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Shopify Flow & Subscriptions for Shopify Checkout Integration

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Written by Graham Barrett

Shopify Flow is a free ecommerce automation platform by Shopify available to those who subscribe to the Shopify plan or higher or use Shopify Fulfillment Network (SFN). Shopify Flow enables you to automate tasks and processes within your store and across your apps.

Pro-Tip: Learn more about Shopify Flow in this Shopify Help Center article.

With Shopify Flow you can assign actions and conditions to Shopify orders. This article shows you how to build a workflow to automatically add tags to Bold Subscription orders.


First subscription order tag workflow

These instructions will show you how to create a workflow to automatically tag the first order of a subscription with a tag of first_subscription_order.

Example

First Subsription Order Tag Workflow
  1. From the Shopify admin, select Apps > Shopify Flow.

  2. Select Create Workflow.

  3. Choose Select a trigger.

  4. In the right panel menu, select Order created.

    Order created
  5. In the left workflow panel next to Then, select the plus symbol.

    Plus symbol
  6. Select Condition.

  7. In the right panel menu, ensure that If all conditions are met is selected.

  8. Select Add criteria.

    Add criteria
  9. Select Order > lineItems > sellingPlan > name.

    )rder lineItems sellingPlan name
  10. In the Name field, enter the name of one of the frequency names in your subscription group.

    Note: The frequency name is case sensitive and should be spelled the same as it appears in your subscription group. For example, we used Monthly as this matches the frequency name in our subscription group.

    Matching Subscription Frequency in Subscription Group

    Monthly
  11. If you have more than one frequency, you will need to select Add criteria for the same list item.

    Add criteria
  12. Select Or.

  13. Select lineItems > sellingPlan > name.

  14. In the Name field, enter another one of the frequency names in your subscription group.

    Note: We used Weekly in this example as this matches another frequency name in our subscription group.

    Weekly
  15. Repeat steps 11 to 14 if you have more subscription group frequency names.

  16. Under AND, select Add criteria.

    AND add criteria
  17. Select Order > channelInformation > channelDefinition > subChannelName.

  18. In the SubChannelName field enter Online Store.

    Online Store
  19. In the left workflow panel next to Then, select the plus symbol.

  20. Select Action.

  21. In the right panel menu, select Add order tags.

    Add order tags
  22. In the Tags field, enter the tag name you’d like to use to identify your first subscription orders.

    Note: We used first_subscription_order.

  23. Select the plus symbol in the blue field to confirm your tag.

    Confirm tag
  24. Name your workflow.

    Name of Workflow
  25. Select Turn on workflow.


Recurring subscription order tag workflow

These instructions will show you how to create a workflow to automatically tag your customer’s subsequent subscription orders with recurring_subscription_order.

Example

Recurring Order Tag Example
  1. From the Shopify admin, select Apps > Shopify Flow.

  2. Select Create Workflow.

  3. Choose Select a trigger.

  4. In the right panel menu, select Order created.

    Order created
  5. In the left workflow panel next to Then, select the plus symbol.

    Plus symbol
  6. Select Condition.

  7. In the right panel menu, ensure that If all conditions are met is selected.

  8. Select Add criteria.

  9. Select Order > app > name.

  10. Change Equal to to Includes.

  11. In the Name field, enter Bold Subscriptions.

    Recurring Order Tag Workflow
  12. In the left workflow panel next to Then, select the plus symbol.

  13. Select Action.

  14. In the right panel menu, select Add order tags.

    Add order tags
  15. In the Tags field, enter the tag name you’d like to use to identify your recurring subscription orders.

    Note: We used recurring_subscription_order.

  16. Select the plus symbol in the blue field to confirm your tag.

    Recurring Order Tag
  17. Name your workflow.

    Recurring Order Workflow Name
  18. Select Turn on workflow.

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