B2B company triggers, step by step

Five triggers for stores on Shopify's B2B features: companies, their locations, their contacts and the tax exemptions of a location.

On this page: Company Update, Company Location Update, Company Location Tax Exemptions Changed, Company Contact Updated, Customer Removed from Company

Company Update

Fires when a company record is updated: name, note, external ID.

Fires from	Shopify webhook
Permission	Company & Company Location Data Access (B2B)
Switched on	Turning on a Flow workflow that uses it switches it on. Its own switch is on the app's Triggers page

Use it for

• Sync companies to an ERP keyed on externalId.

What Company Update sends to your workflow

Variable in Flow	Type	What it holds
company	Object	The company that was updated
company.id	ID
company.name	Text
company.note	Text
company.externalId	Text
company.customerSince	Text
company.createdAt	Text
company.updatedAt	Text
eventId	Text	The id of this event. Search for it in the app's Event History to see exactly what was sent.

Example: Sync a company to the ERP

1. Pick Company Update as the trigger.
2. Add a Condition: company.externalId Not empty and exists.
3. Add Send HTTP request with {{company.externalId}}, {{company.name}} and {{company.note}}.
4. Turn the workflow on.

Company Location Update

Fires when a company location is updated: name, phone, locale, note, external ID.

Fires from	Shopify webhook
Permission	Company & Company Location Data Access (B2B)
Switched on	Turning on a Flow workflow that uses it switches it on. Its own switch is on the app's Triggers page

Use it for

• Keep ship-to records of an ERP current.

What Company Location Update sends to your workflow

Variable in Flow	Type	What it holds
companyLocation	Object	The company location that was updated
companyLocation.id	ID
companyLocation.name	Text
companyLocation.note	Text
companyLocation.externalId	Text
companyLocation.locale	Text
companyLocation.phone	Text
companyLocation.currency	Text
companyLocation.createdAt	Text
companyLocation.updatedAt	Text
eventId	Text	The id of this event. Search for it in the app's Event History to see exactly what was sent.

Example: Sync a ship-to location

1. Pick Company Location Update as the trigger.
2. Add Send HTTP request with {{companyLocation.externalId}}, {{companyLocation.name}} and {{companyLocation.currency}}.
3. Turn the workflow on.

Company Location Tax Exemptions Changed

Fires when the tax exemptions, the tax registration ID or the tax-exempt flag of a company location change. changes.added and changes.removed are lists of exemptions, each with a code and a readable label.

Fires from	Checked on a schedule, because Shopify sends no webhook for it
Permission	Company & Company Location Data Access (B2B)
Switched on	Turning on a Flow workflow that uses it switches it on. Its own switch is on the app's Triggers page

Use it for

• Have finance verify every new exemption before the next order.
• Keep a tax engine in step.

What Company Location Tax Exemptions Changed sends to your workflow

Variable in Flow	Type	What it holds
companyLocation	Object	The company location whose tax exemptions changed
companyLocation.id	ID
companyLocation.name	Text
changes	Object	The added / removed / current tax exemptions (each a code + label), plus the tax registration ID and tax-exempt flag
changes.added	List of objects	Tax exemptions added in this change.
changes.added (each).code	Text	The Shopify tax exemption enum value (e.g. CA_BC_RESELLER_EXEMPTION, EU_REVERSE_CHARGE_EXEMPTION_RULE).
changes.added (each).label	Text	A human-readable label derived from the code (e.g. "CA BC Reseller Exemption").
changes.removed	List of objects	Tax exemptions removed in this change.
changes.removed (each).code	Text	The Shopify tax exemption enum value (e.g. CA_BC_RESELLER_EXEMPTION, EU_REVERSE_CHARGE_EXEMPTION_RULE).
changes.removed (each).label	Text	A human-readable label derived from the code (e.g. "CA BC Reseller Exemption").
changes.current	List of objects	All tax exemptions currently on the company location (after this change).
changes.current (each).code	Text	The Shopify tax exemption enum value (e.g. CA_BC_RESELLER_EXEMPTION, EU_REVERSE_CHARGE_EXEMPTION_RULE).
changes.current (each).label	Text	A human-readable label derived from the code (e.g. "CA BC Reseller Exemption").
changes.taxRegistrationId	Text	The company location's tax registration ID (empty if not set).
changes.taxExempt	True / false	Whether the company location is fully tax exempt.
eventId	Text	The id of this event. Search for it in the app's Event History to see exactly what was sent.

