Auto-copy notes from customers to their orders with Mechanic.

Mechanic is the one-tool-does-it-all automation app for Shopify. :)

Auto-copy notes from customers to their orders

by Isaac Bowen (team@usemechanic.com)

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.

Runs when an order is created.

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Developer details

Mechanic is designed to benefit everybody: merchants, customers, developers, agencies, Gurus, everybody.

That’s why we make it easy to configure automation without code, why we make it easy to tweak the underlying code once tasks are installed, and why we publish it all here for everyone to learn from.

Events
when an order is created (shopify/orders/create)
Script
{% capture newline %}
{% endcapture %}

{% if event.preview %}
  {
    "action": {
      "type": "shopify",
      "options": [
        "update",
        [
          "order",
          12345
        ],
        {
          "note": "(Note copied from customer)"
        }
      ]
    }
  }
{% elsif order.customer.note == blank %}
  {"log": "No note on file for this customer; skipping order update"}
{% else %}
  {
    "action": {
      "type": "shopify",
      "options": [
        "update",
        [
          "order",
          {{ order.id | json }}
        ],
        {
          "note": {{ order.note | append: newline | append: newline | append: order.customer.note | strip | json }}
        }
      ]
    }
  }
{% endif %}
Mechanic tasks are written in Liquid, which makes them easy to write and easy to modify. Learn more about our platform.