B2B Automations

The B2B Wholesales Tools App is integrated with Shopify Flow, which allows for powerful automations for B2B specific workflows.

You can install the app for free on: Shopfiy App Store (Flow)

Form submission notification

The app provides a trigger that is run when a new form submission is received. A common workflow is to send an internal email to get notified about the new submission:

The email content can contain the form data and a link to the submission in the app:

Received a new submission from: {{email}}

Data: {{data}}

<a href="https://{{shop.myshopifyDomain}}/admin/apps/b2b-price-tools/app/b2b/submissions/{{ submission }}">View in app</a>

You can download the above flow: Download Form Submission Flow

You can import the flow via the "Import" button in the Flow app:

Company approval notification

The app provides a trigger that is run when a new company was approved. A common workflow is to notify the customer to let them know they can start placing orders with their custom pricing:

Shopify Email

To send emails using your own verified domain, we recommend to use Shopify Email app:

Note: using Shopify Flow you can also connect other 3rd party email providers.

In the Shopify Flow app, you can select the Email action:

Next, click on Select template:

Template

We provide a custom HTML template that can be copied and adapted to your needs, click on Code your own:

<!DOCTYPE html>
<html lang="en">
<head>
    <meta charset="UTF-8">
    <meta name="viewport" content="width=device-width, initial-scale=1.0">
    <title>{{ email.subject }}</title>
</head>
<body style="margin: 0; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen, Ubuntu, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif;">
<table cellpadding="0" cellspacing="0" border="0" width="100%" style="height: 100% !important; width: 100% !important; border-spacing: 0; border-collapse: collapse;">


{% capture email_title %}
Welcome to {{ shop.name }}
{% endcapture %}
{% capture email_sub_title %}
Place your first B2B order
{% endcapture %}
{% capture email_body %}
You now have access to start placing B2B orders with <a target="_blank" href="{{ shop.url }}">{{ shop.name }}</a>. Log in to place your first order.
{% endcapture %}
{% capture email_button %}
Go to account
{% endcapture %}  
  
    <tr>
        <td align="center" valign="top">
            <!-- Header -->
            <table cellpadding="0" cellspacing="0" border="0" width="100%" style="max-width: 600px; margin: 40px auto 20px;">
                <tr>
                    <td align="center">
                        {%- if shop.email_logo_url %}
                        <img src="{{shop.email_logo_url}}" alt="{{ shop.name }}" width="{{ shop.email_logo_width }}" style="max-width: 180px; height: auto;">
                        {%- else %}
                        <h1 style="font-size: 30px; color: #333; margin: 0;">
                            <a href="{{shop.url}}" style="color: #333; text-decoration: none;">{{ shop.name }}</a>
                        </h1>
                        {%- endif %}
                    </td>
                </tr>
            </table>

            <!-- Content -->
            <table cellpadding="0" cellspacing="0" border="0" width="100%" style="max-width: 600px; margin: 0 auto;">
                <tr>
                    <td style="padding: 0 20px 40px;">
                        <h2 style="font-weight: normal; font-size: 24px; margin: 0 0 10px; color: #333;">
                            {{ email_title }}
                        </h2>
                        <h4 style="font-weight: 500; font-size: 16px; color: #555; margin: 0 0 5px;">
                            {{ email_sub_title }}
                        </h4>
                        <p style="color: #777; line-height: 150%; font-size: 16px; margin: 0;">
                            {{ email_body }}
                        </p>

                        <!-- Button -->
                        <table cellpadding="0" cellspacing="0" border="0" style="margin-top: 30px;">
                            <tr>
                                <td style="background-color: {{ shop.email_accent_color }}; border-radius: 4px;">
                                    <a href="{{ shop.url }}/account" style="color: #ffffff; text-decoration: none; display: inline-block; padding: 20px 25px; font-size: 16px;">
                                        {{ email_button }}
                                    </a>
                                </td>
                            </tr>
                        </table>
                    </td>
                </tr>
            </table>

            <!-- Footer -->
            <table cellpadding="0" cellspacing="0" border="0" width="100%" style="max-width: 600px; margin: 0 auto; border-top: 1px solid #e5e5e5;">
                <tr>
                    <td style="padding: 35px 20px; text-align: center;">
                        <p style="color: #999; line-height: 150%; font-size: 14px; margin: 0;">
                            If you have any questions, reply to this email or contact us at
                            <a href="mailto:{{ shop.email }}" style="color: {{ shop.email_accent_color }}; text-decoration: none;">{{ shop.email }}</a>
                        </p>
                    </td>
                </tr>
            </table>
        </td>
    </tr>
</table>
<span style="font-size: 10px; margin-top: 20px; color: #999;">{{ unsubscribe_link }} {{ open_tracking_block }}</span>
</body>
</html>

Multi-language

Shopify email does not yet support directly localizing the email templates, the best approach at the moment is to send a different email based on the customer locale using a Condition in Flow:

The example flow checks for German "de", French "fr", and defaults to "en":

When you select a template for each language, you can select Recent emails to create a copy of the main template and translate the texts:

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