Flow Automation: Triggering Workflows When a Customer Updates Checkout Information

When a customer updates order-related details—such as contact information, shipping address, or cart contents—on the checkout page, the system automatically initiates the Checkout Info Updated trigger in a Flow Automation workflow. This enables you to tag customers, update counters, and identify potential drop-off behavior for follow-up marketing or internal handling.

This article explains the trigger logic, applicable actions, trigger timing, and how to test and apply it in real scenarios.

Background and Trigger Timing

When a customer edits any of the following fields on the checkout page, the system will automatically trigger a Flow Automation workflow:

• Contact information (e.g., name, phone number, email)
• Shipping or billing address
• Cart contents (e.g., adding/removing products, updating quantities)

With this automation, you can track checkout behavior in real time and take actions based on your business rules. For example:

• Tag customers who update their information as [Potential Abandoners]
• Track how many customers update info but don’t complete purchases
• Notify internal teams for manual follow-up or recovery campaigns

Trigger Timing

The workflow is triggered as soon as the customer edits and saves the information on the checkout page, either manually or via auto-save. The order does not need to be created or paid for the trigger to occur.
 

Supported Actions

This trigger can be used with the following actions. Click each action name to view the detailed setup guide:

• [Customer] Add Customer Tag
• [Customer] Update Counter

Testing the Workflow

Follow the steps below to test whether the workflow is working properly. For example, verify if the system tags a customer with [Info Updated] after they edit checkout details:

1. Log in to your online store as a customer and add a product to the cart.
2. Proceed to the checkout page and modify any field (e.g., switch the delivery method from "Shipping" to "Pickup").
   
   
   
   
   
    
3. Wait a few seconds for the system to detect and log the update.
4. Go to the Flow Automation app and check whether the workflow was triggered and executed.
   
   
    
5. Go to the Customers section and open the customer’s details page. Then, check if the customer has been tagged with the [Info Updated] label.
   

Example Use Case

Here’s a real-world example of using the Checkout Info Updated trigger—automatically tagging customers when they update information at checkout to support follow-up tracking.

• Trigger: Customer updates checkout information
• Action: Add customer tag [Info Updated]