Connect Google Docs to OPTIS Product Options and automate your tasks

Why integrate Google Docs with OPTIS Product Options

The Google Docs to OPTIS Product Options integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

Generate order and customer documents without manual writing

When an order is placed or a customer record is updated in Shopify, MESA creates a populated Google Doc — invoice, summary, brief — using your template. Every document is ready without anyone drafting it from scratch.

Turn Shopify events into briefings your team can act on

When a wholesale order comes in, a return is filed, or a VIP customer reaches a milestone, MESA creates a Google Doc with the relevant details and shares it with the right person. Your team has context without digging through the admin.

Keep product and operational docs current automatically

When a product is updated in Shopify — new description, price change, inventory note — MESA updates the corresponding Google Doc. Your internal catalog, SOPs, and reference docs stay in sync with what's actually in your store.

Keep production in sync with cart edits

When a customer revises their options on the cart page, MESA updates the corresponding order note or production record before it reaches your team. No orders move forward with outdated specs.

Route uploaded files to the right production team

When a customer uploads a PSD, PDF, or image file, MESA reads the file type and sends the order to the correct workflow — print prep, digital production, or manual review. Every file reaches the right hands.

Apply B2B and locale rules to option orders

OPTIS works natively with Shopify B2B and multi-language storefronts. MESA uses the customer's account type and storefront language to apply the correct pricing, fulfillment, and approval rules automatically.

Build any Google Docs and OPTIS Product Options automation

MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.

Order Created

Starts when a Shopify order with line item details is created.

• Fields
  • Variant ID
  • Quantity
  • Title
  • Sku
  • Price
  • Properties
  • Applied Discount

Document Created

Starts when a document is created.

• ID
• Name
• Parents
• Created Time
• Modified Time
• Owners
• Drive ID
• Web View Link
• Trashed
• Starred

Document Updated

Starts when a document is modified.

• ID
• Name
• Parents
• Created Time
• Modified Time
• Owners
• Drive ID
• Web View Link
• Trashed
• Starred

Get List of Orders

Obtain a list of Shopify Orders that have OPTIS Product Options fields

• Line Items
• Order

Create Document

Create a document.

• Name
• Text
• Folder

Export Document

Export a Google Doc as a file and get a URL.

• File URL

Get List of Documents

Obtain a list of documents.

• Next Page Token
• Incomplete Search
• Files

Retrieve Document

Grab all details about a document.

• ID
• Name
• Document Content
• Starred
• Trashed
• Shared
• Explicitly Trashed
• Parents
• Spaces
• Drive ID
• Web View Link
• Thumbnail Link
• Web Content Link
• Viewed By Me
• Viewed By Me Time
• Created Time
• Modified Time
• Modified By Me Time
• Shared With Me Time
• Owned By Me
• Modified By Me
• Owners
• Last Modifying User
• Sharing User
• Trashing User
• Trashed Time
• Capabilities
• Writers Can Share
• Permissions
• Size
• Has Thumbnail

Update Document's Permissions

Modify a document's permissions.

• Type
• Role
• Email Address
• Domain
• Allow File Discovery
• Expiration Time

Expert support included

Free workflow setup

We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week.

Fast response times

Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours.

Managed services available

Personalized workflow reviews and quarterly check-ins to identify new opportunities as your business grows.

Real humans, always

Chat with real automation experts (not bots). Email support 9am-5pm PST.

Integrate Google Docs with OPTIS Product Options today.

Enjoy a 7-day free trial. Get your first workflow in minutes.