Example use cases for “Shopify” trigger nodes

Learn how to automate customer journeys using Shopify and WhatsApp Business API

Written By Ray Tang (Administrator)

Updated at November 12th, 2025

This article introduces six practical use cases to help you maximize your Shopify and WhatsApp Business API integration through Advanced Flow Builder (AFB). Each use case includes a description, example workflow, and setup guidance so you can configure them easily in your SleekFlow workspace.
 

Before setting up your “Shopify” trigger nodes, ensure that you have already integrated your Shopify connection with SleekFlow. You can follow the steps in this Help Center article to complete the connection.

 

Learn about the different Shopify triggers available on SleekFlow in this Help Center: Configuring “Shopify” trigger nodes

 

 

 

Abandoned cart recovery

Automatically send WhatsApp reminders to customers who left items in their cart, encouraging them to complete the purchase.

Common use cases include:

  • Remind customers about saved items in their cart
  • Offer discount codes or incentives to boost recovery rates
  • Notify internal sales teams when high-value carts are abandoned

     
  1. Select the Abandoned cart created trigger node and open up its node form, which will appear on the right side of the screen

  1. The node form contains the following fields for you to set up the trigger:
    1. Setup tab
      1. Store: Select the connected Shopify store you want to use with this trigger. If you haven’t connected your store yet, you can refer to the steps in this Help Center article

         
    2. Filter tab (Optional)
      1. Enrollment conditions: When toggled on, you can set specific conditions that the abandoned cart must meet in order to be enrolled into the flow. For example:
        1. checkout/created_at within the last 24 hours
        2. Contacts has a specific Shopify tag

           
  2. Click on the next node and select Identify and update contact action node. This allows you to identify one or more existing contacts and update their properties. A new contact will be created if no existing contacts are found. Refer to this Help Center on how to configure identify and update contact action node.
  3. Click on the next node and select Create custom object record action node. This allows you to create the relevant order record on SleekFlow. Refer to this Help Center on how to configure create custom object. records action node.
  4. Click Publish to activate and run the flow.

 

Set up workflow 2: Send follow-up reminder

  1. Select the Custom object record updated trigger node and open up its node form, which will appear on the right side of the screen.
     
  2. The node form contains the following fields for you to set up the trigger:
    1. Setup tab
      1. Custom object: Select the custom object that you have created in the previous step 
         
    2. Filter tab 
      1. Enrollment conditions: When toggled on, you can set specific conditions that the abandoned cart must meet in order to be enrolled into the flow. For example: Abandoned carts that are created within the past 24 hours
  3. Click on the next node and select Send message action node. This allows you to send a text message to the customer via your selected channel. Refer to this Help Center on how to configure send message action node. 

Message content example 

For example: “Hi {{contact_name}}, you still have items waiting in your cart. Complete your purchase here: {{checkout_link}} ”

 

 

  1. Click Publish to activate and run the flow.

Customer feedback requests

You can request reviews or feedback via WhatsApp once an order has been successfully delivered.

Common use cases include:

  • Send an automated feedback message when an order’s status is marked as Completed
  • Encourage customers to rate their experience or share testimonials
  • Collect customer satisfaction data for analysis

 

  1. Select the Shopify order updated trigger node and open up its node form, which will appear on the right side of the screen
  2. The node form contains the following fields for you to set up the trigger:
    1. Setup tab
      1. Store: Select the connected Shopify store you want to use with this trigger. If you haven’t connected your store yet, you can refer to the steps in this Help Center article
         
    2. Filter tab
      1. Enrollment conditions: When toggled on, you can set specific conditions that the updated Shopify order must meet in order to be enrolled into the flow. For example:
        1. Payment status = Returned

 

  1. Click on the next node and select Identify and update contact action node. This allows you to identify one or more existing contacts and update their properties. A new contact will be created if no existing contacts are found. Refer to this Help Center on how to configure identify and update contact action node.


 

  1. Click on the next node and select Update custom object record action node. This allows you to update the relevant order record on SleekFlow. Refer to this Help Center on how to configure update custom object records action node. 

  1. Click Publish to activate and run the flow.

Set up workflow 2: Send feedback request message

  1. Select the Custom object record updated trigger node and open up its node form, which will appear on the right side of the screen.
     
  2. The node form contains the following fields for you to set up the trigger:
    1. Setup tab
      1. Custom object: Select the custom object that you have created in the previous step 
         
    2. Filter tab 
      1. Enrollment conditions: When toggled on, you can set specific conditions that the customers must meet in order to be enrolled into the flow. 

 

3. Click on the next node and select Send message action node. This allows you to send a text message to the customer via your selected channel. Refer to this Help Center on how to configure send message action node. 

Message content example

For example: “Hi {{contact_name}}, we’d love to hear about your experience with your recent order. Please share your feedback here: https://abclink.com”

Variables can be inserted for personalization. You can also add a quick reply button to capture responses based on the button the customer clicks.

 

 

4. Click Publish to activate and run the flow.

 

Loyalty program invitations

You can invite new or existing customers to join your loyalty program or subscribe to newsletters through WhatsApp.

Common use cases include:

  • Send loyalty program invitations after a customer profile is created
  • Offer welcome bonuses or early access benefits
  • Encourage newsletter opt-ins for future promotions

     

Set up workflow 1: Capture customer profile + update contact

  1. Select the Shopify customer created trigger node and open up its node form, which will appear on the right side of the screen

  1. The node form contains the following fields for you to set up the trigger:
    1. Setup tab
      1. Store: Select the connected Shopify store you want to use with this trigger. If you haven’t connected your store yet, you can refer to the steps in this Help Center article

         
    2. Filter tab
      1. Enrollment conditions: When toggled on, you can set specific conditions that the updated Shopify order must meet in order to be enrolled into the flow. For example:
        1. If customer spent over $499

3. Click on the next node and select Identify and update contact action node. This allows you to identify one or more existing contacts and update their properties. A new contact will be created if no existing contacts are found. For example here you can change their label into “VIP”. Refer to this Help Center on how to configure identify and update contact action node.


