How it works

Follow these 3 simple steps to start receiving instant SMS notifications when customers place new orders

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Order Created
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger detects every new order as it's placed on your Shopify store, capturing the order details needed for your notification.

The workflow automatically starts whenever a customer completes a purchase on your store. This trigger captures essential order information like the order name, customer details, and order ID that will be used in your SMS notification. No configuration is needed - it monitors your store continuously and activates instantly when orders are created. The trigger passes all order data to the next steps for processing.

Retrieve Shop
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step gets your store's domain information needed to create the direct link to the order in your Shopify admin.

The workflow automatically retrieves your shop details, specifically your myshopify_domain (like "yourstore.myshopify.com"), which is required to build the clickable admin link in your SMS. This step runs in the background using your connected Shopify account credentials. The shop domain gets extracted and formatted to create the proper admin URL structure that will let you jump directly to the order details. This information combines with the order ID to form the complete admin link.

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Send Message to store owner
App connector: SMS • Time to complete: 1 minute
Why this matters: This delivers the actual SMS notification with order details and a direct link to view the order in your Shopify admin.

You'll need to enter the phone number where you want to receive order notifications in the "What phone number should receive this notification?" field. The SMS message is pre-configured to include the order name and a clickable link that takes you directly to that order in your Shopify admin panel. Enter your phone number in standard format (like +1234567890 for US numbers) - MESA currently supports US and Canadian phone numbers only. The message automatically populates with each new order's specific details and admin link.

Make it your own

Customize this workflow even further:

Set custom message content
Modify the SMS text to include additional order details like customer name, order total, or shipping address to get more context in each notification.
Add order value filters
Include a Filter step to only send SMS notifications for orders above a certain dollar amount, helping you focus on high-value transactions.
Create multiple notification channels
Extend the workflow to also send notifications via email, Slack, or Discord, ensuring you never miss important orders regardless of which device you're using.
Store order data in tables
Add a step to save order details in MESA Tables for tracking daily sales totals, identifying repeat customers, or building custom reports.

Frequently asked questions

Will I get notifications for test orders or draft orders?
No, this workflow only triggers on completed orders from actual customers. Test orders and draft orders won't send SMS notifications, so you won't get alerts during store testing.
Can I set up notifications for multiple phone numbers?
This template sends to one phone number, but you can duplicate the "Send Message" step and configure different phone numbers for each one to notify multiple team members simultaneously.
What happens if the SMS fails to send?
If the SMS fails (due to invalid phone number or service issues), the workflow will log the error in your MESA activity feed, but it won't stop or retry automatically - you'll need to check your activity log for any delivery issues.
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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