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Shopify Flow Integration

Shopify Flow Integration

KnoCommerce + Shopify Flow integration

Updated over a month ago

KnoCommerce’s Shopify Flow integration allows you to use survey responses as triggers in Shopify’s automation engine - Shopify Flow. This means when a customer completes a KnoCommerce survey, you can automatically kick off workflows in Shopify (such as tagging an order, sending a Slack message, or logging data to a spreadsheet) without any manual steps.

Follow the guide below to set up the integration.

Shopify Flow is currently only supported on Pro plans. Additionally, Shopify Flow requires our Shopify Checkout Extension

Table of Contents

  1. Prerequisites

  2. Setting Up Shopify in KnoCommerce

  3. Configuring Questions to Pass to Shopify Flow

  4. Setting Up in Shopify Flow

  5. Testing and Validation

  6. Troubleshooting

  7. Data Passed to Shopify Flow

1. Prerequisites

Before you begin, make sure you have the following ready:

  • KnoCommerce Checkout Extension Survey: Ensure that your survey is deployed via Knocommerce's Checkout Extensibility (i.e. on the order confirmation/thank-you page). At this time, the Flow integration only works with surveys shown in the Shopify checkout/order status page. Surveys distributed via direct link or custom embed are not supported for Flow triggers (those responses will not trigger Shopify Flow).

  • Shopify Store with Flow Access: You need a Shopify store that can use the Shopify Flow app. Shopify Flow is a free app provided by Shopify for stores on at least the Basic plan and above. If you haven’t already, install the Shopify Flow app from the Shopify App Store and ensure you can access it from your Shopify admin.

2. Setting Up Shopify in KnoCommerce

To start, you'll want to make sure your Shopify integration (both for the core Shopify app and Flow) are configured in KnoCommerce. Here's how:

  1. Enable the Shopify Integration in KnoCommerce: Navigate to Settings > Integrations > Shopify in KnoCommerce and ensure your Shopify integration is connected. Here's a quick link. Ensure the integration is connected.

    1. If not connected, complete the set up. Should only take a minute or two!

    2. it so that KnoCommerce knows to forward events to Shopify. (This is separate from the base Shopify store integration – make sure both the base Shopify integration and the Flow integration are active.)

  2. Enable the Shopify Flow Integration in KnoCommerce: Navigate to Settings > Integrations > Shopify Flow in KnoCommerce. Click Enable Integration. Here's a quick link.

Your connections are now all set and live with KnoCommerce and Shopify!

3. Configuring Questions to Pass to Shopify Flow

Next, it's time to decide which survey responses you want to send into Shopify Flow. KnoCommerce lets you control this on a per-question basis. Let's get started:

  1. Navigate to Surveys: Go to your Surveys (under the Data or Surveys section of the KnoCommerce app) and either create a new survey or edit an existing survey.

  2. Access Advanced Settings: For each question that you want to pass to Shopify/Flow, open the question’s Advanced Settings.

  3. Toggle on Flow Sync: In the Advanced Settings, find the Integrations section. There, toggle on the option to send that question’s responses to Shopify.

    1. Repeat this for each question whose answers should be available to Shopify Flow.

  4. Save/Publish the Survey: After adjusting the settings for your survey questions, save and publish your changes.

    1. If this is a new survey, make sure it is deployed to your Shopify Checkout/Thank You page (publish the survey to Shopify).

4. Setting Up in Shopify Flow

You're now ready to catch your responses in Shopify Flow. To do this, you will create a workflow in Shopify Flow that starts whenever a new survey response comes in from KnoCommerce.

  1. Open Shopify Flow: Log in to your Shopify admin and navigate to Apps > Shopify Flow​. (If you don’t see Shopify Flow in your Apps, install it from the Shopify App Store first.) Once in the Flow app,

  2. Create Workflow: Once in Flow, click Create workflow to start a new workflow.

  3. Select the KnoCommerce Trigger: Every Flow workflow begins with a trigger. Click on Select a trigger. In the trigger list or search bar, look for KnoCommerce.

  4. Select New Survey Response Trigger: Within the KnoCommerce trigger section, you should find a trigger named New Survey Response – select this trigger​.

  5. Add Conditions or Actions: After choosing the New Survey Response trigger, you can configure what happens next in the workflow. Use Shopify Flow’s visual builder to add any conditions or actions you need.

