Support / Shopify App / Shopify Flow Setup

Send account invites with Shopify Flow

Shopify Flow automates tasks across your store, and WOTIO plugs straight into it to send account invitations automatically. This guide covers what you need, the fastest way to get set up, and how to build a workflow by hand if you’d rather.

8 steps · Est. 8 minutes

 

Before you start

What you’ll need

✓

The WOTIO app installed

✓

A WOTIO plan that includes Flow — the integration is part of our Flow and Advanced plans

✓

The Shopify Flow app installed

Fastest path

Use our free Flow templates

Skip the manual build entirely. Grab a ready-made workflow from our Shopify Flow template library, import it, and you’ll be running in minutes.

Browse templates

Prefer to build your own? Follow the steps below.

 

Manual build

Create the workflow yourself

Step 01

Create a workflow

Open the Flow app and select Create Workflow.

Create workflow in Shopify Flow

Step 02

Add a trigger

Select Select a Trigger.

Select a trigger

Step 03

Choose “Customer Created”

From the trigger menu on the right, select Customer Created.

Customer Created trigger

Step 04

Add an action

Click the + icon on the Flow card to add an action (or condition) to your trigger. We’ll set up the action next — see the optional detour below for how conditions work.

Add an action or condition

This guide isn’t a full overview of Shopify Flow — for that, see Shopify’s official guide.

Optional detour · Conditions

Send invites only to certain customers

Add a condition to filter who gets an invite. For example, to only invite customers who’ve ordered at least once, start by selecting the Customer conditions:

Customer conditions

Scroll to the numberOfOrders condition, select it, and set how many orders a customer needs before WOTIO emails them.

numberOfOrders condition

That’s a quick example of using Flow conditions to control who receives an invite. If you’d like help setting a condition up to work correctly with WOTIO, contact us and we’ll walk through it.

Step 05

Select the WOTIO app

On the right, under Installed App Actions, choose WOTIO.

Select the WOTIO app action

Step 06

Pick the invite action

Select Send Account activation email based on customer ID.

Select send account activation email by customer ID

Step 07

Turn on the workflow

Click Turn on Workflow.

Turn on workflow button

Step 08

Confirm

Confirm you want to turn the workflow on.

Confirm turn on workflow

Done

Your workflow is live. WOTIO will send an account invite to every new customer the moment they’re created in your store.

 

Need a hand?

Setting up a condition, choosing between customer-ID and order-ID actions, or anything else — open a ticket and we’ll help you get it right.

Contact support