# Add Customer Metafields to Shopify Order Notes

3 min setup

No coding required

Runs automatically

Enhance order fulfillment by consolidating key customer information in the Shopify order notes. This MESA workflow template checks for customer metafield values when an order is created and automatically adds these details to the order notes, making it easier for your team to access relevant information during processing. Improve accuracy and streamline fulfillment with essential customer data readily available.

## How it works

3 steps to start adding customer metafield data to your order notes

### Order Created

App connector: [Shopify](/content/apps/shopify/integrate "View Shopify integration page"/index.html) • Time to complete: 0 minutes (Auto-configured)

**Why this matters:** This trigger monitors your Shopify store for new orders and kicks off the workflow whenever a customer completes a purchase, ensuring every order gets enriched with customer metafield data.

This step automatically detects when a new order is created in your Shopify store and captures all the order details including customer information. The trigger runs in real-time, so there's no delay between when an order is placed and when the workflow begins processing. It passes the complete order data, including the customer ID, to the next step so the workflow knows which customer's metafields to retrieve. No configuration is needed - this step works automatically once the workflow is activated.

### Get List of Metafields

App connector: [Loop](/content/apps/loop/integrate "View Loop integration page"/index.html) • Time to complete: 0 minutes (Auto-configured)

**Why this matters:** This step retrieves all custom metafields associated with the customer who placed the order, gathering the additional data that will be added to the order notes for better context and record-keeping.

This step automatically queries Shopify's API to fetch all metafields belonging to the customer from the triggering order. It uses the customer ID from the previous step to find the right metafields and returns them as a list that can be processed. The step filters specifically for customer metafields, so it won't pull metafields from products or other resources. All retrieved metafields get formatted and prepared for the final step where they'll be added to the order notes.

### Update Order Notes

App connector: [Shopify](/content/apps/shopify/integrate "View Shopify integration page"/index.html) • Time to complete: 0 minutes (Auto-configured)

**Why this matters:** This step takes the retrieved customer metafields and appends them to the order notes in a readable format, giving you immediate access to important customer data right within the order details.

This step formats each customer metafield with a clean label and value, then appends this information to the existing order notes. The metafield keys get transformed from technical names (like "customer_tier") into readable labels (like "Customer tier") for better clarity. Each metafield appears as a separate line with a dash and proper formatting, making the information easy to scan. The notes get appended rather than replaced, so any existing order notes remain intact while the customer metafield data gets added at the end.

## Frequently asked questions

### Which customer metafields will appear in my order notes?

All customer metafields will be added to the order notes. The workflow retrieves every custom metafield associated with the customer and formats them with readable labels. If you want to limit which metafields appear, you'll need to add a filter condition to the workflow.

### Will this overwrite my existing order notes?

No, the workflow appends the metafield data to existing order notes rather than replacing them. Any notes that were already on the order (either added manually or by other apps) will remain intact, with the customer metafields added at the end.

### What happens if a customer doesn't have any metafields?

If the customer has no custom metafields, the workflow will still run but won't add any additional information to the order notes. The order notes will remain unchanged, and no errors will occur - the workflow simply has nothing to append.