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Shopify Flow

Real ID integrates with Shopify Flow to empower you to create flexible and robust automations to create ID checks based on order criteria and more.

First, install Shopify Flow onto your Shopify store to access these ID verification actions and triggers.

Shopify Flow is free to install and use and is available on all Shopify plans.

Requires the Protect Plan

The Real ID Shopify Flow Triggers & Actions require a Protect Plan subscription to function properly.

Please make sure you have an active Protect subscription before building, testing or enabling your Shopify Flow workflow.

Creating ID checks for specific types of orders​

You can use the Create an ID check for an order action within Shopify Flow to create an ID check for specific types of orders outside of the available pre-built triggers in the app's settings.

You can use this Shopify Flow action to create ID checks for specific scenarios such as:

  • Orders over a specific amount, but also triggering Shopify high or medium risk thresholds
  • Orders that do not have a matching billing & shipping address and have high risk
  • Orders with specific tags that should trigger ID verification
  • And much more

First, open the Shopify Flow app in your store, then create a new Workflow from the button in the top right of the app:

Create a new Shopify workflow within the Shopify Flow app in the top right hand corner of the app with the button labeled "Create workflow"

Create the trigger​

First you'll need to design the trigger for your workflow. In this example, we'll use the Shopify Admin API > Order created trigger. You can find this trigger by searching for order created in the search bar on the right:

!(Select the Shopify Admin API's Order created event as the trigger for the new workflow by searching for "order created" in the search box in the Shopify Flow designer)[https://res.cloudinary.com/tinyhouse/image/upload/v1709155861/Real%20ID/Docs/CleanShot_2024-02-28_at_16.30.46.png]

Decide which orders qualify for ID checks​

Now that your trigger has been defined, we can define which orders should qualify for an ID check.

Click the blue plus button (+) on the trigger and select Condition:

Select the Condition button to add a condition to the workflow

This will add a new Condition to your workflow which will filter out orders based on the rules you set.

After creating the new Condition, you can design which orders should require and ID check by adding criteria on the right hand side toolbar:

Adding criteria to a Shopify Flow Condition

For example, let's say we want to send an ID check to all orders that have mismatching billing and shipping addresses and have a total order value over $100.

First we'll select the Order and then select the billingAddressMatchesShippingAddress attribute:

Selecting the Shopify order's billing address vs shipping address matching attribute in the Shopify Flow condition criteria

Now we can choose the value should be False, since we only want to create ID checks when the addresses do not match:

Selecting only when the billing and shipping address do NOT match

Next, we can add the order amount threshold. Click Add criteria then search for the currentTotalPriceSet attribute. Then select the shopMoney option, so the total order value is in your own currency. Then finally click amount to select the actual amount of the order as a number.

Now we can design the criteria to use a Greater then or equal to 100.00 to instruct Shopify to only consider orders that are $100.00 and greater:

Using the total order value as a condition for the Shopify Flow workflow

Adding multiple conditions​

You can use conditions to decide if one or multiple criteria need to be met for the flow to continue, but if that's not advanced enough, you can stack multiple conditions on top of each other.

For example, you can start the workflow with a condition that the source of the order should not be from the Point of Sale sales channel (pos), then you can add another condition where the order needs meet certain risk thresholds.

Creating the ID check for an order​

After you have designed the conditions for which orders should qualify for an ID check, at the very last condition in the flow, click the plus icon (+) and select Action.

Then in the action panel, select the Real ID app:

Finding the Real ID Shopify Flow actions

Then select the Create an ID check for an order action:

Selecting an ID check for the order action within the Real ID app section in Shopify Flow

Customizing the ID check​

You can customize the ID check content using the content and theme settings in Real ID, but you can also customize the messaging per flow using the Create an ID check for an order action.

After adding the action to your workflow, use the Introduction field to enter in a custom message if you'd like.

Customize the message of the ID check shown to the customer by modifying it within the workflow

Shortcodes are available to reference the customers name and order number.

If this field is left blank, your default message will be used from your content settings within the app.

Turning the workflow on​

When you're happy with the design of your flow, simply click Turn on workflow in the top right to enable the Shopify Flow.

Enabling the Shopify Flow

That's it! You're custom Shopify ID verification flow is now live.

Triggering a workflow when an order is ID verified​

Real ID will automatically update your order and customers tags as well as metafields when a customer verifies their ID.

However, you may want to automate other actions, such as releasing the order for fulfillment.

With the Real ID - Order ID verified trigger in Shopify Flow, you can release orders for fulfillment automatically, even if you have a 3PL.

Setting up the trigger​

First, open the Shopify Flow app, then click Create a new Workflow to start with a new workflow.

Then in the trigger selection menu, select the Real ID app:

Selecting the Real ID app within the Shopify Flow Triggers menu

Then select the Order ID verified trigger:

Selecting the Order ID verified trigger that will initiate this workflow when an customer verifies their ID for their order to be released.

Now this workflow will automatically trigger when a customer verifies their ID. This will also trigger when a staff member manually approves the ID.

This trigger returns the corresponding Order from the ID check. So then you can loop over the orderFulfillments of the order and perform the Release order hold Shopify Admin action on each order fulfillment.

info

If the ID check is created manually without an association with the order, then this trigger will not fire when the customer verifies their ID.

Also, if you're using the after registration flow, this will also not trigger because the ID check is only associated with their Shopify customer profile.

Triggering a workflow when a customer is ID verified​

This is coming soon. Unlike the Order ID verified trigger, this will fire when the customer verifies their ID.

This will be compatible with the after registration flow. Or if you send the ID check manually, but only select the customer's profile instead of the specific order.

Questions about setting up your flow?​

If you have any questions about setting up your Shopify Flow workflow, please contact us with which types of orders you'd like to verify and we'd be happy to help you get started.