Send OPTIS Product Options to Google Sheets

5 min setup

No coding required

Runs automatically

Send OPTIS product options directly to Google Sheets whenever customers place orders. Track custom product selections, add-ons, and personalization choices in organized spreadsheets. Monitor order trends, analyze popular options, and share customer preferences with your team without manual data entry. Leave the template as-is to capture all orders containing any line item properties, or filter for specific line item properties in the trigger if you only want the workflow to run for certain options.

How it works

4 steps to
start receiving product options in Google Sheets for every new order

New OPTIS Order

App connector: [OPTIS Product Options](/content/apps/optis-product-options/integrate "View OPTIS Product Options integration page"/index.html)• Time to complete: 0 minutes (Auto-configured)

Why this matters: This step monitors your Shopify store for new orders that include OPTIS product options and kicks off the entire workflow automatically.

When a customer places an order containing products with OPTIS custom options (like personalization, upgrades, or add-ons), this trigger captures all the order details including customer information, shipping address, and line item specifics. The trigger runs automatically in the background - no configuration needed from you. It passes the complete order data to the next step so your workflow can process each product with its custom options.

Retrieve Shop

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 pulls your shop's domain information to create proper admin URLs for easy order management in later steps.

The workflow automatically connects to your Shopify store and retrieves essential shop details like your store's domain name. This information gets used to generate clickable admin URLs in your spreadsheet, so you can jump directly from a Google Sheets row to the specific order in your Shopify admin. No setup required - the step uses your existing Shopify connection to gather this data and pass it forward.

Loop Through Line Items

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 processes each individual product in the order separately, ensuring you get detailed rows for every item with custom options.

The loop takes the order data and breaks it down product by product, creating a separate processing cycle for each line item. If a customer orders 3 different products with custom options, this step will run 3 times - once for each product. It extracts product details like name, SKU, price, and custom option selections for each item. The loop structure ensures your Google Sheets gets one row per product rather than one row per order.

Add Row to Google Sheets

App connector: [Google Sheets](/content/apps/googlesheets/integrate "View Google Sheets integration page"/index.html)• Time to complete: 2 minutes

Why this matters: This step creates your spreadsheet (if it doesn't exist) and adds a new row with all the order and product details you selected during setup.

For each product processed by the loop, this step adds a complete row to your Google Sheets with the columns you chose during setup - like order name, customer email, shipping address, product details, and custom options. You'll configure the spreadsheet name and select which data columns to include (order URL, customer email, shipping details, product name, SKU, price, etc.). The step automatically creates the spreadsheet on first run and adds headers based on your selections.

Frequently asked questions

Will this create separate rows for products with multiple custom options?

Yes, each line item in an order gets its own row, but all the OPTIS custom options for that product appear in the same row. So if someone orders a t-shirt with custom text AND custom color options, you'll get one row with both customizations included in the product details.

What happens if an order doesn't have any OPTIS product options?

The workflow only triggers for orders that contain products with OPTIS custom options. Regular orders without customizations won't trigger this workflow, keeping your spreadsheet focused only on orders that need special handling for fulfillment.

Can I modify which order information gets included after the workflow is already running?

Yes, you can edit the "Add Row" step anytime to add or remove columns from your spreadsheet. New orders will follow the updated format, but existing rows won't be modified - you'll just see different column structures for orders processed before and after your changes.

Make this template your own!

Customize this workflow even further:

• Set conditional formatting
• Connect to fulfillment systems
• Create customer notifications
• Build inventory alerts

You're in good company

Avg. App Store rating

4.9/5

Merchant reviews

157

Avg. time saved per week

3.5 hrs

Ready to start receiving product options in Google Sheets for every new order?

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[Start with this template — It's free](/content/pricing?template=optis%2Forder%2Fsend_product_options_to_google_sheets&templateName=optis-product-options-google-sheets "Install and use this template in MESA - Free to use"/index.html)