Goal: Automatically convert/complete draft orders tagged RETAIL into regular orders so they can be sent quickly, without manual intervention.
Key context:
Flow limitations and attempts:
Alternatives proposed:
Status: No native Flow-only solution; viable paths are API/custom app or third‑party apps. Discussion remains open.
Hi,
we are trying to create a flow which, starting with a “Draft order created”, gets converted to an “order created” if a specific tag (RETAIL) is found.
We’ve tried a couple flows without any luck, for example adding an action “Mark order as paid” (although when manually creating a draft order and collecting the payment it can trigger the order creation), or updating the order status…
Any ideas?
Thanks!
TL;DR: trigger order created from draft order created based on tag
This doesn’t make sense.
If you create a draft order, it will remain as a draft order until the customer purchases the products or else you mark the order as paid – at which point, it will convert into a regular order, that shows in the normal “orders” section of the Shopify admin.
If you want your draft orders to show in the regular orders section, that’s not possible.
Only orders that are marked as paid (either by the customer actually purchasing the products, via the link they received from the draft order, or else you - as the store owner/staff - marking the draft order as paid) will show in the regular ‘orders’ section of the Shopify admin.
Hi Stephen,
thanks for your answer.
When you have different streams of orders/drafts being created into your system (online, offline, POS orders) we need a way to differentiate between “normal” drafts (which will stay that way until paid) or “retail drafts” which won’t be paid immediately (within 30 days) but need to be sent ASAP. To automate this and avoid someone releasing the retail draft orders manually, we’d like to trigger this process with a flow based on the RETAIL tag.
That’s the reason it makes sense for us.
If you can think of any other way, I’m all ears.
Thanks
Hey Jums,
The draft orders would normally be created manually, regardless of if they’re for ‘normal’ or ‘retail’ orders. If you’re already creating them manually, then you could simply add tags to them, in order to be able to filter the draft orders (to see a list of just ‘normal’ drafts, or just ‘retail’ drafts).
As far as automating this process goes, you could try hiring a developer to create a custom solution for you. Shopify does have an API for the draft orders (https://shopify.dev/docs/api/admin-rest/2023-10/resources/draftorder).
If you’re interested in hiring a developer to create a custom solution for you, using the API, then you’d want to hire someone from this page:
You’re saying you want to actually fulfill the draft orders that are tagged RETAIL?
Exactly. Draft orders are already being imported/created in the system and are accordingly tagged. We’d just like to automate the process of fulfilling them with Flow.
We could, of course, make use of the API but we thought we might give Flow a try.
Hi Jums, unfortunately we don’t have an action to accomplish what you’re looking for. This isn’t your desired solution, but you could use the “Send Internal Email” action to send yourself a list of draft orders with the “retail” tag on a schedule of your choice.
Gotcha. I’m not sure if you might be interested in a 3rd party app for this - I try to avoid mentioning it in this channel since it’s dedicated to flow, but since Tom mentioned it’s not possible with flow, I thought I’d mention that we do have an action to complete a draft order. I could put together a workflow template if you’re interested.
hi kalen,
pls share with me ,I am also searching for action to complete a draft order with certain tag
This is the action I was looking at:
https://www.getmesa.com/apps/shopify/integrate
Let me know if you’d like me to build this workflow out for you.
Not your exact use case, but we ran into the same thing and decided to create an app that shows draft orders on the account page. You could use a flow to tag these draft orders “visible” (draft orders / create + draft orders / update) if the customer is a RETAIL customer. This way it would show up in their account page and be made available for payment.
