Workflow Trigger ExtensionsWorkflow Trigger Extensions

Tag orders when a pending payment is received

When an order's financial status goes from pending to paid - a bank transfer or an invoice settled days after the order - add the tag payment-received. The trigger carries the status before and after, so only this transition matches.

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 orders when a pending payment is received
The complete workflow as it looks in Shopify Flow.

What it needs

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

Install the Workflow Trigger Extensions app and grant 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. Order Financial Status Changed carries the status before and after.
  2. The Condition matches only oldFinancialStatus Equal to pending and newFinancialStatus Equal to paid.
  3. Add order tags puts payment-received on the order.

Make it yours

  • Release a fulfillment hold in the same branch, for orders that wait for a bank transfer.
  • Add a branch for refunded or partially_refunded to tell accounting.

Next steps