  6. Complete the Workflow Setup: Configure the workflow steps to meet your needs.

    1. You can use the variable rom the New Survey Response trigger in your actions – for example, the survey name, question, answer text, customer info, order ID, etc., will be available as Flow variables (these will be visible in the Flow action editor when you insert variables).

  7. Turn on your Workflow: Once you’ve added all desired actions and logic, give your workflow a name. Finally, turn on the workflow (toggle the workflow from Off to On in the top-right corner) to activate it. This ensures the workflow will run when triggered.

5. Testing and Validation

After setup, it’s important to test the integration to ensure everything is working correctly:

  • Submit a Test Survey Response: Perform a test order on your Shopify store (you can use a dummy/test payment method if needed) so that you reach the order confirmation page where the KnoCommerce survey appears. Fill out the survey and submit it. (Alternatively, if you have a way to preview the survey on your thank-you page in a way that still triggers integrations, use that. The key is that a survey response must be submitted via the Shopify checkout/order confirmation page to trigger Flow.)

  • Verify the Workflow in Shopify Flow: After submitting the survey, go back to the Shopify Flow app and open the workflow you created. Check the Workflow runs or History section for your workflow. You should see a new run corresponding to the test submission. If the workflow was set up correctly and triggered, it will show a recent run (with a timestamp) and a status (e.g. “Succeeded”).

  • Confirm Data Mapping: While testing, also confirm that the data from your survey is coming through as expected. In Flow’s run details or in the result of your action, verify the survey question responses appear correctly (e.g., the KnoCommerce variables contain the right text). This helps ensure that you toggled on all the questions you intended to send and that you’re using the correct variables in your Flow actions.

If the test run shows up and the actions execute as expected, congratulations – your KnoCommerce to Shopify Flow integration is working! 🎉

5. Troubleshooting

If you encounter issues with the integration, here are some common problems and tips to resolve them:

  • Flow trigger not visible or not firing: If you don’t see KnoCommerce or the New Survey Response trigger in Shopify Flow, double-check that the Shopify integration and Shopify Flow Integration are enabled in KnoCommerce (as described in the Prerequisites and Setup steps). The trigger will only appear if the app is properly connected. Also ensure that you have the Shopify Flow app installed and active on your store (Flow should be accessible in your Shopify admin)​.

  • Survey responses not triggering the workflow: If you set up everything but the Flow workflow didn’t run at all when a survey was submitted, consider these points:

    • Make sure the survey response came from a Checkout Extension/Thank You page survey – responses from a standalone link or embed won’t trigger Flow by design.

    • Confirm that the workflow in Shopify Flow is turned on (the toggle in the Flow editor should be set to “On”) – a common oversight is leaving the workflow in draft​.

    • Verify that the question you expected to trigger the Flow was actually enabled to send to Shopify in the survey settings. If it wasn’t, the survey submission might not send any data to Shopify, resulting in no trigger.

  • Missing or incorrect data in Flow: If the workflow did trigger but some survey answers are missing or not appearing as expected in your Flow conditions/actions, ensure that those specific survey questions have the integration toggle turned on in KnoCommerce​. Remember that in KnoCommerce you must enable each question you want to pass to Shopify.

  • Still not working? If after checking the above you’re still having trouble, you can try re-installing or re-authenticating the KnoCommerce app on Shopify and re-enabling the Flow integration, in case something didn’t register initially. It’s also helpful to look at the Shopify Flow run history or logs for any error messages. The Flow workflow run detail can show if there was an error in an action.

Data Passed to Shopify Flow

Each survey response contains key details about the customer, order, shop, and survey. Here are a list of the key data points passed to Shopify Flow from KnoCommerce:

Question

  • Account ID: KnoCommerce Account ID

  • ID: Current Question Response ID

  • Type: The response type

  • Value: The response value

  • Label: The question label

  • Answered At: The timestamp when the question was answered

Survey

  • ID: KnoCommerce Survey ID

  • Title: Survey title

  • Completed At: The timestamp when the survey was completed

Customer

  • Customer ID: Shopify Customer ID

  • Lifetime Order Count: Number of lifetime orders placed by the customer

  • Lifetime Total Spent: Total lifetime amount spent by the customer

Order

  • Order ID: Shopify Order ID

  • Total Price: Total price of the order

  • Current: The currency of the order

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