Salesforce to Trello Integration | MESA
Connect Salesforce to Trello and automate your tasks
Describe to build
Activity reports
Fully supported
MESA's Salesforce to Trello 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
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Trusted by 1,000+ Shopify merchants
Why integrate Salesforce with Trello
The Salesforce to Trello 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.
Keep Trello boards current as orders arrive
When a Shopify order is placed, MESA automatically creates or updates a Trello card with the order details. Your team sees what needs action without manual data entry.
Alert your team when Trello card status changes
When a card moves to a new list, MESA notifies the right people in Slack or email. Nothing stalls waiting for someone to notice an update.
Log Shopify activity to Trello without lifting a finger
Every fulfillment, refund, or high-value order gets logged as a Trello card automatically. Your board stays up to date and your team stays in the loop.
Build any Salesforce and Trello 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.
Board Updated
Starts when a board is updated.
ID
Name
Desc
Desc Data
Closed
ID Organization
ID Enterprise
Pinned
URL
Short URL
Prefs
Label Names
Card Created
Starts when a card is created.
ID
Address
Badges
Check Item States
Closed
Coordinates
Creation Method
Date Last Activity
Desc
Desc Data
Due
Due Reminder
Email
ID Board
ID Checklists
ID Labels
ID List
ID Members
ID Members Voted
ID Short
ID Attachment Cover
Labels
Limits
Location Name
Manual Cover Attachment
Name
Pos
Short Link
Short URL
Subscribed
URL
Cover
Card Deleted
Starts when a card is deleted.
ID
Address
Badges
Check Item States
Closed
Coordinates
Creation Method
Date Last Activity
Desc
Desc Data
Due
Due Reminder
Email
ID Board
ID Checklists
ID Labels
ID List
ID Members
ID Members Voted
ID Short
ID Attachment Cover
Labels
Limits
Location Name
Manual Cover Attachment
Name
Pos
Short Link
Short URL
Subscribed
URL
Cover
Card Moved from Board
Starts when a card is moved from a board.
ID
Address
Badges
Check Item States
Closed
Coordinates
Creation Method
Date Last Activity
Desc
Desc Data
Due
Due Reminder
Email
ID Board
ID Checklists
ID Labels
ID List
ID Members
ID Members Voted
ID Short
ID Attachment Cover
Labels
Limits
Location Name
Manual Cover Attachment
Name
Pos
Short Link
Short URL
Subscribed
URL
Cover
Card Moved to Board
Starts when a card is moved to a board.
ID
Address
Badges
Check Item States
Closed
Coordinates
Creation Method
Date Last Activity
Desc
Desc Data
Due
Due Reminder
Email
ID Board
ID Checklists
ID Labels
ID List
ID Members
ID Members Voted
ID Short
ID Attachment Cover
Labels
Limits
Location Name
Manual Cover Attachment
Name
Pos
Short Link
Short URL
Subscribed
URL
Cover
Card Updated
Starts when a card is updated.
ID
Address
Badges
Check Item States
Closed
Coordinates
Creation Method
Date Last Activity
Desc
Desc Data
Due
Due Reminder
Email
ID Board
ID Checklists
ID Labels
ID List
ID Members
ID Members Voted
ID Short
ID Attachment Cover
Labels
Limits
Location Name
Manual Cover Attachment
Name
Pos
Short Link
Short URL
Subscribed
URL
Cover
Comment Created
Starts when a comment is created in a board.
ID
ID Member Creator
Type
Date
Text
Card
Board
List
Member Creator
List Created
Starts when a list is created.
ID
Name
Closed
Pos
List Moved from Board
Starts when a list is moved from a board.
ID
Name
Closed
Pos
List Moved to Board
Starts when a list is moved to a board.
ID
Name
Closed
Pos
List Updated
Starts when a list is updated.
ID
Name
Closed
Pos
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 Comment to Card
Create a new comment on a card.
ID
ID Member Creator
Data
Type
Date
Limits
Display
Member Creator
Add Label to Card
Add a label to a card.
Add Member to Board
Add a member to a board.
Add Member to Card
Add a member to a card.
Archive Cards in List
Archive all cards in a list.
Archive or Unarchive List
Archive or unarchive a list.
Create a Label on a Board
Create a label on a board.
Name
Color
Create a List on a Board
Create a list on a board.
Name
Pos
Create Attachment on Card
Create an attachment on a card.
Name
URL
Set Cover
Create Board
Create a board.
Name
Default Labels
Default Lists
Desc
ID Organization
ID Board Source
Keep From Source
Power Ups
Prefs Permission Level
Prefs Voting
Prefs Comments
Prefs Invitations
Prefs Self Join
Prefs Card Covers
Prefs Background
Prefs Card Aging
Create Card
Create a new card.
ID List
Name
Desc
Pos
Due
Start
Due Complete
ID Members
ID Labels
URL Source
File Source
Mime Type
ID Card Source
Keep From Source
Address
Location Name
Coordinates
Create Checkitem on Checklist
Create a check item on a checklist.
Name
Pos
Checked
Create Checklist
Create a checklist.
ID Card
Name
Pos
ID Checklist Source
Create Checklist on Card
Create a new checklist on a card.
Name
ID Checklist Source
Pos
Create Custom Emoji for Member
Create a custom emoji for a member.
File
Name
Create Label
Create a label.
Name
Color
ID Board
Create Label on a Card
Create a new label for the board and add it to a card.
Color
Name
Create List
Create a new list.
Name
ID Board
ID List Source
Pos
Create Tag for Board
Create a tag for a board.
- Value
Delete Board
Remove a board.
Delete Card
Remove a card.
Delete Card's Attachment
Remove an attachment from a card.
Delete Card's Check Item
Remove a check item from a card.
Delete Checkitem from Checklist
Remove a checkitem from a checklist.
Delete Checklist
Remove a checklist.
Delete Checklist from Card
Remove a checklist on a card.
Delete Label
Remove a label.
Get Card's Field
Grab all details about a field on a card.
ID
Address
Badges
Check Item States
Closed
Coordinates
Creation Method
Date Last Activity
Desc
Desc Data
Due
Due Reminder
Email
ID Board
ID Checklists
ID Labels
ID List
ID Members
ID Members Voted
ID Short
ID Attachment Cover
Labels
Limits
Location Name
Manual Cover Attachment
Name
Pos
Short Link
Short URL
Subscribed
URL
Cover
Get Card's Members
Obtain a list of members of a card.
Get List of Available Emojis
Obtain a list of available emojis.
Unified
Name
Native
Short Name
Short Names
Text
Texts
Category
Sheet X
Sheet Y
Tts
Keywords
Get List of Board's Cards
Obtain a list of cards on a board.
Get List of Board's Checklists
Obtain a list of checklists on a board.
Get List of Board's Members
Obtain a list of members who have access to a board.
ID
Full Name
Username
Get List of Card's Attachments
Obtain a list of attachments on a card.
ID
Bytes
Date
Edge Color
ID Member
Is Upload
Mime Type
Name
Previews
URL
Pos
Get List of Card's Checklists
Obtain a list of checklists on a card.
ID
Name
ID Board
ID Card
Pos
Check Items
Get List of Card's Completed Checklist Items
Obtain a list of completed checklist items on a card.
Get List of Cards the Member is on
Obtain a list of cards a member is on
ID
Address
Badges
Check Item States
Closed
Coordinates
Creation Method
Date Last Activity
Desc
Desc Data
Due
Due Reminder
Email
ID Board
ID Checklists
ID Labels
ID List
ID Members
ID Members Voted
ID Short
ID Attachment Cover
Labels
Limits
Location Name
Manual Cover Attachment
Name
Pos
Short Link
Short URL
Subscribed
URL
Cover
Get List of Checklist's Checkitems
Obtain a list of checkitems on a checklist.
Get List of Filtered Cards on Board
Obtain a list of cards on a board that matches a given filter.
Get List of Filtered Lists on a Board
Obtain a list of filtered lists on a board.
Get List of Labels on a Board
Obtain a list of labels on a board.
ID
ID Board
Name
Color
Get List of List's Cards
Obtain a list of existing cards in a list.
ID
Address
Badges
Check Item States
Closed
Coordinates
Creation Method
Date Last Activity
Desc
Desc Data
Due
Due Reminder
Email
ID Board
ID Checklists
ID Labels
ID List
ID Members
ID Members Voted
ID Short
ID Attachment Cover
Labels
Limits
Location Name
Manual Cover Attachment
Name
Pos
Short Link
Short URL
Subscribed
URL
Cover
Get List of Member's Boards
Obtain a list of boards that the user is a member of.
ID
Name
Desc
Desc Data
Closed
ID Member Creator
ID Organization
Pinned
URL
Short URL
Prefs
Label Names
Limits
Starred
Memberships
Short Link
Subscribed
Power Ups
Date Last Activity
Date Last View
ID Tags
Date Plugin Disable
Creation Method
Ix Update
Template Gallery
Enterprise Owned
Get List of Member's Custom Emojis
Obtain a list of a member's uploaded custom emojis.
ID
URL
Name
Get List of Member's Invited Boards
Obtain a list of boards a member has been invited to.
ID
Name
Desc
Desc Data
Closed
ID Member Creator
ID Organization
Pinned
URL
Short URL
Prefs
Label Names
Limits
Starred
Memberships
Short Link
Subscribed
Power Ups
Date Last Activity
Date Last View
ID Tags
Date Plugin Disable
Creation Method
Ix Update
Template Gallery
Enterprise Owned
Get Lists on a Board
Get the lists on a board.
