Using Shopify Flow with Downpay
Downpay officially integrates with Shopify Flow to provide ways to automate workflows and actions such as partial payment collection, authorization, and other triggers.
Shopify Flow is generally available to all Shopify merchants, regardless of their plan.
Downpay Triggers
Payment collection failure
Payment collection success
Payment authorization failure
Payment authorization success
Payment due in
Downpay Actions
Collect remaining payment
Authorize remaining payment
Void authorization
Update due date
Downpay Flow downloadable workflows
Customer notifications
Order management
Payment collection
Payment authorization
Downpay's triggers can be found in Shopify Flow when creating a new workflow under the Triggers menu.
The payment collection failure trigger can be used when collecting remaining payment and wanting to take action if payment fails. This trigger also contains a field that states the reason for the failure which can be used as a condition to have different actions based on the state.
The payment collection success trigger can be used when collecting remaining payment and wanting to take action on payment collection success.
The payment authorization failure trigger can be used to take action if payment authorization fails. This trigger also contains a field that states the reason for the failure which can be used as a condition to have different actions based on the state.
The payment authorization success trigger can be used to take action on payment authorization success.
Each order placed through Downpay has an associated due date for the remaining balance. Downpay comes with triggers for when orders are due. There are triggers for 24 hours, 48 hours, and 7 days before payments are due. These triggers, in addition to the default Payment Schedule is Due trigger, can be used to collect the remaining payment, or take another action depending on your use cases. For example, you could place a hold on a customer's card 48 hours before the order is due, and then fulfill the order knowing that payment is secured.
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Note: Downpay flow actions affecting orders only act on Downpay-enabled orders.
This action will collect the remaining balance to the card on file on a Downpay processed order.
This action will authorize the remaining balance to the card on file on a Downpay processed order.
Authorization, also known as pre-authorization or a credit card hold, is an approval from the credit card issuer that confirms that the cardholder has sufficient funds to cover the cost of a transaction. The length of the authorization varies based on the payment provider and Shopify Plan. Learn more about authorization on Shopify.
When selling products that are shipping before they are fully paid, we always recommend authorizing the remaining balance in order to avoid issues with payment capture due to insufficient funds, expired, or cancelled cards.
Additional amount field is available for Shopify Plus plan only. Leave at 0 to authorize full remaining balance on all other Shopify plans.
This action voids an authorization on a Downpay order, ahead of it's expiry date.
This action changes the due date of an open Downpay order with a deferred balance remaining.
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As of February 1, 2024, Gmail and Yahoo will require you to authenticate your domain and have a DMARC record in order to send emails to customers from a branded email address. If you take no action, then your sender email will be rewritten to store+123@shopifyemail.com to meet the minimum requirements so that you can continue sending emails to your customers without interruption. The string of numbers (123) in the default email store+123@shopifyemail.com will be unique to your store. Learn more
Download this prebuilt Shopify Flow template here.
Use the action Send invoice under Shopify to customize an invoice and let customers know payment has failed and that they should pay their remaining balance to avoid delays.
Recipient email address variable: {{ order.customer.email }}
Sender email address variable: {{ shop.email }}
Order number: {{ order.name }}
Download this prebuilt Shopify Flow template here
If you want to remind customers to pay their order, or that you will be automatically collecting payment soon, use this flow. Their are several trigger options in Downpay including Payment due in 1, 2, or 7 days
This workflow will not work with the Shopify action Send payment reminder. We recommend using Send order invoice and adding a custom message. The Order invoice template can be customized in your Shopify notifications - customer notifications settings.
The template includes some sample Subject/Custom message examples. Feel free to choose wording that suits your use case depending on whether you will automatically collect payment, or if you will send an invoice on the due date.
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Download this prebuilt Shopify Flow template here
Use the action Send internal email under Shopify Flow to send an email to a staff member if payment collection fails.
Download this prebuilt Shopify Flow template here.
