Skip to content
Automate with Flow
Shopify Flow is a powerful automation tool that can streamline your wholesale operations. Flow allows you to create automated workflows that trigger actions based on events in your store.
What is Shopify Flow
Shopify Flow is a free app (available on Shopify Plus) that automates tasks and processes in your store. For wholesale operations, Flow can handle repetitive tasks automatically, saving you time and reducing errors.
Wholesale automation examples
Automatic wholesale signups
Trigger: Customer submits a wholesale registration form
Action: Automatically tag customer with approved tag
This eliminates manual customer approval and instantly grants access to restricted content.
Tiered pricing based on order history
Trigger: Customer reaches a total order value threshold
Action: Apply custom tags for upgraded pricing tier
Reward loyal wholesale customers with better pricing automatically.
Inventory alerts for wholesale products
Trigger: Wholesale product inventory drops below threshold
Action: Send email notification to store owner
Stay on top of popular wholesale items before they run out.
Order approval workflow
Trigger: Large order is placed (over certain amount)
Action: Tag order for manual review and notify staff
Ensure high-value wholesale orders are reviewed before fulfillment.
Post-purchase follow-ups
Trigger: Wholesale order is fulfilled
Action: Send thank you email or request for reorder
Maintain relationships with wholesale customers automatically.
Getting started with Flow
- Install Shopify Flow from the Shopify App Store
- Open the Flow app from your Shopify admin
- Click Create workflow
- Choose a trigger (e.g., "Customer created")
- Add conditions (e.g., "Customer has tag: wholesale-request")
- Add actions (e.g., "Add customer tag: approved")
- Click Turn on workflow
Flow with Keystone features
Flow works seamlessly with Keystone's wholesale features:
- Automatically tag customers to grant access via customer approval system
- Tag products to trigger hide products or hide prices
- Monitor orders that meet minimum order amounts
- Integrate with wholesale pricing apps for advanced rules
Important notes
Start with simple workflows and add complexity as you become comfortable with Flow. Even basic automations can save hours of manual work each week.