2.0 Beta

Smootify 2.0 is in public beta. Your 1.x store keeps working. Move when you want.

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B2B

Trade registration

A trade application sent from your site tags the customer as pending and reaches your sales team on Slack; when you approve them with a tag, Shopify Flow tells them their trade account is active.

Download the workflowsWhat you need

How it runs.

A Webflow form writes a metaobject; Shopify Flow takes it from there.

Workflow 1When the application arrives

  1. TriggerMetaobject entry created
  2. Action 1

    Tag the customer pro-pending

  3. Action 2

    Send the application to the sales channel on Slack, with the company, the VAT number, the website, links to the documents and the customer in the admin (“Send Slack message”, Slack app)

Workflow 2When you approve it

  1. TriggerCustomer tags added

    When you add the tag pro.

  2. ConditionCheck if
    • The tags added include pro

    Otherwise the workflow stops here.

  3. Action 1

    Remove pro-pending

  4. Action 2

    Email the customer that their trade account is active, with a button to their account (the file sends it with a “Send HTTP request” to Resend)

What you need, and how to install it.

What you need
  • Shopify Flow, free in Shopify
  • Plan: Server
  • Add-on: Metaobject creator
  • Element: metaobject-creator with data-type="pro_application" and customer-field="customer", for logged-in customers, with a file-input for the documents
  • Element: customer-tagged="pro" / customer-not-tagged="pro" for what the site shows to trade customers, and customer-tagged="pro-pending" for “your application is being reviewed”
  • Metaobject definition pro_application, private
  • The Slack app in Shopify, connected to your workspace, for workflow 1

Settings › Custom data › Metaobjects › Trade application

Trade applicationMetaobject definition
Typepro_application
Company namecompany_nameSingle line text
Vat numbervat_numberSingle line text
TradetradeSingle line text
WebsitewebsiteURL
DocumentsdocumentsList of files
NotesnotesMulti-line text
CustomercustomerCustomer referenceset by Smootify with customer-field
Active-draft status not needed
Storefronts access not needed: the site never shows them

Each field's key is the Name of a field in the Webflow form, written exactly the same.

How to install
  1. Install Shopify Flow from the Shopify App Store. It is free in Shopify, but it is a separate app.
  2. In Shopify, create the metaobject definition pro_application with the fields below.
  3. Switch on the Metaobject creator add-on in the Smootify dashboard.
  4. Place the Smootify element in Webflow: metaobject-creator with data-type="pro_application" and customer-field="customer", for logged-in customers, with a file-input for the documents.
  5. Download the .flow file and import it in Shopify Flow.
  6. In workflow 1, pick your sales channel in place of #sales.
  7. In workflow 2, replace RESEND_API_KEY with your Resend API key, set a sender on a domain you verified in Resend instead of noreply@example.com, and point the button to your Webflow site instead of www.example.com.
  8. Test it once with a real submission or order, then turn the flow on.

Where people get stuck.

  1. 01

    Approving is your step: add the tag pro to the customer in the admin. Workflow 2 does the rest.

  2. 02

    A tag hides and shows parts of the site, it does not protect prices: set trade prices in Shopify, with a discount for the tag, a quote or a B2B catalog.

  3. 03

    The application has company data: keep the definition without Storefront access.

Get the .flow file.

In Shopify Flow, choose Import and pick the file. The workflow opens turned off: check that it reads your metaobject definition and its field keys, then turn it on.

Shopify plan. This file sends its email with Flow’s “Send HTTP request”, which runs only on the Grow, Advanced and Plus plans. On Basic, replace that step with the action of an app that sends transactional emails from Shopify Flow, such as Workflow Email: the rest of the workflow stays as it is.

Workflow 1: application received Workflow 2: customer approved

Related.

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Demo store

Not part of a demo store.

More b2b flowsAll 22 flows

Webflow writes.
Shopify reacts.

Forms that write to Shopify are on the Server plan, and Shopify Flow is free in Shopify. One Shopify app, billed on the store’s Shopify invoice.

Start free All flows
  • One app on the Shopify bill, not ten
  • Free to build, pay only when you go live
  • Works on Basic, Grow and Advanced
  • Your 1.x store keeps working
  • Every element stays yours to change
  • Docs indexed in llms.txt