ID
Name
Closed
Color
Pos
Soft Limit
ID Board
Subscribed
Limits
Type
Creation Method
ID Organization
Get the Board a List is on
Get the board a list is on.
Get the Board the Card is on
Get the board associated with the card.
Get the Board the Checklist is on
Get the Board the Checklist is on.
Get the Card the Checklist is on
Get the Card the Checklist is on.
Get the List of a Card
Get the list a card is in
ID
Name
Closed
Color
Pos
Soft Limit
ID Board
Subscribed
Limits
Type
Creation Method
ID Organization
Invite Member to Board via email
Invite a member to the board via email.
Mark Board as Viewed
Mark a board as viewed.
Move Cards in List
Move all Cards in a List
ID
ID Board
ID List
Pos
Move List to Board
Move a list to a different board.
Remove Label from Card
Remove a label from a card.
Remove Member from Board
Remove a member from the board.
Remove Member from Card
Remove a member from a card.
Retrieve Board
Grab all details about a board.
ID
Name
Desc
Desc Data
Closed
ID Member Creator
ID Organization
Pinned
URL
Short URL
Prefs
Label Names
Limits
Starred
Memberships
Short Link
Subscribed
Power Ups
Date Last Activity
Date Last View
ID Tags
Date Plugin Disable
Creation Method
Ix Update
Template Gallery
Enterprise Owned
Retrieve Card
Grab all details about a card.
ID
Address
Badges
Check Item States
Closed
Coordinates
Creation Method
Date Last Activity
Desc
Desc Data
Due
Due Reminder
Email
ID Board
ID Checklists
ID Labels
ID List
ID Members
ID Members Voted
ID Short
ID Attachment Cover
Labels
Limits
Location Name
Manual Cover Attachment
Name
Pos
Short Link
Short URL
Subscribed
URL
Cover
Retrieve Card's Attachment
Grab all details about an attachment on a card.
ID
Bytes
Date
Edge Color
ID Member
Is Upload
Mime Type
Name
Previews
URL
Pos
Retrieve Card's Check Item
Grab all details about a check item on a card.
Retrieve Checklist
Grab all details about a checklist.
Retrieve Checklist's Checkitem
Grab all details about a checkitem on a checklist.
Retrieve Checklist's Field
Grab all details about a field on a checklist.
Retrieve Field on Board
Grab all details about a field on a board.
Retrieve Label
Grab all details about a label.
ID
ID Board
Name
Color
Retrieve List
Grab all details about a list.
ID
Name
Closed
Pos
Retrieve Member
Grab all details about a member.
Retrieve Member
Grab all details about a member.
Retrieve Member's Custom Emoji
Grab all details about a member's custom emoji.
ID
URL
Name
Retrieve Member's Field
Grab all details about a member's field.
ID
Activity Blocked
Avatar Hash
Avatar URL
Bio
Bio Data
Confirmed
Full Name
ID Enterprise
ID Enterprises Deactivated
ID Member Referrer
ID Prem Orgs Admin
Initials
Member Type
Non Public
Non Public Available
Products
URL
Username
Status
Aa Email
Aa Enrolled Date
Aa ID
Avatar Source
Email
Gravatar Hash
ID Boards
ID Organizations
ID Enterprises Admin
Limits
Login Types
Marketing Opt In
Messages Dismissed
One Time Messages Dismissed
Prefs
Trophies
Uploaded Avatar Hash
Uploaded Avatar URL
Premium Features
Is Aa Mastered
Ix Update
ID Boards Pinned
Update Board
Modify a board's details.
Name
Desc
Closed
Subscribed
ID Organization
Prefs/permission Level
Prefs/self Join
Prefs/card Covers
Prefs/hide Votes
Prefs/invitations
Prefs/voting
Prefs/comments
Prefs/background
Prefs/card Aging
Prefs/calendar Feed Enabled
Label Names/green
Label Names/yellow
Label Names/orange
Label Names/red
Label Names/purple
Label Names/blue
Update Card
Modify a card's details.
Name
Desc
Closed
ID Members
ID Attachment Cover
ID List
ID Labels
ID Board
Pos
Due
Start
Due Complete
Subscribed
Address
Location Name
Coordinates
Update Card's Check Item
Modify the details of a checkItem on a card.
Name
State
ID Checklist
Pos
Update Card's Check Item in Checklist
Modify an item in a checklist on a card.
- Pos
Update Checklist
Modify a checklist's details.
Name
Pos
Update Field in Checklist
Modify a checklist's field.
- Value
Update Label
Modify a label's details.
Name
Color
Update Label's Field
Modify a field on a label.
- Value
Update List
Modify a list's details.
Name
Closed
ID Board
Pos
Subscribed
Update List's Field
Modify a field on a list.
- Value
Update Member
Modify a member's details.
Full Name
Initials
Username
Bio
Avatar Source
Prefs/color Blind
Prefs/locale
Prefs/minutes Between Summaries
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
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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