Shopify Flow

Shopify Flow with Pixi

Pixi integrates with Shopify Flow to automate document sending. Create workflows that automatically send invoices, packing slips, or custom documents based on order events and conditions.

Basic Workflow

Create a simple automation to send documents when orders are created:

1. Open Shopify Flow from your admin panel
2. Create workflow and select "Order created" trigger
3. Add action and search for "Pixi Send Document"
4. Connect the trigger to the action
5. Configure the Send Document action

Send Document Configuration

Required Fields

Send To Email

The recipient email address. Use variables for dynamic addresses:

{{order.email}}

Email Subject

Subject line with variables:

Your invoice for order {{order.name}}

Email Message

The email body content. Supports HTML and variables:

Hello {{order.customer.firstName}},

Thank you for your order {{order.name}}. 
Your invoice is attached to this email.

Best regards,
Your Store Team

Template ID

Get the template ID from Pixi:

1. Go to Pixi dashboard
2. Open your template
3. Copy the ID from the URL or template settings
4. Paste into Flow

Optional Fields

CC Recipients

Add CC recipients using comma-separated emails or variables:

accounting@company.com, {{order.customer.email}}

BCC Recipients

Hidden recipients for record keeping:

archives@company.com

Reply-To Email

Direct replies to specific address:

support@yourstore.com

PDF Attachment Filename

Custom filename for the PDF:

Invoice_{{order.name}}_{{order.createdAt | date: "%Y%m%d"}}.pdf

Send via SMTP

Toggle on to use SMTP settings configured in Pixi instead of default email service.

Draft Order ID

For draft order workflows only:

{{draftOrder.id}}

Advanced Workflows

Conditional Sending

Send different templates based on conditions:

1. Add condition after trigger
2. Check customer tags: {{order.customer.tags}} contains "wholesale"
3. Then path: Send wholesale invoice template
4. Otherwise path: Send regular invoice template

Multiple Documents

Send invoice and packing slip together:

1. Order created trigger
2. First action: Send invoice (Template ID: invoice_template)
3. Second action: Send packing slip (Template ID: packing_template)

Delayed Sending

Send invoice after fulfillment:

1. Order fulfilled trigger
2. Wait action: 1 hour
3. Send document action with invoice template

Common Use Cases

Auto-send Invoice on Payment

Trigger: Order paid Action: Send invoice to customer Template: Default invoice Email: {{order.email}}

B2B Purchase Orders

Trigger: Order created Condition: Customer tag contains "B2B" Action: Send purchase order CC: `accounting

.com`

International Orders

Trigger: Order created Condition: Shipping country not equals "US" Action: Send customs invoice Attachment name: Customs_{{order.name}}.pdf

Subscription Renewals

Trigger: Order created Condition: Order tag contains "subscription" Action: Send subscription invoice Reply-to: `subscriptions

.com`

Variables Reference

Order Variables