Goal: Automatically send an account invitation when a customer’s profile is updated and the tag “XY” is added.
Current capability: Native Shopify Flow and Marketing Automation cannot send transactional emails like account invites. Flow also does not have the specific trigger needed for “tag changed to XY.”
Workarounds:
Use a third‑party (3P) app that supports a customer‑tag trigger and can send a custom email/invite.
Within Flow, use the “Get customer data” action to query customers with tag “XY,” then proceed with further steps based on that list.
Decisions/outcomes: No built‑in solution confirmed; only guidance provided.
Status: Unresolved with native tools. Achievable via third‑party app or by leveraging data retrieval in Flow with additional steps.
Transactional emails to customers like this are currently not possible with the built-in Flow actions or with Marketing Automation. You could potentially use a 3p app that has the trigger and action to send a custom email like that. Also, while Flow doesn’t have that trigger just yet, it does have an action to “Get customer data” where you can query by the tag XY and then do something with the list of customers.