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Shopify Flow Integration

Appstle Memberships integrates natively with Shopify Flow, Shopify's built-in automation platform. Use Flow to automate membership operations — send emails, tag customers, update CRMs, trigger Slack alerts, and more — without writing any code.

ℹ️ Why Shopify Flow? Flow actions run within Shopify's authenticated context, so there's no need for API tokens or credentials. This makes Flow the most secure way to automate membership operations.

Getting Started

  1. In the Appstle Memberships admin, go to Settings → Integrations → Shopify Flow and enable it
  2. Open the Shopify Flow editor in your Shopify admin
  3. Create a new workflow — select an Appstle Memberships trigger to start

Triggers

Triggers fire automatically when membership lifecycle events occur. All triggers include a full set of membership and customer properties.

Membership Lifecycle Triggers

TriggerHandleDescription
Membership Createdmembership-createdA new membership contract is created (includes order_id of the originating order)
Membership Updatedmembership-updatedMembership details are modified (e.g., address, custom attributes)
Membership Activatedmembership-activatedA paused or new membership becomes active
Membership Pausedmembership-pausedMembership is put on pause
Membership Cancelledmembership-cancelledMembership is cancelled
Membership Expiredmembership-expiredMembership expires, OR perks are removed for cancelled/paused memberships
Membership Swap Productmembership-swap-productThe product/plan in a membership is changed to a different one
Next Order Date Changednext-order-date-changedThe next renewal date is rescheduled
Billing Interval Changedbilling-interval-changedBilling frequency is updated (e.g., monthly → annual)

Billing Triggers

TriggerHandleDescription
Membership Billing Successmembership-billing-successRenewal payment processed successfully — includes the new order ID
Membership Billing Failuremembership-billing-failureRenewal payment failed — use this to trigger dunning emails or pause logic

Trigger Properties

All triggers include these membership and customer properties:

Membership Properties

PropertyTypeDescription
Membership IDNumberInternal membership contract ID
StatusStringCurrent status: ACTIVE, PAUSED, CANCELLED, EXPIRED, FAILED
Next Billing DateDateTimeISO 8601 next renewal date
Billing IntervalStringBilling frequency unit: DAY, WEEK, MONTH, YEAR
Billing Interval CountNumberNumber of intervals between renewals (e.g., 1 for monthly, 12 for annual)
Membership Selling Plan NameStringName of the membership plan (e.g., "Gold Member — Monthly")
Membership Selling Plan IDNumberShopify selling plan ID
product_idNumberShopify product ID for the membership product
Variant IDNumberShopify product variant ID
Original Order IDNumberOrder ID that created the membership
Original Order NameStringOrder name (e.g., "#1001")

Customer Properties

PropertyTypeDescription
customer_idNumberShopify customer ID
Customer EmailStringCustomer's email address
Customer PhoneStringCustomer's phone number
Customer Display NameStringCustomer's full display name
Customer First NameStringCustomer's first name
Customer Last NameStringCustomer's last name

Billing Event Properties

For Membership Billing Success and Membership Billing Failure triggers, these additional fields are included:

PropertyTypeDescription
Billing Attempt StatusStringSUCCESS or FAILURE
Billing Attempt IDNumberShopify billing attempt ID
Billing DateDateTimeScheduled billing date (ISO 8601)
Billing Attempt TimeDateTimeActual attempt timestamp (ISO 8601)
Billing Attempt CountNumberHow many times billing has been attempted for this cycle

For Membership Billing Success only:

PropertyTypeDescription
order_idNumberThe Shopify order ID created by the successful renewal
Recurring Order IDNumberSame as order_id
Recurring Order NameStringOrder name (e.g., "#1002")

Example Workflows

Send a welcome email when a new membership is created

Trigger: Membership Created Action: Klaviyo / Omnisend / Shopify Email — send "Welcome to the membership" email

  • Use Customer Email as the recipient
  • Use Membership Selling Plan Name to personalize the plan name

Tag customer when they reach Gold tier

Trigger: Membership Updated Condition: Membership Selling Plan Name contains "Gold" Action: Shopify — Add customer tag gold-member

Trigger dunning flow on billing failure

Trigger: Membership Billing Failure Condition: Billing Attempt Count equals 1 (first failure) Action: Klaviyo — Trigger "Update Payment Method" flow

  • Pass Customer Email and Membership ID to the email template

Pause account access on cancellation

Trigger: Membership Cancelled Action: Shopify — Add customer tag membership-cancelled Action 2: Klaviyo — Send "We're sorry to see you go" email with win-back offer

Create a renewal order record in your CRM

Trigger: Membership Billing Success Action: Salesforce / HubSpot (via Flow connector) — Log renewal event

  • Use order_id, Customer Email, and Membership Selling Plan Name

Alert your team on membership expiry

Trigger: Membership Expired Action: Slack — Send message to #membership-churn channel with customer details

Notes

  • Shopify Flow is available on Shopify Basic plan and above
  • Flow integration must be enabled in Appstle Memberships under Settings → Integrations
  • All Flow trigger events are logged in the membership's Activity Log with source SYSTEM_EVENT
  • The Membership Billing Failure trigger fires on every failed attempt — use Billing Attempt Count to distinguish first failures from retries
  • Imported membership contracts do not fire membership-created (only contracts created through the checkout flow do)