Save Qikify Product Options to Shopify Order Notes

2 min setup

No coding required

Runs automatically

Capture every product customization from Qikify and send the details directly to your Shopify order notes. When customers add personalization, custom text, or special options through Qikify, this workflow ensures their choices appear in your order management system. Stop losing track of custom requests and give your fulfillment team the complete picture they need to process orders correctly. Leave the template as is to preserve all options in the order notes or filter for select options in the trigger.

Use this template →

Order Created

Update Order Notes

How it works

2 steps to start saving custom product options directly to your order notes

App connector: Qikify Product Options • Time to complete: 0 minutes (Auto-configured)

Why this matters: This step detects when a new order comes in through Qikify Product Options and captures all the custom selections customers made, like personalized text, color choices, or add-on options.

When a customer places an order that includes products with Qikify options, this trigger automatically activates and collects the order data along with all custom product configurations. The system captures the order ID, line items, and most importantly, the custom properties that customers selected during checkout. This data then gets passed to the next step where it's formatted for your Shopify order notes. No configuration is needed since this connects directly to your Qikify integration.

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)

Why this matters: This step takes all the custom product options from the previous step and formats them into readable notes that get saved directly to your Shopify order record, making fulfillment easier for your team.

The system automatically formats each product's custom options into a clean, structured note that includes the product name, SKU, and all customer selections like personalized text or chosen variants. The workflow appends this information to existing order notes rather than overwriting them, so any manual notes your team adds stay intact. The formatting shows each product separately with its custom options listed underneath, making it easy to see exactly what the customer ordered. This runs automatically whenever the trigger fires, so your order notes stay up-to-date without any manual work.

Trusted by 1,000+ Shopify merchants

Ready to start saving custom product options directly to your order notes

Get setup in 2 minutes.

Try this template →

Frequently asked questions

Will this work with all Qikify product option types?

Yes, the workflow captures all custom properties that Qikify saves to the order, including text inputs, dropdown selections, file uploads, and checkbox options. Each option appears as a separate line in your order notes for easy reference.

What happens if an order has multiple products with different custom options?

The workflow processes each line item individually, so you'll see a separate section in the order notes for each product with its specific custom options. Multi-product orders display clearly with each item's personalization details grouped together.

Can I modify how the custom options appear in the order notes?

Absolutely. You can edit the formatting in the "Update Order Notes" step to change how the information displays - add dividers, change the text structure, or include additional details like timestamps or customer instructions.

Make this template your own!

Customize this workflow even further:

Add order tagging

Automatically tag orders with specific labels based on the custom options selected, like "Personalized Order" or "Rush Delivery" to help your fulfillment team prioritize.

Send custom notifications

Connect email or Slack steps to alert your team when orders contain specific product options that need special handling or longer fulfillment times.

Store data in tables

Save detailed custom option data in your own database for reporting on which personalizations are most popular or tracking complex order requirements.

Create fulfillment checklists

Generate automated task lists in project management tools like Asana or Trello based on the specific custom options selected in each order.

"MESA has been a game changer for us. And, if you ever get stuck, their support team is always super helpful."

PetFriendly

"It's like Zapier but exactly designed for Shopify. I have been able to complete all the workflows that I've needed."

Zailys

"The MESA team has been amazing at helping us set up our automations. We would highly recommend this app!"

Rothy's

Ready to start saving custom product options directly to your order notes?

7-day free trial • 2 min setup • Cancel anytime

Start with this template — It's free

Need help? Our automation experts will help you personalize this workflow for free. Contact support