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Shopify Flow integration

Shopify Flow Integration


Connect Assisty to Shopify Flow and automate your inventory and purchasing workflows. Send purchase order data, report alerts, and more to 100+ apps.



What is Shopify Flow?


Shopify Flow is an automation tool that lets you create workflows to handle repetitive tasks automatically. With Assisty's Shopify Flow integration, you can:


  • Get notified when purchase orders are created, confirmed, received, or completed
  • Send alerts to Slack when inventory runs low or reports are ready
  • Sync data to other apps like QuickBooks, Google Sheets, Klaviyo, and more
  • Automate tasks like tagging products or sending emails


Note: Shopify Flow is available on Shopify Plus plans and select Shopify plans.



Getting Started


Step 1: Enable Flow Integration


  1. In Assisty, go to Automate My Work > Shopify Flow
  2. Toggle Enable Flow Integration to ON
  3. Your settings are saved automatically


Enable Flow Integration


Step 2: Select Your Triggers


Choose which events should trigger Shopify Flow workflows:


Trigger

Description

Purchase Order Created

Fires when a new PO is created (manual or automated)

Purchase Order Confirmed

Fires when a PO is confirmed/approved

Purchase Order Canceled

Fires when a PO is canceled

Purchase Order Completed

Fires when a PO is fully completed

Purchase Order Received

Fires when items are received for a PO

Purchase Order Return

Fires when items are returned for a PO


Check the box next to each trigger you want to enable.


Enable available triggers



Step 3: Create a Workflow in Shopify Flow


  1. Click Open Shopify Flow to go to the Flow app in your Shopify admin
  2. Click Create workflow
  3. Search for Assisty and select your trigger (e.g., "Assisty Purchase Order Created")
  4. Add conditions and actions to your workflow
  5. Click Turn on workflow to activate



Available Triggers


Purchase Order Created


Trigger name: Assisty Purchase Order Created


Fires when a new purchase order is created in Assisty, whether manually or through automated reordering.


Available data:

  • Purchase order details (PO number, status, dates)
  • Supplier information (name, email, address)
  • Line items (products, quantities, costs)
  • Summary (total items, total cost)


Example use cases:

  • Send Slack notification to purchasing team
  • Create a bill in QuickBooks
  • Add row to Google Sheets for tracking



Purchase Order Confirmed


Trigger name: Assisty Purchase Order Confirmed


Fires when a purchase order is confirmed or approved.


Example use cases:

  • Notify supplier via email
  • Update status in external ERP
  • Send confirmation to Slack channel



Purchase Order Received


Trigger name: Assisty Purchase Order Received


Fires when items are received for a purchase order.


Available data:

  • Receiving details (received date, received by)
  • Received items (quantities, variances)
  • PO status after receiving


Example use cases:

  • Notify warehouse team of receipt
  • Update inventory records in external system
  • Trigger quality check workflow



Purchase Order Completed


Trigger name: Assisty Purchase Order Completed


Fires when a purchase order is fully completed (all items received).


Example use cases:

  • Close out PO in accounting system
  • Generate receiving report
  • Archive PO documents



Purchase Order Canceled


Trigger name: Assisty Purchase Order Canceled


Fires when a purchase order is canceled.


Example use cases:

  • Notify supplier of cancellation
  • Update forecasts
  • Log cancellation reason



Purchase Order Return


Trigger name: Assisty Purchase Order Return


Fires when items are returned for a purchase order.


Available data:

  • Return details (date, reason, quantity)
  • Affected line items
  • Credit/refund information


Example use cases:

  • Request credit from supplier
  • Update inventory records
  • Track return metrics



Using Workflow Templates


Don't want to build workflows from scratch? Use our pre-built templates:


Step 1: Browse Templates


  1. In Assisty, go to Automate My Work > Shopify Flow
  2. Click Browse Templates
  3. Search or filter by category (Notifications, Automation)


Step 2: Download a Template


  1. Find a template you want to use
  2. Click Download
  3. A .flow file will be downloaded to your computer


Step 3: Import into Shopify Flow


  1. Open Shopify Flow in your Shopify admin
  2. Click Import (or click the ⋮ menu and select "Import workflow")
  3. Select the downloaded .flow file
  4. Review the workflow settings
  5. Click Turn on workflow to activate


Available Templates


Template

Trigger

Description

Slack: New PO Created

Purchase Order Created

Send a Slack notification when a new purchase order is created

Slack: PO Confirmed

Purchase Order Confirmed

Send a Slack notification when a purchase order is confirmed

Slack: PO Canceled

Purchase Order Canceled

Send a Slack notification when a purchase order is canceled

Slack: PO Completed

Purchase Order Completed

Send a Slack notification when a purchase order is completed

Slack: PO Items Received

Purchase Order Received

Send a Slack notification when items are received for a purchase order

Slack: PO Items Returned

Purchase Order Return

Send a Slack notification when items are returned for a purchase order



Viewing Event History


Track all Flow events sent from Assisty:


