Automate memberships with Shopify Flow

Appstle Memberships integrates natively with Shopify Flow, Shopify’s built-in automation platform. You can automate membership operations — send emails, tag customers, update CRMs, trigger Slack alerts, and more — without writing any code. Flow actions run within Shopify’s authenticated context, so there is no need for API tokens or credentials. This makes Flow the most secure and straightforward way to automate membership operations.

Getting started

Enable the Flow integration

In your Appstle Memberships admin, go to Settings → Integrations → Shopify Flow and enable it.

Open the Shopify Flow editor

Navigate to the Shopify Flow editor in your Shopify admin.

Create a workflow

Click Create workflow, then select an Appstle Memberships trigger to start. All membership triggers appear under the Appstle Memberships app in the trigger picker.

Shopify Flow is available on Shopify Basic plan and above. All Flow trigger events are logged in the membership’s Activity Log with source SYSTEM_EVENT.

Membership lifecycle triggers

These triggers fire automatically when membership contracts change state. All lifecycle triggers include a full set of membership and customer properties.

Trigger	Handle	Description
Membership Created	`membership-created`	A new membership contract is created. Includes the `order_id` of the originating order.
Membership Updated	`membership-updated`	Membership details are modified, such as address or custom attributes.
Membership Activated	`membership-activated`	A paused or new membership becomes active.
Membership Paused	`membership-paused`	Membership is put on pause.
Membership Cancelled	`membership-cancelled`	Membership is cancelled.
Membership Expired	`membership-expired`	Membership expires, or perks are removed for cancelled/paused memberships.
Membership Swap Product	`membership-swap-product`	The product or plan in a membership is changed.
Next Order Date Changed	`next-order-date-changed`	The next renewal date is rescheduled.
Billing Interval Changed	`billing-interval-changed`	Billing frequency is updated, for example monthly to annual.

Billing triggers

Trigger	Handle	Description
Membership Billing Success	`membership-billing-success`	Renewal payment processed successfully. Includes the new order ID.
Membership Billing Failure	`membership-billing-failure`	Renewal payment failed. Use this to trigger dunning emails or pause logic.

The membership-billing-failure trigger fires on every failed attempt — not just the first one. Use the Billing Attempt Count property to distinguish first failures from retries so you don’t send duplicate emails to the same customer.

Trigger properties

All triggers include the following properties:

Membership properties

Property	Type	Description
`Membership ID`	Number	Internal membership contract ID
`Status`	String	Current status: `ACTIVE`, `PAUSED`, `CANCELLED`, `EXPIRED`, `FAILED`
`Next Billing Date`	DateTime	ISO 8601 next renewal date
`Billing Interval`	String	Billing frequency unit: `DAY`, `WEEK`, `MONTH`, `YEAR`
`Billing Interval Count`	Number	Number of intervals between renewals (e.g., `1` for monthly, `12` for annual)
`Membership Selling Plan Name`	String	Name of the membership plan (e.g., “Gold Member — Monthly”)
`Membership Selling Plan ID`	Number	Shopify selling plan ID
`product_id`	Number	Shopify product ID for the membership product
`Variant ID`	Number	Shopify product variant ID
`Original Order ID`	Number	Order ID that created the membership
`Original Order Name`	String	Order name (e.g., “#1001”)
`Total Successful Orders`	Number	Total number of successfully completed orders for this membership contract

Customer properties

Property	Type	Description
`customer_id`	Number	Shopify customer ID
`Customer Email`	String	Customer’s email address
`Customer Phone`	String	Customer’s phone number
`Customer Display Name`	String	Customer’s full display name
`Customer First Name`	String	Customer’s first name
`Customer Last Name`	String	Customer’s last name

Billing event properties

The Membership Billing Success and Membership Billing Failure triggers include these additional fields:

Property	Type	Description
`Billing Attempt Status`	String	`SUCCESS` or `FAILURE`
`Billing Attempt ID`	Number	Shopify billing attempt ID
`Billing Date`	DateTime	Scheduled billing date (ISO 8601)
`Billing Attempt Time`	DateTime	Actual attempt timestamp (ISO 8601)
`Billing Attempt Count`	Number	How many times billing has been attempted for this cycle

The Membership Billing Success trigger also includes:

Property	Type	Description
`order_id`	Number	Shopify order ID created by the successful renewal
`Recurring Order ID`	Number	Same as `order_id`
`Recurring Order Name`	String	Order name (e.g., “#1002”)

Example workflows

Send a welcome email on new membership

Trigger: Membership CreatedAction: Klaviyo / Omnisend / Shopify Email — send “Welcome to the membership” emailUse Customer Email as the recipient and Membership Selling Plan Name to personalize the plan name in the email body.

Tag customers by membership tier

Trigger: Membership UpdatedCondition: Membership Selling Plan Name contains "Gold"Action: Shopify — Add customer tag gold-memberThis pattern lets you apply tier-specific tags automatically as members upgrade or switch plans.

Trigger a dunning flow on billing failure

Trigger: Membership Billing FailureCondition: Billing Attempt Count equals 1 (first failure only)Action: Klaviyo — Trigger “Update Payment Method” flowPass Customer Email and Membership ID as variables to the email template.

Pause account access on cancellation

Trigger: Membership CancelledAction 1: Shopify — Add customer tag membership-cancelledAction 2: Klaviyo — Send “We’re sorry to see you go” email with a win-back offer

Log renewals in your CRM

Trigger: Membership Billing SuccessAction: Salesforce / HubSpot (via Flow connector) — Log renewal eventUse order_id, Customer Email, and Membership Selling Plan Name as the data payload.

Alert your team on membership expiry

Trigger: Membership ExpiredAction: Slack — Send message to #membership-churn channelInclude Customer Display Name, Customer Email, and Membership Selling Plan Name in the message body.

Notes

Imported membership contracts do not fire membership-created. Only contracts created through the Shopify checkout flow trigger this event.
Flow integration must be enabled in Settings → Integrations before any triggers will fire.
All Flow trigger events appear in the membership Activity Log with source SYSTEM_EVENT.

Get Started

Guides

Partner Integration

Webhooks

Admin API

Customer Portal API

Automate memberships with Shopify Flow

Getting started

Membership lifecycle triggers

Billing triggers

Trigger properties

Membership properties

Customer properties

Billing event properties

Example workflows

Notes

​Getting started

​Membership lifecycle triggers

​Billing triggers

​Trigger properties

​Membership properties

​Customer properties

​Billing event properties

​Example workflows

​Notes

Getting started

Membership lifecycle triggers

Billing triggers

Trigger properties

Membership properties

Customer properties

Billing event properties

Example workflows

Notes