Example: Send new tax exemptions to finance

1. Pick Company Location Tax Exemptions Changed as the trigger.
2. Add a Condition: changes.added Not empty and exists.
3. Add Send internal email with {{companyLocation.name}} and a Liquid for loop over changes.added that prints each exemption's label and code.
4. Turn the workflow on.

Company Contact Updated

Fires when a company contact is updated: job title, locale, main-contact flag.

Fires from	Shopify webhook
Permission	Company & Company Location Data Access (B2B) + Customer Data Access
Switched on	Turning on a Flow workflow that uses it switches it on. Its own switch is on the app's Triggers page

Use it for

• Tell the account manager when the main contact of a company changes.

What Company Contact Updated sends to your workflow

Variable in Flow	Type	What it holds
customer	Customer (Shopify)	The customer whose company contact was updated. A full Shopify customer, so all of its fields and Flow's own customer actions are available.
company	Object	The company the contact belongs to (id, name, external ID, note)
company.id	ID
company.name	Text
company.externalId	Text
company.note	Text
companyContact	Object	The updated contact (id, job title, locale, whether they are the main contact)
companyContact.id	ID
companyContact.title	Text
companyContact.locale	Text
companyContact.isMainContact	True / false
eventId	Text	The id of this event. Search for it in the app's Event History to see exactly what was sent.

Example: Notify on a new main contact

1. Pick Company Contact Updated as the trigger.
2. Add a Condition: companyContact.isMainContact Equal to true.
3. Add Send internal email with {{company.name}} and {{customer.displayName}}.
4. Turn the workflow on.

Customer Removed from Company

Fires when a customer is removed as a contact of a company.

Fires from	Shopify webhook
Permission	Company & Company Location Data Access (B2B) + Customer Data Access
Switched on	Turning on a Flow workflow that uses it switches it on. Its own switch is on the app's Triggers page

Use it for

• Remove B2B tags, price list access or portal logins of someone who left a company.

What Customer Removed from Company sends to your workflow

Variable in Flow	Type	What it holds
customer	Customer (Shopify)	The customer who was removed from the company. A full Shopify customer, so all of its fields and Flow's own customer actions are available.
company	Object	The company the customer was removed from (id, name, external ID, note)
company.id	ID
company.name	Text
company.externalId	Text
company.note	Text
companyContact	Object	The removed contact (id, job title, locale, whether they were the main contact)
companyContact.id	ID
companyContact.title	Text
companyContact.locale	Text
companyContact.isMainContact	True / false
eventId	Text	The id of this event. Search for it in the app's Event History to see exactly what was sent.

Example: Remove the wholesale tag from a removed contact

1. Pick Customer Removed from Company as the trigger.
2. Add Remove customer tags with wholesale.
3. Add Send internal email to the account manager of {{company.name}}.
4. Turn the workflow on.

Next steps

Company access depends on Customer Data Access: without it Shopify returns no companies at all. Grant Customer access first, then Company access. For B2B buyers visiting the storefront see Storefront triggers, step by step.

• Complete trigger reference - every trigger on one page.
• Choosing the right trigger - which one fits your case.
• Custom triggers - when no built-in trigger fits, write your own.
• Event history and troubleshooting - see what fired and what it carried.
• Trigger events on a record's admin page - the latest events of one record, on its own page in the Shopify admin.