Receive Slack Alerts for Purchases of Products with Custom Options

4 min setup

No coding required

Runs automatically

Keep your team informed when customers purchase products with custom options by sending Slack notifications. This MESA workflow template triggers a Slack message whenever a product with the “Special_Notes” option is purchased, allowing your team to address specific requests or special instructions efficiently. Customize this workflow to trigger notifications for any cart label or product option, ensuring timely updates on custom orders.

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Order Created

Retrieve Shop

Send Message

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How it works

3 steps to get Slack alerts whenever customers purchase products with customizations.

App connector: Infinite Options • Time to complete: 0 minutes (Auto-configured)

Why this matters: This trigger monitors your Infinite Options app for new orders containing customized products and kicks off the notification workflow automatically.

The trigger watches for completed orders through the Infinite Options app and captures all the order details including the order number, customer information, and product customizations. This happens automatically whenever a customer completes a purchase with customized options - no configuration needed from you. The trigger passes the order data to the next steps so your team gets notified about purchases that include personalized products.

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)

Why this matters: This step gets your store's domain information so the Slack notification can include a direct link to the order in your Shopify admin.

The step automatically connects to your Shopify store and retrieves your shop details, particularly your store domain. This information gets combined with the order ID to create a clickable admin link in your Slack message. No configuration is required - MESA handles the connection and data retrieval automatically. The shop domain gets formatted and passed to the Slack notification step.

App connector: Slack • Time to complete: 2 minutes

Why this matters: This step delivers the formatted order notification to your chosen Slack channel so your team can immediately see and act on Infinite Options purchases.

You'll configure which Slack channel receives the notifications by selecting from your available channels. The message automatically includes the order number and a direct link to view the full order in your Shopify admin panel. Before selecting a channel, invite the MESA Slack app to your workspace by typing @MESA in any channel and clicking the invite button - private channels won't appear until you complete this step. The notification format is pre-built but you can customize the message text if needed.

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Frequently asked questions

Will I get notifications for all orders or only those with Infinite Options customizations?

Only orders that include products with Infinite Options customizations will trigger this workflow. Regular orders without custom options won't generate Slack notifications, keeping your alerts focused on orders that need special attention.

Can I customize what information appears in the Slack notification?

Yes, you can edit the message template in the Send Message step to include additional order details like customer name, customization specifics, or order value. The workflow captures all order data from Infinite Options, so you have access to customize fields beyond just the order number.

What happens if my Slack workspace changes or the MESA app gets removed?

If the MESA Slack app is removed from your workspace, the workflow will fail to send notifications. You'll need to re-invite the MESA app and potentially reconfigure the channel selection. The workflow will resume sending notifications once the connection is restored.

Make this template your own!

Customize this workflow even further:

Set custom message formats

Modify the Slack notification to include product names, customer details, or specific customization options that matter most to your fulfillment team.

Add conditional routing

Create different notification channels based on order value, product type, or customization complexity - send high-value orders to managers and standard orders to fulfillment staff.

Connect inventory tracking

Extend the workflow to update inventory levels for customized products or flag when custom materials are running low.

Chain order processing actions

Add steps to automatically tag the order in Shopify, send confirmation emails with customization details, or create tasks in your project management tool.

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