Route Wholesale Orders by Customer Tag

16 min setup

No coding required

Runs automatically

Route wholesale and B2B customer orders to your bulk fulfillment center the moment they’re placed. By default, this workflow looks for customers tagged wholesale or B2B and orders with a financial status of pending or paid (all of which can be customized). When a match is found, MESA updates the fulfillment location, notifies your team in Slack, and adds tracking tags—keeping retail and wholesale operations cleanly separated without manual sorting.

How it works

16 steps to automate this task automatically.

Order Created

App connector: [Shopify](/content/apps/shopify/integrate "View Shopify integration page"/index.html)• Time to complete: 1 minute

Retrieve Shop

App connector: [Shopify](/content/apps/shopify/integrate "View Shopify integration page"/index.html)• Time to complete: 1 minute

Retrieve Customer

App connector: [Shopify](/content/apps/shopify/integrate "View Shopify integration page"/index.html)• Time to complete: 1 minute

Retrieve Order

App connector: [Shopify](/content/apps/shopify/integrate "View Shopify integration page"/index.html)• Time to complete: 1 minute

Check for Customer Tags and Order's Financial Status

App connector: [Filter](/content/apps/filter/integrate "View Filter integration page"/index.html)• Time to complete: 1 minute

Retrieve Order's Fulfillment Orders

App connector: [Shopify](/content/apps/shopify/integrate "View Shopify integration page"/index.html)• Time to complete: 1 minute

Order Add Tag

App connector: [Shopify](/content/apps/shopify/integrate "View Shopify integration page"/index.html)• Time to complete: 1 minute

Loop

App connector: [Loop](/content/apps/loop/integrate "View Loop integration page"/index.html)• Time to complete: 1 minute

Line Items

App connector: [Loop](/content/apps/loop/integrate "View Loop integration page"/index.html)• Time to complete: 1 minute

Get List of Inventory Levels

App connector: [Shopify](/content/apps/shopify/integrate "View Shopify integration page"/index.html)• Time to complete: 1 minute

Check for Available Inventory at the Desired Location

App connector: [Filter](/content/apps/filter/integrate "View Filter integration page"/index.html)• Time to complete: 1 minute

Move Fulfillment Order (Only if there is Available Inventory)

App connector: [Shopify](/content/apps/shopify/integrate "View Shopify integration page"/index.html)• Time to complete: 1 minute

Check if the Location Moved Successfully

App connector: [Filter](/content/apps/filter/integrate "View Filter integration page"/index.html)• Time to complete: 1 minute

Send Message

App connector: [Slack](/content/apps/slack/integrate "View Slack integration page"/index.html)• Time to complete: 1 minute

Frequently asked questions

What is a template?

MESA templates are fully pre-configured workflows built and vetted by Shopify Experts. Unlike competitor templates that provide basic scaffolds requiring extensive setup, MESA templates come with all data variables properly mapped, required fields configured, and steps ready to activate. You can turn them on immediately and start automating.

Can I customize a template?

Absolutely! While our templates work out-of-the-box, every step can be personalized to match your exact business requirements. Add conditional logic, integrate additional apps, or build more sophisticated workflows. MESA's templates provide a solid foundation that you can expand as needed.

Are templates free?

Yes! Our entire library of expert-built, production-ready templates is free to use. Unlike platforms that charge for premium templates or provide only basic scaffolds, MESA gives you access to hundreds of fully-configured, vetted workflows at no additional cost.

Make this template your own!

Customize this workflow even further:

Set custom delays

Schedule actions to trigger after a set time period, such as sending follow-up emails 3 days after an event.

Chain multiple actions

Connect several steps together in one workflow, like tagging data, updating records, and notifying your team simultaneously.

Store data in tables

Save order details, customer preferences, or custom metrics in your own database for reference and reporting.

Deploy AI agents for smart decisions

Let AI agents evaluate complex scenarios and choose the right action path based on your defined rules.

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!"

Rothy's