How it works

Follow these 4 simple steps to fulfill digital products and services that don't need physical shipping

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Order Created

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step monitors your Shopify store for new orders and kicks off the entire workflow whenever someone makes a purchase.

The trigger automatically activates when a customer completes checkout and creates a new order in your Shopify store. It captures all the order details including line items, customer information, and shipping requirements for each product. No configuration is needed - the trigger connects directly to your Shopify store and runs in the background. All order data gets passed to the next step for processing.

Loop

App connector: Loop • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step examines each product in the order individually since orders often contain a mix of physical and digital items that need different fulfillment handling.

The Loop step takes the complete order and breaks it down product by product, creating a separate processing path for each line item. It automatically iterates through every product in the order, checking the shipping requirements for each one. The loop ensures that multi-product orders get properly evaluated - some items might need shipping while others don't. Each product's details including shipping requirements, variant information, and quantity get passed individually to the filter step.

Filter

App connector: Filter • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step identifies which products don't require physical shipping so only the appropriate items get automatically fulfilled.

The Filter step checks each product's "requires_shipping" setting and only allows products marked as "false" to continue through the workflow. Products that require shipping (like physical goods) get filtered out and won't receive automatic fulfillment. This prevents accidentally marking shipped items as fulfilled before they're actually sent out. Only digital products, services, or other non-shipping items pass through to the fulfillment creation step.

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Create Order Fulfillment

App connector: Shopify • Time to complete: 2 minutes
Why this matters: This step marks qualifying products as fulfilled in Shopify, updating order status and potentially triggering customer notifications about their digital delivery.

The Create Order Fulfillment step generates a fulfillment record for each non-shipping product that passed through the filter. You need to specify which location should be assigned to handle the fulfillment using the "location_id" field - enter your primary location ID from Shopify's location settings. The step automatically sets customer notifications to "false" to prevent confusion about shipping updates for digital products. Each fulfillment includes the specific line item ID, variant ID, and quantity being fulfilled.

Make it your own

Customize this workflow even further:

Add conditional customer notifications
Set up smart rules to send fulfillment emails only for certain product types, like courses or memberships, while keeping service fulfillments silent.
Create product-specific fulfillment delays
Schedule different fulfillment timing based on product type - instant for downloads, 24-hour delay for consultation bookings, or custom timing for pre-orders.
Connect fulfillment data to external systems
Send fulfillment details to your CRM, accounting software, or customer success platform to trigger onboarding sequences or update customer records automatically.
Deploy AI agents to handle fulfillment exceptions
Let AI agents evaluate complex scenarios like partial refunds or special customer requests and decide whether to proceed with automatic fulfillment or flag for manual review.

Frequently asked questions

Will this fulfill products that are marked as requiring shipping?
No, the Filter step specifically excludes any products where "requires_shipping" is set to true. Only digital products, services, and other items marked as not requiring shipping will get automatically fulfilled through this workflow.
Can I customize which location gets assigned to the fulfillments?
Yes, you'll need to configure the "location_id" field in the Create Order Fulfillment step. Find your location ID by going to Settings > Locations in your Shopify admin and copying the ID from your desired fulfillment location.
What happens if a customer orders both physical and digital products in the same order?
The workflow processes each line item separately through the Loop step. Physical products get filtered out and remain unfulfilled, while digital products get automatically fulfilled. This means the order will show as partially fulfilled until you manually fulfill the physical items.
What is a template?
MESA templates are fully pre-configured workflows built and vetted by Shopify Experts. Unlike competitor templates that provide basic scaffolds requiring extensive setup, MESA templates come with all data variables properly mapped, required fields configured, and steps ready to activate. You can turn them on immediately and start automating.
Can I customize a template?
Absolutely! While our templates work out-of-the-box, every step can be personalized to match your exact business requirements. Add conditional logic, integrate additional apps, or build more sophisticated workflows. MESA's templates provide a solid foundation that you can expand as needed.
Are templates free?
Yes! Our entire library of expert-built, production-ready templates is free to use. Unlike platforms that charge for premium templates or provide only basic scaffolds, MESA gives you access to hundreds of fully-configured, vetted workflows at no additional cost.

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