How it works

Follow these 2 simple steps to save customer product option selections to your Shopify order notes

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Order Created
App connector: Infinite Options • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger detects when a customer places an order with Infinite Options selections and captures all the custom product options they chose.

This step automatically monitors your store for new orders that include Infinite Options data. When a customer completes checkout with personalized product choices (like custom text, color selections, or add-ons), MESA captures the order details along with all their specific option selections. The trigger passes this data to the next step, including the order ID, product details, and every custom option the customer selected. No configuration is needed - this step runs automatically once you activate the workflow.

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Update Order Notes
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This action writes all the customer's product customizations directly into the order notes section where you and your team can easily reference them during fulfillment.

This step takes the captured Infinite Options data and formats it into readable text that gets added to your Shopify order notes. The workflow automatically structures the information by product, showing the product name and SKU followed by each custom option the customer selected with their specific values. The "append" setting is enabled, which means these details get added to any existing notes rather than replacing them. You can find the updated notes in your Shopify admin under the specific order's details page.

Make it your own

Customize this workflow even further:

Add email notifications to your team
Send automatic emails to your production or fulfillment team whenever orders with complex customizations come in, ensuring critical details don't get missed.
Create conditional formatting rules
Set up different note formats based on product type or option complexity - simple customizations get basic notes while complex orders get detailed formatting with priority flags.
Connect to inventory management
Link this workflow to your inventory system to automatically flag when custom options affect stock levels or require special materials for fulfillment.
Deploy AI agents for quality checks
Let AI agents review the option combinations for potential conflicts or missing information before the order moves to fulfillment, reducing errors and customer service issues.

Frequently asked questions

Can this workflow handle orders with multiple products that each have different custom options?
Yes, the workflow processes each line item separately, so if a customer orders a custom t-shirt with embroidery and a personalized mug with special text, you'll see both products listed in the order notes with their respective customizations clearly organized by product.
What happens if a customer places an order without any Infinite Options selections?
The trigger only fires when Infinite Options data is present in an order, so regular orders without customizations won't trigger this workflow at all. This keeps your order notes clean and only adds information when custom options are actually involved.
Will this overwrite existing order notes that I or my team have manually added?
No, the workflow uses the "append" setting, which means it adds the Infinite Options details to any notes that already exist on the order. Your manual notes stay intact, and the custom option details get added below them.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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