How it works

Follow these 3 simple steps to get email notifications with uploaded files whenever customers place orders with file uploads

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Order Created
App connector: Uploadery • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger detects when customers complete orders that include file uploads through the Uploadery app, capturing all the uploaded files and order details needed for your team notifications.

This step automatically monitors your Shopify store for new orders containing Uploadery file upload fields. When a customer places an order with uploaded files (like custom designs, documents, or images), the trigger captures the complete order data including all uploaded files, customer information, and line item details. The trigger is pre-configured to specifically look for orders with Uploadery upload fields, ensuring you only get notifications for orders that actually contain customer file uploads. All order and file upload data gets passed to the next steps for processing and email delivery.

Retrieve Shop
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step pulls your Shopify store's domain information so the email notification can include a direct link to view the order in your Shopify admin dashboard.

This action automatically retrieves your shop's details from Shopify, specifically capturing your store's domain name which gets used to build the admin order link in the email. The step connects to Shopify's admin API to fetch shop information including your myshopify.com domain. No configuration is required as it uses your existing Shopify connection to pull the current shop data. The retrieved shop domain gets formatted and passed to the email step to create the clickable admin link that takes you directly to the order details page.

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Send Email
App connector: Email • Time to complete: 2 minutes
Why this matters: This step delivers the file upload notification to your specified email address, including order details, uploaded file information, and a direct link to manage the order in your Shopify admin.

You need to configure the recipient email address in the "to" field - enter the email where you want to receive notifications about orders with file uploads. The email subject is pre-set to include the order name for easy identification, and the message body automatically includes the order number, a direct admin link, and details about each line item with its uploaded files or custom properties. The email content pulls data from both the order trigger and shop retrieval steps to create a comprehensive notification that shows you exactly what files were uploaded and for which products. Make sure to use an email address that your team monitors regularly since these notifications help you process custom orders quickly.

Make it your own

Customize this workflow even further:

Add order value tracking
Include order total, shipping details, and customer information in your email notifications to get complete context about high-value orders requiring file uploads.
Connect to project management tools
Link orders with file uploads directly to Asana, Trello, or Monday.com to automatically create tasks for your design or fulfillment team.
Store upload details in spreadsheets
Log all file upload orders into Google Sheets or Airtable for tracking completion status, design revisions, and delivery timelines.
Set up customer communication workflows
Automatically send confirmation emails to customers when you receive their uploaded files, or follow up if files need corrections.

Frequently asked questions

What types of files does this workflow capture from Uploadery orders?
The workflow captures all file types that customers upload through Uploadery fields - images, PDFs, design files, documents, or any other format your Uploadery configuration accepts. The email shows the file properties and details, but you'll need to access the actual files through your Shopify admin or Uploadery dashboard.
Will I get multiple emails if a customer uploads files for different products in one order?
No, you'll receive one consolidated email per order that lists all line items with their respective uploaded files. The email groups everything from a single order together, showing each product and its associated file uploads in one organized notification.
What happens if Uploadery fields are optional and a customer doesn't upload files?
The workflow only triggers when orders contain actual Uploadery upload fields with file data. If a customer places an order without uploading any files (even if upload fields were available), this workflow won't send an email notification since there are no files to process.
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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