# Use Shopify for an order note scope decision

Example: A customer order note has a gift-packing request. The accepted item offer includes standard packing only.

By Righthand Team · 2026-10-20

Source: https://www.righthand.ai/blog/use-shopify-for-a-order-note-scope-decision

Keep Shopify as the source for its records. A Righthand can use available information for the decision below.

This article is from Righthand. The example and result are illustrative. This guide has no executed integration test.

## The customer task

A customer order note has a gift-packing request. The accepted item offer includes standard packing only.

[Provider documentation](https://shopify.dev/docs/api/admin-graphql/latest/queries/orders). The documentation gives information about querying orders with supported search conditions. Available data depends on the account's authorized order access.

## Make account access explicit

If Shopify is available in [Connections](https://docs.righthand.ai/guides/adding-your-first-connection), connect the intended account. Give the Righthand access to that connection.

Provider documentation does not establish installed Righthand operations. Examine the connection’s available tools before assigning direct account work.

For direct account work, the connection must have the necessary read or write operation and permission. If that operation is unavailable, supply the information in a message. The owner must make any account change in that case.

[Connection Permissions](https://docs.righthand.ai/guides/add-a-connection) gives information about account access and tool permissions. Give only the access necessary for the identified task.

## The request to the Righthand

> Read the identified order and supplied packing terms.
>
> Send the requested gift packing as a different decision.
>
> Keep accepted terms visible.
>
> Send the owner the result before 3 PM Friday.
>
> Use Pacific time.

## Use the provider records for the result

Identify the store and order before the task. Keep order, payment, and fulfillment facts independently. Make sure that the account covers the requested dates before reporting complete history.

An order note does not automatically change the purchased service.

For a permitted write, examine the resulting account record. A proposal does not establish a completed change.

For an external message, identify the recipient and permitted task. **Ask** uses an explicit instruction or approval. Connection tool permissions are another required control. [Communications Policy](https://docs.righthand.ai/security/external-communications).

## An illustrative result and next step

> The order note has a gift-packing request. The supplied offer has no accepted gift-packing service.

The owner gives approval for the extra service or gives the customer the permitted alternative.

## Try one account task

1. Give the Righthand one identified source record.
2. Compare its result with that source.
3. Examine the account record after a permitted write.
4. Examine the work in [Activity](https://docs.righthand.ai/guides/working-with-your-righthand).

If a direct operation is unavailable, give the source information in a message. This does not establish a direct integration.

## When the account tools are sufficient

Use Shopify directly when its existing view gives the complete answer and no other conversation is necessary. A person can make the decision from that view.

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