How it works

Follow these 2 simple steps to start adding product customization details directly to your order notes for third-party services

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Order Created
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger activates whenever a new order is placed in your Shopify store, capturing all the order data including line item properties that need to be transferred to the notes field.

The workflow automatically monitors your Shopify store for new orders and triggers immediately when an order is created. It captures the complete order information including all line items and their associated properties from apps like Infinite Options or Uploadery. No configuration is needed - this step runs automatically and passes the full order data to the next step for processing. The trigger ensures that every order with custom product options gets processed without any manual intervention.

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Order Note Update
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step formats all the line item properties into readable text and appends them to the order notes, making the customization details accessible to third-party fulfillment services, shipping apps, or external systems that rely on order notes.

The workflow automatically processes each line item in the order and extracts any properties (like custom text, uploaded files, or product options) that customers added during checkout. It formats this information in a clear structure showing the product name, SKU, and all associated custom properties with their values. The formatted text gets appended to the existing order notes field rather than replacing it, preserving any notes that were already there. This ensures third-party services can easily read important customization details that would otherwise be hidden in the line item data.

Make it your own

Customize this workflow even further:

Set custom note formatting
Modify the note template to include additional order details like customer tags, shipping method, or order totals alongside the line item properties.
Add conditional logic for specific products
Only append properties to order notes for certain product types or collections, keeping notes clean for standard products while detailed for customizable items.
Store property data in tables
Save all line item properties to a custom database table for reporting on popular customization options and customer preferences over time.
Deploy AI agents for validation
Let AI agents review line item properties and flag orders with incomplete customizations or potential fulfillment issues before they reach your warehouse team.

Frequently asked questions

Will this work with line item properties from any Shopify app?
Yes, this workflow captures all line item properties regardless of which app created them - whether it's Infinite Options, Bold Product Options, or any other customization app that stores data in Shopify's standard line item properties format.
What happens if an order has no line item properties?
The workflow will still run but won't add any additional content to the order notes since there are no properties to format. Orders without customizations will be processed normally without any changes to their notes field.
Can I modify what information gets added to the order notes?
Absolutely. You can edit the note template in the Order Note Update step to include additional details like product variants, quantities, or even customer information alongside the line item properties to better serve your fulfillment process.
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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