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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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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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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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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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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 product sku, email subject, and email body.

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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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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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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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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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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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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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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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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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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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Email customer 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 updated. Configuration includes order tag, email subject, and email body.

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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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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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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 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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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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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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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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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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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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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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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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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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Backfill customer names from order shipping 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 shipping address, upon their first purchase.

Runs when an order is created.

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Not seeing the task you need? :)

Or, talk to any developer, or try it yourself! it’s easy to write custom tasks in Mechanic.

Custom task

Free

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, hit the chat button in the corner – we’re here to make this easy for you. :)

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