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Auto-tag new customers

Isaac Bowen (team@usemechanic.com)

This task tags every new customer, and it's easy to update it to be more specific about who gets tagged – use that chat button in the corner, and we’ll help!

Runs when a customer is created. Configuration includes tag.

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Hide out-of-stock products

Isaac Bowen (team@usemechanic.com)

Whenever inventory for a product is updated, this task scans all variants and all fulfillment locations, adds up all inventory related to that product, and makes sure the product is hidden if the total inventory meets your "out of stock" threshold. Optionally, it'll send you an email when it does so.

Runs when an inventory level is updated. Configuration includes email notification recipient and out of stock inventory quantity.

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Publish back-in-stock products

Isaac Bowen (team@usemechanic.com)

Whenever inventory for a product is updated, this task scans all variants and all fulfillment locations, adds up all inventory related to that product, and makes sure the product is published if the total inventory meets your "back in stock" threshold. Optionally, it'll send you an email when it does so.

Runs when an inventory level is updated. Configuration includes email notification recipient and back in stock inventory quantity.

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Auto-tag customers when they purchase a matching product

Isaac Bowen (team@usemechanic.com)

Configure this task with a product title and/or tag to watch for, and this task will apply the tag of your choice to every customer who makes a matching purchase.

Runs when an order is paid. Configuration includes customer tag to apply, required product tag, and required product title.

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Not seeing the task you need? Post a request with a paid bounty, from within the app. Learn more here.

Or, try it yourself! It’s easy to write custom tasks in Mechanic, and we have lots of documentation. :)

Email customers when tagged

Isaac Bowen (team@usemechanic.com)

Automatically send out an email to your customers when a tag is added to their account. Useful for sending approval emails, welcome emails if the customer was created with a certain tag, or any other emails related to an update to the customer's status. The most common use of this task is to send out emails to customers when their accounts are approved, but you can use this task to email customers any kind of alert you like, triggered by a simple tag. For example, some themes include an email subscription form that creates a customer record, pre-tagged with "email subscribe", or something to that effect.

Runs when a customer is created and when a customer is updated. Configuration includes tag to watch for, email subject, email body, and email template html.

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Email customers after purchasing a certain product

Jed Storie (jed@fortco.tech)

Send an email to the customer with specific information regarding a product they just purchased. Useful for digital products, or anytime you'd like to communicate something extra about a product you offer. (Note: this does not replace the Shopify order confirmation email!)

Runs when an order is created. Configuration includes email subject, email body, and product sku.

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Email customer when their order is paid

Isaac Bowen (team@usemechanic.com)

Quickly send a thank-you email (or any other sort of follow-up email) to your customers, as soon as their order is paid. And it's super easy to add a delay - set the task to subscribe "shopify/orders/paid+2.days" or "shopify/orders/paid+1.week" instead to create a thoughtful just-checking-back-in-with-you message. :)

Runs when an order is paid. Configuration includes subject and body.

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Customer signup email

Isaac Bowen (team@usemechanic.com)

Super basic, super useful. :) Get an email alert whenever a customer account is created.

Runs when a customer is created. Configuration includes to, subject, and body.

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Not seeing the task you need? Post a request with a paid bounty, from within the app. Learn more here.

Or, try it yourself! It’s easy to write custom tasks in Mechanic, and we have lots of documentation. :)

Remind customers daily about unpaid orders

Isaac Bowen (team@usemechanic.com)

This task emails customers right away about unpaid orders, and then continues to email them daily until the order is paid. This task shows off Mechanic's ability to perform repeated delayed actions - it's all super customizable, so get in touch if you have questions. :)

Runs when an order is created and 1 day after user/orders/unpaid_reminder is triggered. Configuration includes subject and body.

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Email customers when their order is tagged

Isaac Bowen (team@usemechanic.com)

Improve your customer relationships without complicated your workflow - use this task to send automatic emails whenever your staff adds a certain tag to an order. (Mechanic will add another tag to your order when the email is sent, for visibility.)

