Shopify Flow
Termpact adds triggers and actions to Shopify Flow. Flow is part of the Growth and Pro plans.
Triggers
Section titled “Triggers”| Trigger | Starts when | Data you can use |
|---|---|---|
| Trade application submitted | A business submits a trade account application | Application ID, country, number of files, whether staff entered it, admin link |
| Credit limit exceeded | An order takes a company location over its credit limit and is put on hold | Order, company, location ID and name, credit limit, exposure, currency, admin link |
| Invoice overdue | An invoice passes its due date (again at each reminder step) | Order, company, invoice ID and number, amount open, currency, days overdue, location, admin link |
| Invoice due | An invoice reaches its due date | Order, company, invoice ID and number, amount open, currency, due date, disputed, on hold, location ID, admin link |
| Purchase order read | Termpact read a purchase order and it waits for confirmation | Company, document ID, source, PO number, lines, matched lines, confidence, location ID, admin link |
| Credit hold placed | Termpact holds an order or a company location | Company, location ID and name, order ID (order holds), scope, reasons, admin link |
| Credit hold released | A credit hold ends | Company, location ID and name, order ID (order holds), scope, released by, admin link |
Termpact sends an event to Flow only while at least one of your workflows uses that trigger, and only for events after the workflow was turned on. Events never include buyers’ contact details.
Actions
Section titled “Actions”| Action | What it does | Fields |
|---|---|---|
| Place credit hold | Puts a company location on a credit hold | Company location ID, reason, end date (optional) |
| Release credit hold | Ends Termpact’s hold on a location. Holds placed by other apps or by hand in Shopify aren’t touched | Company location ID, reason, lift until (optional, default 7 days) |
| Assign price list | Assigns a price list to a location | Company location ID, price list code |
| Send account statement | Builds and emails the location’s statement now (needs Money owed) | Company location ID |
Use the trigger’s Company location ID variable in the action’s location field. Each action runs once per workflow run, even if Flow retries. Changes show in the activity history as made by Shopify Flow. While billing is inactive, actions are refused.
Templates
Section titled “Templates”- Autopay invoices on due date: Invoice due → if not disputed and not on hold → Shopify’s Charge vaulted payment for B2B order. Needs Shopify Payments and a vaulted card or US bank account on the company location.
- Notify team when a credit limit is exceeded: Credit limit exceeded → Send internal email with the company, limit, exposure and order.