  1. Go to Automate My Work > Shopify Flow
  2. Click View Event History


The event history shows:


Column

Description

Event ID

Unique identifier for the event

Event Type

Type of trigger (e.g., purchase_order_created)

Resource

The resource that triggered the event (e.g., PO #1234)

Status

Sent, Pending, or Failed

Created At

When the event was triggered


Filtering Events


Use the filters to find specific events:

  • Status: Filter by Sent, Pending, or Failed
  • Event Type: Filter by trigger type


Troubleshooting Failed Events


If an event shows as "Failed":

  1. Click on the event to see error details
  2. Common issues:
  • Shopify Flow is not installed or disabled
  • Workflow is turned off in Shopify Flow
  • Network connectivity issues
  1. Fix the issue and the event will retry automatically



Example Workflows


Example 1: Slack Alert for New Purchase Orders


Goal: Get a Slack message when a new PO is created


Setup:

  1. Trigger: Assisty Purchase Order Created
  2. Action: Send Slack message


Slack message template:

🛒 *New Purchase Order Created*

*PO Number:* {{ purchaseOrder.poNumber }}
*Supplier:* {{ purchaseOrder.supplier.name }}
*Total Items:* {{ purchaseOrder.summary.totalItems }}
*Total Cost:* {{ purchaseOrder.summary.totalCost }}

Created by: {{ purchaseOrder.createdBy }}



Example 2: Email Alert for Received Items


Goal: Email the warehouse team when items are received


Setup:

  1. Trigger: Assisty Purchase Order Received
  2. Condition: Received quantity > 0
  3. Action: Send email


Email template:

Subject: Items Received - PO {{ purchaseOrder.poNumber }}

Hi Team,

Items have been received for PO {{ purchaseOrder.poNumber }}:

Supplier: {{ purchaseOrder.supplier.name }}
Received Items: {{ receiving.totalReceivedItems }}

Please verify the shipment.



Example 3: Log Completed POs to Google Sheets


Goal: Track all completed POs in a spreadsheet


Setup:

  1. Trigger: Assisty Purchase Order Completed
  2. Action: Add row to Google Sheets


Columns to add:

  • PO Number: {{ purchaseOrder.poNumber }}
  • Supplier: {{ purchaseOrder.supplier.name }}
  • Total Cost: {{ purchaseOrder.summary.totalCost }}
  • Completed Date: {{ purchaseOrder.completedAt }}



Data Reference


Purchase Order Fields


Field

Description

Example

purchaseOrder.id

Internal PO ID

12345

purchaseOrder.poNumber

PO number

PO-2025-001

purchaseOrder.status

Current status

confirmed

purchaseOrder.createdAt

Creation date

2025-12-19T10:30:00Z

purchaseOrder.expectedAt

Expected delivery

2025-12-26T00:00:00Z


Supplier Fields


Field

Description

Example

purchaseOrder.supplier.name

Supplier name

ABC Supplies

purchaseOrder.supplier.email

Supplier email

orders@abc.com

purchaseOrder.supplier.phone

Supplier phone

+1-555-0100


Summary Fields


Field

Description

Example

purchaseOrder.summary.totalItems

Total line items

25

purchaseOrder.summary.totalQuantity

Total units ordered

500

purchaseOrder.summary.totalCost

Total PO cost

$12,500.00


Line Item Fields


Field

Description

Example

item.sku

Product SKU

SKU-001

item.productTitle

Product name

Wireless Headphones

item.variantTitle

Variant name

Black / Large

item.quantity

Quantity ordered

50

item.unitCost

Unit cost

$25.00

item.productGid

Shopify Product GID

gid://shopify/Product/123

item.variantGid

Shopify Variant GID

gid://shopify/ProductVariant/456



Frequently Asked Questions


Is Shopify Flow included with my plan?


Shopify Flow is available on all Shopify plans. However, the Shopify Flow integration in Assisty is only available on the Replenishment Center plan. If you're on a different Assisty plan and want to use Flow integration, please upgrade to Replenishment Center.


How quickly do events trigger?


Events are typically sent within a few seconds of the action occurring in Assisty. During high-volume periods, there may be slight delays.


What happens if Shopify Flow is down?


Events will be queued and automatically retried. You can view retry attempts in the Event History.


How do I debug my workflows?


  1. Check the Automate My Work > Shopify Flow > Event History in Assisty to confirm events are being sent
  2. In Shopify Flow, view the Run history for your workflow
  3. Look for any error messages or conditions that prevented the workflow from running


Can I customize which fields are sent?


The payload includes all relevant fields for each trigger type. You can choose which fields to use in your Flow workflow actions.


Is there a limit to how many events can be sent?


There's no hard limit on events from Assisty. However, Shopify Flow may have its own limits based on your plan.



Need Help?


If you have questions or run into issues:




Last updated: December 2025

Updated on: 19/12/2025

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