Flow Automation: Triggering Workflows When a Product Is Ordered
When a customer places an order that includes a specific product, the Product Is Ordered trigger starts a Flow Automation workflow. This allows you to perform actions such as tagging the product or customer, updating membership levels, or sending email notifications.
| Note: If an order includes multiple products, this trigger will be executed once for each product. |
Supported Actions
The following actions are supported when using this trigger. Click each action name to see its setup details:
- [Product] Publish Product
- [Product] Unpublish Product
- [Product] Archive Product
- [Product] Add Product Tag
- [Order] Update Order Tag
- [Customer] Add Customer Tag
- [Customer] Adjust Membership Level
- [Customer] Extend Membership Duration
- [Customer] Batch Customer Lookup
- [General] Send Email Notification
- [General] Update Counter
Testing the Workflow
To verify that the workflow is triggered correctly, follow the steps below to create a test item:
- Go to your storefront and place a test order. (We recommend adding a note like "Test order" to help you identify it later.)
- In the admin panel, go to Orders and select the test draft order to open its details page. In the payment status section, click Mark as paid to update the status to Paid.
Example Use Case
Here’s a real-world example of using the Product Is Ordered trigger — When a customer places an order containing a specific product, the system adds the product’s information to the order tag. This helps enhance order records and supports post-order analysis:
- Trigger: Product is ordered
- Action: Add product details to order tag
Available Templates
Here are ready-to-use workflow templates that include the Product Is Ordered trigger. You can import and customize them based on your specific business needs:
- Add product tags to customer tags: When a customer places an order, the system checks the product tags and applies them to the customer record.
- Adjust membership level for bundle buyers: The system tracks how many times a customer purchases a specific product. When a set threshold is reached, the customer’s membership level is upgraded and extended.
- Tag hot-selling products after 100 sales: Each product order increases the product’s sales counter. Once it reaches 100, the system adds a "Hot sale" tag and sends a staff notification.
- Add product details to order tag: Captures product info from the order and optionally adds select information as tags on the order.