Start with a trigger
Select a trigger that sets your workflow in motion.
This could be anything from a new order in your Shopify store to a customer signing up for your newsletter.
Triggers are the starting points that tell MESA when to act.
ClickUp to Sendlane Automations | MESA
ClickUp to Sendlane Automations
MESA is the most flexible way automate ClickUp to Sendlane. Easily add workflows to simplify your work.
Build your own workflows.
MESA helps you make workflows that keeps your business running. A trigger is the event to start a workflow then, actions are performed.
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Add Contact Tag
Add a contact tag.
Add SMS Consent to Contact
Add SMS consent to a contact. This must be enabled in your account by contacting Sendlane support.
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Delete SMS Consent from Contact
Remove SMS consent from a contact.
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Get List of Contact's Tags
Obtain a list of a contact's tags.
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Retrieve Contact's SMS Consent
Grab all details about a contact's SMS consent.
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Search Contact and Add SMS Consent
Search for a contact by email or phone to add SMS Consent.
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Add Tag to Task
Add a tag to a task.
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Due Date Time
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Due Date Time
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Time Estimate
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Start Date
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Start Date Time
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Notify All
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Links To
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Check Required Custom Fields
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Delete Checklist
Remove a checklist from a task.
Delete Checklist Item
Remove a checklist item from a task checklist.
Delete List
Remove a list.
Delete Space's Tag
Remove a tag from a space.
Delete Task
Remove a task.
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Override Statuses
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Statuses
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Override Statuses
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Hidden
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Task Count
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Lists
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Tag Fg
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Private
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Remove Tag from Task
Remove a tag from a task.
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Task Count
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Due Date
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Override Statuses
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Statuses
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Orderindex
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Date Created
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Creator
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Watchers
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Tags
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Parent
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Start Date
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Points
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Time Estimate
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Time Spent
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Custom Fields
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Dependencies
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Linked Tasks
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Team ID
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URL
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List
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Name
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Position
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Name
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Assignee
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Resolved
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Parent
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Name
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Content
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Due Date
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Due Date Time
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Priority
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Assignee
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Unset Status
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Tag
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Name
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Description
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Markdown Content
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Assignees
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Status
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Priority
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Due Date
-
Due Date Time
-
Time Estimate
-
Start Date
-
Start Date Time
-
Parent
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Archived
-
Custom Fields
Thousands of professionals trust MESA to help them multiply their impact without multiplying their work.
Why automate ClickUp to Sendlane?
ClickUp to Sendlane automations get more done in less time. Automate the everyday tasks holding back your potential growth.
Auto-create tasks from new orders
When a Shopify order comes in, automatically create a ClickUp task with order details. Assign to fulfillment team, set due dates, and track progress without manual entry.
Sync support tickets to project tasks
Turn Help Scout or Zendesk tickets into ClickUp tasks instantly. Keep your team aligned on customer issues without switching between platforms or duplicating work.
Update task status from external events
When a shipment delivers or a payment clears, automatically update the corresponding ClickUp task status. Keep projects current without manual status checks or updates.
Track inventory issues automatically
Low stock alerts or inventory discrepancies trigger ClickUp tasks for your operations team. Set priorities based on urgency and never miss a restock deadline again.
Create tasks from form submissions
Tally or Typeform submissions automatically become ClickUp tasks. Route requests to the right team, set priorities, and ensure nothing falls through the cracks.
Automated Email Campaigns
Automatically send personalized email sequences to customers after they make a purchase, encouraging them to shop again.
Cart Abandonment Recovery
Launch automated recovery emails with tailored offers to entice customers to complete their abandoned purchases.
Customer Segmentation
Segment customers based on their shopping behavior automatically, enabling more targeted and effective marketing campaigns.
Product Recommendation Emails
Send automated emails suggesting products aligned with customers' browsing and purchase history, fostering additional sales.
Automated Feedback Collection
Gather valuable customer feedback on their shopping experience and products through automated email surveys post-purchase, allowing for continuous improvement.
Automate your work in less clicks
MESA makes automation achievable so you can multiply your impact without multiplying the work.
Try MESA for free 7-day trial included. Cancel anytime.How MESA works
MESA helps you connect two or more apps to handle repetitive tasks automatically, no code necessary.
Step 1.
Step 2.
Add an action
Next, choose the action that should follow the trigger.
Actions are the tasks that MESA will perform automatically, such as sending a confirmation email or updating your product inventory.
Linking actions to triggers is how you build a seamless workflow process.
Step 3.
Personalize
Make your workflow even more flexible using built-in apps.
Customize your automation with tools that match your specific needs, whether it's scheduling theme changes or syncing with your CRM.
Personalization ensures your workflows fit your unique business requirements.
All set!
You just made a workflow
Finally, enable your workflow. You've just automated a task that will save you time and reduce manual effort.
With MESA, complex processes become simple, freeing you up to focus on what matters most—growing your business.
Fully supported by automation experts.
Get help from our team of experts and industry partners, who are dedicated to ensuring your MESA experience is smooth, efficient, and tailored to your exact business needs.
