The four templates
| Template | Chain | Best for |
|---|---|---|
| Low stock tightens the maximum | Inventory changed, below 10, set rule maximum to 2 | Protecting thin stock without watching it by hand |
| Oversized cart becomes a freight quote | Order limit blocked, weight limit, email the freight team | Turning a freight-blocked cart into a conversation rather than a lost order |
| Near-miss carts become leads | Order limit blocked, over 60 percent of the minimum, tag the customer and notify a rep | Catching wholesale-curious shoppers who fall just short |
| Repeat buyer worth a look | Repurchase limit reached, tag the customer, message Slack | Flagging accounts that keep hitting an anti-hoarding limit |
Every template is a starting point. Once imported it is an ordinary Flow workflow, and you can add, remove and reorder steps like any other.
Set the rule by ID, not by name
This is the single most common reason an imported template does nothing.
The action step has a Rule ID field. It is not a rule name field, because two rules are allowed to share a name and an action that guessed between them would be worse than one that refused. After importing, open the action step and paste the exact ID copied from that rule's edit page. See Finding a rule's ID for Shopify Flow.
If the imported file arrives with a placeholder or a rule name already sitting in that field, replace it with the real ID before turning the workflow on.
Install a template that ships with a file
Both "Low stock tightens the maximum" and "Oversized cart becomes a freight quote" work this way.
Click Install on the template. A walkthrough opens.
Click Download workflow file.
Open Shopify Flow, from the button or from your Shopify admin.
Import the file. In Flow's editor, open the overflow menu and choose Import, then pick the file you downloaded.
Set the Rule ID on the action step, as above.
Turn the workflow on. Flow workflows are off after import, and this step is easy to miss.
Build a template that links into Flow
"Near-miss carts become leads" and "Repeat buyer worth a look" have no bundled file yet.
Click Install, or the direct Flow link on the template card.
Build the chain shown on the card in Flow's own editor, using its trigger, condition and action pickers.
Save and turn the workflow on.
Adapting each template
Low stock tightens the maximum. Change the inventory threshold and the tightened maximum to match your own stock levels. The template only ships the tightening direction, so if you want the cap to loosen again after a restock, build a second workflow with the condition flipped and the action setting your normal maximum back. You can also point it at a different bound entirely, such as tightening a case-pack multiple instead of a maximum.
Oversized cart becomes a freight quote. Change the recipient, subject and body to match how your freight team actually works, or swap the email for a Slack message or a helpdesk task. Two limits are worth knowing: the message body references a cart total field that Prime MOQ does not populate yet, so that line arrives empty, and despite what the chain badge says the shipped file does not create a draft order. Add that step yourself in Flow if you want one.
Near-miss carts become leads. Adjust the 60 percent threshold to match how you define a near miss. Guests have no customer record, so add a condition filtering them out before the tag step, described in the Order limit blocked trigger.
Repeat buyer worth a look. Swap the Slack message for an email or a CRM task, and pair it with a second workflow using Reset repurchase counter so your team can clear a flagged customer once they have reviewed the account.
Common mistakes
- Expecting a one-click install. Shopify has no API letting an app add a workflow to your Flow directly. Download and import is the shortest path that exists.
- Setting the rule by name. The field takes an ID.
- Importing and never turning the workflow on. It is off by default.
- Expecting the freight template to create a draft order. The chain badge says so, the shipped file does not. Treat the email as your cue.
- Expecting the cart total line in the freight email to be filled in. That field is not populated yet. Everything else in the message works.