How it works

Follow these 3 simple steps to get email notifications whenever someone purchases products with custom options

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Order Created
App connector: Infinite Options • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors your Infinite Options orders and kicks off the notification workflow the moment someone completes a purchase with custom product options.

This step automatically detects when a new order containing Infinite Options products is created in your store. The trigger captures all the order details including order number, customer information, and the specific custom options selected. No configuration is needed - it starts monitoring as soon as you activate the workflow and passes the complete order data to the next steps for processing.

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

The workflow automatically connects to your Shopify store and retrieves essential shop details, particularly your myshopify domain name. This information gets combined with the order ID from Step 1 to create a clickable admin link in your notification email. The step runs automatically using your existing Shopify connection and requires no input from you.

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Send Email
App connector: Email • Time to complete: 1 minute
Why this matters: This step sends the actual notification email containing the order details and admin link so you can quickly review and process orders with custom options.

You'll configure the email recipient address in the "What email address should receive this notification?" field - enter the email where you want to receive order alerts. The email automatically includes the order number in the subject line and provides both the order number and a direct link to view the full order in your Shopify admin. The message format is pre-built to give you the essential information you need to act on new Infinite Options orders quickly.

Make it your own

Customize this workflow even further:

Add order value conditions
Set up filters to only notify you about high-value orders or orders above a certain threshold, so you can prioritize your attention on the most important sales.
Include customer details in notifications
Expand the email content to show customer name, shipping address, and contact information alongside the order details for faster customer service response.
Send notifications to multiple team members
Create separate email steps or use distribution lists to notify different team members based on order characteristics, like sending custom option orders to fulfillment and high-value orders to management.
Connect to project management tools
Add steps to automatically create tasks in Asana, Trello, or Monday.com for orders requiring special handling, ensuring custom option orders get proper attention in your workflow.

Frequently asked questions

Will I get separate emails for each product if someone orders multiple Infinite Options items?
No, you'll receive one email per order regardless of how many Infinite Options products it contains. The notification includes the complete order number and admin link so you can see all custom options for that order in one place.
What information does the email notification include about the custom options?
The email contains the order number and direct admin link, but to see the specific custom options selected (like engraving text or color choices), you'll need to click through to view the full order details in your Shopify admin.
Will this work if customers use Infinite Options with other apps like product bundles or subscriptions?
Yes, the workflow triggers specifically on Infinite Options orders regardless of what other apps are involved in the purchase. However, the email will only show the standard order information - you'll see details from other apps when you view the complete order in Shopify admin.
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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