Using Order Tagger as a Trigger in Shopify Flow
This article is only relevant to Merchants who are on our EXTRA plan.
How does the Order Tagger Shopify Flow Connector Work?
Once Order Tagger has finished tagging an order, a workflow will be Triggered by Order Tagger in Shopify Flow. The workflow will check the order against the Conditions that you have specified, e.g. whether a specific tag had been applied to the order. If the Conditions of the order are met, then the Action specified in the workflow will then be executed.
There are a wide variety of Shopify Flow Actions available, such as sending an admin email, forwarding the order to a 3rd party system, or even applying another tag to the order.
Here's a simple illustration of how the Order Tagger Trigger in a Shopify Flow workflow would work:
We have built-in a 30-second delay from the time that Order Tagger has finished processing the order to when it sends the Trigger through to Shopify Flow. This allows other apps to make any necessary changes to an order and ensures that any small delays in updating the Shopify API are taken into consideration.
Enabling the Shopify Flow connector feature
Within the main navigation of the Order Tagger app, you will see a link called Flow Connector:
Click on Flow Connector and you will be presented with some information about the connector and the ability to upgrade your plan to enable the Flow Connector feature.
Once upgraded, that's all you need to do within the Order Tagger app and you will then need to head over to the Shopify Flow app within Shopify Admin Apps.
Creating the Shopify Flow workflow
In this example, the Merchant has already set up a workflow within Order Tagger to tag orders with UNITED KINGDOM if the shipping country is set to the UK.
We are therefore going to set a condition in Shopify Flow to check if a new order contains the UNITED KINGDOM tag and, if it does, we then want the workflow to send an email to the UK Admin team to inform them of the new order. It is a basic example, but hopefully, it can show you what can be achieved with Order Tagger and Shopify Flow.
Ok, so let's begin.
Within Shopify Flow, click on the Create workflow button:
Click on Add trigger:
From the right-hand side, scroll down until you see the Order Tagger section and select the Order Processed Trigger within that section:
You will now need to add and then select a Condition.
Click on Add condition:
On the right-hand side, click the Select dropdown to reveal the available Conditions to choose from:
Type in the word tag to reveal a shortlist of related Conditions:
Under the Order subheading, select the option:
Tags - A comma separated list of tags that have been added to the order
You will then see that order tags has been set as the Condition type for this workflow:
Return to the right-hand side of the Conditions selection area and click on the next Select dropdown and select the Any of order tags match the following option:
You will see that the workflow's "IF" Condition has been updated:
Return to the right-hand side of the Conditions selection area and click on the next Select dropdown and select the is equal to option:
Once again, you will see that the workflow's "IF" Condition has been updated:
Return to the right-hand side of the Conditions selection area and type in UNITED KINGDOM. You will see that the workflow's "IF" Condition will update to reflect the name of the tag that you have typed:
Now that the workflow has a Condition to match orders that contain the UNITED KINGDOM tag, we now need to add an Action to send an email to our admin team to let them know about the order.
Let's add that Action now.
Click on the add action button to the right of the Condition that you have just created:
On the right-hand side of the app, you will be presented with a list of Actions to select from. Scroll down that list until you get to the External section and then select the Send email option:
The workflow will be updated with the Send email Action and you will then be prompted to fill in the details of the email that you would like to send:
Complete the following fields:
Email address: who the email should be sent to, i.e. the admin team email address
Subject: The subject line of the email. This field is capable of utilising order variables.
Message: The message you wish to convey to the admin team. This field is also capable of utilising order variables.
Now hit Save in the top right-hand side of the page:
Give your workflow a Title:
And then hit the Save button.
Although your workflow has been saved, it is not yet enabled, however, before enabling your workflow, we suggest that you preview it to ensure it will work as intended.
Previewing your workflow
In a separate browser tab/window, find an order in your store that you feel should qualify for the workflow that you have just created. Remember the order name/number and return to the Shopify Flow workflow that you have just saved.
Click on the Preview workflow button in the top left of the screen:
Enter the name/number of the order and in the case of this example, the tag name that needs to be on the order to see if the workflow will run as intended. Please be aware that the preview will not send out any email messages:
You will then be presented with a summary of how the workflow ran in your store:
Once you're happy with the Preview results, then you are ready to enable the workflow.
Enabling your workflow
If you are still in the editing screen of your workflow, then you can enable the workflow by toggling the enabled/disabled button in the top right-hand side of the screen:
If you are in the workflow summary screen, you can enable the workflow by toggling the enabled/disabled toggle just underneath the Edit workflow button:
That's it! Your Order Tagger Trigger is now live and part of your workflow!