Shopify Flow App: How to use workflow automation for your store (incl. instructions!)

Retailers carry out numerous small tasks on a daily basis that take little time individually but have a major impact on productivity and business growth overall. E-commerce automation is the key to saving time and focussing on the core business. With Shopify Flow, an easy-to-integrate automation solution for Shopify, merchants can optimise their workflows. In this article, you will learn how you can benefit from Shopify Workflow Automation and which scenarios are suitable for it.

What is Shopify Flow?

Shopify Flow is an application that allows merchants to automate their tasks and processes in the Shopify store and in combination with installed apps. Administration is done directly in the Shopify backend. No programming or development skills are required for this. You can now use Shopify Flow in the Basic, Shopify, Advanced and Plus plans and download it directly from the Shopify App Store.

For example, to automate repetitive tasks, you can use Shopify Flow's visual builder to create your own workflow in just three steps that does the work for you and is customized to your business needs. This is based on trigger, condition and action logic, which we explain in more detail in the following chapter. In addition, there are already many out-of-the-box templates that you can easily apply. We will introduce you to some of them later. By using Shopify Flow, you can not only increase the efficiency of your processes, but also improve customer loyalty through personalised responses.

You can read more about Shopify Workflow Automation at any time in the Shopify Help Centre.

Advantages and disadvantages of Shopify Workflow Automation

Advantages

• Automation of processes: Shopify Flow enables the automation of recurring business processes, saving time and resources.

• Flexible workflows: Merchants can create customized workflows tailored to their specific needs, from order processing to marketing automation.

• Integration of external applications: The platform offers the ability to integrate with external software applications, enabling advanced automation capabilities and cross-system workflows.

• Improved efficiency: By automating tasks such as inventory management, marketing promotions and customer communication, Shopify Flow improves overall e-commerce efficiency.

• Customizable conditions and actions: Users can customize conditions and actions to create complex workflows based on specific events or data.

Disadvantages

• Cost: Some advanced features of Shopify Flow may come at a higher cost, especially for users on basic plans.

• Learning curve: Creating complex workflows may require an understanding of automation features and may take some time to learn.

• Not all plans include all features: Some advanced automation features may only be available on higher subscription plans, which could limit usage for smaller businesses.

How does Shopify Flow work?

The basis for your automation is the so-called Shopify Workflows. This requires three important workflow components: Trigger, Condition and Action.

Trigger

The trigger is an event that initially triggers the workflow. This event can be an internal trigger in Shopify, such as an incoming order. However, a trigger can also be started by a third-party application or app.

Condition

You use the condition to define which specific criteria must apply in order for an action to be subsequently started. These are based on the if-then principle and are also only executed if the requirements apply.

Action

Once the condition is met, an action you define is taken in the Shopify store itself or in an app you have installed. From sending messages to retrieving data and using it in third-party apps, it's all there.

In summary, with Shopify Flow you can monitor every event in your store and, if the conditions are defined, set an automated action to be executed as reactions. You can get an overview with example in our table below.

In addition, there are other components that can be used in a workflow:

Variables

Variables are used as placeholders for specific information. For example, there are variables for order numbers, SKUs, customer names or even the order price and much more. So-called extended liquid variables can also be used to create messages that contain this information and save recipients the time of research.

Connectors

Thanks to Connectors, certain apps can be connected to Shopify Flow to extract trigger-based information from the app or send information to it.

Messages

Workflows can also be used to create actions that send emails automatically. These are sent by Shopify to previously defined recipients and can also be personalized using variables.

How to create and manage workflows

There are two ways to create an automated workflow. Either manually or with one of the many Shopify Flow templates that you can use directly as a template.

Create a manual workflow

Below we will show you step by step how to create your own automation. Using the Shopify Flow application in your Shopify backend, you create simple workflows, each with one trigger, one condition, and one action. You can also make these more complex by adding additional conditions and actions, or even extending the triggers.

Both triggers and actions can be programmed yourself and thus customized as you wish. Do you need support with this? The team at Latori works with Shopify Flow on a regular basis and is very familiar with programming triggers and actions - learn more about our services.

Flow:

• In the Shopify admin panel, click Settings > Apps and Sales Channels.

• Select the Shopify Flow app. If you don't see the app there, also look under Apps in the side navigation of your admin area or install the app via the Shopify App Store.

• Click Create Workflow, and then click Select Trigger.

• Select the trigger that is right for you and that will start your workflow. To do this, you can search for Order, for example, to view all triggers for orders. For example, the Order created trigger starts a workflow when an order is created.

• Now click the plus sign or Then and then click Condition to set the condition.

• You have the option of setting just one condition or multiple conditions that must be met. In the drop-down menu, select whether an action is performed, If all conditions are fulfilled or If one condition is fulfilled.

• Now add the criteria, such as totalPriceSet, to create the condition that the order value is over 200€.

• Click Then and select Action to specify what should be done. The action could be to give the customer a tag with Add customer tags and name that tag.

• Optionally, you can add additional conditions and actions using Otherwise, which will be executed, for example, if a condition is false.

• Done. Now you can still rename your workflow above and then make it live via the Activate workflow button.

Many of our customers use workflows like this to tag product pages, differentiate employee orders, send out automated emails, or perform other marketing actions in an automated fashion. Asphaltgold and LFDY are two of those customers. Learn all about the success stories of these two brands!

Create a workflow using a template

When creating workflows, you can also access a set of pre-built Shopify Flow templates. These templates leverage triggers and actions in the store or access specific apps and use placeholders. Make sure you have installed appropriate apps through the connector and that you have customized placeholder data. If the workflow sends an email, also make sure that your address is stored.

