Shopify Flow

Automate membership tasks with Shopify Flow — triggers and actions for your membership program workflows.

Beka Rice Avatar

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Zendra integrates with Shopify Flow so you can build automated workflows around your membership program. Use Flow triggers when membership events happen — like a new signup or cancelled plan — and take automated actions like creating memberships, adjusting access, or rewarding customers. No code required.

How Flow works with Zendra

Shopify Flow is a built-in automation tool that lets you create “if this, then that” workflows. You choose a trigger (an event that fires), optionally add conditions (rules to check), and select an action (what to do). Zendra provides triggers for membership lifecycle events and actions to manage memberships and rewards.

All Zendra triggers include the customer, membership, and plan data in the Flow payload, so you can reference these details in your conditions and actions.

Flow triggers

Triggers fire when membership events occur. Use these to kick off automated workflows.

Membership lifecycle triggers

Membership started
Fires when a new membership begins its paid (non-trial) period.

Membership trial started
Fires when a new membership begins a free trial.

Membership trial expired
Fires when a trial ends without converting to paid membership.

Membership expired
Fires when a membership reaches its expiry date.

Membership reactivated
Fires when a paused, cancelled, or expired membership is reactivated.

Membership cancelled
Fires when a membership is cancelled.

Membership paused
Fires when a membership is paused.

Membership plan changed
Fires when a member switches to a different plan tier.

Subscription and billing triggers

Membership subscription started
Fires when a subscription-backed membership begins.

Membership renewal processed
Fires when a subscription payment succeeds and renewal is processed.

Membership billing failure
Fires when a subscription billing attempt fails.

Flow actions

Actions are the tasks Zendra performs when a trigger fires and conditions are met.

Membership management actions

Create membership
Grant membership to a customer on a selected plan, with optional custom access length. Memberships created through Flow are marked as complimentary. If the same Flow fires twice for the same customer and plan, Zendra automatically skips the duplicate.

Configure:

  • Plan to grant
  • Access duration (optional — overrides the plan’s default)

Change membership plan
Move a customer’s active membership to a different plan tier.

Configure:

  • Target plan

Extend membership
Add time to a non-subscription membership’s expiry date.

Configure:

  • Duration to extend by

Cancel all memberships
Cancel every active membership a customer has in one action.

Cancel free memberships
Cancel only a customer’s free (non-subscription) memberships, leaving any paid subscriptions active.

Membership data action

Get customer membership data
Return a customer’s current membership data — plan, status, billing information — for use in downstream Flow steps. Runs synchronously, so later steps in your workflow can reference the returned data.

Reward actions

Create member discount code
Generate a unique discount code for a member to use toward purchases.

Configure:

  • Discount type
  • Amount

Add store credit
Add store credit to a customer’s Shopify account. Cumulative — each action run adds to the existing balance.

Configure:

  • Amount

Remove store credit
Remove store credit from a customer’s Shopify account.

Configure:

  • Amount

Setting up a Flow with Zendra

  1. In your Shopify admin, go to Settings > Apps > Shopify Flow (or search for “Flow” in the admin search bar)
  2. Click Create workflow
  3. Choose a trigger — can be a Zendra membership trigger or any Shopify trigger like “Customer created” or “Order placed”
  4. Optionally add conditions to narrow when the workflow runs (e.g., only when an order exceeds a certain amount, or only for customers with a specific tag)
  5. Add a Zendra action — select from the available triggers and actions above
  6. Configure the action settings and activate your workflow

The workflow will run automatically whenever the trigger fires and all conditions are met.

Example workflows

Here are a few quick patterns to get you started:

Welcome credit for new members
Trigger: Membership started → Action: Add store credit ($10)
New members get an immediate credit to thank them for joining and encourage purchase.

VIP membership on high-value orders
Trigger: Order paid → Condition: Order total exceeds $200 → Action: Create membership (VIP plan, 1 year access)
Automatically reward customers who make big purchases with premium access. (Great for triggering earned memberships based on lifetime value, too!)

Win-back offer for cancelled members
Trigger: Membership cancelled → Condition: Wait 30 days → Action: Create member discount code
Re-engage lapsed members with a special offer after they cancel.

Auto-cancel free plans on paid signup
Trigger: Membership subscription started → Action: Cancel free memberships
Clean up free plans when a customer upgrades to a paid subscription.

For detailed Flow templates and step-by-step walkthroughs, check the Shopify Flow guides on the Zendra blog — more templates and examples are coming soon.