Someone watches the queue
A person has to spot trade orders, alert finance, hold the ones missing a PO, and re-type account references into the ERP — slow, easy to miss, and impossible to keep consistent at volume.
Shopify Flow for B2B
Trade Account Checkout auto-tags every trade order and saves the account or PO number as a metafield. That tag and metafield are exactly what Shopify Flow needs to trigger: notify your finance team, hold fulfillment until a PO is present, or push the account reference into your ERP or CRM.
Install on ShopifyRequires Shopify Plus · Free plan available
Quick answer
When Trade Account Checkout tags a trade order and saves the account or PO number as an order metafield, Shopify Flow can act on it automatically. Flow can trigger on the order's trade-account tag, read the captured metafield, and run actions — notifying finance, creating a fulfillment hold until a PO is present, tagging for review, or sending the reference to an external ERP or CRM via an HTTP request or connector. Shopify Flow is available on Shopify Plus.
Last updated: 16 June 2026
The opportunity
B2B orders often need an approval, an invoice task, or a system of record that a normal retail order does not — and doing that by hand doesn't scale.
A person has to spot trade orders, alert finance, hold the ones missing a PO, and re-type account references into the ERP — slow, easy to miss, and impossible to keep consistent at volume.
The trade tag and account metafield are added at checkout, so Flow runs the moment the order is created — notifying, holding, tagging, and syncing without anyone watching the queue.
How it works
Trade Account Checkout supplies the signal; Shopify Flow does the rest.
Start a Flow on “Order created”, or on the trade-account tag that Trade Account Checkout applies, so it runs only for trade orders.
Branch on the captured data — for example, only continue when the order is missing a PO number metafield, or when the account number matches a pattern.
Run the action: email finance, add a fulfillment hold, tag for review, or send the reference to an external system with an HTTP request.
Build as many Flows as you need — one to notify, one to hold, one to sync — all driven by the same captured data.
Example automations
These Shopify Flow B2B orders automations are all driven by the same captured tag and account metafield.
Email or Slack your finance team the moment a trade order with an account number comes in, so invoicing can start.
Add a fulfillment hold on trade orders that are missing a PO number metafield, and release it once the reference is added.
Open a task or tag the order for your accounts team to raise an on-account invoice.
Send the account reference and order details to an external ERP or CRM with an HTTP request or a Flow connector.
FAQ
How the captured data drives automation.
Trade Account Checkout auto-tags trade orders, so you can trigger a Flow on that tag, or on the standard order-created trigger and then check for the tag in a condition.
Yes. The value is saved as an order metafield, and order metafields are available to Flow, so you can branch on the value or pass it into an action.
Yes. A Flow can add a fulfillment hold when the PO number metafield is missing, and you can release the hold once the reference is provided.
Yes. Flow can make an HTTP request or use a connector to send the order details and captured reference to an external system.
Shopify Flow is available on Shopify Plus, which Trade Account Checkout already requires, so the automation pairs naturally with the app.
No. Trade Account Checkout captures the field and tags the order; Shopify Flow runs the automations. The app is a field-capture extension, not an automation engine or a payment method.
Capture the account reference at checkout and let Shopify Flow handle the rest of your B2B workflow.
Install on Shopify