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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

  1. Install Shopify Flow from the Shopify App Store

  2. Open the Flow app from your Shopify admin

  3. Click Create workflow

  4. Choose a trigger (e.g., "Customer created")

  5. Add conditions (e.g., "Customer has tag: wholesale-request")

  6. Add actions (e.g., "Add customer tag: approved")

  7. Click Turn on workflow

Flow with Keystone features

Flow works seamlessly with Keystone's wholesale features:

Important notes

  • Shopify Flow is free but requires Shopify Plus

  • Non-Plus merchants can use third-party automation apps like Mechanic or Launchpad

  • Always test workflows with test customers before enabling them

  • You can view workflow history to troubleshoot automation issues

Start with simple workflows and add complexity as you become comfortable with Flow. Even basic automations can save hours of manual work each week.

Learn more

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