Automatically Send an Invoice When a Tag is Updated in a Shopify Draft Order (Flow)

Shopify Plus
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Topic summary

A user needs to automatically send invoices to customers when a “proof_accepted” tag is added to Shopify draft orders—potentially hours after the draft order is created, not immediately upon creation.

Proposed Solutions:

  • Custom app or webhook: One approach involves building a custom application or implementing a webhook to monitor tag changes and trigger invoice sending.

  • Shopify Flow with “Get draft order data”: Use Flow (if available in the user’s plan) to retrieve recently updated draft orders containing the “proof_accepted” tag. Add a secondary tag after sending to prevent duplicate invoices (check this tag as a condition before sending).

Requirements:

  • Shopify Plus or B2B plan
  • Payment Terms feature enabled

The discussion remains open with technical implementation details still being explored.

Summarized with AI on November 7. AI used: claude-sonnet-4-5-20250929.
1

I need to set up a process in Shopify Flow that will send an invoice to the customer when a specific tag (“proof_accepted”) appears in a draft order. It is important that the invoice is sent not immediately after the draft order is created, but when the tag “proof_accepted” is added to the draft order, which can happen some time after the order is created (for example, several hours later).

2

Hello @deny6595 ,

As I know it’s possible either with a custom app or a webhook.
Or Once try Shopify Flow if available with your plan.

Thanks

3

You can use “Get draft order data” to get recently updated draft orders that have “proof_accepted” tag. You might also want to add a tag to the draft orders after sending the invoice as a way to track that you already sent it (and check that in a condition in Flow before sending). You also need to be using B2B / Plus and Payment Terms in order to send invoices.