How to extract custom order metafields

Topic summary

A merchant is struggling to trigger email automations in Omnisend when customers purchase product bundles. They use Simple Bundles and Kits app, which breaks bundles into individual line items via Shopify’s Cart Transform API—beneficial for syncing with Zoho Inventory but problematic for automation triggers based on bundle SKUs.

Current Workaround Being Tested:

  • Simple Bundles now supports custom order metafields containing bundle names
  • Using Shopify Flow to automatically tag orders based on these metafields
  • Triggering Omnisend automations via order tags instead of SKUs

Challenges:

  • Timing issues: tags sometimes don’t apply quickly enough for Omnisend to detect immediately after order placement
  • Both Omnisend and Simple Bundles teams recommend adding a 5-minute delay to allow metafields to update
  • Merchant needs to differentiate between two bundle types for separate automations

The discussion remains ongoing as participants explore whether Shopify Flow can filter by specific bundle SKU information within metafields. Reverting to the older bundles app version (v1) would solve the automation issue but breaks critical inventory syncing with Zoho.

Summarized with AI on October 27. AI used: claude-sonnet-4-5-20250929.

For my store, we sell bundles of products as kits and routines which are important to our store and ROI. For bundles, I’m using Simple Bundles and Kits, which is nice because it breaks down the bundles into line item, which syncs well with my inventory management tool, Zoho Inventory.

The issue that I’m having is running my automations in Omnisend to send an email once a bundle is bought, since the breaking down of the bundle to a line item also gets sent to Omnisend as a line item. So I’m not able to trigger these automations by the bundle SKU. The method used for this is the Cart Transform API on Shopify/POS orders.

I’ve talked with the bundles team and they’ve enabled custom order metafields which show the bundle name. I want to know if there is any way or app that I can use to send these custom metafields to Omnisend so I can trigger these automations.

The only option so far was to use v1 of the bundles app which doesn’t break down the bundles by line item, but this wasn’t syncing well with Zoho and affecting the COGS. The inventory sync is priority over the automations but I’d really like to figure out a way to get both working. Thanks!

1 Like

I’ve been testing a possible workaround for this. Since the bundles app can now add custom order metafields with the bundle name, I tried setting up a Shopify Flow to tag orders based on those metafields. Then I used that tag in Omnisend to trigger the automation instead of relying on the bundle SKU.

It’s not fully working yet—sometimes the tag doesn’t apply fast enough for Omnisend to pick it up right after the order comes through.
Are you available to schedule a zoom call tp discuss this better?

I’ve been talking with Omnisend and Simple Bundles and they’ve recommended me the same option as well. They mentioned to let it wait for 5 minutes to let the metafields get updated. Are you able to filter by the bundle sku information in the shopify flow app? They gave me this option but I have two different types of bundles and want to create an automation for eahc one.