Shopify Flow is an ecommerce app that automates tasks so you and your team can focus on expanding your business. It lets you 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 quickly. It offers many powerful automation tools to accelerate your business outcomes.
You can find Shopify Flow in the Shopify App Store. For more information about Shopify Flow, visit Shopify's Help Center.
Note: Shopify Flow is only available to Shopify Plus customers.
Triggers are events that notify Shopify Flow to start the sequence that you programmed based on the associated condition. A variety of triggers are built into Shopify Flow, but some triggers are specifically tied to the NS8 platform.
We have the following triggers available in Shopify Flow.
Triggers a workflow based on an order's status in the customer verification process that we start.
Triggers a workflow based on the score we assign to an order.
Triggers a workflow based on the NS8 Risk associated with an order.
Triggers a workflow based on the NS8 Status of an order.
Conditions determine if a Shopify Flow workflow runs and which actions to take in the workflow. You can only use NS8 conditions in workflows with their associated trigger.
When you enter conditions in Shopify Flow, make sure that the spelling and capitalization of each condition is the same as it appears in NS8. For example, when you create a condition that deals with approved orders, the corresponding field in Shopify Flow must contain Approved.
The order's status in the customer verification process. The field in Shopify Flow must contain Email Sent, Failed, SMS Sent, or Verified.
The 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. Orders are categorized as Low, Medium, or High risk based on their score and the thresholds you configured in settings. The field in Shopify Flow must contain Low, Medium, or High.
The status of the order that determines whether it has been approved, canceled, or is still being reviewed by the merchant. The field in Shopify Flow must contain Approved, Canceled, or Merchant Review.
To create a workflow, use these elements:
- Trigger: An event that starts the workflow.
- Condition: Criteria that determine if and how the workflow should run.
- Action: The outcome of the workflow.
For more information, view Shopify's documentation about creating workflows.
The following examples demonstrate some of the workflows that you can build with our triggers.
This workflow sends a notification email when an order with an score of less than 500 is received. This workflow only takes action when the condition is met, but you can add an action to the No branch of the workflow. In this case, you may not want notifications of high-scoring orders.
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 (the NS8 Risk is Low), Shopify will capture payment. If the order is High or Medium risk, the workflow goes to the next step.
The next step identifies a VIP customer by their email address and adds a customer tag to identify them before capturing their payment. If the order does not meet criteria for this VIP customer, the workflow goes to the next step.
The final step checks the customer's last name, sends an email prompting an administrator to manually approve the order if the name is the same, or cancels the order if the name is not the same.
When you save a workflow or use the Shopify Flow preview feature, a summary is available that helps check if your workflow will function correctly. This is a preview for the workflow we created:
If you have questions or experience issues setting up Shopify Flow with our triggers, use Live support to contact us.
Updated about 1 year ago