Shopify Flow automates the manual review process by flagging high-risk transactions based on customizable triggers, such as specific order values or fraud risk levels. Flagged orders are automatically held from fulfillment and moved into a workflow queue for your team to investigate. This allows you to manage potential fraud or issues in one place without needing to manually audit every incoming transaction.
Use this document to install Shopify Flows, configure settings, and create workflows to set up the Kount 360 app for manual reviews.
Change settings in the Kount 360 app and Shopify before creating any workflows.
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On your Shopify Admin page, select Settings.
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Select Payments.
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Under Payment capture method, select Manually.
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On the Admin page, select Kount.
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Under Approve Actions, make sure that Auto-Capture is not selected.
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Under Decline Actions, make sure that Auto-Refund and Auto-Cancel are not selected.
Note
You can leave the Auto-Void setting on if it is already selected.
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Select Save.
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On the Shopify Admin page, select Apps, and then select Flow.
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Select Create Workflow.
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Select Select a Trigger.
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Select Kount.
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Select Order automatically approved.
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On the trigger, select Then, select Action, and then search for Capture Payment.
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Name the workflow Kount Auto Approve.
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Select Turn on workflow, and then select Turn on in the Ready to turn on your automation workflow? window.
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Select Exit.
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On the Shopify Admin page, select Apps, and then select Flow.
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Select Create Workflow.
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Select Select a Trigger.
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Select Kount.
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Select Order manually approved.
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On the trigger, select Then, select Action, and then search for Capture payment.
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Name the workflow Kount Manual Approve.
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Select Turn on workflow, and then select Turn on.
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Select Exit.
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On the Shopify Admin page, select Apps, and then select Flow.
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Select Create Workflow.
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Select Select a Trigger.
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Select Kount.
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Select Order automatically declined.
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On the trigger, select Then, select Action, and then search for Cancel order.
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Configure the action as needed.
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Name the workflow Kount Auto Cancel.
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Select Turn on workflow, and then select Turn on.
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Select Exit.
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On the Shopify Admin page, select Apps, and then select Flow.
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Select Create Workflow.
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Select Select a Trigger.
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Select Kount.
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Select Order manually declined.
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On the trigger, select Then, select Action, and then search for Cancel order.
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Configure the action as needed.
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Name the workflow Kount Manual Cancel.
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Select Turn on workflow, and then select Turn on.
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Select Exit.
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On the Shopify Admin page, select Apps, and then select Flow.
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Select Create Workflow.
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Select Select a Trigger.
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Select Kount.
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Select Order marked for review.
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On the trigger, select Then, select Action, and then search for Add order tags.
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Name the tag kount-under-review.
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Name the workflow Tag Orders on Review.
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Select Turn on workflow, and then select Turn on.
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Select Exit.
Create a flow to capture authorized post-purchase payments (upsell) after the initial order.
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On the Shopify Admin page, select Apps, and then select Flow.
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Select Create Workflow.
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Select Select a Trigger.
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Select Shopify.
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Select Order transaction created.
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On the trigger, select the + sign, and then select Condition.
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For the condition:
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On the condition, select True, and then select Action.
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Select Shopify, and then select Capture Payment.
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Select More actions, select Rename, and then rename the workflow Capture Authorized AfterSell Post-Purchase Payments.
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Select Turn on workflow, and then select Turn on.
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Select Exit.
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