Tag Shopify Orders with Payment Gateway Information

3 min setup
No coding required
Runs automatically

Enhance your payment analytics by automatically tagging Shopify orders with the payment gateway used during checkout. This MESA workflow template adds a payment gateway tag to each new order, allowing you to track and analyze payment method preferences and performance over time. Gain valuable insights into customer payment trends to optimize your business strategy.

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Order Created
Retrieve Order
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Update Order

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How it works

3 steps to start automatically tagging orders with their payment gateway information

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Order Created

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger detects when a new order is placed in your Shopify store, capturing all the order details needed to identify the payment method and apply the appropriate tag.

This step automatically monitors your Shopify store for new orders and fires whenever a customer completes a purchase. The trigger captures the complete order data including the payment gateway used, order ID, and existing tags. No configuration is required - it connects directly to your current Shopify store and starts monitoring immediately. All order information gets passed to the next step for processing.

Retrieve Order

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step fetches the complete order details including existing tags and payment gateway information, ensuring the workflow has all necessary data before making any changes to the order.

The retrieve step pulls the full order record from Shopify using the order ID from the trigger. This ensures you have the most current order data including any existing tags and the specific payment gateway used for the transaction. The step automatically uses the order ID from the trigger to fetch the complete record. This retrieved data provides both the current tags and the gateway information needed for the final tagging step.

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Update Order

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step adds the payment gateway name as a tag while preserving all existing order tags, giving you searchable payment method information without losing any current categorization.

The update step modifies the order by combining existing tags with the payment gateway name from the transaction. The workflow automatically appends the gateway name (like "shopify_payments", "paypal", or "stripe") to your current tag list with a comma separator. No manual configuration is needed - the step uses the tags and gateway information retrieved in the previous step. Once complete, your order will have all its original tags plus the new payment gateway tag for easy filtering and reporting.

Ready to set this up? It only takes 3 minutes.

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

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Make it your own!

Customize this workflow even further:

Set up conditional tagging
Add Filter steps to apply different tags based on payment gateway types, such as tagging high-risk payment methods or VIP payment processors differently.
Connect order data to spreadsheets
Chain a Google Sheets action after the tagging to automatically log payment method analytics and track which gateways perform best for your business.
Send payment gateway alerts
Add email or Slack notifications when specific payment gateways are used, helping you monitor payment processing trends or flag unusual payment methods.
Store payment analytics in tables
Save payment gateway data with order values and dates in MESA Tables to build custom reports on payment method performance and customer preferences.

Common questions

Will this workflow overwrite my existing order tags?

What payment gateway names will appear as tags?

Can I modify which payment gateways get tagged?

Ready to start automatically tagging orders with their payment gateway information?

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