Shopify Flow Integration

Shopify Flow is a built-in automation platform available on Shopify Basic plans and above. It lets you create workflows that trigger automatically when events happen in your store — no coding required. Think of it as an "if this, then that" engine specifically designed for e-commerce operations.

OrderFlow integrates with Shopify Flow by providing triggers (events that start a workflow) and actions (things a workflow can do). When a customer places an order through your quick order page, OrderFlow fires a trigger that Shopify Flow picks up. Your workflow can then evaluate conditions and execute actions — tag the customer, send a notification, update a spreadsheet, or connect to any other Flow-compatible app.

You build and manage workflows in your Shopify admin under Settings > Flow. The visual editor lets you chain triggers, conditions, and actions together by dragging and connecting blocks. OrderFlow's triggers and actions appear alongside Shopify's built-in options and those from other installed apps.

Flow is especially powerful for B2B workflows because it lets you automate the repetitive operational tasks that come with high-volume ordering — tagging VIP buyers, alerting your sales team about large orders, sending follow-up emails, or tracking order sources for internal reporting. Instead of doing these tasks manually, you set up the workflow once and let it run.

OrderFlow fires four triggers that you can use to start Shopify Flow workflows. Each trigger fires at a specific moment and includes context data — such as the order ID, customer details, and order total — that Flow can use in conditions and downstream actions.

Order Placed

Fires when a customer completes checkout on the quick order page. This is the most general trigger and covers all order types — search-based, CSV, and reorder. The trigger payload includes the order ID, customer ID, customer email, order total, line item count, and the source identifier "orderflow". Use this trigger when you want a workflow to run for every order, regardless of how it was placed.

Reorder Placed

Fires when a customer uses the "Buy again" button from their order history to reorder a previous order. The payload includes everything from the Order Placed trigger, plus the original order ID that was reordered. This trigger is valuable for identifying repeat purchasing behavior and rewarding customer loyalty. It only fires for reorders — not for new orders placed via search or CSV.

CSV Order Placed

Fires when a customer uploads a CSV or Excel file and completes checkout. In addition to the standard order data, the payload includes the uploaded file name and the number of rows in the file. This trigger helps you track how many of your buyers rely on spreadsheet-based ordering, and you can use it to route CSV-heavy customers toward saved lists or other features that might streamline their workflow.

Monthly Limit Reached

Fires when a Free plan customer hits their 10-order monthly limit. The payload includes the shop domain, customer ID, current order count, and the limit value. This is a powerful trigger for growth — you can use it to automatically notify the merchant about the customer's activity, suggest upgrading to the Standard plan, or send the customer a message explaining that their ordering volume qualifies them for expanded features.

OrderFlow provides two actions that you can use in any Shopify Flow workflow — not just workflows triggered by OrderFlow events. These actions are available as blocks in the Flow visual editor alongside actions from Shopify and other apps.

Add Tag to Customer

Adds a tag to a Shopify customer record. You provide the customer ID and the tag name as inputs. If the customer already has the tag, the action completes silently without creating a duplicate. This is one of the most versatile actions for B2B operations — you can auto-tag high-volume buyers as "vip", flag customers who order via CSV as "bulk-buyer", or mark accounts that hit certain thresholds for sales follow-up.

Tags appear on the customer profile in your Shopify admin and can be used to segment customers in Shopify's built-in customer lists, email marketing tools, and other apps. They are a lightweight but powerful way to categorize and act on customer behavior.

Send Email Notification

Sends a transactional email using OrderFlow's email system. You provide the recipient email address, a subject line, and the body text as inputs. The email is sent using your configured "from" name and reply-to address (set in Settings > Email). This action is useful for internal notifications — alerting a sales rep about a large order, notifying a warehouse team about a CSV upload, or sending a follow-up message to a customer.

Because this action uses OrderFlow's existing email infrastructure (powered by Resend), there is no additional setup required. Emails are delivered reliably with proper SPF and DKIM authentication. Note that this action is designed for operational notifications, not bulk marketing — keep it targeted and relevant.

Here are four practical workflows that demonstrate how OrderFlow's triggers and actions work together with Shopify Flow. Each can be set up in minutes using the visual Flow editor.

1. VIP Tagger

Trigger: Order Placed. Condition: Order total is greater than $500. Action: Add Tag "vip-buyer" to customer. This workflow automatically identifies high-value orders and tags the customer for special treatment. Your sales team can then filter by the "vip-buyer" tag to prioritize outreach, offer volume discounts, or assign dedicated account management.

2. Slack Alert on CSV Orders

Trigger: CSV Order Placed. Action: Send Slack notification (via Shopify's built-in Slack action) with the order details, file name, and row count. This workflow keeps your operations team informed in real time when bulk orders come in via spreadsheet upload. It's especially useful if your warehouse needs advance notice to prepare large orders.

3. Upgrade Prompt

Trigger: Monthly Limit Reached. Action: Send Email Notification to the merchant with the customer's details and a suggestion to upgrade to the Standard plan. This workflow turns a usage limit into a growth opportunity — when a customer is ordering enough to hit the free tier ceiling, that's a strong signal that the store should be on a paid plan with higher limits.

4. Reorder Loyalty

Trigger: Reorder Placed. Condition: Customer's reorder count is greater than 5. Action: Add Tag "loyal-reorderer" to customer. This workflow recognizes customers who repeatedly use the reorder feature, signaling strong purchasing habits. Tagged customers can be targeted with loyalty incentives, early access to new products, or personalized pricing.

Before relying on a Flow workflow in production, you should test it to confirm that triggers fire correctly and actions execute as expected. Shopify Flow provides built-in tools for monitoring workflow runs, making it straightforward to verify everything works.

To test a workflow, follow these steps:

1. Create the workflow in your Shopify admin under Settings > Flow. Add the OrderFlow trigger, any conditions you need, and your chosen actions. Make sure the workflow is turned on.
2. Place a test order on your quick order page. Use a test customer account to avoid affecting real customer data. If you're testing the CSV trigger, upload a small test file. If you're testing the Reorder trigger, first place an order, then use "Buy again" from the order history.
3. Check the run history in Flow. Go to Settings > Flow, click on your workflow, and open the "Runs" tab. You'll see a log entry for each time the workflow was triggered, along with the outcome — whether it completed successfully, was skipped due to a condition, or encountered an error.
4. Verify the action completed. If your action was "Add Tag to Customer," check the customer's profile in Shopify admin for the tag. If the action was "Send Email Notification," check the recipient's inbox. If you used a third-party action like Slack, check the target channel.

Tip: Use a dedicated test customer account for all Flow testing. This keeps test data separate from real customer activity and makes it easy to reset between tests. You can create a test customer in your Shopify admin under Customers > Add customer.

If a workflow is not firing as expected, double-check that it is turned on, that the trigger matches the event type (e.g., Reorder Placed vs. Order Placed), and that any conditions are not inadvertently filtering out your test data. Flow's run history shows skipped runs with the reason, which is usually the fastest way to diagnose issues.