Get Instant Alerts When New Draft Orders Are Created

Missing new draft orders can lead to significant lost revenue, especially for custom quotes or large B2B orders that require immediate attention. Without a clear notification system, these crucial orders often sit unnoticed, delaying fulfillment, frustrating high-value customers, and costing your business valuable sales opportunities.

This Flow ensures your team is instantly informed. When a new draft order is created, the 'Draft order created' trigger activates, immediately adding a 'Customer service notified' tag for tracking. It then updates the draft order with an internal note and sends a targeted email to your internal team, complete with company details, so no lead or custom request slips through the cracks.

• You frequently create custom quotes or manual orders for VIP clients.
• Your sales team relies on draft orders for B2B or complex product configurations.
• You need immediate internal alerts to prevent high-value draft orders from being overlooked.

1. 1

   Start a new workflow and select 'Draft order created' as the trigger.

2. 2

   Add the 'Add draft order tags' action, setting the tag to 'Customer service notified'.

3. 3

   Add the 'Update draft order note' action and input your desired internal message for the draft order.

4. 4

   Configure the 'Send internal email' action, directing it to your team's inbox (e.g., sales@yourstore.com) with a subject like 'New draft order from {{draftOrder.billingAddress.company}}'.

Can I notify different teams based on order value?

Yes, by adding a 'Condition' block checking the 'Draft order total' before the email action, you can route notifications to specific teams based on the order's total amount.

How can I ensure this only triggers for specific types of draft orders?

Insert a 'Condition' block after the trigger. You can filter by criteria like 'Draft order tag contains "custom quote"' or 'Customer email domain' if you only want specific types to notify.

What if I want to send a Slack notification instead of email?

Shopify Flow integrates directly with Slack. Simply replace the 'Send internal email' action with the 'Send Slack message' action, choosing your desired channel and customizing the message.

Can I include more details from the draft order in the email?

Absolutely. You can use dynamic variables like `{{draftOrder.customer.email}}`, `{{draftOrder.totalPrice}}`, or a direct link to the draft order `{{draftOrder.adminUrl}}` within the email body to provide richer context.

• Shopify Flow

  Native Shopify automation builder.

• Slack

  Fast internal alerts for ops and support teams.

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