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Shopify Flow ​

Use Shopify Flow with UpForm to run automations when a customer submits a form. UpForm sends a New UpForm Submission trigger, and Flow can update customer profiles, tags, metafields, or connect to other apps.

Before you begin ​

  • Install the free Shopify Flow app on your store.
  • In UpForm, enable Save submission data for the form. Workflow sync will not run if submissions are not saved. See General.
  • Shopify Flow uses your form field Name values (for example, email-1 and date-1) in workflow conditions and Liquid. Set those names carefully before you build flows.
  • Shopify Admin, Flow, and email app menus can change. If a label does not match exactly, use search in Shopify or your email app’s help.

Enable Shopify Flow in UpForm ​

  1. Open the UpForm app in Shopify admin.
  2. Go to Settings → Workflow automation.
  3. Find Shopify Flow and turn it Active.

Enable Shopify Flow in Workflow automation

How UpForm works with Shopify Flow ​

When a customer submits a form, UpForm sends a New UpForm Submission trigger to Shopify Flow, including the submitted field values.

Flow reads those values by field Name (for example, email-1, date-1). Common next steps include:

  • Customer tags — group customers by interest or list
  • Customer metafields — store structured values such as a birth date

Workflows usually run in one of two ways:

  • Event-based — runs when the form is submitted (for example, tag a customer right away)
  • Time-based (scheduled) — runs on a schedule (for example, check daily for customers whose birthday is today)

Example recipes ​

After Shopify Flow is active, use these step-by-step guides:

  • Birthday email and coupon — collect a birth date, sync it to a customer metafield, create a birthday discount, and schedule a daily email check
  • Weekly newsletter — tag newsletter subscribers from a signup form and schedule a weekly email