How it works
Follow these 4 simple steps to get email notifications when orders include customer notes
Order Created
Order Created
Filter: Check if order contains notes
Filter: Check if order contains notes
Retrieve Shop
Retrieve Shop
Send Email
Send Email
Make it your own
Customize this workflow even further:
Set up multiple notification recipients
Add team members to the notification list by entering multiple email addresses separated by commas, ensuring your customer service team gets alerted to special requests.
Add SMS notifications for urgent orders
Connect a text message step after the email to send SMS alerts when orders contain keywords like "urgent" or "rush delivery."
Store notes in a spreadsheet for tracking
Add a Google Sheets step to log all orders with notes in a tracking spreadsheet, helping you identify common customer requests and improve your service.
Create automatic order tags based on note content
Use the Transform step to analyze note text and automatically tag orders with labels like "gift wrap," "special instructions," or "complaint" for better organization.
Frequently asked questions
Will I get notified for orders where customers accidentally leave blank spaces in the notes field?
No, the filter specifically checks for meaningful content, not just empty spaces or null values. Only orders with actual text in the notes field will trigger email notifications.
Can I customize what information appears in the notification email?
Yes, you can edit the email message template to include additional order details like shipping address, payment method, or specific product information alongside the customer notes.
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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