If you're missing templates within Shopify, you can find numerous apps that connect to Shopify Flow in the Shopify App Store. These offer triggers as well as actions for loyalty programs, customer segmentation, inventory alerts, and more. Nosto and Klaviyo are popular apps that work great with Shopify Flow.

Flow:

• In the Shopify admin panel, click Settings > Apps and Sales Channels or alternatively Apps and select Shopify Flow.

• Next, click Create Workflow and select Browse Templates.

• Browse through the templates and when you have decided on a template, simply click on it. You will now see the detailed workflows. Check if the template fits your requirements.

• Click on Install. After that, you have the option to edit the workflow and assign a different title.

• Now activate workflow and you are ready to go.

Your set up Shopify Workflow Automation is not working?

It's possible that certain settings and circumstances are affecting your workflow, causing it not to work properly. If you are unsure, consult a Shopify expert. You may also find the following overview helpful for troubleshooting:

• There is no set time for a workflow to complete. They are executed as quickly as possible, but sometimes there can be delays and therefore you may not see anything yet.

• Triggers and related actions created in the context of orders do not affect order drafts and vice versa.

• If a customer, product, or order already contains more than 250 tags, workflows that use tags as a condition may not execute properly.

• A prerequisite for workflows to work is that the triggers must be launched through Shopify Flow or through an app.

We recommend that you test your workflows in advance before enabling them. This will ensure that the data meets your expectations.

Manage workflows in Shopify Flow

After you have created the various workflows, the Flow Dashboard lists all the workflows. Here you can quickly see if a particular workflow is active and when it was last executed.

You also have the option to duplicate, delete or export individual workflows. To do this, simply check the respective workflows and then select Duplicate workflow, Delete workflow or Export workflow. You can share the exported automations with other merchants or create them as a backup copy. Make sure that no personal data, such as the e-mail address, is passed on. After the export, the workflow is available as a .flow file. Also note that workflows can only be deleted if they are inactive.

To import workflows, click Import at the top of the Dashboard and select or drag your file with the .flow extension into the field. The Workflow Preview option allows you to review the workflow before importing it.

Additionally, if you are a merchant using the Flow app with Shopify Plus, you have the Copy Workflow action. This allows you to copy workflows within your organization and use them for other stores. This only works if you have permissions to the Shopify Flow App in the other stores as well and have access to the channel.

20 Best Practice Templates for Shopify Flow App

The use cases for automated workflows with Shopify Flow are almost unlimited. For example, Flow also has an OpenAI integration that allows merchants to create AI-driven workflows. Below are 10 helpful best practices for different departments in your organization.

Store Management

In store management, automations can be used for a variety of shipping, inventory, and product-related workflows. For example, when inventory runs low, a workflow can be created to email a supplier and request a reorder. In the same way, products that are low on inventory can be automatically deactivated and reactivated when new stock is available.

Shopify Flow Templates:

• Receive a message when inventory is low for products

• Get notified when there is an increase in demand for products that are out of stock

• Send a message to the logistics team for express shipments

• Create and initialise shop meta fields

• Hold fulfilment orders for customers with chargebacks

• Change product template if variants are out of stock or back in stock

• Remove D2C customers if they have not been added to the company within 3 days

Customer service

With Flow, you can automatically tag customers based on parameters such as order value or sales channel. Furthermore, in addition to segmentation, automations can also be used to, for example, send an email notification to customer service to follow up with a thank you message or to make contact and follow up on returned items.

Shopify Flow Templates:

• Organize your customers based on the order value they've reached so far.

• Send the customer a message when their desired item is on sale

• Mark a customer's first order

• Tag all customers with their point of sale location

• Send notification when a customer orders multiple variants of a product

• Cancel orders for customers who frequently return items

Fraud prevention

In addition to Shopify Plus' risk analysis, you can use Flow as a complementary tool to identify high-risk orders in a timely manner. Through appropriate workflows, the order is either automatically stopped or sent to your security experts for review.

Shopify Workflow Templates:

• Cancel high-risk orders and update your inventory levels.

• Get notified when there are unusually large order quantities

• Capture payments on orders without risk

Marketing and advertising

Whether you want to add new products while informing the marketing team to start promotional efforts or evaluate marketing efforts, the automated workflows will save you time.

Shopify Workflow Templates:

• Receive a notification as soon as a discount code is used

• Tag orders paid for with gift certificates

• Track product variants that are on offer using a product meta field

• Tag orders with the associated UTM campaign

Shopify Flow and third-party providers: How to link Shopify Flow

We have already mentioned it in this article: Shopify Flow can be easily connected to other software, thus expanding its possibilities and functions.

Connection to apps from the App Store

Many apps in the Shopify App Store can be easily linked to Shopify Flow. For example, you have the option of including loyalty programs in your flows and setting up automated emails for the points overview or the currently available credit.

Connection to external software

Connecting Shopify Flow to external software enables merchants to expand the platform's range of functions and automate specific workflows. This is particularly useful when it comes to synchronizing information between Shopify and other enterprise systems.

Conclusion

From automated missing stock messages, to AI-driven commands, to fraud prevention for high-risk orders, Shopify Flow can help you automate many processes in your business and free up more time. To get started with Flow, it's a good idea to analyze your processes at the beginning. What takes a lot of time? What are recurring tasks? What do you want to keep a special eye on? With the insights you gain, you can create your own workflows or fall back on many sample templates. There is almost nothing that Flow can't do for you.