• Name

• Price

• Default Cost

• Length

• Width

• Height

• Weight Oz

• Internal Notes

• Fulfillment Sku

• Create Date

• Modify Date

• Active

• Product Category

• Product Type

• Warehouse Location

• Default Carrier Code

• Default Service Code

• Default Package Code

• Default Intl Carrier Code

• Default Intl Service Code

• Default Intl Package Code

• Default Confirmation

• Default Intl Confirmation

• Customs Description

• Customs Value

• Customs Tariff No

• Customs Country Code

• No Customs

• Tags

Update Ship From Location

Modify a ship from location's details.

Update Store

Modify a store's details.

Void Shipment Label

Cancel a shipment label.

Create Account

Start a new account.

• Name

• Phone

• Shipping Street

• Shipping City

• Shipping State

• Shipping Postal Code

• Shipping Country

• Billing Street

• Billing City

• Billing State

• Billing Postal Code

• Billing Country

• Fax

• Account Number

• Website

• ID

Create Contact

Start a new contact.

• First Name

• Last Name

• Account ID

• Email

• Mailing Street

• Mailing City

• Mailing State

• Mailing Postal Code

• Mailing Country

• Phone

• Description

• Fax

• ID

Create Custom

Start a new a custom.

Create Lead

Start a new lead.

• Last Name

• First Name

• Company

• Street

• Is Deleted

• Master Record ID

• Salutation

• Title

• City

• State

• Postal Code

• Country

• Phone

• Mobile Phone

• Fax

• Email

• Website

• Description

• Lead Source

• Status

• Industry

• Rating

• Annual Revenue

• Number Of Employees

• Owner ID

• Is Converted

• Converted Date

• Converted Account ID

• Converted Contact ID

• Converted Opportunity ID

• Is Unread By Owner

• Created Date

• Created By ID

• Last Modified Date

• Last Modified By ID

• System Modstamp

• Last Activity Date

• Email Bounced Reason

• Email Bounced Date

• ID

Create Opportunity

Start a new an opportunity.

• Name

• Stage Name

• Description

• Amount

• Is Deleted

• Account ID

• Is Private

• Probability

• Expected Revenue

• Total Opportunity Quantity

• Close Date

• Type

• Next Step

• Lead Source

• Is Closed

• Is Won

• Forecast Category

• Forecast Category Name

• Campaign ID

• Has Opportunity Line Item

• Pricebook2id

• Owner ID

• Created Date

• Created By ID

• Last Modified Date

• Last Modified By ID

• System Modstamp

• Last Activity Date

• Fiscal Quarter

• Fiscal Year

• Fiscal

• ID

Create Opportunity Product

Start a new opportunity product.

• Opportunity ID

• Product2id

• Quantity

• Unit Price

• Description

• Discount

• ID

Create or Update Account

Create or modify an account.

• Name

• Phone

• Shipping Street

• Shipping City

• Shipping State

• Shipping Postal Code

• Shipping Country

• Billing Street

• Billing City

• Billing State

• Billing Postal Code

• Billing Country

• Fax

• Account Number

• Website

• ID

Create or Update Contact

Create or modify a contact.

• First Name

• Last Name

• Account ID

• Email

• Mailing Street

• Mailing City

• Mailing State

• Mailing Postal Code

• Mailing Country

• Phone

• Description

• Fax

• ID

Create or Update Custom

Create or modify a custom.

Create or Update Lead

Create or modify a lead.

• Last Name

• First Name

• Company

• Street

• Is Deleted

• Master Record ID

• Salutation

• Title

• City

• State

• Postal Code

• Country

• Phone

• Mobile Phone

• Fax

• Email

• Website

• Description

• Lead Source

• Status

• Industry

• Rating

• Annual Revenue

• Number Of Employees

• Owner ID

• Is Converted

• Converted Date

• Converted Account ID

• Converted Contact ID

• Converted Opportunity ID

• Is Unread By Owner

• Created Date

• Created By ID

• Last Modified Date

• Last Modified By ID

• System Modstamp

• Last Activity Date

• Email Bounced Reason

• Email Bounced Date

• ID

Create or Update Opportunity

Create or modify an opportunity.

