How it works

Follow these 4 simple steps to automatically tag orders containing products with specific line item properties

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Connect your Shopify order trigger
App connector: Shopify • Time to complete: 1 minute
Why this matters: This monitors every new order to detect products with custom properties like engraving text, gift messages, or special options that require different handling.

When a customer completes checkout, this trigger captures the entire order including all line items and their associated properties.

Define which property to check
App connector: Loop • Time to complete: 2 minutes
Why this matters: This tells the workflow which line item property name to look for.

Line item properties are key-value pairs that Shopify stores with products (like "Engraving": "Happy Birthday" or "Gift Wrap": "Yes"). You'll specify the exact property name the workflow should search for across all line items.

Property names are case-sensitive and must match exactly.

Set the property value condition
App connector: Filter • Time to complete: 2 minutes
Why this matters: This allows you to differentiate between different customization options or filter for specific choices.

Beyond just checking if a property exists, you can specify what value it should contain. For example, only tag orders where "Gift Wrap" equals "Premium" or "Rush Production" equals "Yes".

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Choose your order tag
App connector: Shopify • Time to complete: 1 minute
Why this matters: This helps you quickly identify orders needing special attention, separate fulfillment, or expedited processing.

When an order contains a line item with the matching property name and value, the workflow automatically applies your specified tag. Choose a descriptive tag name that clearly indicates what makes this order unique.

Make it your own

Customize this workflow even further:

Tag with the actual property value
Instead of applying a static tag like "custom", use the actual value from the line item property as the tag. For example, if the property is "Priority" with value "Rush", tag the order with "Rush".
Check multiple properties with different tags
Duplicate the filter and tagging steps to check for multiple property names and apply different tags for each. This allows a single workflow to handle all your custom product scenarios.
Notify fulfillment team about custom orders
Add a Slack or email notification after tagging to alert your production or fulfillment team immediately when a custom order arrives. This reduces turnaround time for personalized products and prevents customization details from being overlooked.
Log custom orders to a tracking spreadsheet
Add a Google Sheets step after tagging to create a spreadsheet row. This builds a searchable database of all custom orders for quality control, production planning, or analyzing which customizations are most popular with customers.

Frequently asked questions

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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