Email Customers via Gmail When Katana Sales Orders are Delivered

When you mark a sales order as "Delivered" in Katana, this trigger captures the order details and initiates the email notification process. The workflow is set to fire immediately upon status change.

Pulls the complete sales order record including order number, delivery date, tracking number, and all line items.

Looks up the customer record using the customer ID from the sales order to get their name, email, and delivery address.

Examines each product line in the order, retrieving variant and product details for every item. This creates a complete product list with names, quantities, and prices.

You'll specify the Gmail address that appears as the sender and customize the email template to match your brand voice. The workflow includes a pre-built template that you can modify.

What to configure:

Sender address: Enter the Gmail address you want to use. This must be a Gmail account you've connected to MESA with proper OAuth authentication.

Email template includes:

• Subject line: "Your order {{order_number}} has been delivered!"
• Personalized greeting with customer's first name
• Order number and formatted delivery date
• Complete delivery address (street, city, state, zip)
• List of all delivered products with quantities and prices
• Tracking number (conditionally shown if available)
• Reply-to option for delivery issues

Customization options:

• Adjust greeting formality and brand tone
• Add return policy, care instructions, or loyalty program info
• Modify product display format or pricing presentation
• Include or remove tracking section based on your fulfillment process
• Add HTML formatting, logos, or brand colors

Template uses Liquid syntax for dynamic content:

• {{katana_2.order_no}} - Order number
• {{katana.delivery_date | date: "%B %e, %Y"}} - Formatted delivery date
• {{katana_1.0.first_name}} - Customer first name
• {{loop_1.items}} - Collected product names from loop
• {{katana_2.tracking_number}} - Tracking info (if provided)