Runs when an order is created and when an order is updated. Configuration includes tag to watch for, email subject, email body, and email template html.

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Ask for reviews a week after order fulfillment

Isaac Bowen (team@usemechanic.com)

Follow up with your customers automatically, and establish the purchase -> earn-reviews -> attract-customers cycle. This task comes prefilled with a friendly email that gives the customer direct links to their purchases on your website – customize this email to taste.

Runs 1 week after an order is fulfilled. Configuration includes email subject and email body.

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Auto-tag products when a "compare at" price is added or removed

Isaac Bowen (team@usemechanic.com)

This task will keep your sale tags in sync, without any manual work. Configure the task with a tag to apply, and Mechanic will take care of tagging products when you give them a "compare at" price, and untagging those products when the "compare at" price is removed.

Runs when a product is created and when a product is updated. Configuration includes product tag.

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Not seeing the task you need? Post a request with a paid bounty, from within the app. Learn more here.

Or, try it yourself! It’s easy to write custom tasks in Mechanic, and we have lots of documentation. :)

Cancel and close unpaid orders after two days

Isaac Bowen (team@usemechanic.com)

Clear the clutter in your orders list, automatically! This task checks the order two days after it's created, and cancels and closes the order if its financial status is still marked "pending".

Runs 2 days after an order is created. Configuration includes restock inventory, send cancellation email to customer, and tag to add to the order.

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Fulfillment failure email

Isaac Bowen (team@usemechanic.com)

Get an alert email sent to you when your tracking service reports a fulfillment failure. This email contains a link to the order details, so you can jump in and resolve the issue for the customer without losing any time.

Runs when a fulfillment event is created. Configuration includes email recipient.

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Bulk capture orders by order number

Isaac Bowen (team@usemechanic.com)

The merchant who created this task uses another app for validating orders in bulk, resulting in a list of order numbers that should be captured. This task prompts the merchant for a list of order numbers, which Mechanic then captures one by one.

Runs when some text is submitted.

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Email your customers after a quiet period of no orders

Isaac Bowen (team@usemechanic.com)

Follow up with your customers – keep those relationships alive, and improve your returning customer rate, by emailing your customers after a few months of no order activity. By default, this task sends an email after 6 months of no order activity, and another 6 months after that.

Runs 6 months after an order is created and 12 months after an order is created. Configuration includes subject and body.

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Not seeing the task you need? Post a request with a paid bounty, from within the app. Learn more here.

Or, try it yourself! It’s easy to write custom tasks in Mechanic, and we have lots of documentation. :)

Send new customer signups to IFTTT

Isaac Bowen (team@usemechanic.com)

Send yourself a text message, or blink your lights, or do whatever you like! This task is an example, more than anything, of what you can do by connecting Mechanic and IFTTT. Follow our guide (in the task documentation) to learn how to set up text message alerts for customer signups, and then customize any and every part of this task to your liking.

Runs when a customer is created. Configuration includes ifttt event, ifttt key, value1, value2, and value3.

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Tag orders in bulk by order number

Isaac Bowen (team@usemechanic.com)

Use this task to rapidly update your order list, by entering a set of order numbers and the tags to apply to those orders.

Runs when some text is submitted.

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Add new customers to GetResponse

Isaac Bowen (team@usemechanic.com)

Does what it says on the tin. :) Provide your GetResponse API key (found under the account menu, under "Integrations & API" and "API") and a list token (found in the settings for your list – look for 5-6 letters and numbers), and Mechanic will automatically send each new customer account (full name and email address) over to GetResponse.

Runs when a customer is created. Configuration includes getresponse api key and getresponse list token.

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Auto-tag customers based on email domain

Isaac Bowen (team@usemechanic.com)

Useful in a million scenarios. The merchant who requested this task has discounts set up based on customer tag, and they're using this task to guarantee that qualifying customers see their discount immediately – even if they just signed up!

Runs when a customer is created. Configuration includes customer email domains and customer tag to apply.

