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Auto-copy notes from customers to their orders

Tags: Customer Notes, Customers, Order Note

Save time jumping between screens, by making sure that the order record has everything you need. Useful for shops that keep important fulfillment information in the customer notes. This task can be run manually to back-fill notes for open orders.

Subscriptions

shopify/orders/create
mechanic/user/trigger

Learn about event subscriptions in Mechanic

Documentation

Save time jumping between screens, by making sure that the order record has everything you need. Useful for shops that keep important fulfillment information in the customer notes. This task can be run manually to back-fill notes for open orders.

This task runs automatically, whenever a new order is created.

Run this task manually to scan all open orders, copying the customer note to the order note. (To include open orders older than 60 days, enable "read all orders".)

Installing this task

Find this task in the library at tasks.mechanic.dev, and use the "Try this task" button. Or, import this task's JSON export – see Importing and exporting tasks to learn how imports work.

Contributions

Found a bug? Got an improvement to add? Start here: ../../CONTRIBUTING.md.

Task requests

Submit your task requests for consideration by the Mechanic community, and they may be chosen for development and inclusion in the task library!