Connect Shopify Flow

Genius Account adds 4 triggers to Shopify Flow, so you can tag customers, notify your team, and more when customers enter information in their customer account.

Triggers

Trigger	Runs when
Metafield submitted	A customer saves a value in metafield content
Form submitted	A customer submits form content
Consent updated	A customer agrees or withdraws consent in a consent check or email marketing
Onboarding submitted	A customer saves the customer details form or clicks Later

Every trigger gives you the customer.

Values from the triggers

All triggers except onboarding

• surface: The page it ran on. PROFILE (profile), ORDER (order details), ORDER_INDEX (order list), or PAGE (custom page).
• blockId: The block’s ID. It’s the permanent ID shown in the block’s URL in the app admin. Empty for pages.
• pageId: The page’s ID. It’s the permanent ID shown in the page’s URL. Empty for blocks.
• blockDisplayId and pageName: The block’s Display ID and the page name.

By trigger

• Metafield submitted: namespace and key, the old value (oldValue), and the new value (newValue).
• Form submitted: The form name (formName) and what was submitted (label and value pairs in form.fields).
• Consent updated: The consent type (consentType: POLICY for policies and pages, EMAIL_MARKETING for email), what was agreed to (consentSource, for example page:terms), and whether they agreed (consented; false if withdrawn).
• Onboarding submitted: Whether all required fields were filled in (completed), whether they clicked Later (skipped), and what was submitted (form.fields).

Values to use in conditions

To run a workflow only for a specific block or page, use blockId or pageId in the condition.

• A Display ID (blockDisplayId) is reused by another block after a block is deleted.
• A page name (pageName) changes when the page is renamed.

If you use either in a condition, the workflow may later run for the wrong block or page, or stop running.

Create a workflow

1. Open Shopify Flow in your Shopify admin and create a workflow.
2. When you choose a trigger, pick one of the 4 Genius Account triggers.
3. Add a condition if you need one (for example, when blockId is a specific block).
4. Add an action (for example, add a customer tag or send an email).
5. Turn on the workflow.

Examples

• Tag customers with their birth month when they add a birthday: Metafield submitted → when it’s the birthday metafield → add a birth month tag.
• Tag customers by their survey answers: Form submitted → add customer tags based on the answers.
• Tell your team when the customer details form is submitted: Onboarding submitted → when completed → notify by email or Slack.
• Turn terms consent into a segment tag: Consent updated → when consented is true → add a tag. Remove it when it’s false.

You can use these tags in the tag conditions of display conditions to switch the blocks and announcements customers see based on what they entered.