# Save OPTIS Product Options to Shopify Order Notes 2 min setup No coding required Runs automatically Capture every product customization from OPTIS and send it directly to your Shopify order notes. When customers select colors, sizes, or add-ons through OPTIS, those choices appear in your order details automatically. Perfect for fulfillment teams who need complete product specifications without switching between apps or missing critical customization details. 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 start capturing product customizations directly in your order notes ### Order Created 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 trigger detects when a new order comes in that includes OPTIS product options, ensuring the workflow only runs for orders that actually have customizations to capture. This step automatically monitors your store for new orders containing OPTIS product options and customizations. When a customer places an order with personalized products (like custom text, color choices, or special requests), this trigger fires immediately to start processing the order data. The trigger captures all the order details including line items and their associated custom properties. No configuration is needed - this step runs automatically once you activate the workflow. ### 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 the OPTIS customization details directly to the Shopify order notes, making it easy for fulfillment teams to see exactly what the customer wants without switching between apps. This step takes the product customization data from OPTIS and formats it into readable order notes in Shopify. For each line item in the order, it creates a structured format showing the product name, SKU, and all custom properties (like personalized text, color selections, or special instructions). The "append" setting is enabled by default, which means new notes get added to existing notes rather than replacing them. You can customize the note format by editing the template, but the default structure clearly organizes all customization details for your fulfillment team. ## Frequently asked questions ### Will this work with all OPTIS product option types? Yes, this workflow captures all custom properties that OPTIS adds to line items, including text fields, dropdown selections, checkboxes, file uploads, and conditional options. The formatting automatically adjusts to display whatever customization data is present on each product. ### What happens if an order has both standard products and OPTIS-customized products? The workflow will only add notes for line items that have OPTIS customizations. Standard products without custom options won't generate any additional notes, keeping your order notes focused on items that actually need special handling. ### Can I modify how the customization details appear in the order notes? Absolutely. You can edit the note template in Step 2 to change the formatting, add prefixes like "CUSTOM:" to make options stand out, or reorganize how the product name, SKU, and custom properties are displayed to match your fulfillment team's preferences. ## Make this template your own! Customize this workflow even further: - Add conditional formatting based on customization complexity - Set up logic that tags orders differently based on the number or type of customizations - simple text personalization might get a "Standard" tag while complex multi-option orders get marked as "Premium" for different handling processes. - Connect to your fulfillment system - Create customer service alerts - Build a customization analytics database ## You're in good company Avg. App Store rating: 4.9/5 Merchant reviews: 157 Avg. time saved per week: 3.5 hrs **"MESA has been a game changer for us. And, if you ever get stuck, their support team is always super helpful."** **PetFriendly** **"It's like Zapier but exactly designed for Shopify. I have been able to complete all the workflows that I've needed."** **Zailys** **"The MESA team has been amazing at helping us set up our automations. We would highly recommend this app!"** ## Ready to start capturing product customizations directly in your order notes? 7-day free trial • 2 min setup • Cancel anytime [Start with this template — It's free](/content/pricing?template=optis%2Forder%2Fsend_product_options_to_shopify_order_notes&templateName=optis-product-options-to-shopify-order-notes "Install and use this template in MESA - Free to use"/index.html) Need help? Our automation experts will help you personalize this workflow for free.