• Name

• Stage Name

• Description

• Amount

• Is Deleted

• Account ID

• Is Private

• Probability

• Expected Revenue

• Total Opportunity Quantity

• Close Date

• Type

• Next Step

• Lead Source

• Is Closed

• Is Won

• Forecast Category

• Forecast Category Name

• Campaign ID

• Has Opportunity Line Item

• Pricebook2id

• Owner ID

• Created Date

• Created By ID

• Last Modified Date

• Last Modified By ID

• System Modstamp

• Last Activity Date

• Fiscal Quarter

• Fiscal Year

• Fiscal

• ID

Create or Update Opportunity Product

Create or modify an opportunity product.

• Opportunity ID

• Product2id

• Quantity

• Unit Price

• Description

• Discount

• ID

Create or Update Order

Create or modify an order.

• Account ID

• Effective Date

• Status

• Shipping Street

• Shipping City

• Shipping State

• Contract ID

• Is Reduction Order

• Description

• Customer Authorized By ID

• Customer Authorized Date

• Company Authorized By ID

• Company Authorized Date

• Type

• Billing Street

• Billing City

• Billing State

• Billing Postal Code

• Billing Country

• Shipping Postal Code

• Shipping Country

• Name

• Po Date

• Po Number

• Order Reference Number

• Bill To Contact ID

• Ship To Contact ID

• Activated Date

• Activated By ID

• Status Code

• Order Number

• Total Amount

• Created Date

• Created By ID

• Last Modified Date

• Last Modified By ID

• Is Deleted

• System Modstamp

• ID

Create or Update Order Product

Create or modify an order product.

• Order ID

• Product2id

• Quantity

• Unit Price

• Description

• ID

Create or Update Pricebook Entry

Create or update a pricebook entry.

• Product2id

• Pricebook2id

• Unit Price

• Is Active

• ID

Create or Update Products

Create or modify a product.

• Name

• Stock Keeping Unit

• Description

• Product Code

• Display Url

• Active

• Product Family

• External ID

• ID

Create Order

Start a new an order.

• Account ID

• Effective Date

• Status

• Shipping Street

• Shipping City

• Shipping State

• Contract ID

• Is Reduction Order

• Description

• Customer Authorized By ID

• Customer Authorized Date

• Company Authorized By ID

• Company Authorized Date

• Type

• Billing Street

• Billing City

• Billing State

• Billing Postal Code

• Billing Country

• Shipping Postal Code

• Shipping Country

• Name

• Po Date

• Po Number

• Order Reference Number

• Bill To Contact ID

• Ship To Contact ID

• Activated Date

• Activated By ID

• Status Code

• Order Number

• Total Amount

• Created Date

• Created By ID

• Last Modified Date

• Last Modified By ID

• Is Deleted

• System Modstamp

• ID

Create Order Product

Start a new order product.

• Order ID

• Product2id

• Quantity

• Unit Price

• Description

• ID

Create Pricebook Entry

Start a new a pricebook entry.

• Product2id

• Pricebook2id

• Unit Price

• Is Active

• ID

Create Product

Start a new a product.

• Name

• Stock Keeping Unit

• Description

• Product Code

• Display Url

• Active

• Product Family

• External ID

• ID

Delete Account

Remove an account.

Delete Contact

Remove a contact.

Delete Custom

Remove a custom.

Delete Lead

Remove a lead.

Delete Opportunity

Remove an opportunity.

Delete Opportunity Product

Remove an opportunity product.

Delete Order

Remove an order.

Delete Order Product

Remove an order product.

Delete Pricebook Entry

Remove a pricebook entry.

Delete Product

Remove a Product.

Query Multiple Accounts

Search for multiple accounts.

Query Multiple Contacts

Search for multiple contacts.

Query Multiple Customs

Search for multiple customs.

Query Multiple Leads

Search for multiple leads.

Query Multiple Opportunities

Search for multiple opportunities.

Query Multiple Opportunity Products

Search for multiple opportunity products.

Query Multiple Order Products

Search for multiple order products.

Query Multiple Orders

Search for multiple orders.

Query Multiple Pricebook Entries

Search for multiple pricebook entries.

Query Multiple Products

Search for multiple products.

Query Single Account

Search for a single account.

Query Single Contact

Search for a single contact.

