Flow Automation: Triggering Workflows When a B2B Company Is Created

You can use the Company created trigger in Flow Automation to automatically start a workflow whenever a new B2B company is created in your SHOPLINE Admin. In B2B, each company represents a wholesale customer purchasing products from your store. You can use this trigger to notify your sales team to complete the onboarding process for new wholesale customers and track the number of newly created B2B companies over time.

This guide explains the actions supported by this trigger, how to test the workflow from start to finish, and how to use it to streamline new customer onboarding.

Supported Actions

The following actions are primarily used in workflows initiated by the Company created trigger:

• [General] Send email
• [General] Update counter
• [General] Add delay

Testing the Workflow

To test whether the workflow is successfully triggered when a company is created, follow these steps:

1. In Flow Automation, set up a workflow using the Company created trigger, then click Publish to activate it.

2. From your SHOPLINE Admin, go to Customers > Companies, and click Add company.

   

3. Enter the company details, such as Company name, Main contact, and Shipping address, then click Create.

   Note: For detailed instructions on creating and managing companies, refer to the "Creating and Managing B2B Company Profiles" guide.

4. After saving the company, go to Flow Automation to check the execution results.

   Note: For more information on how to monitor the execution of your workflows, refer to the "How to View the Running of a Flow" section in the "Introduction to Flow Automation" guide.

Example Use Case

Here is a practical example of using the Company created trigger to speed up onboarding for new wholesale customers.

Scenario: When a new B2B company is created, automatically notify the sales team to configure its product catalog and payment terms and send a B2B storefront invitation email to the company contact. Meanwhile, update a counter to track the total number of new B2B companies.

• Trigger: Company created
• Action 1: Send email
  • Subject: New B2B Customer Requires Follow-up: [Company Name]
  • Content: A new company, [Company Name], has been created. Please check whether the product catalog, payment terms, and shipping address have been configured for this company, and send the B2B store access email to the contact.
  • Recipient: Enter the email addresses of the responsible sales team members (for example, your_email@example.com).
• Action 2: Update counter (increase the "New B2B Companies" counter by 1)
• Outcome: When a new B2B company is created, the system automatically sends a follow-up reminder to the sales team and updates the counter. This helps the sales team complete customer onboarding promptly and prevents incomplete company settings from affecting customers' ability to place orders.