What is Shopify Flow?
Shopify Flow is an automation tool built into Shopify that lets you set up “if this, then that” rules to save time and streamline your business operations. Instead of manually handling repetitive tasks, you can create workflows that automatically respond to events in your store.
Think of it as a smart assistant that works behind the scenes — when something happens, Flow can automatically take the next step for you.
Benefits
Automation: Eliminate repetitive manual work by setting up rules once and letting Flow run them automatically.
Efficiency: Save time so you and your team can focus on higher-value work for your classes and experiences.
Consistency: Ensure tasks always happen the same way, reducing error.
Requirements
EAB Plan: Ultimate Plan holders have access to the Flow Integration
Access: You’ll need to install the Shopify Flow app from the Shopify App Store.
Setting Up a Workflow
Install the Shopify Flow app from your admin.
Enable the Shopify Flow integration from the Settings tab in EAB.
Open Flow and click Create Workflow.
Select a Trigger (e.g., “Order Created”).
Add one or more Conditions (e.g., “If order total is greater than $200”).
Choose an Action (e.g., “Send Email notification” or “Add customer tag”).
Click Turn On Workflow to activate it.
Workflow Idea 1: VIP Customer Tagging
This can help you understand who your VIP customers are, filtered to the event name, availability, date/time, and more!
Triggers: Easy Appointment Booking > Booking Placed
Conditions: Check Event Name
Actions: Add Customer Tag
Workflow Idea 2: Internal Staff Notification
This can help you share specific event details with teams outside of your Shopify admin access, that may only need to know on a case-by-case basis. For example, event-planning staff for a pop-up event should know each time a booking comes in.
Triggers: Easy Appointment Booking > Booking Placed
Conditions (optional): Check Event Name
Actions: Send Internal Email with title and content of your choice
What Data You Can Use
Workflows are built around three main parts:
Triggers: Booking events from Easy Appointment Booking
Conditions: Filters to check values (e.g., order amount, customer tag, inventory level).
Actions: The step Flow takes (e.g., tag a customer, send an email, add to app) and other compatible apps on Flow as well!
Testing Your Workflow
Create a test scenario (e.g., place a small order).
Check the Flow app to confirm the workflow triggered.
Review the results in your connected app (e.g., Slack or Google Sheets).
Best Practices
Start Simple: Build small workflows first and expand later.
Monitor Results: Check the Flow run history to confirm everything works.
Use Tags Wisely: Tags can be a powerful way to segment customers and automate actions, but be careful not to overlap on flows!
Combine With Apps: Pair Flow with marketing, CRM, or communication apps for maximum impact.
Shopify Flow x EAB Integration is available to Ultimate Plan Holders!