How it works
Follow these 4 simple steps to start capturing Uploadery order details with customer files in your Airtable database
Order Created
Order Created
Retrieve Shop
Retrieve Shop
Loop
Loop
Add Record
Add Record
Make it your own
Customize this workflow even further:
Add order status tracking
Connect to Shopify's order update webhook to automatically update your Airtable records when orders are fulfilled, shipped, or cancelled, keeping your fulfillment team in sync.
Send custom email notifications
Trigger personalized emails to customers when their custom orders with uploaded files are received, processed, or ready for pickup using the customer email captured in each record.
Create production worksheets
Generate PDF production sheets or work orders by connecting the Airtable data to document generation tools, including customer files and specifications for your production team.
Set fulfillment reminders
Use MESA's delay features to automatically flag or notify your team about orders that haven't been updated within a certain timeframe, preventing custom orders from getting forgotten.
Frequently asked questions
Will this create a separate row for each product in multi-item orders?
Yes, the Loop step processes each line item individually, so if someone orders 3 different custom products with uploaded files, you'll get 3 separate Airtable records - one for each product with its own uploaded file and pricing details.
What file types from Uploadery will be stored in Airtable?
The workflow captures any file type that Uploadery accepts (images, PDFs, documents, etc.) and stores them as attachments in your Airtable File field. Airtable will download and host copies of the files, so you can access them even if the original Uploadery links change.
Can I modify which customer and order fields get saved to Airtable?
Absolutely. In the Add Record step, you can customize which fields from the Uploadery order get mapped to your Airtable columns. You can add fields like phone numbers, order notes, or product variants, or remove fields you don't need for your fulfillment process.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.
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