How it works

Follow these 3 simple steps to get Discord notifications when customers purchase products with customizations

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Order Created
App connector: Infinite Options • Time to complete: 1 minute
Why this matters: This trigger monitors your store for new orders containing Infinite Options products and starts the workflow automatically when customers complete purchases with customized items.

The trigger activates whenever a customer places an order that includes products with Infinite Options customizations. You'll need to specify which custom option field you want to track in the "What is the option that is included with the purchased product?" field - this could be text personalization, size selections, or any custom field from Infinite Options. The trigger captures the complete order data including customer details, product information, and all custom option values, then passes this information to the next steps for processing.

Retrieve Shop
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step automatically pulls your store's basic information to build the correct admin URL format for your Discord notifications, ensuring team members can quickly access order details.

The workflow automatically retrieves your shop's domain name and other essential store details from Shopify. This data gets used in the final step to create properly formatted admin links that take you directly to the order in your Shopify admin panel. No configuration is required - the step runs automatically and passes your store information to the Discord message step.

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Create Channel Message
App connector: Discord • Time to complete: 2 minutes
Why this matters: This step sends a formatted notification to your Discord channel with the order number and a direct link to view the full order details in Shopify admin.

You'll need to configure your Discord Channel ID in the "What is your Discord's Channel ID?" field - find this by right-clicking your Discord channel and selecting "Copy ID" (you may need to enable Developer Mode in Discord settings first). The message automatically includes the order number and creates a clickable admin URL using your store domain from the previous step. The notification also enables text-to-speech so your team gets audio alerts for new orders.

Make it your own

Customize this workflow even further:

Filter by specific product types
Add conditions to only send notifications for high-value items, new product launches, or orders from VIP customers.
Create different messages for different channels
Route standard orders to one Discord channel while sending rush orders or large purchases to a priority channel with different team members.
Add customer segmentation data
Include customer tags, order history, or loyalty status in your Discord messages to give your team instant context about each buyer.
Connect to inventory management
Extend the workflow to automatically update stock levels in external systems or alert when customized products need special preparation time.

Frequently asked questions

What happens if I change my Discord channel after setting this up?
You'll need to update the Channel ID in the workflow settings. Copy the new channel ID from Discord and paste it into the "Create Channel Message" step configuration, then save and reactivate the workflow.
Will this work with all Infinite Options field types?
Yes, the workflow captures any custom option field from Infinite Options including text boxes, dropdowns, checkboxes, and file uploads. You specify which field to track in the trigger configuration.
Can I customize the Discord message format?
Absolutely. In the "Create Channel Message" step, you can edit the message content to include additional order details, custom formatting, or even mentions to notify specific team members when certain conditions are met.
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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