Workflow Trigger ExtensionsWorkflow Trigger Extensions

Tag draft orders when the invoice is sent

When a draft order's status changes to invoice_sent, add the tag invoice-sent to it. A starting point for payment reminders and for keeping a quote pipeline tidy.

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 draft orders when the invoice is sent
The complete workflow as it looks in Shopify Flow.

What it needs

  • The app's permission Draft Order Data Access. See Permissions and data access.
  • Nothing else: turning the workflow on switches the trigger Draft Order Status Changed on in the app.

Install the Workflow Trigger Extensions app and grant Draft Order 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. Draft Order Status Changed carries oldStatus and newStatus.
  2. The Condition checks newStatus Equal to invoice_sent.
  3. Add draft order tags puts invoice-sent on the draft order (draftOrder.id).

Make it yours

  • Add a Wait of three days and a reminder to the sales rep.
  • Add a second branch for completed to tell the account manager that a quote became an order.

Next steps