How it works

Follow these 6 simple steps to create fulfillments from tracking details entered in Google Sheets

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Row Created

App connector: Google Sheets • Time to complete: 2 minutes
Why this matters: This monitors your spreadsheet for new shipment rows, allowing your team to manage fulfillments from a familiar interface without accessing Shopify directly.

When someone adds a new row with order and tracking information to your Google Sheet, this trigger captures the data and initiates the fulfillment process. The workflow checks for new rows every hour by default.

Required columns in your spreadsheet:

• Order Name (Number) - e.g., "#1001"
• Tracking Company - e.g., "UPS", "FedEx", "USPS"
• Tracking Number

Get Unfulfilled Order

App connector: Shopify • Time to complete: 1 minute
Why this matters: This ensures tracking information is added to the right order.

This step searches Shopify for an unfulfilled order matching the "Order Name (Number)" from your Google Sheet row (like "#1001"). It only retrieves orders that haven't been fulfilled yet, preventing duplicate fulfillments.

Loop

App connector: Loop • Time to complete: 0 minutes (Auto-configured)
Why this matters: This processes each matching order individually, handling cases where multiple orders might share similar names or numbers.

The loop iterates through any orders returned from the previous search step, ensuring each potential match gets individually evaluated. Even though the search limits to 1 result, the loop structure provides reliability for edge cases and prepares the data for the filtering step. Each iteration passes order details to subsequent steps for validation.

Filter

App connector: Filter • Time to complete: 1 minute
Why this matters: This double-checks that the order exists and hasn't been fulfilled.

The workflow uses a filter to confirm the order name matches exactly and that results were found, then pulls the full order details from Shopify. This ensures you're not attempting to fulfill orders that are already processed or incorrectly referenced.

Retrieve Order

App connector: Shopify • Time to complete: 2 minutes
Why this matters: This gets the complete order details needed to create the fulfillment, including line items and location information.

This step fetches the full order record from Shopify using the order ID that passed through the filter. It retrieves all necessary order details including line items, shipping information, and fulfillment requirements that will be needed for creating the fulfillment record. The complete order data ensures the fulfillment includes all relevant product and shipping details.

Shopify logo icon

Create Order Fulfillment

App connector: Shopify • Time to complete: 1 minute
Why this matters: This actually creates the fulfillment record in Shopify with your tracking information, completing the shipping notification process.

This step creates the fulfillment record using the tracking company and tracking number from your Google Sheets row. You'll need to specify which location the fulfillment should be created from - choose a location where your products are available for shipping. The fulfillment automatically includes all line items from the order and updates the order status to "fulfilled" with the provided tracking information.

Make it your own

Customize this workflow even further:

Change the check frequency
Adjust how often MESA scans for new rows—from every 15 minutes for high-volume stores to every 6 hours for slower shipping schedules. Faster polling helps urgent orders get fulfilled sooner.
Send confirmation emails when fulfillments are created
Add an email step after the fulfillment is created to notify your shipping team or operations manager. This creates an audit trail and confirms each fulfillment was processed successfully.
Handle partial fulfillments for multi-item orders
Add logic to check which line items are being fulfilled and only mark specific products as shipped. This is useful when orders contain items from different warehouses or when some products are backordered.
Log fulfillment data to a tracking database
Store each fulfillment event in a MESA Data Table. This creates a searchable fulfillment history for troubleshooting delivery issues or analyzing shipping performance metrics like average time from order to fulfillment.

Frequently asked questions

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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