Slack alerts for high-value Shopify orders with customer context
Every 15 minutes, send your sales and CX team a Slack heads-up when a big Shopify order lands, with the buyer's history and what makes it interesting.
Shopify
SlackSalesOperationsNotifications & AlertsLead EnrichmentBuild me an agent workflow that posts a contextual Slack heads-up to my sales and CX team whenever a high-value paid order lands in Shopify, so we can react in minutes instead of finding it in tomorrow's report.
Trigger: cron, every 15 minutes.
On each run, call Shopify List Orders with created_at_min set to the previous run time and financial_status=paid. Then filter in-workflow for orders whose total exceeds a configurable dollar threshold (default $500, expose this as a config input so I can change it without editing the workflow).
For each qualifying order, call Shopify Get Order to confirm the line items and order details, then call Shopify Get Customer Orders to pull that buyer's full order history (count of past orders, lifetime spend, dates).
Then have the agent write a short, scannable Slack message that includes: the customer's name, the order total, what they bought (line items), whether they are a new or returning customer (and if returning, how many past orders and their lifetime spend), and any standout signal the agent identifies. Standout signals include things like: first order over $1,000, third order in a month, a big jump in basket size compared to past orders, repeat purchase of the same SKU, or a long-dormant customer coming back. The reasoning step is what makes this useful: don't just dump fields, surface what makes this order interesting.
Post the message to Slack using Send a Message. The channel should be a config input (default to a #sales channel I specify).
Keep each message tight, around three to five lines, formatted with Slack mrkdwn (single asterisks for bold). One message per qualifying order. If there are no qualifying orders in the window, post nothing.
Config inputs I should be able to edit: dollar threshold, Slack channel, and the cron cadence.
What does this prompt do?
- Watches your Shopify store for paid orders above a dollar threshold you set, like $500 or $1,000.
- Pulls the buyer's order history so your team knows if they are new, returning, or a top customer before they reach out.
- Writes a short Slack message that names the customer, the order total, the line items, and what makes the order stand out.
- Posts to the channel you choose so sales and CX can react in minutes instead of finding it in tomorrow's report.
What do I need to use this?
- A Shopify store with read access to orders and customers.
- A Slack workspace and the channel where the alerts should land.
- A dollar threshold for what counts as a high-value order, like $500.
How can I customize it?
- Change the dollar threshold to match your average order value. Boutique brands often use $250, higher-ticket stores use $1,000 or more.
- Swap the Slack channel, or send to a private channel for your CX leads only.
- Adjust the cadence. Every 15 minutes is the default, but you can move to every 5 minutes for busy stores or hourly for slower shops.
- Tune what counts as a standout signal, like first order over $1,000, third order in a month, or a big jump in basket size.
FAQs
Will this work for stores on any Shopify plan?
Can I send to more than one Slack channel?
What counts as a high-value order?
Will I get duplicate alerts for the same order?
Can it tell the difference between a new and a returning customer?
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Stop missing your biggest orders until tomorrow.
Connect Shopify and Slack once, and Geni pings your team in minutes whenever a high-value order lands, with the customer context they need to act on it.