MechanicOrder operations
Back-order workflows
Make inventory exceptions visible and build the review, handoff, and resolution steps around them.
For Shopify Plus operations
Shopify workflows built around your business.
Connect your storefront, operations, and external systems with workflows built around your business. These examples give Shopify Plus teams and their agencies a place to start, with tasks you can configure, adapt, or build on.
What would you like to automate?
These guides connect a business need to a working starting point. They explain what you can configure today and where custom task development begins.
Integrations
External API workflows
Query another system, interpret the response, and develop the next step for Shopify.
Integrations
SFTP file workflows
Send product and inventory files to SFTP, then adapt the data and delivery to your integration.
Documents
Custom PDF documents
Generate PDFs from Shopify data and your own templates, with delivery controlled by a task.
Storefront forms
Cart quote requests
Collect a customer’s cart and requirements, then create a Shopify draft order for your team.
Repeat business
Recurring draft orders
Create drafts on a recurring cycle for repeat orders, with optional invoice delivery.
Reports
Scheduled order exports
Email a filtered order CSV on demand or nightly, with one row per line item.
Forms + tasks
Gift messages.
From cart to inbox.
Let shoppers add a personal note on your cart page. Save the gift details with the order, then email the recipient when the whole order is marked fulfilled.
See the experience, make the form your own, and connect the matching task.
Build with your team or a partner.
Bring a requirement from your own Shopify Plus store or a client’s project. Explore the platform and developer tools, or find a Mechanic partner to help turn that requirement into a working task.