When using deposits as a layaway payment option for customers, an email can be sent to an internal team when the final payment has been made to begin fulfillment.
Download this prebuilt Shopify Flow template here
When using deposit plans with Downpay with the Days after checkout due date type, orders will have an on hold status. A workflow can be created to check for fully paid status and automatically release the fulfillment holds in order to display Unfulfilled as an order's status.
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Download this prebuilt Shopify Flow template here
This workflow will trigger on releasing a fulfillment hold. This flow is only compatible with Downpay purchase options that use days after checkout as the balance due date. It will then:
- Send a reminder to customers that you will be collecting payment automatically from their card on file in 2 days
- Wait 2 days
- Attempt a charge on the credit card on file for the order
Download this prebuilt Shopify Flow template here
This workflow uses the Shopify trigger Payment schedule is due which is the date listed on the order payment details card.
Download this prebuilt Shopify Flow template here
This workflow uses the Order fulfill trigger and the Collect payment Downpay action.
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Download this prebuilt Shopify Flow template here
This workflow will authorize the remaining balance when an order is created. This may be useful for brand who ship products before collecting full payment, for example as a trial.
Additional amount field is available for Shopify Plus plan only. Leave at 0 to authorize full remaining balance on all other Shopify plans,
Download this prebuilt Shopify Flow template here
This workflow voids authorization on orders tagged with void.
- This workflow runs once a day and looks at the last 100 orders.
- The trigger schedule can be adjusted to suit the timing that works for you.
- The Get order data query can be adjusted for a different tag name or you can use it for specific orders with the query name:ordernumber (ex: name:1104)
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Need help building a workflow? Contact us and we'd be happy to help!
Shopify Flow is generally available to all Shopify merchants, regardless of their plan.
On this page:
Downpay Triggers
Payment collection failure
Payment collection success
Payment authorization failure
Payment authorization success
Payment due in
Downpay Actions
Collect remaining payment
Authorize remaining payment
Void authorization
Update due date
Downpay Flow downloadable workflows
Customer notifications
Order management
Payment collection
Payment authorization
Downpay triggers
Downpay's triggers can be found in Shopify Flow when creating a new workflow under the Triggers menu.
Payment collection failure
The payment collection failure trigger can be used when collecting remaining payment and wanting to take action if payment fails. This trigger also contains a field that states the reason for the failure which can be used as a condition to have different actions based on the state.
Payment collection success
The payment collection success trigger can be used when collecting remaining payment and wanting to take action on payment collection success.
Payment authorization failure
The payment authorization failure trigger can be used to take action if payment authorization fails. This trigger also contains a field that states the reason for the failure which can be used as a condition to have different actions based on the state.
Payment authorization success
The payment authorization success trigger can be used to take action on payment authorization success.
Payment due in
Each order placed through Downpay has an associated due date for the remaining balance. Downpay comes with triggers for when orders are due. There are triggers for 24 hours, 48 hours, and 7 days before payments are due. These triggers, in addition to the default Payment Schedule is Due trigger, can be used to collect the remaining payment, or take another action depending on your use cases. For example, you could place a hold on a customer's card 48 hours before the order is due, and then fulfill the order knowing that payment is secured.
Jump to top
Downpay actions
Note: Downpay flow actions affecting orders only act on Downpay-enabled orders.
Collect remaining payment
This action will collect the remaining balance to the card on file on a Downpay processed order.
Authorize remaining payment
This action will authorize the remaining balance to the card on file on a Downpay processed order.
Authorization, also known as pre-authorization or a credit card hold, is an approval from the credit card issuer that confirms that the cardholder has sufficient funds to cover the cost of a transaction. The length of the authorization varies based on the payment provider and Shopify Plan. Learn more about authorization on Shopify.
When selling products that are shipping before they are fully paid, we always recommend authorizing the remaining balance in order to avoid issues with payment capture due to insufficient funds, expired, or cancelled cards.
