How to connect product options to Shopify Order notes

MESA Workflow: Infinite Options and Shopify

Most third-party services rely on the Shopify Order Notes for extra details about an order. There hasn’t been a way to easy method to add product options to your store so these services can easily access them; until now!

This tutorial will show how to add product options to Shopify order notes. We recommend using the popular product options app, Infinite Options if you need help getting more options on product pages.

Start with this workflow template:

Step-by-step instructions to connect product options to Shopify order notes:

1. On your MESA dashboard, type in “Add Line Item Properties to Order Notes” in the Search apps and templates field and select the template from the drop-down menu. 

product options to order notes workflow template
Step 1: Select the workflow template

On the next page, click the green Start with this template button in the top right-hand corner.

Install the workflow template
Step 2: Install the workflow template

2. This is an easy one; click the action in the workflow named Shopify Update Order. Double-check that your Shopify store credentials are assigned correctly in the drop-down. If not, you’ll need to Add New Credential and input your store’s “External Site Hostname,” “API Key,” and “Password.”

Authorize Shopify to connect your data to this workflow
Authorize your Shopify store

Under Configurationyou’ll also see that Mesa has already populated your Line Item Properties to Order Notes

Configure Shopify order notes
Configure Shopify order notes

Last Step: The most important

3. Once complete, scroll back up to the top of the page and click the Enable button in the top right-hand corner. 

Workflow Wrap Up

Now each new product has options added to your Shopify Order Notes section. Every step in the workflow is 100% customizable. Change an event, add a step before/after or adjust the default settings.

Watch more work get done for you.

Focus on the bigger picture while your work is still getting done reliably.

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