Integrations
Automate everything. Build zero custom code.
CreditGuard plugs directly into Shopify Flow and your Shopify Admin. Three triggers. Infinite automation possibilities.
Three triggers. Any automation you can imagine.
CreditGuard fires structured events at every key credit moment — blocked orders, payments due today, and overdue locations. 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. Every trigger is automatic and event- or schedule-based — there's nothing to fire manually.
Credit Order Blocked
The instant a B2B order exceeds its credit limit and is blocked or redirected to a draft — fired in real time, event-based
Data Passed
- Company location ID
- 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 — checked once daily
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
Payment Overdue
The morning after a location's invoices become overdue — aggregated per location (one trigger per location, not per order), via a daily check
Data Passed
- Company name
- Location name
- Overdue order count
- Total overdue amount
- Currency
- Oldest due date
- Max days overdue
Example Automations
- Send an escalating dunning email with the total overdue amount and days overdue
- Auto-suspend the location until outstanding invoices are settled
- Alert your finance team in Slack: '[Company] — [Count] overdue — [Total]'
Shopify Flow triggers are part of the Premium plan. Starter merchants can see the triggers in Flow, but they only fire on Premium.
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
Company & Location Sync
Start automating your credit workflows.
Install CreditGuard and connect your first Shopify Flow automation in minutes.
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