Workflow Triggers

The majority of our Customer Tagger workflows are triggered when we receive a Shopify Webhook. Webhooks are sent out by Shopify when certain events occur in your store and contain data to inform us of the nature of what occurred and any associated id's, e.g. order id, customer id, refund id, fulfilment id etc.

When creating a workflow in Customer Tagger, you have the option to select when that workflow should be triggered.

Available Triggers

There are currently 11 triggers that you can select from:

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  1. Run this workflow when orders are created - This trigger should be used when you wish to run a workflow against any newly created order in your store. This is the most common trigger to use with Customer Tagger.

  2. Run this workflow when orders are fulfilled - This trigger should be used when the status of the order is updated from unfulfilled to fulfilled, meaning that all fulfillments have been completed.

  3. Run this workflow when orders are partially fulfilled - When an order is partially fulfilled, this trigger will be fired. It can be used to indicate that the status of an order has been changed from unfulfilled to partially fulfilled. If the order was already partially_fulfilled, i.e. it has multiple fulfillments, then this trigger will still be fired, but the order status won't have changed.

  4. Run this workflow when orders are paid - This trigger should be used when you wish to run a workflow against an order that has been updated to indicate that it has been paid.

  5. Run this workflow when orders are cancelled - This trigger can be used to initiate workflows where you wish to tag customers that have had their order cancelled.

  6. Run this workflow when a new customer is created  - This trigger can be used to identify when a new customer account is created either by a third party app, or created via the Shopify Admin area. It is useful for identifying new customers with no existing orders.

  7. Run this workflow when a new customer registers an account  - This trigger can be used to identify when a new customer signs up to your store using your account registration pages. New customers are visitors that have not yet placed an order on your store.

  8. Run this workflow when an existing customer activates a customer account - This trigger will identify when a customer that has an account in your store (they may have been created by admin, or have already placed an order) and then activates their account. Account activation requests are usually sent by the Store Admin requesting that the customer activates their account.

  9. Run this workflow when a new customer abandons a cart - This trigger will run 2 hours after an abandoned cart has been detected by Customer Tagger. We identify an abandoned cart as a customer that has reached the payment stage of the checkout but then decides not to continue with their purchase.

  10. Run this workflow when a refund is issued - Use this trigger in conjunction with the financial status criteria to identify and tag customers who either request a partial or full refund.
    Read more about how to use the refund trigger

  11. Run this workflow when a fulfillment is updated - This trigger will fire when there has been an update to a fulfillment, for example, when a tracking number or tracking url is applied to a an order fulfillment.

Need any help?

If you have any questions about workflow triggers or any other Customer Tagger related question, then please do just get in touch.

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