Shopify Flow integration

Read time: 6 minutes. Who it's for: Merchants who want to automate around quotes — notify a team, tag customers, or update a quote — without writing code.

⚠️ Triggers (QuotWay events that start a Flow workflow) require the Professional plan or higher. Actions (steps Flow runs back in QuotWay) require Enterprise. These are your QuotWay plan tiers and are independent of your Shopify plan — Flow itself is free on every paid Shopify plan. See Plans, trial, and billing.

What you can do

Shopify Flow is Shopify's no-code automation tool (trigger → condition → action). QuotWay plugs into it two ways:

Triggers — a QuotWay quote event starts your Flow workflow.
Actions — a Flow workflow makes a change in QuotWay.

You also get a set of one-click starter templates in Flow's template library.

Prerequisites

Install the free Shopify Flow app on your store.
Have QuotWay installed (Professional+ for triggers, Enterprise for actions).

Triggers (QuotWay → Flow)

Pick any of these as the first step of a workflow:

Trigger	Fires when
Quote submitted	A buyer submits a new quote request
Quote proposal sent	You send a proposal to the buyer
Quote countered	The buyer counters the proposal
Quote accepted	The buyer accepts (carries Acceptance type: full/partial)
Quote declined	A quote is declined
Quote expired	A quote lapses past its expiry
Quote converted	A quote becomes a (draft) order
Quote approval requested / granted / rejected	An approval is needed / granted / rejected (carries Approval kind)

Every trigger carries useful fields — Quote number, Status, Total amount, Currency code, the Customer, and a Quote admin url deep link — so you can add conditions (e.g. Total amount ≥ 5,000) and pass details into downstream steps.

Actions (Flow → QuotWay)

Use these as steps in any workflow (Enterprise):

Update quote status — move a quote to In review, Declined, or Expired.
Assign quote to staff — assign a quote to a staff member by email.
Send quote notification — post a message to the quote thread and email the buyer.

Actions run through QuotWay's normal rules, so they can't put a quote into an invalid state.

Set up a workflow

In Shopify, open Flow → Create workflow.
Select trigger → search QuotWay and pick an event (e.g. Quote accepted).
(Optional) Add a condition on a field like Total amount.
Add an action — a Shopify action (Slack, email, customer tags) and/or a QuotWay action.
Turn on workflow.

Starter templates

In Flow's template library, search QuotWay for ready-made workflows you can install in one click, such as Slack alert on a high-value quote, Tag the customer when a quote is accepted, and Notify an approver when a quote needs approval. Customize and turn them on.

Good to know

Workflows run after the quote event is safely recorded, so automation never slows down quoting.
QuotWay only sends references (customer/order IDs) and summary fields to Flow — never card or secret data.
If you downgrade below the required plan, triggers stop firing and actions return a friendly "upgrade required" message in the workflow.

Automation rules — QuotWay's built-in When → If → Then engine.
Approval workflows — approval events are Flow triggers.
Plans, trial, and billing — triggers are Professional+, actions Enterprise.