How it works

Follow these 3 simple steps to start automatically updating order metafields with customer company names from Shopify Plus B2B data

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Order Created
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger detects every new B2B order and initiates the process of capturing company information that would otherwise require manual lookup and data entry.

This step automatically monitors your Shopify store for new orders and kicks off the workflow whenever a B2B customer places an order. The trigger captures essential order details including the customer's company location ID, which gets passed to the next step for company name retrieval.

No configuration is needed since it monitors all incoming orders by default. The trigger runs in real-time, so company information gets processed immediately after each order is created.

Retrieve Company Location
App connector: Shopify Plus • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step fetches the actual company name from Shopify Plus's B2B system using the company location ID from the order, providing the specific data needed for the metafield update.

This step connects to your Shopify Plus B2B system and retrieves the complete company location details using the company location ID captured from the order trigger. The workflow automatically pulls the company name, address, and other location-specific information that B2B customers have registered in your store. This data retrieval happens seamlessly in the background and passes the company name to the final step. The retrieved company information ensures accurate business records and proper order attribution.

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Set Order Metafield
App connector: Shopify • Time to complete: 2 minutes
Why this matters: This step permanently stores the company name as structured data on the order record, making it searchable and accessible for reporting, filtering, and business analysis across your entire order management system.

This step creates a custom metafield on the order record and populates it with the company name retrieved from the previous step. The metafield uses the namespace "custom" with the key "customer_company_name" and stores the data as single-line text for easy access and reporting. You can customize the namespace and key names to match your existing metafield structure or reporting requirements. Once saved, this company name appears in order details and can be used for filtering, reporting, and automated business processes.

Make it your own

Customize this workflow even further:

Filter by company size or type
Add conditional logic to handle different company tiers, applying special processing rules for enterprise accounts vs. small businesses based on company metadata.
Sync company data across multiple systems
Extend the workflow to update your CRM, accounting software, or customer support tools with the same company information for consistent business records.
Generate automatic B2B reports
Chain additional steps to compile monthly company sales summaries, track B2B customer growth, or trigger alerts when high-value company accounts place orders.
Deploy smart company notifications
Use AI agents to analyze company order patterns and automatically notify your sales team when existing B2B customers show unusual purchasing behavior or expansion opportunities.

Frequently asked questions

Will this work for regular B2C customers who don't have company associations?
No, this workflow specifically requires B2B customer data from Shopify Plus. If a regular customer places an order without company information, the "Retrieve Company Location" step will fail to find data and the metafield won't be created.
Can I use this company name data to segment customers in Shopify's native reports?
Yes, once the company name is stored as a metafield, you can use it in Shopify's order reports and filters. You can also export this data to build custom company performance reports or integrate with business intelligence tools.
What happens if a B2B customer changes their company name or location details?
The workflow only captures company information at the time each order is created, so existing order metafields won't automatically update when company details change. New orders will reflect the updated company information, but historical order records will maintain the company name that was current when originally processed.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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