Salesforce to Thanks.io Integration | MESA
Connect Salesforce to Thanks.io and automate your tasks
Why integrate Salesforce with Thanks.io
The Salesforce to Thanks.io integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.
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.
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.
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.
Send a handwritten postcard the moment an order is placed
When a Shopify order is placed, MESA triggers a Thanks.io postcard to the customer's shipping address automatically. Your store delivers a physical, personal touch without anyone writing or mailing a single card by hand.
Reach lapsed customers with direct mail when digital channels go quiet
When a customer passes a re-engagement threshold in Shopify — no purchase in 90 days, a dropped loyalty tier, an unsubscribed email — MESA triggers a Thanks.io postcard to their address. Your win-back effort reaches them on a channel that doesn't compete with a crowded inbox.
Send direct mail at the loyalty milestones that matter most
When a customer hits a VIP tier, a spend threshold, or a significant anniversary in Shopify, MESA triggers a Thanks.io card with a personalized message. Your best customers receive a physical acknowledgment at the moment it means the most without anyone manually curating the send list.
Build any Salesforce and Thanks.io 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.
Account Created
- Starts when an account is created.
Account Updated
- Starts when an account is modified.
Contact Created
- First Name
- Last Name
- Account ID
- Mailing Street
- Mailing City
- Mailing State
- Mailing Postal Code
- Mailing Country
- Phone
- Description
- Fax
- ID
Contact Updated
Custom Created
- Starts when a custom is created.
Custom Updated
- Starts when a custom is modified.
Lead Converted
- Last Name
- First Name
- Company
- Street
- Is Deleted
- Master Record ID
- Salutation
- Title
- City
- State
- Postal Code
- Country
- Phone
- Mobile Phone
- Fax
- 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
Lead Updated
Opportunity 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
Order 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
Pricebook Entry Created
- Product2id
- Pricebook2id
- Unit Price
- Is Active
- ID
Pricebook Entry Updated
- Product2id
- Pricebook2id
- Unit Price
- Is Active
- ID
Product Created
- Name
- Stock Keeping Unit
- Description
- Product Code
- Display Url
- Active
- Product Family
- External ID
- ID
Product Updated
- Name
- Stock Keeping Unit
- Description
- Product Code
- Display Url
- Active
- Product Family
- External ID
- ID
Create Preview
- Message
- Handwriting Style
- Type
Create Recipient
- Mailing List
- Name
- Address
- Address 2
- City
- Province
- Postal Code
- Country
- Dob
- Custom1
- Custom2
List Build Image
- Obtain a list of image builder.
List Handwriting Style
- Handwriting Style ID
- Name
List Image Template
- ID
- User ID
- Sub Account ID
- Type
- Name
- Image
- Canva ID
- Default
- Created At
- Updated At
List Letters
- ID
- Lob ID
- Title
- Front Image URL
- Front Thumbnail URL
- Back Image URL
- Back Thumbnail URL
- Available
- Default
- Created At
- Updated At
List Mailing List
- ID
- User ID
- Sub Account ID
- Type
- Description
- File
- Field Map
- Shape Data
- Total Recipients
- Processed
- Created At
- Updated At
- Leads Data
- Deleted At
List Message Template
- ID
- User ID
- Sub Account ID
- Handwriting Style ID
- Name
- Content
- Default
- Created At
- Updated At
- Type
Order Stats
- Obtained a summary of stats for orders.
- Delivered
- Processing
- Printed
- In Transit
- In Local Area
- Processed For Delivery
- Re Routed
- Returned To Sender
- Failed
- Total Cost
- Total Requests
- Total Sent
Retrieve Letter
- Grab all details about the letter.
Retrieve Mailing List
- Grab all details about a mailing list.
Retrieve Order
- Grab all details about an order.
Retrieve Recipient
- Grab all details about the recipient.
Send Letter
- Mail a letter to a customer.
Send Notecard
- Mail a notecard to a customer.
Send Postcard
- Mail a postcard to a customer.
Update Recipient
- Modify a recipient.
Create Account
- Start a new account.
Create Contact
- Start a new contact.
Create Custom
- Start a new custom.
Create Lead
- Start a new lead.
Create Opportunity
- Start a new opportunity.
Create Opportunity Product
- Start a new opportunity product.
Create or Update Account
- Create or modify an account.
Create or Update Contact
- Create or modify a contact.
Create or Update Custom
- Create or modify a custom.
Create or Update Lead
- Create or modify a lead.
Create or Update Opportunity
- Create or modify an opportunity.
Create or Update Opportunity Product
- Create or modify an opportunity product.
Create or Update Order
- Create or modify an order.
Create or Update Order Product
- Create or modify an order product.
Create or Update Pricebook Entry
- Create or update a pricebook entry.
Create or Update Products
- Create or modify a product.
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.
Update Contact
- Modify a contact.
Update Custom
- Modify a custom.
Update Lead
- Modify a lead.
Update Opportunity
- Modify an opportunity.
Update Opportunity Product
- Modify an opportunity product.
Update Order
- Modify an order.
Update Order Product
- Modify an order product.
Update Pricebook Entry
- Modify a pricebook entry.
Update Product
- Modify a product.
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