How to automate inventory workflows with Shopify Flow

Running a stock take is only half the job. Once it's finished, someone usually has to pull a report, update a spreadsheet, notify the right people, and maybe push the numbers into an ERP or finance system. Done manually, that admin can eat up almost as much time as the count itself, especially across multiple locations.

Shopify Flow is Shopify's own automation tool, and it's a genuinely powerful bit of kit — free to use, and capable of triggering all sorts of workflows across your store. The catch is that it can only act on the data it's given. Without the right triggers and actions feeding it, Flow doesn't know when a stock take has finished or what changed, so a lot of that admin work still has to be done by hand.

That's where Stock Takes by Pimsical comes in. It integrates directly with Shopify Flow, giving you a "Stock Take Complete" trigger and a set of report actions, so you can build workflows that fire automatically the moment a count is finished.

How it helps

• Kick off workflows the moment a count finishes — the Stock Take Complete trigger fires automatically, exposing details like location, stock take name, and whether any ad-hoc adjustments were made
• Skip the manual exports — generate CSV reports automatically for adjustments, current available stock, stock take counts, or individual item scans
• Keep your ERP in sync without lifting a finger — send report data straight to systems like NetSuite via Flow's HTTP request action, so your external systems always match your physical counts
• Keep the right people in the loop — automatically notify store managers or stock controllers as soon as a stock take is complete
• Build in accountability — automatically create a task for your finance team to review adjustments, using Flow's standard task actions

Worth knowing

• Generated report links are only valid for 2 hours, so any workflow using them needs to fetch or forward the data within that window
• You'll need some familiarity with Shopify Flow to set workflows up, though no coding is required — it's all built from Flow's standard actions and triggers