Help Center
Search
K

Shopify Flows

With Shopify Flows and Shopwaive create automations when customers place orders, inventory is out of stock, or thousands of other actionable events

Getting started

Shopify Flows allows merchants to unlock powerful workflows that are triggered by events, such as when an order is placed a transaction is recorded in a connected Google Sheet or a customer receives deposits in credit, or both. The options are endless.
There are many different workflows and options available. One example provided below explains how to make deposits or debits on a recurring schedule, i.e. on the 1st day of each month $50 is deposited to all (or only specific) customers in a defined segment

Recurring Deposits and Debits

Connecting Shopwaive to Shopify Flows assumes you have already installed the app on your store and purchased a subscription plan. Learn more about our pricing plans and features.
Follow these steps to create a scheduled and recurring deposit or debit:
Step 1: Add the Scheduled time trigger, which will activate the flow to run at a scheduled time, and with recurring or repeat options you define
For this example, the flow will trigger on the 1st day of each month, beginning on Feb. 1 at 8:00 am EST
Step 2: Click the Then plus icon on the Schedule time trigger, select Action and then choose the Shopwaive app from the apps listed in the Installed apps section
Add an Action to run when the Schedule time triggers the flow
Step 3: Choose the Increment balance action from the Shopwaive actions list
Add the Increment balance action
Step 4: Fill in the options available, you can choose an entire customer segment by providing the customer segment query or you can choose a single customer by providing the email. Note that you need to choose between customer_email OR segment_query, but not both. Whichever you choose, leave the other input blank. The former selects a single customer while the latter selects a group of customers in a segment (if any exists)
Variable syntax is supported in Shopify Flows, which means you can use data from an action upstream in the flow like an email address from a draft order that was created {{draftOrder.email}} or the shop's contact email address {{shop.contactEmail}}, as a few examples.
Alternatively, leave the customer_email input blank and instead define customer segment query like the one shown in the example below that selects only customers who have been tagged
Recurring deposits made easy with Shopwaive
For the amount you can choose a static value like 50 in the example above OR you can use a multiplier.
For example, you can create a Cash Back Rewards flow that deposits 20% cash back on each purchase, or for only specific SKUs, variants, or those defined in a specific collection.
An example of this is shown below, when an Order created is set as the trigger, you can choose the order.totalPriceSet.presentmentMoney.amount when the order.fullyPaid is TRUE as a dynamic variable for the amount. Then, you can multiply this by any value, for 20% cash back we choose 0.2.
For more information on Shopwaive's Loyalty programs including tips and guidance, see Cash Back and Loyalty
Setup a Cash Back Loyalty and Rewards program with just a few clicks
Step 5: Select Apply changes and then Turn on workflow when you are ready to make the flow live
In the example above, you setup recurring deposits. You can achieve recurring debits using the same flow (just duplicate it), and then for the amount, choose a negative value. See example scenarios below
Example 1
If a customer has a $0 balance but are included in a debit flow based on the segment query defined, a debit flow would not have any effect as customer balances cannot be negative
Example 2
Similarly, if a customer has a $20 beginning balance and subject to a -$50 debit flow, then the customer's final balance after the flow is complete would be $0
Another example provided below explains how to connect a Google Sheet that automatically records the order transaction data when a customer redeems store credit

Connect Google Sheets

One of our most popular Shopify Flows allows Shopify merchants to easily connect a Google Sheet to record all your customer transaction history. Follow these steps to get setup in just a few short minutes.
Connect a Google Sheet to record Shopwaive order redemptions
Shopwaive offers multiple ways to redeem store credit. For example, customers can use the Storefront widget after adding items to their cart to apply store credit and be routed to checkout. Alternatively, Shopify Plus merchants can choose to use the Checkout widget that is shown only during the checkout flow. A 3rd option includes enabling Checkout extensions to allow customers to redeem credit by logging in and entering their email address in the discount code field at checkout.
The workflow we create will account for all of the aforementioned redemption options.
Follow these steps to create the Google Sheet workflow:
Step 1: Add the Order paid trigger, which will activate the flow to run each time this occurs
Add the Order paid trigger to run this flow each time an order is paid
Step 2: Next, add a conditional check to determine a customer checked out with the extension. In this case we check if a discount code was used equal to the customer's email
Discount code conditional check to capture orders placed using the Checkout extension
Step 3: If the conditional check in Step 2 is true. Then we Add row to spreadsheet. Connect your Google Sheet by entering your Spreadsheet URL, Tab name, and Row contents. Your Spreadsheet URL will be a unique URL link found in the Google Sheets app after you create a sheet. Your Tab name will also be unique, for new sheets this is typically defaulted to Sheet1 but you can name it anything that is convenient.
Add a blank spreadsheet using Sheets
Create a Sheet by visiting Google docs and click the blank spreadsheet. For the Column headers, add these to your sheet.
Email
Code
Order Total
Redeemed
Order ID
Date
For the Row contents, simply copy/paste the Row contents liquid code provided below.
{{order.customer.email}},{% for discountApplications_item in order.discountApplications %}
{{discountApplications_item.DiscountCodeApplication.code}}
{% endfor %},{{order.totalPriceSet.presentmentMoney.amount}},{{order.totalDiscountsSet.presentmentMoney.amount}},{{order.id}}, {{order.name}}, {{order.createdAt}}
Connect your Google Sheet
Step 4: Back up to the Check if conditional block, and add to the Otherwise route. If a discount code is not found equal to the order customer email, then we add another Check if conditional block. In this conditional check, we check if the Order tags includes Shopwaive
Check if Order tags include Shopwaive
Step 5: Add to the Then route to add this case to the same Spreadsheet setup in Step 3
The Spreadsheet URL and Tab name will be the same URL and Tab name connected in Step 3.
Add orders tagged with Shopwaive to the Google Sheet
For the Row contents, simply copy/paste the Row contents liquid code provided below
{{order.customer.email}},"", {{order.totalPriceSet.shopMoney.amount}},{% for discountApplications_item in order.discountApplications %}
{{discountApplications_item.value.MoneyV2.amount}}
{% endfor %},{{order.id}}, {{order.name}}, {{order.createdAt}}
You are done! Now just apply changes and turn on your flow. Place a test order and check to see the Google Sheet populate with the order data.
Advanced users: You can add to this example, including adding other pertinent order transaction data for instance to the Sheet, by editing the Row contents liquid code and adding additional Columns to capture the extra data. Contact our team if you need developer support at [email protected]. We are glad to help
Last modified 29d ago