Automate your B2B quote workflow with 7 Flow triggers and 4 actions. Auto-assign quotes, advance pipeline stages, send Slack notifications, and convert to draft orders without lifting a finger.
Every quote event can start a Flow automation. Use these triggers to build workflows that save time and never miss a sales opportunity.
Fires when a new quote is submitted from your storefront. Includes 15 fields plus line items with SKU, barcode, and custom options.
Available Fields:
Quote ID, Customer Email, Customer Name, Phone, Total, Items Array, Company, Message, Created At, Quote Number, Source, Custom Fields, etc.
Triggers when a quote moves between CRM pipeline stages (New, Qualified, Proposition, Quoted, Won, Lost).
Available Fields:
Quote ID, Old Stage, New Stage, Changed By, Changed At, Customer Email, Total
Fires when a quote is converted to a Shopify draft order. Includes draft order ID and customer reference for Flow actions.
Available Fields:
Quote ID, Draft Order ID, Customer ID (numeric legacy), Total, Converted By, Converted At, Customer Email, Quote Number
Triggers when a quote is assigned to a team member (manual or automatic via round-robin rotation).
Available Fields:
Quote ID, Assigned To (name + email), Assigned By, Assigned At, Customer Email, Total
Fires when an internal note is added to a quote. Useful for alerting team members about important updates.
Available Fields:
Quote ID, Note Text, Added By (name + email), Added At, Customer Email
Triggers when a quote is permanently deleted from the CRM. Useful for cleanup workflows and audit logs.
Available Fields:
Quote ID, Deleted By, Deleted At, Customer Email
Fires when a PDF quote invoice is emailed to the customer via any of the 6 supported email providers.
Available Fields:
Quote ID, Customer Email, Sent At, Email Provider, Quote Number
Automate quote workflows with actions that convert quotes to orders, update pipeline stages, assign team members, and add internal notes.
Automatically create a Shopify draft order from a quote. All line items, pricing, customer info, and custom fields are transferred. Useful for auto-converting approved quotes.
Move a quote to a different CRM pipeline stage (New, Qualified, Proposition, Quoted, Won, Lost). Combine with conditions and delays to auto-advance quotes based on time elapsed or other criteria.
Assign a quote to a specific team member by email address. Useful for routing high-value quotes, specific product types, or customer segments to specialized sales reps.
Append an internal note to a quote. Use for logging Flow automation events, timestamp important milestones, or flag quotes requiring manual review.
Copy these proven workflows to save hours every week. Combine triggers, conditions, and actions for powerful quote automation.
Trigger
Quote Requested
Condition
If quote contains product tagged "wholesale"
Action
Assign Quote to wholesale@example.com
Trigger
Quote Stage Changed
Condition
Wait 7 days, then check if stage is still "New"
Action
Update Quote Stage to "Qualified"
Trigger
Quote Requested
Condition
If total > $5,000
Action
Send Slack message to #sales channel
Trigger
Quote Stage Changed
Condition
If new stage = "Won"
Action
Convert Quote to Draft Order
Get your first quote automation running in 6 simple steps. No coding required.
Install the app from Shopify App Store and complete onboarding
Shopify Flow is available on all current Shopify plans at no additional cost
In Shopify admin, go to Apps → Flow → Create workflow
Choose from 7 quote triggers in the "Apps" section
Use IF/THEN logic, delays, and AddToQuote or Shopify actions
Submit a test quote to verify the workflow fires correctly
Note: Shopify Flow is available on all current Shopify plans at no additional cost. AddToQuote Flow integration is available on Advanced and Enterprise plans.
Everything you need to know about Shopify Flow for quotes.
Shopify Flow is available on all current Shopify plans (Basic, Shopify, Advanced, and Plus) at no additional cost. Once enabled, all 7 AddToQuote triggers and 4 actions are immediately available.
AddToQuote provides 7 Flow triggers: Quote Requested (new submissions), Quote Stage Changed (CRM pipeline movement), Quote Converted (to draft order), Quote Assigned (to team member), Quote Note Added (internal notes), Quote Deleted (permanent removal), and Invoice Sent (PDF email delivery).
Yes. Shopify Flow uses a visual workflow builder with drag-and-drop triggers, conditions, and actions. No coding required. Combine AddToQuote triggers with Shopify actions (email, tagging, inventory updates), third-party apps (Slack, Google Sheets), or custom webhooks.
Yes. Flow supports 200+ apps from the Shopify App Store. You can combine AddToQuote quote triggers with actions from Slack, Asana, Klaviyo, Google Sheets, HubSpot, and more to build powerful cross-app workflows.
Flow triggers and actions are included on the Advanced plan ($200/mo) and Enterprise plan ($300/mo). The Professional plan ($100/mo) does not include Flow integration. All plans include a 14-day free trial with full Flow access.
Install AddToQuote and Shopify Flow. In Shopify admin, go to Apps → Flow → Create workflow. Select an AddToQuote trigger (e.g., "Quote Requested"), add conditions (e.g., "If total > $1000"), then add actions (e.g., "Send Slack message"). Click "Turn on workflow" to activate.
Stop manually assigning quotes, updating stages, and sending notifications. Let Shopify Flow do the heavy lifting while you focus on closing deals. Start your 14-day free trial.