Add Product Options to Shopify Order Notes

2 min setup
No coding required
Runs automatically

Make product options easily accessible by automatically adding them to the order notes field in Shopify. This MESA workflow copies customizations or selections directly into order notes, ensuring third-party services and team members can quickly access important details. Streamline order tracking and fulfillment by consolidating essential information in one central location.

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Order Created
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Order Note Update

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How it works

2 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.

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

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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.

Common questions

Will this work with line item properties from any Shopify app?

What happens if an order has no line item properties?

Can I modify what information gets added to the order notes?

Ready to start adding product customization details directly to your order notes for third-party services?

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