Shopify Flow is an eCommerce automation platform that easily automates tasks so you and your team can focus on expanding your business. It allows you to increase your operational efficiency and ability to experiment with new business opportunities by offloading repetitive, time-consuming tasks.
Shopify Flow's visual workflow builder can automate business processes in just a few clicks. Flow offers many powerful automation tools to accelerate your business outcomes.
Note: Shopify Flow is only available to Shopify Plus customers.
Triggers are events that will notify Shopify Flow to begin executing the sequence you programmed based on the associated condition. There are a variety of triggers build into Shopify Flow, but some triggers are specifically tied to NS8 Protect.
NS8 Protect has the following triggers available in Shopify Flow:
Triggers a workflow based on an order's status in the Customer Verification process initiated by NS8 Protect.
Triggers a workflow based on the EQ8 Score assigned to the order.
Triggers a workflow based on the NS8 Risk associated with the order.
Triggers a workflow based on the NS8 Status of the order.
Conditions determine whether a Shopify Flow workflow will run and which actions will be taken within the workflow. NS8 Conditions can only be used in workflows with their associated NS8 Trigger.
When entering NS8 Conditions into Shopify Flow, ensure that the spelling and capitalization of each condition matches its appearance within NS8 Protect. For example, when creating a condition that deals with approved orders, the corresponding field in Shopify Flow must contain "Approved" (without quotes).
The order's status in the Customer Verification process. The field in Shopify Flow must contain "Email Sent", "Failed", "SMS Sent", or "Verified" (without quotes).
The EQ8 Score associated with the order, defined as a value between 0 and 1000. The field in Shopify Flow must contain a numerical value between 0 and 1000.
The order's risk level, as determined by NS8 Protect. Orders are categorized as Low, Medium, or High Risk based on the order's EQ8 Score and the thresholds you have configured in NS8 Settings. The field in Shopify Flow must contain "Low", "Medium", or "High" (without quotes).
The status of the other that determines whether it has been approved, cancelled, or is still being reviewed by the merchant. The field in Shopify Flow must contain "Approved", "Canceled", or "Merchant Review" (without quotes).
Trigger: An event that starts the workflow.
Condition: Criteria that determine if and how the workflow should run.
Action: The outcome of the workflow.
You can read Shopify's documentation on creating workflows for further information.
The examples below will demonstrate some of the possible workflows that you can build with NS8 Triggers.
This workflow sends a notification email when an order with an EQ8 Score of less than 500 is received. This workflow only takes action when the condition is met, but an action could be added to the "No" branch of the workflow as well, if desired. In this case, notifications of high-scoring orders would probably not be useful.
This workflow is pretty simple. Let's examine a more complex workflow.
This example workflow has multiple conditions and actions:
The first step determines that the order is not High or Medium Risk. If the order does not meet either of these statuses (i.e., if the NS8 Risk is Low), Shopify will capture payment. If the order is either High or Medium Risk, the workflow proceeds to the next step.
The next step identifies a VIP customer by their email address and adds a customer tag to identify this person before capturing their payment. If the order does not meet criteria for this VIP customer, the workflow proceeds to the next step.
The final step checks the customer's last name, and either sends an email prompting an administrator to manually approve the order if the name is a match or cancels the order if there is not a match.
When you save a workflow or use the Shopify Flow preview feature, a summary is available that helps check if your workflow will function as designed. Below is a preview for the workflow we created:
If you have questions or encounter issues setting up Shopify Flow with NS8 triggers, please contact us using the chat icon below.
Updated 8 months ago