> For the complete documentation index, see [llms.txt](https://help.dollarlabs.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.dollarlabs.io/dollarlabs-b2b-custom-pricing/wholesale-forms/shopify-flow.md).

# Connect Shopify Flow

Use Shopify Flow to follow up on wholesale applications and approvals.

**Use Flow for follow-up actions when a buyer submits an application or you review it.** For example, notify your team when an application arrives.

To create customers and add pricing tags on approval, use the form's [built-in automations](/dollarlabs-b2b-custom-pricing/wholesale-forms/approvals-and-automations.md#automatic-customer-creation--tagging). You do not need Flow for that setup.

## Create a workflow

1. Open **Shopify Flow** and create a workflow.
2. Choose a Dollarlabs B2B trigger from the table below.
3. Add a condition to select the form or submissions the workflow should handle. **Form Submitted** includes a **Form ID** you can match to your form.
4. Add the follow-up action, such as notifying your team.
5. Save and turn on the workflow.

{% hint style="warning" %}
Only **Form Submitted** carries a **Form ID**. **Form Approved** and **Form Rejected** carry the customer, email, reason, status and time — no form ID or form name — so a workflow on them runs for decisions on every form.
{% endhint %}

| Trigger            | Runs when                      | Example use                                      |
| ------------------ | ------------------------------ | ------------------------------------------------ |
| **Form Submitted** | A buyer submits an application | Notify the team that reviews applications        |
| **Form Approved**  | You approve an application     | Notify your sales team about a new trade account |
| **Form Rejected**  | You reject an application      | Start a follow-up process                        |

Use the fields available under the selected trigger when setting conditions and actions. Custom form answers are not necessarily separate Flow fields. See [trigger fields](/dollarlabs-b2b-custom-pricing/wholesale-forms/approvals-and-automations.md#doing-more-with-shopify-flow).

## Test the workflow

Submit a test application. If your workflow uses **Form Approved** or **Form Rejected**, make that decision in the app. Then check the workflow's run history and confirm the action completed.

{% hint style="info" %}
If **Skip Shopify Flow for this decision** is ticked when you approve or reject, Form Approved and Form Rejected do not fire for that decision, so your workflow shows no run. The tags from the app's own automation are still added.
{% endhint %}

For an approved buyer, also check the customer tag in Shopify and sign in to confirm the expected price.

**A submission is not an approval.** Keep trade pricing tags on the approval step if you review applications before granting access.

## Related guides

* [Build your form](/dollarlabs-b2b-custom-pricing/wholesale-forms/build-your-form.md)
* [Approvals and customer tagging](/dollarlabs-b2b-custom-pricing/wholesale-forms/approvals-and-automations.md)
* [Shopify: create a workflow](https://help.shopify.com/en/manual/shopify-flow/create/create-workflow)