4. Click Publish to activate and run the flow.

 

Set up workflow 2: Send loyalty invitation

  1. Select the Label added trigger node and open up its node form, which will appear on the right side of the screen.
     
  2. The node form contains the following fields for you to configure your action:
    1. Filter tab
      1. Enrollment conditions: When toggled on, you can set specific conditions that the contact must meet in order to be enrolled into the flow. For example: If label added contains “VIP”

3. Click on the next node and select Send message action node. This allows you to send a text message to the customer via your selected channel. Refer to this Help Center on how to configure send message action node.

Message content example

For example: “Hi {{contact_name}}, you’ve unlocked access to our exclusive loyalty program 🎉 Earn points and enjoy member-only perks. Join here: https://abclink.com.”

 

4. Click Publish to activate and run the flow

 

Post-purchase upsell 

You can deliver personalized WhatsApp messages with complementary product suggestions after a purchase is made.

Common use cases include:

  • Send product recommendations 24–48 hours after an order is completed.
  • Offer special discounts for repeat purchases.
  1. Select the Shopify order created trigger node and open up its node form, which will appear on the right side of the screen 
  2. The node form contains the following fields for you to set up the trigger:
    1. Setup tab
      1. Store: Select the connected Shopify store you want to use with this trigger. If you haven’t connected your store yet, you can refer to the steps in this Help Center article.
  3. Filter tab
    1. Enrollment conditions: When toggled on, you can set specific conditions that the new Shopify order must meet in order to be enrolled into the flow. For example
      1. If total price is greater than $499


 

  1. Click on the next node and select Identify and update contact action node. This allows you to identify one or more existing contacts and update their properties. A new contact will be created if no existing contacts are found. Refer to this Help Center on how to configure identify and update contact action node.
  2. Click on the next node and select Create custom object record action node. This allows you to create the relevant order record on SleekFlow. Refer to this Help Center on how to configure create custom object records action node.
     
  3. Click Publish to activate and run the flow

 

Set up workflow 2: Send upsell recommendation

  1. Select the Custom object record created trigger node and open up its node form, which will appear on the right side of the screen. 

  1. The node form contains the following fields for you to set up the trigger:
    1. Filter tab
      1. Enrollment conditions: When toggled on, you can set specific conditions that the order must meet in order to be enrolled into the flow. For example: If line items contains certain product, you can then use send message action note to send product recommendation to customers via messaging.

  1. Click on the next node and select Send message action node. This allows you to send a text message to the customer via your selected channel. Refer to this Help Center on how to configure send message action node.

Message content example

For example: “Hi {{contact_name}}, based on your recent purchase {{order_items}}, we thought you might also love these. Explore recommendations here: https://abclink.com.”

 
  1. Click Publish to activate and run the flow.

 

Order updates notifications

Keep customers informed when their order shipment is delayed and share the new estimated delivery date using the 

Common use cases include:

  • Send WhatsApp alerts when an order’s fulfillment status changes to On hold
  • Reassure customers with updated ETAs.
  • Reduce customer support inquiries and maintain satisfaction.

     

Set up workflow 1: Capture shipping updates

  1. Select the Shopify order updated trigger node and open up its node form, which will appear on the right side of the screen
  2. The node form contains the following fields for you to set up the trigger:
    1. Setup tab
      1. Store: Select the connected Shopify store you want to use with this trigger. If you haven’t connected your store yet, you can refer to the steps in this Help Center article
         
  3. Filter tab
    1. Enrollment conditions: When toggled on, you can set specific conditions that the updated Shopify order must meet in order to be enrolled into the flow. For example:
      1. Order status changes from Processing to Delayed 
         

3. Click on the next node and select Identify and update contact action node. This allows you to identify one or more existing contacts and update their properties. A new contact will be created if no existing contacts are found. Refer to this Help Center on how to configure identify and update contact action node.

4. Click on the next node and select Update custom object record action node. This allows you to update the relevant order record on SleekFlow. Refer to this Help Center on how to configure update custom object records action node. 

Why do we use “Update custom object record” action node

When the order status changes in Shopify (e.g., from Scheduled → On hold), the Shopify trigger tells SleekFlow that an order update occurred, but SleekFlow still needs a place to store the order details in order to reference them later.

The custom object record acts like the “order profile” inside SleekFlow. So when you use update custom object record, you are:

  • Updating the existing order record (if it already exists), or
  • Filling in latest values retrieved from Shopify (such as shipment status, tracking code, delivery estimate)

This ensures the most recent shipping information is stored, and can be used in workflow 2.

 

5. Click Publish to activate and run the flow

 

Set up workflow 2: Send notifications to customers 

  1. Select the Custom object record updated trigger node and open up its node form, which will appear on the right side of the screen.
     
  2. The node form contains the following fields for you to configure your action:
    1. Filter tab
      1. Enrollment conditions: When toggled on, you can set specific conditions that the contact must meet in order to be enrolled into the flow. For example: If fulfillment status = On hold

3. Click on the next node and select Send message action node. This allows you to send a text message to the customer via your selected channel. Refer to this Help Center on how to configure send message action node.

 

Message content example

For example: “Hi {{contact_name}}, we wanted to let you know that order {{order_number}} is experiencing a delay. The new estimated delivery date is {{estimated_delivery_date}}.

You can track the latest status here: {{tracking_url}}.”

 

4. Click Publish to activate and run the flow