Shopify Flow: triggers & actions
This article's section starts at 0:00 in the video.
DollarBack plugs into Shopify Flow with four triggers (react when credit moves) and two actions (move credit from your own workflows), so you can automate tagging, messaging, and even credit itself without code.
Prerequisites
The Shopify Flow app installed on your store.
The Flow integration enabled on DollarBack admin → Integrations. No account connection or authentication is needed; enabling it exposes the triggers and actions inside Flow.
Triggers
Triggers start a workflow when DollarBack does something. Each carries the customer plus these payload fields you can use in conditions and later steps:
Store Credit Credited
A customer's store credit is credited
Amount, Currency, Formatted Amount, Expires At, Symbol, eventType (order paid, order edited, …), orderId, orderName
Store Credit Redeemed
A customer spends store credit
Amount, Currency, Formatted Amount, Symbol, eventType, orderId, orderName
expiryThreshold
A customer's credit is about to expire; fires at the reminder thresholds from your Expiry Notification Schedule
Amount, Currency, Formatted Amount, Expires At, Remaining Days Before Expiry, Symbol
Reward Credit Credited
A referrer earns reward credit through a referral
Amount, Currency, Formatted Amount, Expires At, Referee First Name, Referee Last Name, Symbol
The order fields (orderId, orderName, Expires At, eventType) are optional and can be empty; for example, a signup reward has no order.
Actions
Actions let any Flow workflow move credit, whatever its trigger: an order event, a customer tag change, a schedule.
Deposit Store Credit
Adds store credit to the customer in the workflow
Amount, Currency, Expires After (days)
Deduct Store Credit
Removes store credit from the customer
Amount, Currency
Both actions also ship in a v2 variant with extra fields: OfferTitle (the label shown in credit logs and emails), NotifyCustomer (send the credited email), and SendToIntegration (forward the event to Klaviyo/Omnisend). Prefer the v2 actions in new workflows; the extras make the credit traceable.
Credit deposited through Flow is real store credit: it appears in the customer's balance and your credit logs immediately, and Deduct can take a balance to zero. Test new workflows on a staff account before turning them on.
Worked recipe: tag big earners
Goal: when a customer earns more than $50 of credit in one go, tag them for a VIP segment.
In Shopify Flow, click Create workflow.
Select a trigger → choose Store Credit Credited (under DollarBack).
Add a Condition:
Amountis greater than50.On the "then" branch, add an Action → Add customer tags → enter
vip.Name the workflow and turn it on.
Now credit a test customer $51 or more (a qualifying order or a manual credit) and watch the tag appear on their customer page.
Other recipes that work well:
expiryThreshold → send marketing email/SMS via your connected platform for a last-chance nudge.
Reward Credit Credited → add customer tags
advocateto build a referrers segment.Order paid (Shopify trigger) + Deposit Store Credit v2 for one-off promotions DollarBack's programs don't cover, e.g. a flat $5 for orders containing a specific product.
Customer tag added → Deduct Store Credit to zero out balances when you flag abuse.
Verify it works
Open the workflow's run history in Flow after triggering it. Each run shows the trigger payload and whether every step succeeded. Cross-check against DollarBack admin → Analytics credit logs for deposit/deduct actions.
Common issues
The DollarBack triggers don't appear in Flow: enable the integration on DollarBack admin → Integrations, then reopen the Flow editor.
A workflow fired but no credit moved: check the run history for the action's error; Currency must be a valid code for the customer.
The expiry trigger never fires: you need at least one threshold in the Expiry Notification Schedule and credit that actually expires (Credit expiry and reminders).
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