How it works

Follow these 4 simple steps to start exporting Infinite Options orders to Google Sheets automatically

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Order Created
App connector: Infinite Options • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger captures orders containing Infinite Options customizations the moment they're placed, enabling immediate production tracking for personalized products that often have longer fulfillment lead times requiring prompt processing.

When a customer completes an order that includes Infinite Options data (like custom text, uploaded files, or selected variants), this trigger captures all the order details including line items, customer information, and shipping address. The trigger is pre-configured to listen for order creation events and automatically passes the complete order data to the next step. No configuration is needed - it starts working as soon as you activate the workflow.

Retrieve Shop
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: Fetches your store's myshopify domain needed to construct direct admin links in the spreadsheet, enabling one-click navigation from spreadsheet rows to the full order page in Shopify for quick fulfillment reference.

The workflow automatically retrieves your shop details from Shopify, including your store's domain name which gets used to create clickable links to orders in your admin panel. This step runs in the background and pulls essential store metadata that other steps reference when formatting the spreadsheet data. The shop information gets passed forward so the spreadsheet can include working links to view orders directly in Shopify.

Map order and line item details to Google Sheets
App connector: Loop • Time to complete: 0 minutes (Auto-configured)
Why this matters: Processes each line item in the order separately, creating individual spreadsheet rows for each customized product to enable item-level tracking, production workflows, and accurate fulfillment management for personalized orders.

The Loop step takes the line items array from the order and processes each product individually, extracting details like product name, SKU, price, and any custom options selected. If an order contains 3 different products, this step will run 3 times - once for each item. This allows you to analyze product-level data rather than just order-level summaries. Each iteration passes individual line item data to the spreadsheet creation step.

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Add Row
App connector: Google Sheets • Time to complete: 5 minutes
Why this matters: Creates a detailed spreadsheet record for each customized product with all order, shipping, and customization data in one place, providing your production or fulfillment team with complete information needed to process personalized items accurately.

You'll configure which columns to include in your spreadsheet by selecting from options like Order URL, Order Name, Email, Shipping Name, Address, City, State/Province, Zip/Postal Code, Country, Product Name, Product SKU, and Product Price. The workflow will create a new Google Spreadsheet with your specified name (enter this in the "What do you want to name your spreadsheet?" field) and populate it with the selected data fields. Each time the loop runs, a new row gets added with that line item's information, building a comprehensive database of your Infinite Options orders.

Make it your own

Customize this workflow even further:

Add fulfillment status tracking
Create a companion workflow triggered by "Fulfillment Created" that searches the spreadsheet for matching order rows and updates a "Status" column to "Fulfilled" with fulfillment date, creating a complete order lifecycle tracker.
Calculate production time metrics
Add columns with formulas that calculate time between order creation and fulfillment dates, enabling analysis of production lead times for different types of customizations to optimize workflows.
Filter by product type or options
Add a filter before the spreadsheet write that checks product tags or specific option values and writes to different spreadsheet tabs based on customization type (like "Engraving" vs "Custom Text" tabs for different production departments).
Send daily production summaries
Create a scheduled workflow that reads new rows from the spreadsheet and sends email or Slack summaries to your production team with the day's customization orders organized by product type or due date.

Frequently asked questions

Can I add custom columns beyond the template options?
Yes, after the initial setup, edit the "Add Row" step in the workflow builder and modify the body.fields object to add additional columns mapped to any Infinite Options or Shopify data variables available in the workflow context.
What happens if I change the columns after orders have been logged?
Adding new columns will leave existing rows' cells blank for those columns. Removing columns from the workflow won't delete existing data—those columns will simply stop receiving new data. For major restructuring, consider creating a new spreadsheet and updating the spreadsheet_id in the workflow.
Will this capture all custom option types from Infinite Options?
Yes, the trigger includes all_infinite_options_options which captures text inputs, dropdowns, checkboxes, file uploads, and all other Infinite Options field types. The specific custom options for each product will appear in the spreadsheet automatically based on what was configured for that product.
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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