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Integrate Mesa with Omnisend

Learn how to integrate Omnisend with Mesa

Written by Sarunas

Using AI-powered workflows, Mesa makes it easy to build automations for Shopify stores. Connect your apps, integrate data systems, send notifications, and even schedule changes.

Connect Omnisend with more than 100 apps from the Mesa integrations directory to pass data to Omnisend and sync it from Omnisend. You can also trigger a workflow when events are triggered in Omnisend, such as when a product is added to the cart, an order is placed/paid, or checkout has started.


Setup Process

Step 1. In Omnisend, go to Apps → search for MESA → click Connect nowCopy API Key.

Step 2. To integrate Omnisend with Mesa, create a new workflow in Mesa.

Step 3. Search the Omnisend app and click it.

Step 4. Select one of the events in the list or go with a pre-built template.

Step 5. Paste the Omnisend API key you've created and click Add credential.

Step 6. Go back to the Mesa page in Omnisend Apps → check the box I have completed all the steps → click Confirm.

That's it! You're ready to connect Omnisend with all the apps from the Mesa directory.

Use Case

Mesa works as a middleware between two applications. One use case is syncing the customer's points balance to an Omnisend contact when Yotpo Loyalty & Referrals points change. You can find this workflow in the templates directory. The easiest option is to search for the Omnisend app using the search bar under the Dashboard tab.

Step 1. Start From a Template

On the next page, click Start with this template in the top right-hand corner.

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Confirm that you want to Install the template. Once loaded, click View the New Workflow.

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Step 2. Configure the Workflow Steps

On the Yotpo Loyalty & Referrals Points Changed action, follow the instructions under the Webhook URL to add it to your Yotpo Loyalty & Referrals setting.

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Next, Mesa will pull contacts assigned with Yotpo Loyalty Points into Omnisend through a series of steps. First, select or create an Omnisend Credential on the Omnisend List Contact action. If you've already integrated Omnisend with Mesa, you'll have an option to select.

Under the configuration settings of this Omnisend step, you’ll see that the email address token from Yotpo is being used to match all contacts in Omnisend by that email.

To avoid failures, a Mesa Filter step checks that the contact list from Omnisend contains at least one record.

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Next, select or create an Omnisend Credential again on the Omnisend Update Contact action to assign contacts with updated points balance.

Match the Omnisend Contact List ID record from the previous step to the Contact ID for this Update Contact step.

Scroll down to the Custom Properties section of this step. This is where we set a value called yotpo_loyalty_points to the point balance value from Yotpo Loyalty.

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From there, you can reference this custom property value in any Omnisend email or SMS campaign.

Step 3. Enable the workflow

Once complete, scroll back up to the top of the page and click the Enable button in the top right-hand corner.


Need a hand? Connect with our Support Team through the in-app chat or drop us an email at [email protected].

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