Shopify Flow Integration

Automate GST invoice sending using Shopify Flow. Once configured, invoices (or other documents) are automatically sent based on store events like order creation, payment, or fulfillment.

Requirement: Shopify Business plan or higher

Overview

Shopify Flow allows you to create automated workflows using:

• Triggers → When something happens (e.g., order paid)

• Conditions → Optional filters (e.g., only for orders above ₹1000)

• Actions → What should happen (e.g., send invoice via GST Pro)

Setup Instructions

1. Install Shopify Flow

• Go to the Shopify App Store

• Install Shopify Flow

• Open the app from your Shopify admin

2. Create a Workflow

• Click Create workflow

  

• You will see the workflow builder interface

3. Select a Trigger

Choose when the workflow should run.

Common triggers:

• Order Created → Send invoice immediately

• Order Paid → Send invoice after payment

• Order Fulfilled → Send packing slip

• Draft Order Created → Send estimate

4. (Optional) Add Conditions

Conditions allow you to control when the workflow runs.

Click + Add condition and configure rules such as:

• Order total greater than a specific value

• Customer tag (e.g., VIP)

• Shipping country

• Product type or vendor

5. Add GST Pro Action

• Click + Add action

• Search for GST Pro

• Select Send document

6. Configure GST Pro Action

Fill in the required details:

Document Type

Input one of the following depending on what type of document you are sending:

• invoice

• estimate

• credit-note

• packing-slip

Email Settings

• Send To Email — Enter the email address where the document should be sent. You can also send to multiple recipients by separating each email address with a comma. Example: [email protected], [email protected]

  To automatically send to the customer's email on the order, use {{order.email}}

  {{order.email}}

  

• Email Subject (can be any title of your choice and can include variables)
  Example:

  Your Invoice for Order {{order.name}}

  

• Email Body
  Add your custom message

• Enable Email body contains HTML if using formatted content — for example, bold text, headings, colored text, or clickable links. If you're just typing a simple message like "Please find your invoice attached", leave this unchecked.

  

Attachments

• Enable Include PDF attachment — Check this to attach the document as a PDF file to the email. This way, your customer receives the invoice directly in their inbox and can download or print it without having to visit a separate link.

  

• PDF attachment filename (Optional):

  Invoice-{{order.name}}

CC / BCC (Optional)

• Add any additional email addresses that should also receive the document. A common use case is BCC-ing your own accounts/internal team or CA email so they automatically receive a copy of every invoice.

Draft Order Requirement

• If using a draft order trigger, set Draft order ID as:

{{draftOrder.id}}

This is important if you are sending a draft order invoice.

7. Enable Workflow

• Click Turn on workflow

Your automation is now live!

Recommended Workflows

Send Invoice After Payment

• Trigger: Order Paid

• Action: Send Invoice

Send Packing Slip on Fulfillment

• Trigger: Order Fulfilled

• Action: Send Packing Slip

Send Invoice for Specific Customers

• Condition: Customer tag (e.g., VIP)

• Action: Send Invoice

Common Issues

• Incorrect email variable
  → Use {{order.email}}

• PDF not attached
  → Ensure Include PDF attachment is enabled

• Workflow not running
  → Check if workflow is turned on

• Draft orders failing
  → Ensure {{draftOrder.id}} is set

Tips

• Start with a simple workflow (Order Paid → Send Invoice)

• Test with a sample order before going live

• Add conditions only if needed