Automation

The Automation screen in Sami B2B Onboarding is where you set up what happens to applications without anyone opening them. Rules decide applications, presets carry the terms an approval writes to Shopify, the tax ID check verifies the buyer’s number, and automations send the emails and Shopify Flow triggers for each event.

Note

Only admins see Automation in the app menu. Reviewers don’t. To change someone’s role, see Team and roles.

The Automation screen

Open Automation from the app menu in the Shopify admin sidebar. The screen has three tabs. Each tab shows a count:

Tab	What it holds	The count shows
Presets	Sets of approval terms: catalog, payment terms, checkout, tax, contact role, customer tags and assigned staff.	How many presets you have
Rules	An ordered list of rules that approve, reject, assign, flag or ask for more information. The Tax ID validation card sits beside them.	How many rules are live
Automations	One switch per application event, with the emails it sends and the Shopify Flow trigger it publishes. Also has the Shopify Flow card and Recent runs.	How many events are switched on

Changes on the Rules and Automations tabs stay as drafts until you click Save in the save bar. Presets are saved one at a time, from the preset’s own page.

Each tab shows a count: your presets, your live rules and the events that are switched on.

How it fits together

When a buyer submits an application, or answers a request for more information, the app works through these steps in order:

1. Automations. The Application received event (or Application revised, for an answer) sends its emails and publishes its Shopify Flow trigger, if its switch is on.
2. Tax ID check. If it’s on, the app checks the tax ID against the EU’s VIES registry or against the country’s number format. Depending on your settings, a failed check can reject the application here.
3. Rules. The app tests your live rules from top to bottom. The first rule that matches decides what happens: approve with a preset, assign a reviewer, request information, reject, or flag for review. If no rule matches, the application waits for your team.
4. Presets. When an application is approved, by a person, a rule or a Shopify Flow workflow, the chosen preset’s terms are written to the new Shopify company and its location.

Each decision then fires its own event (approved, rejected, more information requested), with its own emails and Shopify Flow trigger.

Approval presetsSave the catalog, payment terms, tax and checkout settings an approval gives a company.Rules that decide applicationsApprove, reject, assign or flag applications automatically, based on their answers.Tax ID checksVerify EU VAT numbers with VIES and check number formats in other countries.Automations and Shopify FlowChoose which events send emails, and build Shopify Flow workflows on them.

Next steps

• Approval presets — create your first preset, so approvals give companies the right terms.
• Rules that decide applications — approve your clearest cases without opening them.
• Approve an application — see where your presets appear when you approve by hand.