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Not seeing the task you need? Post a request with a paid bounty, from within the app. Learn more here.

Or, try it yourself! It’s easy to write custom tasks in Mechanic, and we have lots of documentation. :)

Tag online orders by their ?ref= referral codes

Isaac Bowen (team@usemechanic.com)

Have your referral partners send customers using ?ref=referral-code-here URLs, then use this task to automatically tag each customer's order according to the ref code they arrived with. (The referral code will be saved in a browser cookie for one year.)

Runs when an order is created.

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Archive free orders on fulfillment

Isaac Bowen (team@usemechanic.com)

Does what it says on the tin. :) Any order with a total price of 0.00 will be archived/closed, immediately upon order fulfillment.

Runs when an order is fulfilled.

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Auto-tag new orders based on payment method

Isaac Bowen (team@usemechanic.com)

This task checks the payment method for new orders immediately upon order creation, and tags the order accordingly. (If you need to tag the order later on, based on updates or when the order is paid, get in touch!)

Runs when an order is created. Configuration includes payment gateway name and comma separated tags to add.

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Tag customers with product tags from their order

Isaac Bowen (team@usemechanic.com)

When orders come in, use this task to copy product tags from the order to the customer on file. Useful for automatically segmenting your customers based on attributes of their purchases. To keep things tidy, optionally configure this task to only look for a certain set of tags.

Runs when an order is created. Configuration includes only copy these tags.

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Not seeing the task you need? Post a request with a paid bounty, from within the app. Learn more here.

Or, try it yourself! It’s easy to write custom tasks in Mechanic, and we have lots of documentation. :)

Auto-tag customers when their order is paid

Isaac Bowen (team@usemechanic.com)

Configure this task with a customer tag, and Mechanic will take care of applying it to your customers as soon as their order payment goes through. Easy as that. :)

Runs when an order is paid. Configuration includes customer tag.

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Auto-invite customers after an order

Isaac Bowen (team@usemechanic.com)

Automatically prompt customers to activate their customer accounts, after placing an order in your store – useful if your online store unlocks special offers, functionality, or content after making a purchase. Optionally, only send invitations if the customer has ordered a product with a specific tag.

Runs when an order is created. Configuration includes only invite if the order contains a product with this tag, invitation email subject, and invitation email body.

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Tag products by their price ranges

Isaac Bowen (team@usemechanic.com)

Some themes (like Mogo!) support browsing products by price range. Under the hood, this functionality is powered by tags that look like "rprice-1-100". This Mechanic task watches for new and updated products, making sure that the product range tags stay in sync with prices available for each product. And, if you run the task manually, it'll update the tags for all products in your shop.

Runs when a user triggers the task, when a product is created, and when a product is updated. Configuration includes range maximum, range minimum, and range increment.

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Reset inventory levels daily

Isaac Bowen (team@usemechanic.com)

Use this task to bring all of your inventory levels to the same place, every night.

Runs every day at midnight. Configuration includes inventory level to apply and collection.

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Not seeing the task you need? Post a request with a paid bounty, from within the app. Learn more here.

Or, try it yourself! It’s easy to write custom tasks in Mechanic, and we have lots of documentation. :)

Auto-fulfill items that don't require shipping

Isaac Bowen (team@usemechanic.com)

Useful for digital products, memberships, or anything else that needs to be fulfilled instantly. This task watches for paid orders, and auto-fulfills all line items that don't require shipping.

Runs when an order is paid.

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Sync a tag for products that have a "compare at" price

Isaac Bowen (team@usemechanic.com)

A quick-and-useful utility task that scans your entire product catalog, adding the tag of your choice to products that have a "compare at" price, and removing it from products that don't.

Runs when some text is submitted.

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Email vendors when an order shipping address changes

Isaac Bowen (team@usemechanic.com)

Keep customers happy by making sure your vendors have up-to-date shipping information. This keeps your vendors happy, too!

Runs when an order is created and when an order is updated. Configuration includes vendor email configuration, email subject, and email body.

