Save OPTIS Product Options to Shopify Order Notes

This step automatically monitors your store for new orders containing OPTIS product options and customizations. When a customer places an order with personalized products (like custom text, color choices, or special requests), this trigger fires immediately to start processing the order data. The trigger captures all the order details including line items and their associated custom properties. No configuration is needed - this step runs automatically once you activate the workflow.

This step takes the product customization data from OPTIS and formats it into readable order notes in Shopify. For each line item in the order, it creates a structured format showing the product name, SKU, and all custom properties (like personalized text, color selections, or special instructions). The "append" setting is enabled by default, which means new notes get added to existing notes rather than replacing them. You can customize the note format by editing the template, but the default structure clearly organizes all customization details for your fulfillment team.