How it works

Follow these 4 simple steps to update order status when specific tags are added to orders

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Order Updated

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors your Shopify store for any changes to order information, capturing the moment when tags are added or other order details are modified.

This step automatically activates whenever an order gets updated in your Shopify store, whether that's a tag addition, address change, or status update. MESA listens for these events in real-time and captures all the order data including tags, fulfillment status, customer details, and order ID. No configuration is needed - the trigger connects to your Shopify store automatically and passes the complete order information to the next step for evaluation.

Filter: Check for Tag

App connector: Filter • Time to complete: 1 minute
Why this matters: This filter ensures the workflow only continues when the specific "made to order" tag is present, preventing unnecessary Tracktor updates for regular orders.

The filter examines the order tags to check if "made to order" is included in the tag list. You can modify this tag to match your specific workflow needs - simply change "made to order" to whatever tag triggers your custom order status in Tracktor. If the tag isn't found, the workflow stops here. If the tag is present, the order data continues to the next filter for additional verification.

Filter: Check Fulfillment Status

App connector: Filter • Time to complete: 0 minutes (Auto-configured)
Why this matters: This second filter prevents the workflow from running on orders that are already fulfilled, ensuring Tracktor status updates only happen for unfulfilled orders.

This filter checks that the order's fulfillment status is null (meaning unfulfilled). This prevents the workflow from updating Tracktor status on orders that have already been shipped or fulfilled, which could confuse customers about their actual order status. The filter uses an "equals null" comparison to identify orders that haven't entered fulfillment yet, ensuring your Tracktor updates align with your actual order processing stage.

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Update Manual Status Order

App connector: Tracktor • Time to complete: 2 minutes
Why this matters: This action sets the Tracktor status to "Preparing your order" and disables automatic carrier updates, giving you manual control over status communication.

This step connects to your Tracktor account and updates the order status using the Shopify order ID captured in step 1. The action sets the status message to "Preparing your order" and turns off automatic carrier updates by setting "automatic_carrier_updates" to false. You can customize the status message to match your brand voice or specific order type. The "force" parameter ensures the update goes through even if there are existing status entries.

Make it your own

Customize this workflow even further:

Set custom status messages
Modify the status text to match different order types, such as "Customizing your order" for personalized items or "Sourcing materials" for special requests.
Add email notifications
Connect an email action after the Tracktor update to notify your fulfillment team when made-to-order items need special handling.
Create conditional status updates
Use additional filters to set different Tracktor statuses based on order value, product type, or customer tags - like "Premium order processing" for VIP customers.
Store tracking data in tables
Save order details and status change timestamps in MESA tables to analyze how long different order types spend in each fulfillment stage.

Frequently asked questions

What happens if an order has multiple tags including "made to order"?
The workflow will still trigger correctly. The filter uses an "in" comparison, so it will find "made to order" even if there are other tags present like "priority" or "gift-wrap" on the same order.
Can I use this workflow for orders that are partially fulfilled?
The current setup only works with completely unfulfilled orders since it checks for null fulfillment status. If you need to handle partially fulfilled orders, you'd need to modify the second filter to include "partial" fulfillment status as well.
Will this override existing Tracktor status updates?
Yes, the "force: true" setting means this workflow will update the Tracktor status even if there's already a status set. This ensures your manual "made to order" status takes priority over any automatic updates from carriers.
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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