How it works

Follow these 4 simple steps to organize order data in your database every time someone places an order

Shopify logo icon

Order Created

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger starts the entire workflow whenever a new order comes into your Shopify store, capturing all the order details that will be processed and organized in the following steps.

This step automatically monitors your Shopify store for new orders and triggers the workflow when one is created. The trigger captures comprehensive order information including customer details, shipping addresses, product line items, pricing, and timestamps. No configuration is required - it connects to your Shopify store through your existing MESA integration. When an order is placed, all the order data becomes available for processing by the subsequent workflow steps.

Retrieve Shop

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step fetches your shop's domain information, which is needed to generate direct admin links to orders in your Shopify dashboard for easy access and management.

This step automatically retrieves your Shopify store's basic information, particularly the myshopify domain name that will be used to create admin order URLs. The step runs without any user input and pulls data like your shop's domain, timezone, and other store settings. This information gets passed forward to help format the admin order links that appear in your final database records. The shop data ensures that when you view your organized orders, you can click directly through to manage them in Shopify.

Loop: Get product line items

App connector: Loop • Time to complete: 0 minutes (Auto-configured)
Why this matters: This loop processes each individual product line item separately, allowing you to track inventory, pricing, and quantities at the product level rather than just having order totals.

This step takes the line items array from the order and processes each product individually through the loop. For orders with multiple products, this creates separate database records for each item, capturing product-specific details like title, variant, SKU, individual price, and quantity ordered. The loop ensures that multi-product orders are broken down into granular data points for better analysis and inventory tracking. Each iteration passes both the original order data and the specific product details to the database creation step.

database icon

Create Record

App connector: Data • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step saves all the organized order and product data to your database table, creating searchable, filterable records that include direct links back to Shopify for order management.

This step creates a new database record for each product in the order, storing comprehensive information in the "Shopify Orders" table. The record includes order details (ID, name, email, totals, shipping address, tags, notes), customer information (name and email), and product-specific data (title, variant, SKU, price, quantity, line item ID). It also generates an admin order URL using the shop domain retrieved in step 2, allowing you to click directly from your database to the order in Shopify. Each time a product loops through, a new record gets created with the complete dataset for analysis and reporting.

Make it your own

Customize this workflow even further:

Add conditional logic for VIP customers
Set up filters to route high-value orders or repeat customers through special processing, such as adding priority tags or sending personalized follow-up sequences.
Connect to email marketing tools
Extend the workflow to automatically add customers to specific email lists based on their purchase behavior, product preferences, or order value thresholds.
Integrate inventory alerts
Chain additional steps to monitor stock levels and trigger low-inventory notifications when certain products reach reorder points based on sales velocity.
Deploy AI for order analysis
Let AI agents analyze order patterns and automatically categorize customers, predict reorder likelihood, or flag unusual ordering behavior for review.

Frequently asked questions

Will this create a separate row for each product in multi-item orders?
Yes, the Loop step processes each line item individually, so if someone orders 3 different products in one order, you'll get 3 separate rows in your database - one for each product with its own SKU, pricing, and quantity details.
Can I modify which order fields get saved to the database?
Yes, you can customize the "Create Record" step to add, remove, or rename any of the database columns. You can capture additional order attributes, custom fields, or remove fields you don't need for your specific tracking requirements.
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.

Ready to organize order data in your database every time someone places an order?

Join thousands who've automated their work and saved an average of 3.5 hours every week.

Start with this template — It's free
7-day free trial • 4 min setup • Cancel anytime