This article covers every workflow action available through the Shopify integration — all of which read or modify orders inside a connected Shopify store. For each action, you'll find a short description and a field-by-field breakdown of everything you configure, including whether each field is required.
Note: Shopify does not provide any triggers in HappyFox Workflows. Use a HappyFox Help Desk trigger (such as Ticket Created or Smart Rule) to start a workflow, then add a Shopify action as a step within it.
Validation note legend
| Term | Meaning |
|---|---|
| Required | The workflow fails to run if this field is blank or missing. |
| Optional | You can leave the field blank; the action still runs. |
| Text | A plain text value. Can include dynamic workflow variables. |
| Number | A numeric value entered as text. Must be a valid number. |
| Yes/No toggle | A boolean on/off switch (true / false). |
| List (multiple entries) | A repeatable block where you add one or more sub-items. |
| Selection (pick one) | A dropdown where you choose exactly one option from a fixed list. |
Note: Some fields below are listed as "Required — at least one of [A, B] must be provided." This means the workflow requires either A or B (or both) to be filled in. It will not accept both being left blank.
Actions
Updates an Order in Shopify
Updates the internal note and/or tags on an existing Shopify order. At least one of the two editable fields — Note or Tags — must be provided alongside the Order ID. The action sends only the fields you fill in.
| Field | Description | Validation |
|---|---|---|
| Order ID | The numeric Shopify order ID for the order you want to update. | Required · Text |
| Note | An internal note to set on the order. Replaces any existing note. | Optional · Text — Required, at least one of Note or Tags must be provided |
| Tags | A comma-separated list of tags to set on the order. Replaces the existing tag list. | Optional · Text — Required, at least one of Note or Tags must be provided |
Closes an Order in Shopify
Marks an open Shopify order as closed, preventing any further fulfillment or payment activity on it. No additional data is required beyond the Order ID.
| Field | Description | Validation |
|---|---|---|
| Order ID | The numeric Shopify order ID for the order you want to close. | Required · Text |
Re-open a Closed Order in Shopify
Reopens a previously closed Shopify order, making it active again so it can be fulfilled or edited. No additional data is required beyond the Order ID.
| Field | Description | Validation |
|---|---|---|
| Order ID | The numeric Shopify order ID for the closed order you want to reopen. | Required · Text |
Search for an Order in Shopify by ID
Retrieves a single Shopify order by its numeric order ID and returns the full order object for use in later workflow steps.
| Field | Description | Validation |
|---|---|---|
| Order ID | The numeric Shopify order ID to look up. | Required · Text |
Search for an Order in Shopify
Finds a Shopify order by order number and verifies it belongs to the customer with the given email address. Both fields are required together — the email confirms ownership rather than acting as a simple filter, so the action returns no result if the email does not match.
| Field | Description | Validation |
|---|---|---|
| Name | The Shopify order number (for example, #1001) used to search for the order. |
Required · Text |
| The customer email address used to confirm the order belongs to this customer. | Required · Text |
Create a Refund in Shopify
Calculates and issues a refund for one or more line items on an existing Shopify order. The action first calls Shopify's refund calculation endpoint, then submits the refund. Shipping can be refunded in full or by a custom partial amount — exactly one of those two options must be specified.
| Field | Description | Validation |
|---|---|---|
| Order ID | The numeric Shopify order ID for the order being refunded. | Required · Text |
| Refund Line Items | The list of order line items to include in this refund. At least one item must be added. Each row includes: Line Item ID (the Shopify line item ID or the exact product title), Quantity (the number of units to refund), and Restock Type (how Shopify should handle restocking, for example return, cancel, or no_restock). |
Required · List (multiple entries) |
| Full Shipping Refund | Refunds the full shipping amount automatically. | Optional · Yes/No toggle — Required, at least one of Full Shipping Refund or Shipping Amount must be provided |
| Shipping Amount | A specific monetary amount to refund for shipping. Use this when you don't want a full shipping refund. | Optional · Number — Required, at least one of Full Shipping Refund or Shipping Amount must be provided |
| Note | An internal note to attach to the refund record. | Optional · Text |
| Notify Customer | Sends Shopify's built-in refund notification email to the customer. | Optional · Yes/No toggle |
| Currency | The three-letter ISO currency code (for example, USD) for the refund amounts. |
Optional · Text |
Cancel an Order in Shopify
Cancels an open Shopify order. You can optionally notify the customer by email and issue a partial or full refund as part of the cancellation.
| Field | Description | Validation |
|---|---|---|
| Order ID | The numeric Shopify order ID for the order to cancel. | Required · Text |
| Note | A reason or note to attach to the cancellation. | Optional · Text |
| Notify Customer | Sends Shopify's built-in cancellation notification email to the customer. | Optional · Yes/No toggle |
| Amount | A monetary refund amount to issue at the time of cancellation. | Optional · Number |
| Currency | The three-letter ISO currency code (for example, USD) for the refund amount. |
Optional · Text |
Create an Order in Shopify
Creates a new Shopify order for a given customer email with one or more product line items. The order is placed using Shopify's standard draft-order format.
| Field | Description | Validation |
|---|---|---|
| The customer email address the order will be associated with. | Required · Text | |
| Line Items | The list of products to include in the order. At least one item must be added. Each row includes: Variant ID (the Shopify product variant ID) and Quantity (the number of units of this variant to order). | Required · List (multiple entries) |
Your Shopify actions are now configured and ready to use as steps in any workflow. Next, see how to add an action to a workflow to place one of these actions in your workflow builder.