Shopify Flow Setup for Business Process Automation

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Shopify Flow Setup for Business Process Automation
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Configuring Shopify Flow for Business Process Automation

Shopify Flow is a built-in no-code automation tool available on Basic and higher plans. Works with "trigger → condition → action" scheme: an event in the store triggers a sequence that checks conditions and performs operations.

Flow architecture

Each workflow consists of three components:

Trigger — event that starts the workflow:

  • Order created / Order paid / Order fulfilled
  • Order risk analyzed
  • Customer created / Customer updated
  • Inventory quantity changed
  • Product created / Product updated
  • Scheduled time — by schedule (hourly, daily, weekly)
  • Custom trigger from app

Condition — branching logic (And/Or, nesting):

  • Check order fields: total, tag, country, shipping method
  • Check customer tags
  • Check metafields
  • Number of customer orders
  • Fraud risk

Action — what to do when conditions are met:

  • Add/remove tag (order, customer, product)
  • Send email (via Shopify Email)
  • Send HTTP request (webhook to custom endpoint)
  • Create task in Shopify
  • Pause order
  • Cancel order
  • Archive order
  • Actions from integrated apps (Slack, Asana, HubSpot)

Practical workflow examples

Auto-mark VIP customers

Trigger: Order paid Condition: Customer total spent > 50000 RUB AND Customer tags does not contain 'vip' Action: Add tag 'vip' to customerSend internal email "New VIP customer"

Fraud scoring for high-risk orders

Trigger: Order risk analyzed Condition: Order risk level = HIGH Action 1: Add tag 'high-risk' to order Action 2 (if order amount > 10000): Hold order fulfillmentSend Slack notification #risk-team

Low inventory notification

Trigger: Inventory quantity changed Condition: Inventory quantity < 5 AND Product tag contains 'track-inventory' Action: Send HTTP request → internal endpoint for creating purchase task

Auto-archive completed orders

Trigger: Scheduled time (daily at 2:00 AM) Action: Archive orders (filter status = fulfilled, older than 30 days)

Setting up HTTP request action

The most flexible action is sending webhook to external service. Example receiver in Node.js:

// routes/shopify-flow-webhook.js
const express = require('express');
const router = express.Router();

router.post('/flow/low-inventory', async (req, res) => {
  // Flow sends data in JSON format
  const { product_id, variant_id, inventory_quantity, sku } = req.body;

  // Creating task in Notion/Jira/Trello/your system
  await createPurchaseTask({
    title: `Replenish stock: ${sku}`,
    quantity_needed: 20 - inventory_quantity,
    priority: inventory_quantity === 0 ? 'urgent' : 'normal',
    product_id,
  });

  // Notification to buyer in Telegram
  await sendTelegramMessage(
    process.env.BUYER_CHAT_ID,
    `⚠️ Low inventory: ${sku} (${inventory_quantity} items)\nNeed to order from supplier`
  );

  res.status(200).json({ received: true });
});

In Flow HTTP action settings, specify URL, method (POST), headers (including Authorization) and request body with variables from trigger.

Variables in Flow

Variables from trigger context are available in actions via dot-notation:

{{order.name}}              → #1042
{{order.total_price}}       → 4590.00