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.

  1. When

    Order created

  2. If
    • Order risk level is high
  3. 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.

  4. Assign

    Operations team

  5. 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

  1. Install ShopTasks free from the Shopify App Store, then add this workflow in Shopify Flow.
  2. Use the ShopTasks 'create task' action. Link the task to the triggering order.
  3. Assign the staff member or role that is allowed to hold or cancel orders.
  4. Set a due date that matches your usual fulfilment cut-off, not 'sometime today'.
  5. 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.

Install ShopTasks free and build this workflow

Shopify Flow watches the event. ShopTasks assigns the person who has to finish the work.

Free to install · Available on the Shopify App Store · Built for store operations