Shopify Flow workflow
Create a ShopTasks task when a Shopify order is tagged
If you already route exceptions with tags, this workflow turns the tag into a task a person must finish.
- When
Order tagged, or order created
- If
- Tag is `manual-review`, `hold`, `gift-wrap`, or another tag you already use to mean 'a person must act'
- Then
Create ShopTasks task: Complete tagged work for order #{{order.name}}
Match the task title to the tag — for example 'Manual review for order #4412' when the tag is `manual-review`.
- Assign
The owner for that tag (ops, warehouse, or support)
- Outcome
Tagged orders are not only sitting in a Shopify filter. Each one has assigned work that can go overdue if nobody acts.
Why this workflow exists
Order tags are the most common way Shopify teams mark exceptions. The missing piece is almost always ownership. Flow already sees the tag. ShopTasks holds the job.
How to set it up
- Start with one tag you already trust, not a dozen at once.
- Use a separate Flow (or a clear condition branch) per tag if different people should own the work.
- Keep the tag on the order for reporting. Close the ShopTasks task when the human step is done.
- Tags added by other apps still work if they land on the Shopify order.
FAQ
Should every tag create a task?
No. Only tags that mean a person must do something. Reporting tags such as channel or campaign should not open tasks.
What if the tag is removed?
Flow created the task when the tag was added. Complete or cancel the task in ShopTasks based on what the team should do next — do not assume tag removal closes the work.