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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](https://storage.crisp.chat/users/helpdesk/website/-/4/a/1/1/4a116e5f64029800/shopify-flow-enable_f7yf20.png)

### 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](https://storage.crisp.chat/users/helpdesk/website/-/4/a/1/1/4a116e5f64029800/enable-events_dgswou.png)


### 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
3. 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:

* **Chat with us**: Click the chat icon in the bottom-right corner
* **Email**: customer.services@assisty.ai
* **Shopify Flow docs**: [Shopify Flow Help](https://help.shopify.com/en/manual/shopify-flow)

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*Last updated: December 2025*