---
title: "Shopify Flow integration"
description: "Automate your quote workflow with Shopify Flow — start Flow workflows from QuotWay quote events, and let Flow drive changes back into QuotWay."
url: "https://www.quotway.com/docs/integrations/shopify-flow"
type: "documentation"
category: "integrations"
updated: "2026-06-24"
locale: "en"
source: "QuotWay - B2B Quote & Negotiation App for Shopify"
---

# 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](../billing/plans-trial-and-billing.md).

## 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

1. In Shopify, open **Flow → Create workflow**.
2. **Select trigger →** search **QuotWay** and pick an event (e.g. *Quote accepted*).
3. (Optional) Add a **condition** on a field like *Total amount*.
4. **Add an action** — a Shopify action (Slack, email, customer tags) and/or a
   QuotWay action.
5. **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.

## Related articles

- [Automation rules](../automation/automation-rules.md) — QuotWay's built-in When → If → Then engine.
- [Approval workflows](../approvals/approval-workflows.md) — approval events are Flow triggers.
- [Plans, trial, and billing](../billing/plans-trial-and-billing.md) — triggers are Professional+, actions Enterprise.