Manage connections in Shopify Flow

You can manage your connectors and workflows with connections in Shopify Flow.

Considerations for using connectors in Shopify Flow

  • If you have a workflow that uses a connector app and you want to run it in a store, then that store needs to have the connector app installed.
  • If you need to change the authentication settings for connectors from Asana, Google Sheets, Slack, or Trello, then your store needs to have a copy of the Flow app installed. To change those connector settings, you need to log in to the store and use the Flow app.
  • If you uninstall the Flow app from a store, then your workflows are deactivated for that store.

Create workflows with connectors

With connectors, you can create workflows with triggers and actions from apps. To use an app in a workflow, you must have an app with a built-in connector installed.

Steps:

  1. Install and set up an app that has built a connector.
  2. Set up the app. Depending upon the app, this could involve creating an account, subscribing to a paid service, or adding information about your store.
  3. Create a new workflow.
  4. Triggers that use connectors are started by a notification from an app, whereas Actions that use connectors are taken by apps as a result of a notification from Flow.
    1. Create a trigger or an action in Flow.
    2. Select the service that you want to use from the Installed list.
    3. If you're creating a trigger, then select the event that will start the workflow. If you're creating an action, then select the action that you want the app to take.

Conditions can't be set using connectors.

Create a new connection

To begin using connectors, you must first connect Flow to the service you want to use. For example, to use the Add row to spreadsheet action, you must first connect Flow to your Google Sheets account:

  1. Open the Flow editor (either a new or existing workflow).
  2. After the trigger step, click to add an action.
  3. Choose the trigger or action that you want to use.
  4. If you have not connected the app previously, then you will receive an message saying the app is uninstalled. Click Install.
  5. Follow the prompts to connect your account to Flow. You will be asked to login to the service and grant Flow access to your account.
  6. After you have successfully connected the app, details display about your connector to the app. You can close this screen.
  7. Return to the Flow editor. Refresh the page to clear the error message.
  8. You can now use the app in your workflow.

Find connection details

If you have already set up a connection, you can find the details of your connection in the Flow editor:

  1. Open the Flow editor (either a new or existing workflow).
  2. After the trigger, click to add an action.
  3. Search for the action you want to view. You should receive two similar matching results.
  4. Important: choose the app row marked with an App badge. For example for Google Sheets choose Google Sheets for Shopify Flow (and not the Add row to spreadsheet action).
  5. In the header, choose and then Review settings.

Disconnect an action

You might want to disconnect an app from Flow if you need to change the user. To disconnect an app from Flow:

  1. Follow the steps to find your connection details.
  2. In the header for the app, click the button.
  3. Click Disconnect. Alternatively, you can click Review settings to review the current user and disconnect there.

Reconnect an action

To reconnect an action that was previously connected, you do not have to install the app. Instead, you first disconnect the action. Then you follow these steps:

  1. Reload the editor after disconnecting.
  2. Follow the steps to find your connection details.
  3. In the menu, choose Connect.
  4. Follow the instructions to login and connect to the service. You might need to click through several screens.
  5. When you have successfully connected, you can close the window and return to the Flow editor.
  6. Refresh the Flow editor and use the action.
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