Automation & Workflows

automatically mark orders as paid by default, when you set up sparklayer on your shopify store, unless you're using 'upfront payment', all orders created by customers will be generated as draft orders within shopify (learn about shopify draft orders ) you can access these in the shopify admin by clicking orders and then draft orders one of the big benefits of using draft orders is the ability to make changes before you then take payment and fulfil for example, you may need to adjust quantities of products ordered or apply a special shipping method it's possible to automatically mark these orders as paid and then process them like any other order via the sparklayer dashboard under settings no configurations applicable sending email notifications for draft orders if your customers are placing orders and paying by manual payment methods (such as pay by invoice or request for quote ), these orders will automatically come through to shopify as draft orders by default, shopify doesn't notify you of draft orders but there are some great ways to solve this one such way is to use shopify flow for b2b docid\ uvxv1kug vszepr5dlb2z , a free app made by shopify this allows you to create workflows to automate many tasks in your store and across apps in our shopify flow for b2b docid\ uvxv1kug vszepr5dlb2z guide, you can find some ready made "flow templates" that can help automate your email notifications another option would be to use the highly popular shopify app called mechanic , which is a development and automation platform available to all shopify merchants similarly to shopify flow , it gives the flexibility to automate actions to suit your own business workflows we've provided a sample below that you can simply set up within mechanic if customers have opted to pay via manual payment methods, you can automatically send an email to a specified email address to notify them to review the order view sample code {"docs" "for newly created draft orders which are quotes from sparklayer, it sends an email ","halt action run sequence on error"\ false,"name" "sparklayer send email for new quote","online store javascript"\ null,"order status javascript"\ null,"perform action runs in sequence"\ false,"script" "{% if options email recipient email %}\n {% assign email = options email recipient email %}\n{% else %}\n {% assign email = shop email %}\n{% endif %}\n\n{% assign sparkpaymenttype = draft order note attributes\[\\"sparkpaymenttype\\"] %}\n{% if sparkpaymenttype == 'quote' %}\n {% action \\"email\\" %}\n {\n \\"to\\" {{ email | json }},\n \\"subject\\" \\"new quote {{ draft order name }}\\",\n \\"body\\" \\"view the quote here https //{{ shop domain }}/admin/draft orders/{{ draft order id }}\\",\n \\"reply to\\" {{ shop customer email | json }},\n \\"from display name\\" {{ shop name | json }}\n }\n {% endaction %}\n{% endif %}","shopify api version" "2022 10","subscriptions template" "shopify/draft orders/create","subscriptions" \["shopify/draft orders/create"],"preview event definitions" \[],"options" {"email recipient email"\ null}} no configurations learn more about shopify flow you can see our full shopify flow guide in our shopify flow for b2b docid\ uvxv1kug vszepr5dlb2z guide