New Customer Flagged with Flow

New Customer Flagged with Flow

CiCi08
Visitor
2 0 0

I have a blended store and what to use Flow to send any orders placed by a customer not associated with a company to a draft order. I can't figure out how to ask Flow to see if an email address already exists and is associated with a company.

Replies 2 (2)

tim
Shopify Partner
3911 394 1435

I would approach it like this:

1. Create flows triggered by "Customer joined a segment" and "Customer left segment". Segment is "Customer not added to companies". When triggered, flows should add or remove customer tag or metafield.

2. Then, when order created, you check the tag/metafield and then decide what to with the order. Flow by itself can't convert order to a draft, can only cancel or hold fulfilment, but some apps can be handy here.

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CiCi08
Visitor
2 0 0

I created these flows and the customer joined segment ran twice and both times came up with this error: Ran into exception: Fields: order_id are required but are empty

 

Another customer placed an order and it didn't run at all and they have placed an order before, but are not part of a company. The two it tried to run on were both first time orders.

Am I missing something in the workflow?