How to Automate Tasks Using Shopify Flow (for Plus Stores)
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How to Automate Tasks Using Shopify Flow (for Plus Stores)
Introduction: Save Time and Boost Efficiency With Shopify Flow
If you’re running a Shopify Plus store, time is money—and automation is key. Shopify Flow is a powerful automation tool available exclusively to Plus merchants that helps you streamline operations, reduce manual tasks, and improve accuracy across your business.
In this blog, we’ll show you how to automate tasks using Shopify Flow, share real-world use cases, and guide you through setting up your first workflows.
What is Shopify Flow?
Shopify Flow is a visual automation builder designed for Shopify Plus users. It allows you to create “if-this-then-that” workflows to automate everyday tasks like:
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Tagging customers after purchase
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Notifying teams when inventory is low
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Canceling high-risk orders
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Sending loyalty offers to returning customers
No coding required—just set conditions, triggers, and actions.
Key Benefits of Using Shopify Flow
✅ Save time by reducing repetitive manual tasks
✅ Improve team efficiency with automated alerts and updates
✅ Reduce errors in order processing and inventory management
✅ Enhance customer experience through personalized automation
✅ Scale operations without hiring additional staff
Shopify Flow: How It Works
Shopify Flow operates on three building blocks:
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Triggers – The event that starts the workflow (e.g., new order placed)
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Conditions – The criteria that determine what happens next (e.g., order total > $100)
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Actions – The automated task that’s executed (e.g., add “High Value” tag to order)
How to Access Shopify Flow
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Must be on Shopify Plus
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Go to Shopify App Store and install Shopify Flow
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Open the app from your Shopify Admin
How to Create a Workflow in Shopify Flow (Step-by-Step)
Let’s walk through an example: Tag VIP Customers Who Spend Over $500
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Choose a Trigger
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Start with “Order Created”
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Add a Condition
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Select: Order total > 500
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Add an Action
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Action: Add customer tag → “VIP”
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Name Your Workflow & Turn It On
That’s it! Now, every time a customer places a high-value order, Shopify Flow will automatically tag them as a VIP.
Common Shopify Flow Use Cases
🔄 Automate Customer Segmentation
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Tag first-time vs returning customers
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Add tags based on order value or location
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Trigger email flows using Klaviyo or Mailchimp
📦 Streamline Order Management
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Auto-cancel high-risk orders
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Notify warehouse when large order is placed
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Send Slack alerts when new wholesale order is received
📉 Manage Inventory Efficiently
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Send alerts when inventory drops below a threshold
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Tag products as “Low Stock”
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Pause ads for out-of-stock items using app integrations
💬 Improve Customer Engagement
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Tag customers who leave 5-star reviews
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Offer loyalty points for repeat purchases
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Send follow-up messages after abandoned cart
Shopify Flow + Third-Party Apps
You can integrate Shopify Flow with many apps for deeper automation. Popular integrations include:
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Klaviyo – trigger segmented emails
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LoyaltyLion – assign loyalty points automatically
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Gorgias – automate ticket tagging and support escalation
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Slack – send instant alerts to your team
Tips for Building Effective Shopify Flow Automations
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Keep workflows simple and test one at a time
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Name your workflows clearly (e.g., “Tag High Value Orders”)
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Use conditions carefully to avoid over-tagging or missing data
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Regularly review and update workflows as your store evolves
FAQs About Shopify Flow
Q: Is Shopify Flow available on all Shopify plans?
A: No. Shopify Flow is exclusive to Shopify Plus stores.
Q: Do I need coding knowledge to use Shopify Flow?
A: No coding needed. It's a drag-and-drop visual interface.
Q: Can I schedule tasks with Shopify Flow?
A: Shopify Flow is event-based, not time-based. But you can combine it with apps that support scheduled actions.
Conclusion: Automate and Scale Your Shopify Plus Store with Flow
Shopify Flow empowers Plus merchants to automate critical workflows, save hours every week, and grow smarter. Whether you want to tag customers, manage inventory, or connect third-party apps, Shopify Flow is your go-to automation tool.
Need help setting up Shopify Flow for your store? At RootSyntax, we specialize in Shopify Plus automation, custom workflows, and seamless app integrations.
Ready to Automate Your Shopify Store?
Book a free consultation with RootSyntax and let our Shopify experts build your custom automation workflows.