How to Integrate B2B Company Onboarding template with Shopify Flow App?

Integrate the B2B company onboarding template with the Shopify Flow app to automatically assign new customers to the right B2B company using custom rules. Using the MO Customer Accounts Login app together with Shopify Flow, every customer created on your store is evaluated against the rules you define and assigned to the right company automatically.

Rules can be built on customer fields such as Email Domain, Tag, Country, State/Province, City, Zip/Postal Code, Note, Created At, Total Spend, No of Orders and Metafield. This removes the manual step of adding each buyer to a company and is ideal for B2B stores, wholesale portals and partner storefronts on Shopify Plus.

Pre-requisites: App Installation & Store Setup

• Log in to your Shopify Admin.
• Go to Apps → Shopify App Store
• Search for Shopify Flow
• Click Install to add the app to your store
• Make sure Shopify Flow is installed on your store. (Flow is available on Shopify Plus and on eligible plans from the Shopify App Store.)
• Make sure the B2B companies you want to assign customers to already exist under Customers → Companies in your Shopify Admin.

Step by Step guide to Integrate B2B Company Onboarding Template with Shopify Flow

Step 1: Open the B2B Flow Template

• In your Shopify Admin, navigate to Apps → Flow to open the Shopify Flow dashboard.
• Click on the Browse templates button.

• In the Search field, type b2b to filter the available B2B automation templates.
• Select the template named Assign customer to B2B company when customer is created.

• Review the workflow preview and the About this template panel. The template uses the MO Customer Accounts Login app by miniOrange and contains the following steps:

Customer created	Trigger — the workflow starts when a new customer is created.
Company Assignment Rule configuration	miniOrange action — set the conditions used to automatically assign customers to a company.
Condition	Checks if the company query was generated successfully.
Get company data	Fetches companies using an advanced query, sorted by created at in ascending order.
Assign Company to Customer	miniOrange action — assigns the matched B2B company to the customer based on the configured rules.

Step 2: Install the Template

• Click on the Install button on the top right of the template.
• A Before you install dialog appears with a pre-install note. Read the note and click on Install to continue.

• The workflow is installed as a Draft and opens in the Flow editor. A Review label is shown on the Company Assignment Rule configuration step, indicating that this step still needs to be configured.

Step 3: Configure the Company Assignment Rule

• Click on the Company Assigment Rule configuration step in the workflow to open its settings panel.
• You will see the error "Please set rules for company assignment. Click on Configure Rule to continue." until the rules are defined.
• Click on the Configure Rule button.

• You will be redirected to the Company Assignment Rule Configuration page of the MO Customer Accounts Login app. The page is divided into three steps.

Step 1: Select Matching Strategy

• Choose how you want to match customers to companies from the Matching Strategy dropdown. Select Static Rules to assign companies based on the fixed conditions you define in the next step.

Step 2: Define Rule Conditions

• Under Rule 1, configure the condition using the table below:

Customer field	The customer attribute to match on. Available options are Email Domain, Tag, Country, State/Province, City, Zip/Postal Code, Note, Created At, Total Spend, No of Orders and Metafield.
Operator	The comparison to apply, for example Equals. The available operators change based on the selected customer field.
Value	The value to compare against. For example, enter xecurify.com when matching on Email Domain.

• Click on + Add condition to add more conditions to the same rule (all conditions within a rule must match).
• Click on + Add Rule to create additional rules for other companies, for example a second rule that maps a different email domain to a different B2B company.

Step 3: Assign to Company

• In the Company field for Rule 1, search for and select the B2B company that matching customers should be assigned to, for example MiniOrange.
• The Configuration Summary card on the left updates in real time and shows what your rule will do, for example: Automatically assign a customer to "MiniOrange" if their email domain is "xecurify.com".

• Click on the Save Configuration button on the top right.
• You will see the Configuration saved successfully confirmation banner.
• Click on Exit in the top left to return to your Shopify Flow workflow.

Step 4: Turn on the Workflow

• Back in the Flow editor, the Company Assigment Rule configuration step now shows a Configuration Page Preview instead of the error.
• Click on the Turn on workflow button on the top right.
• In the Ready to turn on your automation workflow? dialog, click on Turn on.

• On the Flow Workflows list, the workflow status changes to Active with the trigger Customer created.

You have completed the workflow configuration.

Step 5: Test the Company Assignment Flow

• Go to your Shopify Store. (https://<your-shopify-storedomain>)
• Click on the User login icon in the storefront header and sign in with an account whose email matches the rule you configured, for example an email ending in @xecurify.com.

• Complete the sign-in. On successful login you will land on the customer account page of your store, and a new customer record is created in Shopify.
• Now go back to your Shopify Admin and navigate to Customers. Open the customer that was just created.

• On the customer detail page, the Company card shows the assigned B2B company and the Permissions card shows the location permissions granted to the customer.
• The Timeline confirms the automation, showing entries such as "MO Customer Accounts Login added this customer to <Company>" and "This customer was given Ordering only permissions for <Company>".

You've completed the integration of the B2B Company Onboarding template with Shopify Flow. With this setup, every new customer created on your store is evaluated against your rules and assigned to the correct B2B company automatically, so buyers get their company pricing, catalogs and payment terms from their very first login without any manual work from your team.