A quick guide to capture custom form data (e.g. Company Name, Store Name) on the customer record.
Overview
When a customer submits a Clay wholesale form, Shopify Flow can automatically copy custom field values into a customer metafield. This keeps all customer information in one place and makes the data available across Shopify and third-party apps. The setup has three parts: create the metafield, import the flow, and map the form field to the metafield value.
Step 1 — Create the Customer Metafield in Shopify
In your Shopify admin, go to Settings → Custom data → Customers.
Click Add definition.
Enter a Name (e.g. “Store Name”). Shopify auto-fills the namespace and key as
custom.store_name.Select Single line text as the type, then click Save.
Step 2 — Import the Shopify Flow Template
Install the Shopify Flow app from the Shopify App Store if it is not already installed.
Open Flow, click Import, and upload the file
Clay - update customer metafields.flowprovided at the end of this document.
Step 3 — Map the Metafield and Form Field
Open the imported workflow and click the Update customer metafield action.
Under Metafield, select the metafield you created in Step 1 (e.g.
custom.store_name).
In the Value field, paste the Liquid snippet below. Replace
"Company Name"with the exact label of your form field (for example,"Store Name").
{% capture val %}{% for fields_item in formData.fields %}{% if fields_item.label == "Store Name" %}{{ fields_item.value | strip | strip_newlines }}{% endif %}{% endfor %}{% endcapture %} {{ val | strip | strip_newlines }}
Click Turn on workflow in the top right corner.
Tips & Troubleshooting
Label match is case-sensitive — the text inside
fields_item.label == "..."must match the form label exactly, including spaces and capitalization.To capture multiple form fields, duplicate the Update customer metafield action inside the workflow — one per metafield.
Test by approving a new customer; then open the customer record in Shopify to confirm the metafield now shows the submitted value.
If the metafield stays empty, verify the form label spelling and that the workflow status is On.