Works with Shopify Flow · Professional+ (actions: Enterprise)
Automate your quote workflow with Shopify Flow
QuotWay plugs into Shopify Flow two ways: quote events start your Flow workflows, and Flow steps can act back on a quote. Notify a channel on a high-value quote, tag the customer when one is accepted, or update a quote’s status automatically - all in Shopify’s free, no-code automation tool. Triggers are on Professional and up; actions are on Enterprise.
Professional+ · actions Enterprise
Two ways QuotWay works with Flow
Shopify Flow is Shopify’s no-code automation tool - every workflow is a trigger → condition → action chain. QuotWay connects to it from both ends, so the events in your quote pipeline can drive automation, and your automation can drive the pipeline back. Flow itself is free on every paid Shopify plan.
- Triggers (QuotWay → Flow) - a quote event starts your workflow. Professional and up
- Actions (Flow → QuotWay) - a workflow step makes a change in QuotWay. Enterprise
- Starter templates - one-click example workflows in Flow’s template library to copy and customize
Professional+
Triggers - start a workflow on a quote event
Pick a QuotWay event as the first step of any Flow workflow. Each trigger carries the quote’s details, so you can add conditions and pass data into the steps that follow.
| 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 the acceptance type - full or partial) |
| Quote declined | A quote is declined |
| Quote expired | A quote lapses past its expiry date |
| Quote converted | A quote becomes a Shopify draft order |
| Quote approval requested / granted / rejected | An approval is needed, granted, or rejected |
Every trigger carries the quote number, status, total amount, currency code, the customer, and a quote admin link - so a condition like “total amount ≥ 5,000” routes only the deals you mean, and downstream steps (Slack, email, customer tags) get the details they need.
Enterprise
Actions - let Flow act on a quote
Use a QuotWay action as a step in any workflow to make a change back in QuotWay. Actions run through QuotWay’s normal rules, so a workflow can never put a quote into an invalid state. On a plan below Enterprise, a QuotWay action returns a friendly “upgrade required” message in the workflow instead of running.
- Update quote status - move a quote to In review, Declined, or Expired
- Assign quote to staff - assign a quote to a team member by email
- Send quote notification - post a message to the quote thread and email the buyer
Starter templates
Don’t start from a blank canvas. In Flow’s template library, search QuotWay for ready-made workflows you can install in one click, then customize and turn on.
- Slack alert on a high-value quote - when a quote is submitted over a threshold you set
- Tag the customer when a quote is accepted
- Notify an approver when a quote needs approval
- Email your team when a new quote is submitted, and more
Connect a workflow in five steps
Workflows run after the quote event is safely recorded, so automation never slows down quoting - and QuotWay only sends references and summary fields to Flow, never card or secret data.
- 1
Install Shopify Flow
It’s a free first-party app; add it from the Shopify App Store.
- 2
Create a workflow
In Shopify, open Flow → Create workflow.
- 3
Choose a QuotWay trigger
Search QuotWay and pick an event, for example Quote accepted.
- 4
Add a condition (optional)
Branch on a field like Total amount or Currency code to act only on the quotes you mean.
- 5
Add actions and turn it on
Add a Shopify action (Slack, email, customer tags) and/or a QuotWay action, then switch the workflow on.
Keep exploring
Questions, answered
Does QuotWay work with Shopify Flow?
Yes. QuotWay provides Shopify Flow triggers - quote events such as submitted, proposal sent, countered, accepted, declined, expired, converted, and approval requested/granted/rejected - and Shopify Flow actions that update a quote’s status, assign it to staff, or send a message. Triggers are available on Professional and up; actions on Enterprise.
Do I need Shopify Plus to use QuotWay with Flow?
No. Shopify Flow is free on every paid Shopify plan, and QuotWay’s Flow triggers and actions work on any paid Shopify plan - they are not limited to Shopify Plus. The Professional and Enterprise requirements are QuotWay plan tiers, separate from your Shopify plan.
What’s the difference between Flow triggers and actions?
A trigger is a QuotWay quote event that starts a Flow workflow (Professional+). An action is a step a workflow runs back in QuotWay - update status, assign to staff, or send a message (Enterprise). A workflow can use both: a quote event triggers it, and a QuotWay action is one of its steps.
Is this the same as QuotWay’s built-in automation rules?
No. QuotWay’s automation rules are a built-in engine inside the QuotWay admin. The Shopify Flow integration connects quotes to Shopify’s own Flow tool, where you can combine QuotWay with Slack, email, customer tags, and other apps. Use whichever fits - or both.
Does QuotWay offer a public API or outbound webhooks?
Not yet - a public API is coming soon. Today, the supported way to automate across apps is Shopify Flow.
Put your quotes on Shopify Flow
Add QuotWay for free, then connect quote events to Shopify Flow on Professional and let Flow act on quotes on Enterprise - no code, with one-click starter templates to get going.
Free Lite plan · 14-day trial on paid plans · Works with Shopify Plus