Shopify Flow workflow
Create a ShopTasks task when a Shopify order is high risk
Shopify can flag risk. This workflow turns that flag into assigned review work so the order is not fulfilled on autopilot.
- When
Order created
- If
- Order risk level is high
- Then
Create ShopTasks task: Review high-risk order #{{order.name}}
Check customer, shipping address, and payment. Do not fulfil until this review is complete or the order is cancelled.
- Assign
Operations team
- Outcome
Every high-risk order gets a named reviewer and a task that stays open until the check is done. Fulfilment is no longer racing a badge nobody was assigned to read.
Why this workflow exists
High-risk badges are easy to skip during a busy pick run. Creating the ShopTasks task at order-created time means the review is on the operations board before the order reaches packing.
How to set it up
- Install ShopTasks free from the Shopify App Store, then add this workflow in Shopify Flow.
- Use the ShopTasks 'create task' action. Link the task to the triggering order.
- Assign the staff member or role that is allowed to hold or cancel orders.
- Set a due date that matches your usual fulfilment cut-off, not 'sometime today'.
- If you also tag high-risk orders, you can add the tag as a second condition — but risk level alone is enough to start.
FAQ
Does ShopTasks calculate the risk level?
No. Shopify provides the risk level. Flow reads it. ShopTasks assigns the human review.
What if risk is medium, not high?
Start with high. If medium orders also need a person, add a second Flow or widen the condition — only if your team will actually complete those tasks.