A Shopify Plus B2B user needs to implement an approval workflow where external customers (not staff) can approve colleagues’ orders before processing. The desired workflow includes:
Required Steps:
Place orders on hold automatically
Send approval emails to designated external approvers with order summary and approve/decline buttons
Tag orders based on approval decision
Release hold or cancel order accordingly
Current Status:
Most steps completed using Shopify Flow
Stuck on email sending and order tagging functionality
Has a solution in progress but remains open to recommendations
Suggested Solutions:
Approovly app - dedicated order approval application
Zapier or Make.com - to handle email automation and order tagging (confirmed as feasible by someone with similar experience)
B2B specialist offered consultation
Open Questions:
How to identify which email address receives approval requests
Whether approval emails vary by order type
The discussion remains ongoing with the original poster evaluating multiple approaches.
Summarized with AI on October 26.
AI used: claude-sonnet-4-5-20250929.
Currently using Shopify Plus B2B and have a use case where a customer would like to approve the orders of their colleagues before they are processed. Therefore I am looking to create a flow that looks like the below.
Order Created
Order Placed On Hold
Email Sent to external customer (not a staff member or the order contact) for approval. This email should include a summary of the order, who ordered it and approve and decline buttons.
Order is tagged as Approved or Declined based on customers selection
Order hold is released or order is cancelled based on tag
I have managed to work through all other steps using shopify flow except for the email and order tagging. Hoping someone might have created something similar in the past and can share their set up. Alternatively I am looking for a shopify partner that can assist with the creation of this. Recommendations are welcome.
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