Integrations
Automate everything. Build zero custom code.
CreditGuard plugs directly into Shopify Flow and your Shopify Admin. Two triggers. Infinite automation possibilities.
Two triggers. Any automation you can imagine.
CreditGuard fires structured events at every key credit moment — blocked orders and payment due dates. Connect them to any Shopify Flow action: emails, Slack messages, CRM tasks, or account suspension.
All triggers pass rich structured data — company name, location name, order name, amount, currency, and due date — so you never need to do custom field mapping.
flow-trigger-example.png
Shopify Flow canvas showing a CreditGuard Credit Order Blocked trigger connected to a Slack message action and an email notification action
Credit Order Blocked
The instant a draft is created for a blocked order — when the buyer clicks 'Submit order for approval'
Data Passed
- Company name
- Location name
- Order amount
- Currency
- Credit available
- Shortfall amount
- Blocked timestamp
Example Automations
- Notify your sales team via email with buyer details and shortfall amount
- Create a task in your project management tool
- Post a message in a Slack channel: 'New blocked order: [Company] — [Amount] — [Shortfall]'
Payment Due Today
On the exact due date of a B2B invoice
Data Passed
- Company name
- Location name
- Order name
- Amount
- Currency
- Due date
Example Automations
- Send a 'payment due today' notification to the buyer's contact
- Flag the order for AR review
Native Admin
Integrated directly into Shopify Admin.
CreditGuard doesn't replace your Shopify workflow — it extends it. Five native touchpoints inside your existing admin.
Draft Order Credit Summary block
Appears natively on every draft order page in your admin — showing credit status, position, and overdue warnings without leaving the draft order.
Company and Location records
CreditGuard syncs with Shopify company data automatically. No separate directory to maintain.
Payment terms
CreditGuard reads payment terms from Shopify and uses them to calculate due dates and overdue status automatically.
Payment customisation
Automatically hides the 'Pay on Account' payment method for suspended or over-limit accounts.
Checkout editor
One-step block addition via the standard Shopify checkout editor. No theme code required.
Draft Order Credit Summary
draft-order-summary-block.png
CreditGuard block on a Shopify Admin draft order page showing credit status badge, position table with If Approved balance, and overdue warning
Company & Location Sync
companies-list.png
CreditGuard companies list showing all B2B companies synced from Shopify with per-location credit rows and status badges
Start automating your credit workflows.
Install CreditGuard and connect your first Shopify Flow automation in minutes.
Install on Shopify — Free