Automatically Add Infinite Options Product Details to Airtable

Streamline order tracking and data management by automatically adding product options from Infinite Options to Airtable whenever a Shopify order is placed. This MESA workflow template enables you to export and organize detailed order data, making it easy for logistics and accounting teams to track customer selections. Improve operational efficiency by centralizing all Infinite Options data within Airtable, one of the most versatile spreadsheet-database tools.

🔧 Setup is needed:
🔌 Connect with Airtable
➕ Select Base and Table

Follow the steps below to set up this workflow.

Step 1

In the Infinite Options Order Created trigger, leave as All to include all file upload details, or select a specific Uploadery Field Name to only include those file upload details.

Click  Save.

Step 2

In the Airtable Add Record step, select an existing connection or create a connection to connect Airtable to MESA.

Click the  Sign in with Airtable button.

Step 3

You will be prompted to select any of your existing Airtable bases or workspaces to share with MESA. You will need to create a new Airtable connection if you need to grant permission to other bases in the future.

Click on Grant access once you are done.

Step 4

View this Airtable Base and click Copy Base in the header.

🗒 Note: It is recommended to fill the first row with example data so that all Table fields can be retrieved. This can be seen on the Airtable Base you just copied.

Step 5

Change the last two column headers (infinite_options_1, infinite_options_2) to match the Label on Carts that you set up in Infinite Options. In the screenshot below, they have been changed to "Size" and "Color".

Add one column header for any additional Label on Carts that you would like to save in your Base's table.

Step 6

Go back to the workflow and on the Step Configuration section, select your Base and Table.

To pull in the changes you made on your Airtable's Base. Click the Retrieve Fields button.

Your fields will display in the order that they were defined when you set up your Airtable Base's table. If you are viewing your table's data in an Airtable View, the order of the columns may be different.

Step 7

In the Fields section, update the variables for your Infinite Options fields by clicking the Variables selector icon {+}. A menu will pop up on the right-hand side and under the Loop icon, select from the list of variables that represent the option selections.

🗒  Note: When selecting variables, keep in mind that the data must match what your table's field types are expecting in Airtable. Learn more about field types.

Step 8

Click Save.

Step 9

At the top or bottom of the page, switch Off to On to turn on your workflow to start automating.

See your workflow in action ⚡

Test your workflow with a previous order that matches the Label on Cart that you've defined in your Infinite Options trigger.

Once your run has completed, review your Airtable base to see the details of the order you tested with. 

✋ Still have questions? We got you. Email us at contact@getmesa.com where actual humans are on standby, ready to help.