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Shopify Flow Integration

Ryan Haidinger avatar
Written by Ryan Haidinger
Updated over 3 weeks ago

Overview

The Shopify Flow integration will allow your team to build custom workflows automating order actions related to payments, order edits. The integration can also allow you to create actions to be performed within Shipment Guard.


Triggers & Actions

When a specific event occurs within Shipment Guard, we will relay this information to Shopify Flow - allowing your custom workflow to run. The following Flow Triggers and Flow Actions are available today:

Flow Triggers

  • Order Edits Paid - This trigger will occur when the customer makes a product update change within the order editing widget which requires additional payment. Once they complete this new order payment, the trigger process is completed.

  • Order Discount Applied - When the customer applies a discount to their order within the order editing module, and completes the module process.

  • Support Ticket Created - When the customer successfully submits a new support ticket via the support ticket module, using one of the connected helpdesk tools (ex: Gorgias).

  • Order Cancellation Request - This trigger will occur when the customer selects to cancel their order and completes the module process.

  • Shipping Address Validated - When the customer successfully submits an update to their shipping address when a prompt is shown to them (ex: accepted suggestion, added new address due to invalid / address rule issue).

  • Order Protection Purchased - This trigger will occur if the customer purchased order protection.

  • Claim Submitted - When the customer successfully submits a new product claim, then this trigger will occur.

  • Claim Resolved - When you (ie: Store) successfully completes a claim by either approving or denying the claim, this trigger will occur. There are two trigger variables for this action:

    • ResolutionStatus - approved or denied

    • ApprovedType - reorder or refund

Flow Actions

  • Prevent Order Edits - when this action occurs, the order edit deadline is set to expired and the standard error messaging is shown on the widget to the customer.

  • Set Order Editing Deadline - when this action occurs, the order edit deadline for the customer is updated to reflect the new time. This action adds additional time to the existing time deadline.


Creating a new Shopify Workflow

Once you're ready to get started with creating your new workflow, go to:

  • (within your Shopify admin panel)

  • Click on Apps

  • Click Flow

  • Click Create Workflow

Within the Create Workflow editor, you can now setup the various triggers described above and how Shopify should react when this specific flow occurs. Likewise, you can also create your own triggers and then add Shipment Guard actions, for Flow to tell our platform how to react.

Scenario Examples:

  1. Send an internal email to your team when a customer pays for edits made on an order.

  2. Extend the order edit deadline if the customer placed an order from Canada, where you've frequently experienced delayed order processing. This new deadline extension will add additional value to the default order edit deadline time period.

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