Add Customer Metafields to Shopify Order Notes

3 min setup
No coding required
Runs automatically

Enhance order fulfillment by consolidating key customer information in the Shopify order notes. This MESA workflow template checks for customer metafield values when an order is created and automatically adds these details to the order notes, making it easier for your team to access relevant information during processing. Improve accuracy and streamline fulfillment with essential customer data readily available.

Shopify logo icon
Order Created
Get List of Metafields
Shopify logo icon
Update Order Notes

You're in good company

"MESA has been a game changer for us. And, if you ever get stuck, their support team is always super helpful."

  • Ico star
  • Ico star
  • Ico star
  • Ico star
  • Ico star
PetFriendly

"It's like Zapier but exactly designed for Shopify. I have been able to complete all the workflows that I've needed."

  • Ico star
  • Ico star
  • Ico star
  • Ico star
  • Ico star
Zailys

"The MESA team has been amazing at helping us set up our automations. We would highly recommend this app!"

  • Ico star
  • Ico star
  • Ico star
  • Ico star
  • Ico star
Rothy's

How it works

3 steps to start adding customer metafield data to your order notes

Shopify logo icon

Order Created

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors your Shopify store for new orders and kicks off the workflow whenever a customer completes a purchase, ensuring every order gets enriched with customer metafield data.

This step automatically detects when a new order is created in your Shopify store and captures all the order details including customer information. The trigger runs in real-time, so there's no delay between when an order is placed and when the workflow begins processing. It passes the complete order data, including the customer ID, to the next step so the workflow knows which customer's metafields to retrieve. No configuration is needed - this step works automatically once the workflow is activated.

Get List of Metafields

App connector: Loop • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step retrieves all custom metafields associated with the customer who placed the order, gathering the additional data that will be added to the order notes for better context and record-keeping.

This step automatically queries Shopify's API to fetch all metafields belonging to the customer from the triggering order. It uses the customer ID from the previous step to find the right metafields and returns them as a list that can be processed. The step filters specifically for customer metafields, so it won't pull metafields from products or other resources. All retrieved metafields get formatted and prepared for the final step where they'll be added to the order notes.

Shopify logo icon

Update Order Notes

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step takes the retrieved customer metafields and appends them to the order notes in a readable format, giving you immediate access to important customer data right within the order details.

This step formats each customer metafield with a clean label and value, then appends this information to the existing order notes. The metafield keys get transformed from technical names (like "customer_tier") into readable labels (like "Customer tier") for better clarity. Each metafield appears as a separate line with a dash and proper formatting, making the information easy to scan. The notes get appended rather than replaced, so any existing order notes remain intact while the customer metafield data gets added at the end.

Ready to set this up? It only takes 3 minutes.

Our support team will even help you personalize this workflow for free.

Get started →

Make it your own!

Customize this workflow even further:

Set custom metafield formatting
Modify the note template to display metafields with custom labels, specific ordering, or conditional visibility based on metafield values.
Filter which metafields to include
Add conditions to only include certain metafields in order notes, such as VIP status, preferred communication method, or account type.
Send notifications with metafield data
Extend the workflow to email or Slack your team when orders contain specific customer metafield values, like high-value customers or special account types.
Store metafield data in external systems
Connect additional steps to save customer metafield information to Google Sheets, Airtable, or your CRM for reporting and analysis.

Common questions

Which customer metafields will appear in my order notes?

Will this overwrite my existing order notes?

What happens if a customer doesn't have any metafields?

Ready to start adding customer metafield data to your order notes?

7-day free trial • 3 min setup • Cancel anytime

Need help? Our automation experts will help you personalize this workflow for free. Contact support