Introduction to Cleverific + Shopify Flow
Cleverific's Shopify Flow integration lets Shopify merchants create powerful, automatic editing workflows using Shopify Flow. Whether you want to create flexible custom rules that add free gifts to your most loyal customers' orders or you need to assign additional SKUs to customers' orders to meet your fulfillment partner's requirements, Cleverific can help.
Shopify Flow integration is now available on all of Cleverific's plans. See details and pricing here.
Create your first automated workflow
The next time you're in Shopify Flow's workflow builder, you should see two actions in the list of Cleverific's actions that your workflow can perform:
- Edit and add items
- Expand bundles
Edit and add items action
This action allows you to add one or more free items to an order automatically after the order has been placed by your customer. You can specify which items you want automatically added using Edit Actions in Cleverific.
Edit Actions are preconfigured sets of items with customized pricing and quantities to be added to an order when triggered by a Shopify Flow workflow.
Once you've created an Edit Action, it must be added to your workflow via the Edit and add items action in Shopify Flow. When the workflow is saved and activated, Cleverific will automatically start processing orders that meet your workflow criteria.
Note: Once your customer places their order, the promo item won't be displayed at checkout or in the order confirmation. This is because Shopify sends out the order confirmation before Flow adds the free item. This doesn't mean that your promo automation didn't run, and you'll still be able to see the free item added to your order in your Shopify Admin.
Expand bundle action
This action allows you to expand your bundles into their individual SKUs automatically. Bundles can be set up in Cleverific by choosing the main bundle item and the components you'd like your bundle to expand to.
Once you've created your bundle, it must be added to your workflow via the Expand bundle action in Shopify Flow. When the workflow is saved and activated, Cleverific will automatically start processing orders that meet your workflow criteria.
Note: When your bundle expands into its individual SKUs, the main bundle item will remain on your order, and the individual SKU prices will be zeroed out.
Limitations
Due to limitations in the Shopify platform, orders created by other third-party apps cannot be edited by Cleverific's Shopify Flow integration. When Cleverific detects orders created by these other apps, they will be tagged and then skipped over.
Note: Subscription-based orders placed with Recharge and other subscription apps available on the Shopify App Store can be edited by Cleverific's Shopify Flow integration, as these orders are now directly created through Shopify Checkout and not a third party.
What's Next: