Email Discord Invitation Links to New Shopify Customers

This trigger watches for new orders in real-time and captures the order details including the customer ID. Every time an order gets created, the workflow starts automatically and passes the customer information to the next step for processing. No configuration is needed—the trigger works as soon as you connect your Shopify store.

This step queries Shopify using the customer ID from the order and retrieves the full customer profile including their email address for sending the invitation, their first name for personalizing the message, and any existing tags to check if they've already been invited. All this information gets passed to subsequent steps in the workflow.

This step fetches your Shopify shop information including the shop name which gets inserted into the email signature. The shop name appears at the bottom of the invitation email so customers know which brand community they're being invited to join. This happens automatically without any configuration needed.

This filter examines the customer's tags from the Retrieve Customer step and checks whether the tag "discord:invite" is present. If the tag exists, the workflow stops here and doesn't send another invitation. If the tag is missing, the customer hasn't been invited yet and the workflow continues to generate their Discord link. The comparison happens automatically using the tags data retrieved earlier.

This step connects to Discord and generates a new invitation link for your specified channel. You need to configure one field: your Discord channel ID, which you can find by right-clicking on the channel in Discord and selecting "Copy ID" (you may need to enable Developer Mode in Discord settings first). The generated invitation code gets passed to the email step where it's formatted into a complete Discord invite URL.

This step sends an email to the customer's email address with the subject "Welcome to our Discord community! - Discord Invite" and a message that includes their first name, the Discord invitation URL, and your shop name. You can customize the email subject and message body to match your brand voice or add more context about what customers will find in your Discord community. The invitation link automatically combines the Discord base URL with the unique code generated in the previous step.

This step adds the tag "discord:invite" to the customer's profile in Shopify. Once tagged, the Filter step in future workflow runs will prevent this customer from receiving additional invitations even if they place multiple orders. The tag gets applied automatically using the customer ID retrieved earlier, and you can see it in the Shopify admin under the customer's profile.