Mesa is an eCommerce automation platform with solutions for every aspect of your business, from inventory management to customizing order notes. Seamlessly connect your Shopify store and accompanying apps to a free template library of popular workflows within minutes.
Most third-party services rely on the Order Notes section of Shopify for extra details about an order. There hasn’t been a way to automatically add this type of important information to your store that these services can easily read; until now!
Start with our workflow template:
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.
On the next page, click the green Start with this template button in the top right-hand corner.
Confirm that you want to Install the template, once loaded you’ll now be able to View the New Workflow.
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.”
Under Configuration, you’ll also see that Mesa has already populated your Line Item Properties to 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 Line Item Properties added to your Order Notes section on Shopify. Every step in the workflow is 100% customizable. Change an event, add a step before/after or adjust the default settings. With Mesa, anything is possible!
Contact our team of automation experts if you need help getting started; tailor any template to meet your business needs.
Want to learn more? Here are some other popular workflow templates from our free Mesa library:
Master productivity instantly by automating any repeatable task or process with the ease of Mesa’s point-and-click setup. Our Customer Success team is here 24/7 to help set up and configure any workflows so you can get more done today.
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