How it works

Follow these 3 simple steps to get email notifications whenever a new draft order is created in your Shopify store

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Draft Order Created
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors your Shopify store continuously and launches the workflow the moment someone creates a draft order, ensuring you never miss a potential sale that needs attention.

This step automatically detects when any draft order gets created in your Shopify store and captures all the draft order details like customer information, line items, and order value. No configuration is needed - MESA connects directly to your Shopify store and listens for new draft orders in real-time. When triggered, it passes the draft order data (including the order ID and customer name) to the next step for processing.

Retrieve Shop
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step fetches your store's specific details like your shop name and domain URL, which are needed to create personalized email notifications and direct links back to your admin panel.

This action automatically pulls your shop information from Shopify, including your store name and myshopify domain. The system uses this data to personalize the email notification with your actual shop name and create the correct admin URL link to view the draft order. No manual configuration is required - MESA retrieves this information directly from your connected Shopify store and makes it available for the email step.

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Send Email
App connector: Email • Time to complete: 2 minutes
Why this matters: This final step delivers the actual notification to your specified email address with all the relevant draft order details and a direct link to review the order in your Shopify admin.

You'll need to configure the recipient email address in the "to" field - enter the email where you want to receive draft order notifications. The email subject and message are pre-configured to include your shop name and draft order details, with a direct link to view the order in your Shopify admin panel. The system automatically pulls the shop name from the previous step and creates a clickable link using your store's domain and the specific draft order ID.

Make it your own

Customize this workflow even further:

Add multiple notification recipients
Configure the email step to send notifications to your entire sales team by adding multiple email addresses, ensuring everyone stays informed about new draft orders.
Include order value thresholds
Add a Filter step before the email notification to only send alerts for high-value draft orders above a certain amount, helping you prioritize follow-ups.
Send follow-up reminders
Use the Delay step to automatically send reminder emails if draft orders remain unconverted after 24 or 48 hours, helping recover potentially lost sales.
Store draft order data
Connect a Table step to log all draft order details for reporting and analysis, tracking conversion rates and identifying patterns in your sales process.

Frequently asked questions

Can I customize what information appears in the email notification?
Yes, you can modify the email message template to include additional draft order details like line items, customer contact information, or order total. The workflow captures all draft order data, so you can reference any field in your custom message.
Will this work for draft orders created through Shopify apps or third-party tools?
Absolutely. The trigger responds to any draft order creation in your Shopify store, regardless of whether it was created manually in your admin, through an app, or via API integration.
What happens if the email fails to send?
MESA will automatically retry sending the email notification. If it continues to fail, you'll see an error log in your workflow history with details about what went wrong, allowing you to troubleshoot issues like invalid email addresses or delivery problems.
What is a template?
MESA templates are fully pre-configured workflows built and vetted by Shopify Experts. Unlike competitor templates that provide basic scaffolds requiring extensive setup, MESA templates come with all data variables properly mapped, required fields configured, and steps ready to activate. You can turn them on immediately and start automating.
Can I customize a template?
Absolutely! While our templates work out-of-the-box, every step can be personalized to match your exact business requirements. Add conditional logic, integrate additional apps, or build more sophisticated workflows. MESA's templates provide a solid foundation that you can expand as needed.
Are templates free?
Yes! Our entire library of expert-built, production-ready templates is free to use. Unlike platforms that charge for premium templates or provide only basic scaffolds, MESA gives you access to hundreds of fully-configured, vetted workflows at no additional cost.

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