Route Wholesale Orders by Customer Tag

16 min setup
No coding required
Runs automatically

Route wholesale and B2B customer orders to your bulk fulfillment center the moment they’re placed. By default, this workflow looks for customers tagged wholesale or B2B and orders with a financial status of pending or paid (all of which can be customized). When a match is found, MESA updates the fulfillment location, notifies your team in Slack, and adds tracking tags—keeping retail and wholesale operations cleanly separated without manual sorting.

Shopify logo icon
Order Created
Retrieve Shop
Retrieve Customer
Retrieve Order
Check for Customer Tags and Order's Financial Status
Retrieve Order's Fulfillment Orders
Order Add Tag
Loop
Line Items
Get List of Inventory Levels
Check for Available Inventory at the Desired Location
Move Fulfillment Order (Only if there is Available Inventory)
Loop End
Loop End
Check if the Location Moved Successfully
slack logo icon
Send Message

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How it works

16 steps to automate this task automatically.

Shopify logo icon

Order Created

App connector: Shopify • Time to complete: 1 minute

Retrieve Shop

App connector: Shopify • Time to complete: 1 minute

Retrieve Customer

App connector: Shopify • Time to complete: 1 minute

Retrieve Order

App connector: Shopify • Time to complete: 1 minute

Check for Customer Tags and Order's Financial Status

App connector: Filter • Time to complete: 1 minute

Retrieve Order's Fulfillment Orders

App connector: Shopify • Time to complete: 1 minute

Order Add Tag

App connector: Shopify • Time to complete: 1 minute

Loop

App connector: Loop • Time to complete: 1 minute

Line Items

App connector: Loop • Time to complete: 1 minute

Get List of Inventory Levels

App connector: Shopify • Time to complete: 1 minute

Check for Available Inventory at the Desired Location

App connector: Filter • Time to complete: 1 minute

Move Fulfillment Order (Only if there is Available Inventory)

App connector: Shopify • Time to complete: 1 minute

Loop End

App connector: Loop • Time to complete: 1 minute

Loop End

App connector: Loop • Time to complete: 1 minute

Check if the Location Moved Successfully

App connector: Filter • Time to complete: 1 minute
slack logo icon

Send Message

App connector: Slack • Time to complete: 1 minute

Ready to set this up? It only takes 16 minutes.

Our support team will even help you personalize this workflow for free.

Get started →

Make it your own!

Customize this workflow even further:

Set custom delays
Schedule actions to trigger after a set time period, such as sending follow-up emails 3 days after an event.
Chain multiple actions
Connect several steps together in one workflow, like tagging data, updating records, and notifying your team simultaneously.
Store data in tables
Save order details, customer preferences, or custom metrics in your own database for reference and reporting.
Deploy AI agents for smart decisions
Let AI agents evaluate complex scenarios and choose the right action path based on your defined rules.

Common questions

What is a template?

Can I customize a template?

Are templates free?

Ready to automate this task automatically?

7-day free trial • 16 min setup • Cancel anytime

Need help? Our automation experts will help you personalize this workflow for free. Contact support