Shopify Flow

B2B Registration Form & Approval fires three Shopify Flow triggers. The app does not send emails itself - use Flow to send notifications, update external systems, or build multi-step approval chains.

---

Setting up a workflow

1. In Shopify admin, go to Flow
2. Click Create workflow
3. Set the trigger to one of the three B2B Registration Form & Approval triggers below
4. Add your actions (Send email, HTTP request, etc.)
5. Turn the workflow on

---

Trigger: B2B Customer Applied

Fires when a customer submits the registration form.

Payload fields:

Field	Type	Description
registrationId	number	Internal registration ID
customer_id	number or null	Shopify numeric customer ID. Null if “Create customer on submit” is off
customerEmail	string	Email from the form
companyName	string	Company name from the form
vatId	string	VAT/Tax ID submitted. Empty string if not provided
countryCode	string	ISO 3166-1 alpha-2 country code. Empty string if not provided

Common uses:

• Notify your team that a new application is waiting for review
• Log the application to a spreadsheet or CRM via an HTTP request

---

Trigger: B2B Customer Approved

Fires when an application is approved, either manually from the dashboard or via auto-approve.

Payload fields:

Field	Type	Description
registrationId	number	Internal registration ID
customer_id	number	Shopify numeric customer ID
customerEmail	string	Customer email
companyName	string	Company name
vatId	string	Validated VAT/Tax ID. Empty string if not provided
companyShopifyId	string	Shopify B2B Company GID if “Create B2B Company” is enabled. Empty string otherwise

Common uses:

• Send a welcome email to the approved customer
• Add the customer to a CRM or mailing list
• Trigger a Slack or Teams notification to your sales team

---

Trigger: B2B Customer Rejected

Fires when an application is denied from the dashboard.

Payload fields:

Field	Type	Description
registrationId	number	Internal registration ID
customer_id	number or null	Shopify numeric customer ID. May be null if the customer was never created
customerEmail	string	Customer email
companyName	string	Company name

Common uses:

• Send a polite denial email to the applicant
• Archive the application in an external system

---

Sending emails with customer data

In a Flow Send email action, you can reference payload fields using double-brace syntax. The field names depend on which trigger you’re using.

Example email body for the approved trigger:

Hi {{customerEmail}},

Your application for {{companyName}} has been approved. You can now log in and access wholesale pricing.

Welcome aboard.

All string fields from the payload are available as template variables.

---

Using Flow Actions

B2B Registration Form & Approval also exposes two Flow actions you can call from other workflows:

• Approve B2B registration - approves a pending application by registrationId
• Deny B2B registration - denies a pending application by registrationId

These are useful if you want to build a multi-step approval chain. For example: trigger on B2B Customer Applied, send an internal email with a link to the admin, then have a manual approval step that calls the action.