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Set up Shopify Flow triggers and actions

Wire loyalty into any automation: start a Flow workflow from a Charm loyalty event, or run a Charm action from any Flow trigger — no glue code.

Steps

Section titled “Steps”
  1. From your Shopify admin, open Charm and go to Settings → Integrations → Shopify Flow.
  2. Review the available Triggers merchants can use and Actions merchants can run (listed below), then click Open Shopify Flow.
  3. In the Flow editor, build a workflow that uses a Charm trigger to start it, or add a Charm action to a workflow started by Shopify or another app.

Triggers (Charm → Flow)

Section titled “Triggers (Charm → Flow)”

Start a workflow when a loyalty moment happens:

  • Loyalty points earned
  • Loyalty points redeemed
  • VIP tier achieved
  • VIP tier approaching — carries the next tier’s name, ID and handle, the remaining gap as ready-to-send text, and the customer’s current tier ID
  • Store credit issued

Actions (Flow → Charm)

Section titled “Actions (Flow → Charm)”

Make Charm do something from any Flow workflow:

  • Award loyalty points
  • Deduct loyalty points
  • Award store credit

For example: “VIP tier achieved → add a vip customer tag,” or “tag added → award 200 points.” Charm also ships ready-to-use templates (VIP-tier tags and bonus, high-value-order bonus, redemption tag) you can install from Flow’s template library.

The Award loyalty points action also has a Charm rule ID field. Paste in the ID of a Custom action earning rule to show the reward on your Ways to earn list and let Flow grant its points — a clean way to reward any action Charm doesn’t track natively.

Referral data on the customer record

Section titled “Referral data on the customer record”

Charm writes each customer’s referral details to their Shopify customer record as metafields in the charm_loyalty namespace, so a Flow condition or action — and the email it sends — can read them directly:

  • charm_loyalty.referral_link — the customer’s personal share link
  • charm_loyalty.referral_code — their referral code
  • charm_loyalty.referral_discount_code — their active single-use discount code, if the rule grants one

Reference them in a Flow step with Liquid, for example {{ customer.metafields.charm_loyalty.referral_link.value }} — handy for a post-purchase “share your link” workflow (Order fulfilled → Wait → Send email). The same fields also sync to Klaviyo profiles and Ecomail contacts, so the link is available wherever you build the automation.

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