Save Globo Product Options to Shopify Order Notes | MESA
Save Globo Product Options to Shopify Order Notes
2 min setup
No coding required
Runs automatically
Capture customer choices from Globo Product Options and send them directly to Shopify order notes. Perfect for custom products, personalized items, or complex product configurations. Your fulfillment team gets all the details they need without jumping between apps or missing important customization requests. Leave the template as is to preserve all options in the order notes or filter for select options in the trigger.
How it works
2 steps to automatically save product option details to order notes
Order Created
App connector: [Globo Product Options](/content/apps/globo-product-options/integrate "View Globo Product Options integration page"/index.html)• Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger detects when customers place orders containing Globo product options, capturing all the custom selections they made during checkout so you can fulfill orders accurately.
When a customer completes checkout with products that have Globo customizations (like engraving text, color choices, or size selections), this trigger activates immediately. It automatically captures the order data along with all the custom product options the customer selected. The trigger passes this information to the next step without any configuration needed from you.
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 action formats and saves all customer product customizations directly to the Shopify order notes, making custom options visible to your fulfillment team without switching between apps.
This step takes the Globo product option data and formats it into readable text that gets added to your Shopify order notes. For each product in the order, it lists the product name and SKU, followed by all the custom options the customer selected (like "Color: Blue" or "Engraving Text: Happy Birthday"). The formatted information appends to existing order notes rather than replacing them, so any manual notes you add are preserved.
Frequently asked questions
Will this work with all Globo product option types?
Yes, the workflow captures all option types including text fields, dropdowns, checkboxes, file uploads, and date selectors. Any custom option a customer selects through Globo will appear in your order notes.
What happens if an order has multiple products with different custom options?
The workflow processes each line item separately, so you'll see a clear breakdown in your order notes with each product listed individually along with its specific customizations.
Can I customize how the product options appear in the order notes?
Absolutely. You can modify the note formatting in the "Update Order Notes" step to change how product names, SKUs, and options are displayed - add spacing, bullets, or reorganize the layout to match your fulfillment process.
Make this template your own!
Customize this workflow even further:
- Format notes with custom styling
- Add headers, bullet points, or section dividers to make product options easier to scan in your order notes.
- Send option details to multiple destinations
- Extend the workflow to also email custom options to your fulfillment team or save them to a spreadsheet for tracking.
- Filter by specific product types
- Add conditions to only process orders containing certain products that require special attention for custom options.
- Trigger fulfillment notifications
- Chain additional actions to automatically notify your team via Slack or email when orders with complex customizations come in.
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