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Forms & Surveys

Save Shopify wholesale applications from a form and email them for review

When a wholesale application form is submitted, finds or creates the Shopify customer, tags them pending, stores the answers in their note, and emails the team.

What it does

## Collect and review Shopify wholesale applications ### Who it's for Shopify stores that sell wholesale or B2B. Shopify's B2B has no application form, so buyers email you and requests get lost. ### How it works 1. Wholesale application form is a hosted n8n form (link it from your store). 2. Settings holds every value you may change. 3. Find customer checks Shopify for that email. 4. Save customer in Shopify creates or updates the customer, adds the *pending* tag and stores the answers in the customer note (existing tags and notes are kept). 5. Email you sends the application with a button to the customer. 6. Confirm to applicant (optional) thanks the buyer. ### Setup 1. Create a Shopify app with scopes read_customers,write_customers, install it, add a Shopify OAuth2 API credential and select it in both Shopify nodes. 2. Add an SMTP credential to both email nodes. 3. Fill in Settings and activate. 4. Copy the form's Production URL and link it from your store (e.g. a "Apply for wholesale" page or menu item). ### Requirements Shopify store (any plan), SMTP. One execution per application.

The steps

  1. Wholesale application form
  2. Settings
  3. Find customer
  4. Build Shopify customer
  5. Save customer in Shopify
  6. Build owner email
  7. Email you
  8. Confirm to applicant?
  9. Confirm to applicant

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