Shopify Flow Automations: 10 Workflows Every Store Should Build

Shopify Flow is one of the most underused features on Shopify Plus. Plus stores get free unlimited workflows that can save 5 to 20 hours per week of manual operations work. Here are the 10 workflows we set up on every Plus store we manage.

1. VIP customer tagging by lifetime value

Trigger: Order created.

Action: Get customer total spent. If above Rs. 10L, add tag 'VIP-Platinum'. If above Rs. 5L, 'VIP-Gold'. Above Rs. 1L, 'VIP-Silver'.

Why it matters: Klaviyo segments use these tags. VIPs get different email treatment, exclusive products, faster support.

2. High-risk order auto-cancel

Trigger: Order created.

Action: Check Shopify's fraud risk score. If 'high' AND order is COD, send Slack alert to ops; auto-cancel with refund if prepaid AND IP country differs from shipping country.

Saves: typical store recovers Rs. 50,000 to Rs. 2L per month in chargebacks prevented.

3. Low stock alert by SKU

Trigger: Inventory level changed below threshold (set per product).

Action: Email or Slack message to the operations team with product, SKU, current count, last 30-day sales velocity.

Replaces: spreadsheet inventory tracking that everyone pretends to maintain.

4. Review request trigger by product type

Trigger: Order fulfilled.

Action: 7 days after fulfilment, trigger a review request via Klaviyo for fulfilled orders.

Customizable: send different review email for different product types.

5. Refund auto-tag for analysis

Trigger: Order refunded.

Action: Tag order with refund reason. Tag customer if refund count exceeds 3 in 90 days.

Why: identifies serial refunders for support to flag, gives data on most-refunded products.

6. New customer welcome internal alert

Trigger: Customer created.

Action: For B2B customers (tag includes 'wholesale'), Slack notification to sales rep with customer details and an internal CRM link.

Speeds: B2B sales follow-up from days to hours.

7. Fraud-prevention manual review queue

Trigger: Order created.

Action: If order > Rs. 50,000 OR shipping address differs from billing address, hold order for manual review with Slack notification.

Replaces: random spot-checks; ensures every high-risk order gets eyeballs.

8. Out-of-stock email capture conversion

Trigger: Variant becomes out of stock.

Action: Activate Shopify's 'Notify me when available' app. Email captures pile up.

Then: When inventory restocked, trigger back-in-stock email automatically.

Recovers: 8 to 14 percent of would-be lost sales.

9. Customer winback automation

Trigger: Customer's last order is more than 90 days old.

Action: Send to Klaviyo 'winback' list, which triggers a 3-email winback sequence with escalating discount.

10. Order routing for warehouse splits

Trigger: Order created.

Action: Based on customer state and product type, tag order with warehouse code. Fulfilment app picks the right warehouse.

Useful: Multi-warehouse stores save 1 to 2 days on shipping by routing to the right warehouse first time.