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Publish a certain collection, daily

Isaac Bowen (team@usemechanic.com)

Use this task with the companion unpublishing task (see this task's documentation) to make a certain collection of products available on a schedule, and unavailable on another schedule.

Runs 9 hours after every Monday at midnight, 9 hours after every Tuesday at midnight, 9 hours after every Wednesday at midnight, 9 hours after every Thursday at midnight, 9 hours after every Friday at midnight, 10 hours after every Saturday at midnight, and 10 hours after every Sunday at midnight. Configuration includes collection.

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Not seeing the task you need? Post a request with a paid bounty, from within the app. Learn more here.

Or, try it yourself! It’s easy to write custom tasks in Mechanic, and we have lots of documentation. :)

Unpublish a certain collection, daily

Isaac Bowen (team@usemechanic.com)

Use this task with the companion publishing task (see this task's documentation) to make a certain collection of products available on a schedule, and unavailable on another schedule.

Runs 18 hours after every Monday at midnight, 18 hours after every Tuesday at midnight, 18 hours after every Wednesday at midnight, 18 hours after every Thursday at midnight, 18 hours after every Friday at midnight, 14 hours after every Saturday at midnight, and 14 hours after every Sunday at midnight. Configuration includes collection.

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Send follow-up emails after sending a draft order invoice

Isaac Bowen (team@usemechanic.com)

Use this task to send a follow-up email, 24 hours after you send out an email invoice for a draft order. Optionally, set this task to continue sending follow-up messages, every day after that.

Runs 24 hours after user/draft_orders/followup is triggered and when a draft order is updated. Configuration includes send daily emails, email subject, and email body.

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Auto-tag new orders

Isaac Bowen (team@usemechanic.com)

Immediately upon order creation, add one or more tags to the order. Simple as that. :)

Runs when an order is created. Configuration includes comma separated tags to add.

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Email all customers who recently purchased a certain product

Isaac Bowen (team@usemechanic.com)

Need to reach customers who purchased something specific? This task scans your order history over the last 60 days, looking for paid orders for the product you specify, and sends each one an email that you can customize.

Runs when some text is submitted. Configuration includes email subject and email body.

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Not seeing the task you need? Post a request with a paid bounty, from within the app. Learn more here.

Or, try it yourself! It’s easy to write custom tasks in Mechanic, and we have lots of documentation. :)

Remind customers after 7 days about unpaid orders

Isaac Bowen (team@usemechanic.com)

This task wait for 7 days after an order placed, and – if the order is still unpaid – emails the customer, and optionally adds a tag to the order.

Runs 7 days after an order is created. Configuration includes email subject, email body, and tag to add to the order.

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Notify a team when a tagged product is ordered

Isaac Bowen (team@usemechanic.com)

Quickly route order notifications to whichever teams need be alerted for a given order. Use product tags to mark products according to which team needs the alert, and add multiple copies of this task to alert different teams for different tags.

Runs when an order is created. Configuration includes required product tag, team email, email subject, and email body.

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Abandoned cart emails

Isaac Bowen (team@usemechanic.com)

Roll your own abandoned cart emails with this task – or, modify it to perform any other actions that your business needs when a cart is let go. :) Out of the box, this task sends customers a recovery link, with an emails subject and message that you can easily customize.

Runs 1 day after user/checkouts/abandoned is triggered, when a checkout is created, when a checkout is updated, and when an order is created. Configuration includes email subject and email body.

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Backfill customer names from order addresses

Isaac Bowen (team@usemechanic.com)

The merchant who requested this task removed the first- and last-name fields from their storefront's registration form, to speed up the customer signup process. This task fills in those blanks by copying the customer's name from the billing or shipping address (whichever is available), upon their first purchase.

Runs when an order is created.

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Not seeing the task you need? Post a request with a paid bounty, from within the app. Learn more here.