Query Single Custom

Search for a single custom.

Query Single Lead

Search for a single lead.

Query Single Opportunity

Search for a single opportunity.

Query Single Opportunity Product

Search for a single opportunity product.

Query Single Order

Search for a single order.

Query Single Order Product

Search for a single order product.

Query Single Pricebook Entry

Search for a single pricebook entry.

Query Single Product

Search for a single product.

Retrieve Account

Grab all details about the account.

Retrieve Contact

Grab all details about the contact.

Retrieve Custom

Grab all details about the custom.

Retrieve Lead

Grab all details about the lead.

Retrieve Opportunity

Grab all details about the opportunity.

Retrieve Opportunity Product

Grab all details about the opportunity product.

Retrieve Order

Grab all details about the order.

Retrieve Order Product

Grab all details about an order product.

Retrieve Pricebook Entry

Grab all details about the pricebook entry.

Retrieve Product

Grab all details about the product.

Update Account

Modify an account.

• Name

• Phone

• Shipping Street

• Shipping City

• Shipping State

• Shipping Postal Code

• Shipping Country

• Billing Street

• Billing City

• Billing State

• Billing Postal Code

• Billing Country

• Fax

• Account Number

• Website

• ID

Update Contact

Modify a contact.

• First Name

• Last Name

• Account ID

• Email

• Mailing Street

• Mailing City

• Mailing State

• Mailing Postal Code

• Mailing Country

• Phone

• Description

• Fax

• ID

Update Custom

Modify a custom.

Update Lead

Modify a lead.

• Last Name

• First Name

• Company

• Street

• Is Deleted

• Master Record ID

• Salutation

• Title

• City

• State

• Postal Code

• Country

• Phone

• Mobile Phone

• Fax

• Email

• Website

• Description

• Lead Source

• Status

• Industry

• Rating

• Annual Revenue

• Number Of Employees

• Owner ID

• Is Converted

• Converted Date

• Converted Account ID

• Converted Contact ID

• Converted Opportunity ID

• Is Unread By Owner

• Created Date

• Created By ID

• Last Modified Date

• Last Modified By ID

• System Modstamp

• Last Activity Date

• Email Bounced Reason

• Email Bounced Date

• ID

Update Opportunity

Modify an opportunity.

• Name

• Stage Name

• Description

• Amount

• Is Deleted

• Account ID

• Is Private

• Probability

• Expected Revenue

• Total Opportunity Quantity

• Close Date

• Type

• Next Step

• Lead Source

• Is Closed

• Is Won

• Forecast Category

• Forecast Category Name

• Campaign ID

• Has Opportunity Line Item

• Pricebook2id

• Owner ID

• Created Date

• Created By ID

• Last Modified Date

• Last Modified By ID

• System Modstamp

• Last Activity Date

• Fiscal Quarter

• Fiscal Year

• Fiscal

• ID

Update Opportunity Product

Modify an opportunity product.

• Opportunity ID

• Product2id

• Quantity

• Unit Price

• Description

• Discount

• ID

Update Order

Modify an order.

• Account ID

• Effective Date

• Status

• Shipping Street

• Shipping City

• Shipping State

• Contract ID

• Is Reduction Order

• Description

• Customer Authorized By ID

• Customer Authorized Date

• Company Authorized By ID

• Company Authorized Date

• Type

• Billing Street

• Billing City

• Billing State

• Billing Postal Code

• Billing Country

• Shipping Postal Code

• Shipping Country

• Name

• Po Date

• Po Number

• Order Reference Number

• Bill To Contact ID

• Ship To Contact ID

• Activated Date

• Activated By ID

• Status Code

• Order Number

• Total Amount

• Created Date

• Created By ID

• Last Modified Date

• Last Modified By ID

• Is Deleted

• System Modstamp

• ID

Update Order Product

Modify an order product.

• Order ID

• Product2id

• Quantity

• Unit Price

• Description

• ID

Update Pricebook Entry

Modify a pricebook entry.

• Product2id

• Pricebook2id

• Unit Price

• Is Active

• ID

Update Product

Modify a product.

• Name

• Stock Keeping Unit

• Description

• Product Code

• Display Url

• Active

• Product Family

• External ID

• ID

View all

Not just software—partnership

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.

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