What is Shopify Flow and how to use it?

If you are using Shopify Plus and searching for a way to reduce time spent on repetitive tasks in just a few clicks, then Shopify Flow is what you need. With its strong automation features, Shopify Flow, the platform’s most recent product for Shopify Plus, has merchants fired up. It enables businesses to easily automate backend processes, increasing productivity so that you may concentrate on other initiatives.


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What is Shopify Flow?

Shopify Flow is an eCommerce automation tool that was created with the specific goal of assisting Shopify merchants in resolving their particular problems. Using Flow, you can create workflows to automate operations across all of your applications and in your store, including tasks, campaigns, and procedures. You have the ability to create the unique solutions your company requires thanks to these automations.

To get started right away, pick a template from the library, or use the visual process builder to design a unique automation. Allow Shopify Flow to do the job so you can focus on what matters while saving time.

Flow can assist you in many eCommerce sectors, some mentioned below:

1. Buyer experience


The events leading up to the support phone call are explained by the customer experience, which also explains why the entire customer experience with your business is causing the observed frustration. A great CX may encourage a devoted client base, while a poor one might affect potential customers even before they encounter your business. Shopify Flow is especially crucial as it helps:

  • Start nurturing campaigns for presale purchases.
  • When you get a bad review, open a support ticket.
  • Track unfavorable product evaluations using a spreadsheet.

2. Customer management

  • Tag clients according to their purchase patterns to personalize marketing.
  • Group clients according to lifetime-spend levels.
  • Identify and monitor sample-ordering clients’ conversion.

3. Stock management and marketing

  • Receive alerts when goods are running short on stock so you can stock up on them.
  • Product hiding and showing dependent on inventory level.

4. Risks and fraud management

  • Send a warning about a risky order before collecting money.
  • Restock and cancel high-risk orders.
  • Keep track of risky purchases in a spreadsheet.

5. Order management

  • Mark purchases with particular shipping instructions.
  • Add overseas purchases to a spreadsheet.
  • Send the logistics team a note about expedited shipment.

6. Retention and devotion

  • Providing loyalty points for adding things to a wishlist.
  • Launch a win-back email campaign when clients are in danger.

7. Promotions

  • Orders above $100 can include a free gift.
  • After the second order, text a discount coupon.
  • Send a handwritten message following a third purchase.

Benefits of Shopify Flow


The following are some of Shopify Flow’s most popular uses:

1. Inventory

  • Items that are scarce or out of stock have to be identified with a tag.
  • For now, remove out-of-stock items from your store.
  • Configure an internal email to go out when the stock falls below a specific threshold.

2. Promotions and adherence

  • Observe how discount codes are applied.
  • Set up internal email notifications to be sent out in response to large purchases from clients.
  • Join forces with other reward apps to offer extra features.

3. Customers

  • Tag customers based on their purchasing habits, IP address, postal code, email address, order history, and other variables.
  • Track clients who receive sizable refunds.
  • Customers should be grouped into levels according to their lifetime expenditure.

4. Purchase Orders

  • Configure an email to be sent to staff members notifying them when an order is made or a refund is issued.
  • Get notifications when order volume is exceptionally high.
  • Orders made using gift cards should be tagged.

5. Products

  • Based on the keywords in the product description, automatically add new products to collections.

Workflows frequently result in internal email notifications to employees due to behavior. These emails contain Liquid variables and may be fully customized using the Shopify Flow user interface.

This makes it possible to incorporate sophisticated information in the emails, such as the customer’s name, email address, order number, order rate, and so on.

Shopify is no doubt one of the greatest eCommerce websites ever! On the other side, if you’re serious about growing and scaling your business, Shopify Plus is a need. Although Shopify Flow costs money, it will save you too much money on its own.

How Shopify Flow works


By using the functionality of Shopify Flow, you may create automated processes by setting off various events. This means that Shopify Flow keeps an eye out for events in your store and enables you to set up an automatic response chain using its Triggers, Conditions, and Actions components. To learn more about these components, let’s take a closer look at a few specifics and instances.

1. Trigger

A Shopify Flow component called Trigger explains the occasions that start a workflow, as when a consumer places an order on your website or shop. To have events in your app trigger processes, you can rapidly integrate your app to Shopify Flow.

There are nine built-in triggers, but if third-party applications are employed, the number may rise. The trigger in this case is displayed below on the process’ top side. This will be enabled when an order is marked as having a new risk rating, whether low, medium, or high.

2. Condition

If an action based on conditions you set is taken or not depends on the condition. This is clear from the customer’s order, which cost more than $200 in total.

Rules that must be either true or false in order for the output to be created are known as conditional statements. There are more than a hundred different situations to pick from, and each one has a unique set of variants. When many conditional statements are combined, if any of them is true, the assertions all succeed.

You can see an illustration of two statements being combined below the aforementioned trigger. If one of these assertions is untrue, the process will look for any newly added criteria or actions (which is positioned below). Even if the algorithm does not find any, there are no more actions or conditional expressions in this example.

3. Action

In Shopify Flow, an action is a task that takes place when specific criteria are satisfied. If an order is for more than $200, you may honor a customer’s loyalty by giving them a VIP badge.

Shopify has actions for 10 activities specifically relevant to the platform as well as six that connect Google Sheets, Slack, Asana, and Trello. The example below has two procedures. If both requirements are satisfied, the two actions will be performed.

Additionally, Shopify Flow features a built-in library that allows you to automate your work in a matter of seconds without the need to employ a developer. The many sections of your business, such as Buyer Experience, Loyalty, Inventory, and Promotions, are arranged according to the flow templates.

Plus, they provide the crucial components you need to begin monitoring customary company procedures. To change them to your desire, you only need to make a few clicks.

How to use Shopify Flow?

I’ve seen that, in the majority of conversations, people are uncertain or requesting clarification on the new Shopify Flow. As you finally receive comprehensive information about the Shopify Flow with explanations, take a deep breath.

Shopify Flow makes use of the trigger, condition, and action. As a result, a “trigger” is an occurrence that Flow watches for and which initiates an automation, “condition” is the need that must be satisfied, and “action” is the job that is carried out when the demand is satisfied. Let’s look at one instance of this.

Trigger: A purchase is made.

Condition: The total must be greater than $200.

Action: The client is given the status of VIP in the system.


To sum up, Shopify Flow is a powerful eCommerce automation tool for all types of businesses, helping Shopify merchants with their issues. Well-used automation is extremely useful to boost sales and improve customers’ loyalty. However, we have realized that there are too many businesses spending way too much time tackling problems, which could be solved much faster and better with the automation tools. If you are one of them, COME TO US. Magesolution is proud to be a partner of Shopify in Vietnam, providing excellent Shopify Customization Services for all merchants. Feel free to CONTACT US for a free quote!