How it works

Follow these 7 simple steps to update custom order statuses and notify customers when their orders are ready for shipment

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Order Created

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger starts the workflow whenever a new order is placed in your Shopify store, capturing all the order details needed for the subsequent status updates and customer notifications.

When a customer completes a purchase, this trigger automatically captures the order information including customer details, order contents, and payment status. No configuration is required - it runs automatically for every new order. The trigger passes all order data to the delay step, setting up the workflow to process the order after your specified waiting period.

Delay

App connector: Delay • Time to complete: 1 minute
Why this matters: This delay ensures you have enough time to process, package, or prepare the order before updating the status and notifying the customer, preventing premature "ready for shipment" messages.

You'll configure how many days to wait before updating the order status by entering a number in the "How many days would you like to wait?" field. The default setting is 2 days, but you can adjust this based on your typical order processing time. After the delay period ends, the workflow automatically continues to check the current order status and proceed with updates.

Retrieve Order

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step fetches the current order information to verify the fulfillment status hasn't changed during the delay period, ensuring you only update orders that are still pending fulfillment.

The workflow automatically retrieves the complete order details using the original order ID from the trigger. No configuration is needed - it pulls the current order status, fulfillment information, and customer details. This fresh data gets passed to the filter step to verify the order still needs status updates before proceeding with notifications.

Filter

App connector: Filter • Time to complete: 0 minutes (Auto-configured)
Why this matters: This filter prevents the workflow from updating orders that have already been fulfilled or shipped, ensuring customers only receive preparation notifications for orders that are still being processed.

The filter automatically checks if the order's fulfillment status is still null (unfulfilled). If the order has already been shipped or partially fulfilled during the delay period, the workflow stops here and won't send unnecessary notifications. Only orders that remain unfulfilled will continue through the remaining steps to receive status updates and customer emails.

Retrieve Shop

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step gets your shop's name and details needed to personalize the customer notification email with your store branding and contact information.

The workflow automatically retrieves your shop information including the store name, which gets used in the customer email signature. No configuration is required - it pulls your current shop details from Shopify. This information ensures the customer notification email appears professional and branded with your store's identity.

Update Order's Manual Status

App connector: Tracktor • Time to complete: 1 minute
Why this matters: This step updates the order to your custom status in Tracktor, giving customers visibility into the order preparation process when they check their tracking page.

You'll enter the custom status message you want to display to customers in the "What custom order status would you like to update to?" field. Common examples include "Being prepared for shipment," "Order being packed," or "Ready for pickup." This status will appear on the customer's tracking page through Tracktor, keeping them informed about their order's progress.

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Send Email

App connector: Email • Time to complete: 0 minutes (Auto-configured)
Why this matters: This email proactively notifies customers that their order is being prepared, reducing support inquiries and building confidence in your fulfillment process.

The workflow automatically sends a personalized email to the customer using their name and order details. The email includes a link to their Tracktor tracking page where they can monitor status updates. The message template is pre-written but you can customize the subject line and body text to match your brand voice and specific messaging preferences.

Make it your own

Customize this workflow even further:

Set different delays for product types
Configure separate workflows with different delay periods - rush orders might need 1-day delays while custom products could use 5-7 day delays before status updates.
Add order value conditions
Use filters to apply different processing timelines based on order value, giving high-value customers priority handling with shorter delays and premium status updates.
Connect to inventory management
Add steps that check product availability in your warehouse management system before updating status, ensuring accuracy when items are temporarily out of stock.
Create escalation notifications
Build additional workflows that notify your fulfillment team if orders remain unfulfilled beyond the expected timeframe, helping you catch processing delays early.

Frequently asked questions

What happens if I change the delay period after the workflow is already running?
The delay change only affects new orders placed after you update the setting. Orders already in the delay queue will complete their countdown using the original delay period you had set when they were created.
Will this send emails to customers even if their order was cancelled during the delay?
No, the filter step specifically checks that the order is still unfulfilled before proceeding. If an order was cancelled, refunded, or already shipped during the delay period, the workflow stops and won't send the preparation email.
Can I use this workflow if I fulfill orders through a third-party service?
Yes, but you may want to adjust the delay period to account for your 3PL's processing time. The workflow works best when you have control over when orders actually ship, so you might need longer delays if using external fulfillment services.
What is a template?
MESA templates are fully pre-configured workflows built and vetted by Shopify Experts. Unlike competitor templates that provide basic scaffolds requiring extensive setup, MESA templates come with all data variables properly mapped, required fields configured, and steps ready to activate. You can turn them on immediately and start automating.
Can I customize a template?
Absolutely! While our templates work out-of-the-box, every step can be personalized to match your exact business requirements. Add conditional logic, integrate additional apps, or build more sophisticated workflows. MESA's templates provide a solid foundation that you can expand as needed.
Are templates free?
Yes! Our entire library of expert-built, production-ready templates is free to use. Unlike platforms that charge for premium templates or provide only basic scaffolds, MESA gives you access to hundreds of fully-configured, vetted workflows at no additional cost.

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