Examples of workflows

The Shopify Flow template library provides over 150 templates that help demonstrate how to use Flow. The following are some example templates to help you get started.

Buyer experience

Buyer experience workflows can add tags to your customers' orders to help you learn more about their experience purchasing from your store.

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Customers

Customer workflows can help you to add tags to your customers when the customer is created, when they create an order, or when you cancel their order. You can tag customers based on their characteristics, such as their postal code, email address, and their order history.

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Fulfillment

Fulfillment workflows can help you to manage your order fulfillments based on location or on the details of an order. For example, you can use Flow to hold fulfillment based on an order's level of risk, prepare draft shipping labels, or receive notifications of large order quantities.

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Inventory and merch

Inventory and merchandising workflows can help you to manage your inventory and control how your products display to your customers. For example, you can use workflows collections to create a collection of low-stock products, standardize your product tags, or receive notifications when a product variant is out of stock.

Inventory and merchandising workflows use the following conditions and actions:

  • the Inventory quantity changed trigger, which tracks inventory changes
  • the Product variant inventory quantity and Product variant inventory quantity prior conditions, which ensures that the workflow only runs the first time your conditions are met

When you create this type of workflow, the condition needs to check both the amounts before and after the inventory changes. For example, to be notified when a variant's inventory is less than 5, set Product variant inventory quantity to 5 and set Product variant inventory quantity prior to less than 5. There are 7 T-shirts in your store and Jose orders 2 T-shirts. The inventory is now 5, so a reorder email is sent. Later, Karim orders 1 T-shirt. The inventory is now 4, but no reorder email is sent. If you check only the current inventory amount, then your reorder email is sent each time the product is ordered until the product is restocked.

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Loyalty

Loyalty workflows can help you to track discount codes and to reward your customers for their support. Many loyalty apps have Flow connectors that you can use to reward your customers based on their spending and activity in your store. For example, you can give a customer loyalty points for ordering a specific product, creating a positive review, or add birthday tags to customers.

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Orders

Orders workflows can help you to tag an order, notify your staff when you recieve orders that require special attention, or send details to an app. In your workflow, you can create conditions based on the characteristics of the order or of the customer who made the order.

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If you automatically fulfill your orders, then you can also have Flow archive those orders.

Promotions

Promotion workflows can help you manage orders with discounts applied to them. For example, you can use Flow to identify orders that have irregularly large discounts.

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Risk

Risk workflows can help you to manage high-risk orders. For example, you can use Flow to notify you when you receive a high-risk order. In your workflow, use the Order risk analyzed trigger to check the risk level of an order. This trigger uses the results from the Shopify Risk Analysis. Risk results from third-party apps aren't used.

When you receive a high-risk order, you can choose to have Flow do the following tasks:

  • Tag the order so that it can be processed later and notify your staff or to send the order details to an app.
  • Prevent the payment from being processed if your store is set up to capture payments manually.
  • Cancel the order if the order is set up to be fulfilled manually.

If your store is set up to manually capture payments, then you can use Flow to prevent capturing the payment for high-risk orders. Create a workflow that checks the order's risk level and only capture payment when the risk is low or medium. In your workflow, use the Capture payment action to capture the payment.

If your store automatically captures payments and manually fulfills orders, then you can use Flow to cancel the order. You can't prevent the payment from being captured in this case. In your workflow, use the Cancel order action to cancel the order.

You can also cancel orders based on other criteria, such as the email or IP address of the customer.

To track orders that Flow cancels, you can add actions that do the following into a workflow:

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B2B

B2B workflows help you update company location configurations such as catalogs and payment terms, automate internal and external notifications, and manage B2B orders.

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Payment reminders

Payment reminder workflows help you automate the communication with your customer when a scheduled payment has been missed or is due.

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Flow

Flow workflows help you to get the most out of using Flow, and can notify you of any issues with your existing workflows.

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Collabs

Drive more affiliate sales with less effort. Use the Shopify Collabs app to automate repetitive affiliate program tasks with ready-made Shopify Flow templates.

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