# 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**