Automate B2B Access Emails for Approved Company Contacts

Manually sending B2B access emails to newly approved company contacts is a time-consuming administrative burden, especially for businesses with high volumes of B2B applications. Delays in sending access emails can lead to a poor first impression, frustrate new B2B customers, and impact their ability to place orders quickly, potentially costing lost sales and increasing support inquiries.

This Shopify Flow eliminates manual steps by automatically sending the essential B2B access email the moment a company contact is assigned permission. Using a conditional tag (like 'awaiting-b2b-access'), the flow ensures emails are only sent to pre-approved contacts, then removes the tag for clean customer records. This guarantees immediate, consistent onboarding without manual intervention.

• Onboarding new B2B customers who require manual approval to access your wholesale store.
• Ensuring consistent and immediate delivery of B2B login instructions to approved contacts.
• Reducing manual administrative tasks for B2B account managers responsible for customer setup.

1. 1

   Configure your B2B settings and decide on a temporary tag (e.g., `send-b2b-welcome`) for customers awaiting access.

2. 2

   Set the trigger to 'Company contact assigned permission'.

3. 3

   Add a 'Customer has a specific tag' condition and enter your chosen temporary tag.

4. 4

   Add the action 'Send B2B access email to company'.

5. 5

   Add a final action 'Remove customer tags' and specify the temporary tag to clean up.

What is the Shopify B2B access email?

It's the standard email Shopify sends to new B2B customers, containing a secure link for them to set up their account password and access their company's dedicated B2B store.

Can I customize the B2B access email content?

Yes, while the core B2B access email is a system notification, you can fully customize its content and branding within your Shopify admin under Settings > Notifications > B2B access email template.

How do I initially tag customers for this flow?

You can manually add the specific tag (e.g., `send-b2b-welcome`) to a customer's profile in your Shopify admin, or use another Flow or third-party app to add the tag upon a specific event like B2B application approval.

What happens if a customer already has B2B access?

This flow is specifically triggered by 'Company contact assigned permission,' meaning it only fires when a *new* permission is granted. The conditional tag acts as an additional safeguard, ensuring the email is sent only to intended recipients who are awaiting welcome.

• Shopify Flow

  Native Shopify automation builder.

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