Shopify Flow triggers
Start workflows from profiles, birthdays and anniversaries (Pro)
Shopify Flow triggers let a customer's profile start a workflow: send a thank-you email when a profile is completed, notify your team when a customer changes their business type, or send a discount on their birthday. Customer Profiles adds four triggers to Shopify Flow. Each one includes the customer, so every customer action and condition in Flow is available. Flow triggers are on the Pro plan.
The four triggers
- Customer profile completed - Starts the first time a customer has answered every field they can edit on their Profile page
- Customer profile answer changed - Starts when a customer's answer to a field is added, changed or cleared. Includes:
- Field key - The field's metafield key, for example
field_12. Use it in a condition to react to one field only. - Field label - The field's label, as set in the app
- Answer - The new answer as text. Empty when the answer was cleared.
- Field key - The field's metafield key, for example
- Customer birthday - Starts on the customer's birthday. Includes Birthday (the date as YYYY-MM-DD) and Age (how old the customer turns).
- Customer anniversary - Starts on the anniversary. Includes Anniversary (the date as YYYY-MM-DD) and Years (how many years it is).
Birthday and anniversary triggers need a field of that type. See Field types.
Build a workflow
- In Customer Profiles, click Automations, then Open Shopify Flow under Shopify Flow triggers. Install Shopify Flow from the Shopify App Store first if your store doesn't have it.
- Click Create workflow
- Click Select a trigger and search for Customer Profiles
- Pick one of the four triggers
- Add conditions and actions, such as Add customer tags or Send internal email
- Click Turn on workflow
Because the triggers include the customer, they're also available in Shopify's marketing automations.
Birthday and anniversary timing
Birthday and anniversary workflows start once a day, after 8am in your store's time zone. A date of 29 February starts the workflow on 28 February in years that aren't leap years.
For how quickly the other two triggers follow a change, see When automations run.