Need help with this flow

Shopify Flow
1

we would like to trigger the following:

A customer orders online and wants to pay with a check

We would like to send an automatic customer notification that the check was received and the order payment is complete

to summarize the trigger:

  1. Order with a payment pending

  2. order was online store channel, NOT POS channel

  3. staff clicks on the order and “collect payment” button, mark as paid, payment method = check

when all of those three things happen, the action =

customer notification “**Pending payment success” is sent using the flow app

thanks for help.

2

You would probably use Order Paid as the trigger. And then check order / app / name . I’m not sure if you will see a payment as pending, since it’s no longer pending. I think that info would be under order transactions, so you could check if any of the transactions had a pending status, but I’m not sure if it will preserve that info or not. If not, you could had a separate workflow that runs per transaction and tags the order (and then check that tag in your first workflow).

Sending the email depends on what email tools you have. Flow does not have a native email tool to send emails to customers (as it would be a huge spam problem). So you’ll need to use your own email provider, or an app to do it.

3

There is a “Settings”=> “Notifications”=> “Payments”=> “Pending payment success”
Isn’t it what you’re after?

Given that Flow e-mailing is restricted, probably rather worth editing the notification template if needed?

4

Hi @HAWC

You can definitely build this precise automation using Shopify Flow. The correct approach is to start with the “Payment status updated” trigger, which fires whenever an order’s payment status changes.

From there, you’ll add a condition that checks if three criteria are all met at once: the order’s channel name must be ‘Online Store’, its new displayFinancialStatus must be ‘PAID’, and, most importantly, the gateway for the last transaction must be exactly ‘check’ (note that Shopify uses the lowercase version).

If all those conditions pass, the final action is to “Send email,” where you can compose your custom “Pending payment success” message and send it directly to the customer’s address using the {{ order.email }} variable.

This setup will create a targeted notification that only triggers for this specific manual payment scenario, and you just need to remember to turn the workflow on once it’s built.

Hope this helps!

5

Hi @HAWC

Thanks for providing the details. Yes, this workflow can be set up using Shopify Flow. Based on your requirements, here’s how the trigger and action can be configured:

Trigger & Conditions

  1. Trigger: Order is paid (or updated) – use the trigger when the order payment status changes.

  2. Conditions:

    • Payment status = Pending

    • Order channel = Online Store (exclude POS)

    • Payment method = Check

    • Staff marks the order as paid using the “Collect Payment” button

Action

  • Send a customer notification (email/SMS) via Flow, e.g., “Pending payment success,” confirming that the check has been received and the order is paid.

This setup ensures the notification only goes out when all three conditions are met, keeping your communication accurate.

Thanks