Creating workflows

Create a workflow to automate common tasks in your store.

The fastest way to automate your business is to choose a workflow template and customize it. Flow templates are complete workflows that do specific actions and you can edit them to fit your business processes.

Using templates

Explore Templates in Flow to find pre-built workflows that you can customize and use.

Many templates use app triggers and actions. To use an app trigger or action, you need to install the apps that built them. Go to connectors for Flow in the Shopify App Store to install an app that has built a connector.

After you add a template to Flow, you can review it and customize it to fit your business needs:

  • Make sure that you change any email or Slack addresses so that your messages get sent to the right people.
  • Review the message text to make sure that it matches the style and tone of your business.
  • If a workflow uses Slack and you do not, then you can replace the action with one that sends an email message.

Creating your own workflows

If you can't find a workflow template that fulfills your business needs, then you can create customized workflows to run in your store.

Before you begin

Before you create a workflow, make sure that you're familiar with the workflow guidelines and best practices.

Steps

  1. In your Shopify admin, open Flow.
  2. Click Create workflow.
  3. Optional: If you're creating a workflow using the Shopify organization admin, then select the store where you want the workflow to be created.
  4. Click Add trigger and then select the trigger that starts the workflow.
  5. Click Add condition and select the condition that must be met before any actions can be run.
  6. Click Add action and select the action that runs based on the results of the condition.
  7. Click Save and enter a title for your workflow.
  8. Click Preview workflow to test how your workflow runs in your store.
  9. Click Enable to turn on the workflow in your store.
  10. Optional: If you have more than one store, then you can export a workflow from one store and import it to another. Refer to Importing and exporting workflows to learn more. If you use the Shopify organization admin, then you can copy workflows directly from store to store. To learn more, refer to Copying a workflow in the Shopify organization admin.

This workflow runs automatically each time the trigger event occurs in your store.

Next steps

In the workflow's page, you can assign tags to your workflows to keep them organized. For example, suppose you wanted to be able to quickly review all your workflows that alter your store's inventory. You could apply an Inventory tag to all flows that make such changes, and then use the filtering options on the Flow page to display only flows with that tag.

There can be a short delay between when a workflow runs and when its results appear in your Shopify admin.

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