Field Notes Vol. 2-2025
❄️❤️ Love is in the air—and so are smarter automations! Welcome to the February edition of MESA Field Notes. This month, we’ve been busy fine-tuning workflows, rolling out seamless updates, and delivering the automation love your business deserves. No fluff—just the tools you need to keep things running smoothly.
Here’s what’s new this month:
In this article:
✨ 6 new templates
MESA Template ID
inventory-level-by-location-shopify-product-page
MESA Template ID
send-orders-between-shopify-stores
MESA Template ID
convert-shopify-draft-order-to-hubspot-deal
MESA Template ID
tag-orders-with-weather-forecast
MESA Template ID
trigger-klaviyo-message-when-order-delivered
MESA Template ID
send-help-scout-summaries-to-asana
🛟 New app: Help Scout
We’re thrilled to announce our latest app integration—Help Scout! Now, you can boost your customer support workflows with personalized automation.
What’s possible?
- Automate ticket management
- Streamline customer communications
- Sync support data effortlessly
- Save time with hands-free workflows
Triggers & actions galore
From creating conversations and tagging threads to updating customers and retrieving support data, this integration is packed with everything you need to keep customer service running smoothly.
Try these HelpScout workflow templates:
MESA Template ID
help-scout-perplexity-research-customer-support
🔄 FTP / CSV updates
We’ve expanded our CSV automation capabilities!
New trigger:
- Fetch CSV File Row Created – Now supports CSV files with over 10,000 rows for seamless data processing.
New actions:
- Query Rows – Search and retrieve specific rows from your CSV file.
- Add or Update Rows in CSV – Easily modify existing data or add new entries.
These actions now work just like our Google Sheets integration, featuring tokens, typeahead, and variables to make working with CSV files even easier—especially for new users.
🛠️ Improvements
We’re always on the lookout to make adjustments.
- Improved testing search for draft orders – Search now works in the testing section of a draft step so the user can specify a specific draft order to test with.
- Added filters to actions – Locate steps faster with pre-set filter links for popular app integrations.
- Hide Grammarly from MESA inputs – This popular plugin would cover variable icons and sometimes prevent you from typing in the fields.
🎵 Playlist: Burn, Baby, Burn!
Your February disco playlist is here to melt away work stress and keep you fired up to finish the month strong!