Workflow Trigger ExtensionsWorkflow Trigger Extensions

Tag customers and orders when a customer places their first order

When a customer places their very first order, add the tag first-order to the customer and to the order, so packing can add a welcome note and marketing can start a welcome series.

One trigger, built-in Shopify actions only, no other app needed. Nothing in it is specific to a store, so it works as soon as it is imported.

The workflow in Shopify Flow: Tag customers and orders when a customer places their first order
The complete workflow as it looks in Shopify Flow.

What it needs

  • The app's permission Order Data Access + Customer Data Access. See Permissions and data access.
  • Nothing else: turning the workflow on switches the trigger First-Time Customer Order on in the app.

Install the Workflow Trigger Extensions app and grant Order Data Access and Customer Data Access on its Permissions page. Turning this workflow on switches the trigger on in the app.

Get the workflow

  1. Download the .flow file attached at the bottom of this page.
  2. In your Shopify admin open Flow, click Import and choose the file.
  3. Check the steps, then click Turn on workflow.

The file is an export from Shopify Flow itself. Do not edit it by hand; change the workflow in Flow after importing it.

How it works

  1. First-Time Customer Order fires when an order is placed by a customer who has never ordered before.
  2. Add customer tags puts first-order on the customer.
  3. Add order tags puts first-order on the order.

Make it yours

  • Let packing add a welcome card to orders with this tag.
  • Start a welcome series in your email tool with Send HTTP request.

Next steps