Send B2B access email

The Send B2B access email action sends an access email to a company contact.

Triggers

The Send B2B access email action can be used in workflows that start with triggers that contain a company contact, including:

• Company contact created
• Company contact assigned permission

Templates

Send B2B access email to approved customer

Requires Shopify Plus and built to support Helium Customer Fields. When customers with a certain tag are given permission to place company orders, this workflow will send Shopify's B2B access email to the customer and then remove the Customer tag. View template