Automate with Shopify Flow
Shopify Flow runs workflows when something happens in your store. CreditHold adds five triggers and four actions. Which Shopify plans can use app triggers and actions in Flow is set by Shopify.
Triggers
- Company blocked: CreditHold blocks a company's new orders on payment terms. Tells you why: overdue, over_limit or manual.
- Company unblocked: a blocked company can place new orders on payment terms again.
- Company near credit limit: a company's outstanding balance reaches your warning threshold for its credit limit.
- Company became overdue: one of a company's orders on payment terms remains unpaid after its due date and grace period. The trigger includes the order.
- Credit override granted: a company is allowed one order or unblocked until a date.
Actions
- Set credit limit: sets a company's credit limit in CreditHold.
- Allow one order: lets a company's next order on payment terms go through, then the rules apply again.
- Protect company: CreditHold applies your credit rules at the company's checkout.
- Unprotect company: CreditHold stops blocking the company.
Example workflows
- Tell your sales team when a company is blocked: trigger Company blocked, then Send internal email with the company name and the reason.
- Warn before the block: trigger Company near credit limit, then Send internal email, so you can contact the buyer before checkout blocks their order.
- Mark the order to chase: trigger Company became overdue, then Add order tags to the overdue order.
- Keep finance in the loop: trigger Credit override granted, then Send internal email to your finance team with the reason.
The first three are ready-made templates: in Flow, search the template library for CreditHold.
Passing a trigger's Credit limit to Set credit limit? Check Has credit limit first: a Credit limit of 0 with Has credit limit false means the company has no limit.
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