Additional amount field is available for Shopify Plus plan only. Leave at 0 to authorize full remaining balance on all other Shopify plans.
Void authorization
This action voids an authorization on a Downpay order, ahead of it's expiry date.
Update order due date
This action changes the due date of an open Downpay order with a deferred balance remaining.
Jump to top
Downpay Flow downloadable workflows
Customer Notifications
As of February 1, 2024, Gmail and Yahoo will require you to authenticate your domain and have a DMARC record in order to send emails to customers from a branded email address. If you take no action, then your sender email will be rewritten to store+123@shopifyemail.com to meet the minimum requirements so that you can continue sending emails to your customers without interruption. The string of numbers (123) in the default email store+123@shopifyemail.com will be unique to your store. Learn more
Send an invoice to the customer if payment fails
Download this prebuilt Shopify Flow template here.
Use the action Send invoice under Shopify to customize an invoice and let customers know payment has failed and that they should pay their remaining balance to avoid delays.
Recipient email address variable: {{ order.customer.email }}
Sender email address variable: {{ shop.email }}
Order number: {{ order.name }}
Email customers before the remaining balance due date
Download this prebuilt Shopify Flow template here
If you want to remind customers to pay their order, or that you will be automatically collecting payment soon, use this flow. Their are several trigger options in Downpay including Payment due in 1, 2, or 7 days
This workflow will not work with the Shopify action Send payment reminder. We recommend using Send order invoice and adding a custom message. The Order invoice template can be customized in your Shopify notifications - customer notifications settings.
The template includes some sample Subject/Custom message examples. Feel free to choose wording that suits your use case depending on whether you will automatically collect payment, or if you will send an invoice on the due date.
Jump to top
Order management
Send an email to internal teams if payment collection fails
Download this prebuilt Shopify Flow template here
Use the action Send internal email under Shopify Flow to send an email to a staff member if payment collection fails.
Send an email to internal teams when order is fully paid
Download this prebuilt Shopify Flow template here.
When using deposits as a layaway payment option for customers, an email can be sent to an internal team when the final payment has been made to begin fulfillment.
Release fulfillment hold when order is fully paid
Download this prebuilt Shopify Flow template here
When using deposit plans with Downpay with the Days after checkout due date type, orders will have an on hold status. A workflow can be created to check for fully paid status and automatically release the fulfillment holds in order to display Unfulfilled as an order's status.
Jump to top
Payment collection
Send payment reminder with invoice then automatically collect payment 48 hours later
Download this prebuilt Shopify Flow template here
This workflow will trigger on releasing a fulfillment hold. This flow is only compatible with Downpay purchase options that use days after checkout as the balance due date. It will then:
- Send a reminder to customers that you will be collecting payment automatically from their card on file in 2 days
- Wait 2 days
- Attempt a charge on the credit card on file for the order
Collect payment on due date
Download this prebuilt Shopify Flow template here
This workflow uses the Shopify trigger Payment schedule is due which is the date listed on the order payment details card.
Collect payment on fulfillment
Download this prebuilt Shopify Flow template here
This workflow uses the Order fulfill trigger and the Collect payment Downpay action.
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Payment authorization
Authorize payment when order is created
Download this prebuilt Shopify Flow template here
This workflow will authorize the remaining balance when an order is created. This may be useful for brand who ship products before collecting full payment, for example as a trial.
Additional amount field is available for Shopify Plus plan only. Leave at 0 to authorize full remaining balance on all other Shopify plans,
Void authorization
Download this prebuilt Shopify Flow template here
This workflow voids authorization on orders tagged with void.
- This workflow runs once a day and looks at the last 100 orders.
- The trigger schedule can be adjusted to suit the timing that works for you.
- The Get order data query can be adjusted for a different tag name or you can use it for specific orders with the query name:ordernumber (ex: name:1104)
Jump to top
Need help building a workflow? Contact us and we'd be happy to help!
Updated on: 04/10/2024
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