Shopify Flow for B2B
Shopify Flow is powerful feature for merchants on the Shopify, Advance, or Shopify Plus plans that allow automations to be configured based on certain actions.
We've included some additional ready made Shopify Flow workflows that you can import into your Shopify admin.
Trigger | Details | Download |
|---|---|---|
Mark order as paid | When a B2B customer places an order via manual payment methods, the order will automatically be marked as paid | Download |
Mark Payment on Account order as paid | When a B2B customer places an order specifically via "Payment on Account", the order will automatically be marked as paid | Download |
Archive B2B orders | Automatically archive B2B orders from your Shopify Orders view; useful if you want to hide them from your standard DTC orders | Download |
Tag pre-orders | Set up a rule to tag an order when pre-order products are purchased | Learn more |
Tag order with the net terms applicable to the customer | Based on the net terms that are set against the customer (via a metafield), this will then automatically tag their orders with a special Net Terms tag. | Download |
Trigger | Details | Download |
|---|---|---|
Switch tag on first order | When a B2B customer places their first order, replace their existing tag with a new one and send an internal email | Download |
Automatically adjust customer tag for customer group depending on spend | If you have different customer groups (e.g. Gold, Silver, Bronze), you can automatically update the customer's tag based on their order spend. This allows you to automatically change a customer's B2B group. | Download |
Trigger | Details | Download |
|---|---|---|
Remove restock date in metafield when variant back in stock | If you're using pre-orders and you've set a restock date, this automation removes the restock date when the product comes back in stock. | Download |
Automatically mark new products with B2B ordering & Online store sales channels | When adding new products to your Shopify store, this will automatically assign the B2B Ordering and Online Store sales channel | Download |
Trigger | Details | Download |
|---|---|---|
Send an email | Send an email to a specified email address when a B2B customer places an order via a specific B2B payment status; great if you need to notify other members of your team who handle B2B accounts | Download |
Send notification based on custom checkout fields (Draft Orders) | Based on specific custom checkout fields, trigger an action such as an internal email | Download |
Send notification based on custom checkout fields (Completed Orders) | Based on specific custom checkout fields, trigger an action such as an internal email | Download |
Email sales agent when order placed by customer | Based on specific rules you set, you can send notifications to sales agents when an order is placed. | Download |