# Shopify Flow Integration

Appstle Memberships integrates natively with [Shopify Flow](https://www.shopify.com/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](https://admin.shopify.com/store/YOUR_STORE/apps/flow) 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

| Trigger | Handle | Description |
|  --- | --- | --- |
| **Membership Created** | `membership-created` | A new membership contract is created (includes `order_id` of the originating order) |
| **Membership Updated** | `membership-updated` | Membership details are modified (e.g., address, custom attributes) |
| **Membership Activated** | `membership-activated` | A paused or new membership becomes active |
| **Membership Paused** | `membership-paused` | Membership is put on pause |
| **Membership Cancelled** | `membership-cancelled` | Membership is cancelled |
| **Membership Expired** | `membership-expired` | Membership expires, OR perks are removed for cancelled/paused memberships |
| **Membership Swap Product** | `membership-swap-product` | The product/plan in a membership is changed to a different one |
| **Next Order Date Changed** | `next-order-date-changed` | The next renewal date is rescheduled |
| **Billing Interval Changed** | `billing-interval-changed` | Billing frequency is updated (e.g., monthly → annual) |


### Billing Triggers

| Trigger | Handle | Description |
|  --- | --- | --- |
| **Membership Billing Success** | `membership-billing-success` | Renewal payment processed successfully — includes the new order ID |
| **Membership Billing Failure** | `membership-billing-failure` | Renewal payment failed — use this to trigger dunning emails or pause logic |


## Trigger Properties

All triggers include these membership and customer properties:

### Membership Properties

| Property | Type | Description |
|  --- | --- | --- |
| `Membership ID` | Number | Internal membership contract ID |
| `Status` | String | Current status: `ACTIVE`, `PAUSED`, `CANCELLED`, `EXPIRED`, `FAILED` |
| `Next Billing Date` | DateTime | ISO 8601 next renewal date |
| `Billing Interval` | String | Billing frequency unit: `DAY`, `WEEK`, `MONTH`, `YEAR` |
| `Billing Interval Count` | Number | Number of intervals between renewals (e.g., `1` for monthly, `12` for annual) |
| `Membership Selling Plan Name` | String | Name of the membership plan (e.g., "Gold Member — Monthly") |
| `Membership Selling Plan ID` | Number | Shopify selling plan ID |
| `product_id` | Number | Shopify product ID for the membership product |
| `Variant ID` | Number | Shopify product variant ID |
| `Original Order ID` | Number | Order ID that created the membership |
| `Original Order Name` | String | Order name (e.g., "#1001") |


### Customer Properties

| Property | Type | Description |
|  --- | --- | --- |
| `customer_id` | Number | Shopify customer ID |
| `Customer Email` | String | Customer's email address |
| `Customer Phone` | String | Customer's phone number |
| `Customer Display Name` | String | Customer's full display name |
| `Customer First Name` | String | Customer's first name |
| `Customer Last Name` | String | Customer's last name |


### Billing Event Properties

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

| Property | Type | Description |
|  --- | --- | --- |
| `Billing Attempt Status` | String | `SUCCESS` or `FAILURE` |
| `Billing Attempt ID` | Number | Shopify billing attempt ID |
| `Billing Date` | DateTime | Scheduled billing date (ISO 8601) |
| `Billing Attempt Time` | DateTime | Actual attempt timestamp (ISO 8601) |
| `Billing Attempt Count` | Number | How many times billing has been attempted for this cycle |


For **Membership Billing Success** only:

| Property | Type | Description |
|  --- | --- | --- |
| `order_id` | Number | The Shopify order ID created by the successful renewal |
| `Recurring Order ID` | Number | Same as `order_id` |
| `Recurring Order Name` | String | Order 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)