Or, try it yourself! It’s easy to write custom tasks in Mechanic, and we have lots of documentation. :)

Activate a discount when ISS passes overhead

Isaac Bowen (team@usemechanic.com)

You know what's worth celebrating? SPACE. Use this task to activate a discount code every time the International Space Station passes over your store (or some other location of your choice), powered by Mechanic webhooks, IFTTT, and NASA. 🚀

Runs when user/space/iss is triggered. Configuration includes discount code, notification email address, and discount percentage.

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Auto-update inventory policy based on a "preorder" tag

Isaac Bowen (team@usemechanic.com)

This task manages your published product catalog, checking for the presence of a "preorder" tag, or a tag that starts with "preorder_" (like "preorder_summer"). If this tag is found, the task updates the product to allow customers to purchase the product after it's out of stock. If no preorder tag is found, the task makes sure customers *cannot* purchase the product if it's out of stock.

Runs every day at midnight and when a user triggers the task.

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Save Locksmith passcodes to the customer's notes

Isaac Bowen (team@usemechanic.com)

Keeps a cached list of all the passcodes associated with a visitor, and upon sign-in or checkout, saves that list to the customer's "note" field in Shopify. (Requires activation of Locksmith webhooks - hit up team@uselocksmith.com to get started with those.)

Runs when Locksmith sends a session ping and when an order is created.

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Email customers when created

Isaac Bowen (team@usemechanic.com)

Use this task to send a quick welcome email to customers, when they sign up or are otherwise created in your shop. Optionally, filter by customer tag to only send welcome emails to certain customers.

Runs when a customer is created. Configuration includes required customer tag, email subject, and email body.

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Not seeing the task you need? Post a request with a paid bounty, from within the app. Learn more here.

Or, try it yourself! It’s easy to write custom tasks in Mechanic, and we have lots of documentation. :)

Archive orders on delivery

Isaac Bowen (team@usemechanic.com)

Don't keep your customers waiting! Stay on top of orders that have yet to be delivered, by auto-archiving every order once every item has reached the customer.

Runs when a fulfillment event is created.

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Catalog update email

Isaac Bowen (team@usemechanic.com)

Get an email alert whenever a product is created, updated, or deleted. This makes it easy to keep tabs on updates to your catalog – useful if you need a precise audit trail.

Runs when a product is created, when a product is deleted, and when a product is updated. Configuration includes recipient email.

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Temporarily add an order note

Isaac Bowen (team@usemechanic.com)

This task looks up orders by their order number, adds the note of your choice to the order record, and removes that same note 12 hours later. A bespoke task for a very specific merchant need, we publish this task as an example of getting creative with Mechanic. :)

Runs when some text is submitted and 12 hours after user/orders/remove_note is triggered. Configuration includes order note to add.

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Import PayPal transactions as Shopify orders

Isaac Bowen (team@usemechanic.com)

Use this task when you want to record your external PayPal transactions as Shopify orders. Are you using PayPal subscriptions? Or receiving direct payments you'd like to record in Shopify? Use this task, or file a task request to have it modified for more purpose-specific uses. :) Again, this isn't for PayPal as a Shopify payment provider – it's for any time you might be using PayPal *outside* of your Shopify store.

Runs when user/paypal/ipn is triggered. Configuration includes send receipt, default memo, order requires shipping, mark as fulfilled, and send fulfillment receipt.

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Not seeing the task you need? Post a request with a paid bounty, from within the app. Learn more here.

Or, try it yourself! It’s easy to write custom tasks in Mechanic, and we have lots of documentation. :)

Flag orders that aren't fulfilled after two days

Isaac Bowen (team@usemechanic.com)

If you're using any fulfillment services, it's critical to stay on top of any orders that aren't properly fulfilled. Use this task to auto-tag orders that aren't fulfilled two days after payment. Or, have this task send you an email reminder, so you can follow up.

Runs 2 days after an order is paid. Configuration includes tag to add and email recipient.

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Custom task

Do it yourself, or choose your price

It’s easy and fast to create custom tasks for Mechanic. If you’re a developer or are comfortable with some Liquid code, get started with that button over there. Otherwise, just log into the app to post a paid task request.

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