Connect Shopify Draft Orders to your business systems

Enable this ShopifyConnector Extension to integrate the quote → negotiation → order workflow. Draft Orders power assisted sales, B2B quoting, phone/WhatsApp orders, and payment-link checkouts.

Why enable this extension?

Because many sales aren’t fully self-serve. Teams often build an order before the customer pays. If your stack only sees paid orders, you lose:

Visibility into quotes created by sales teams
Auditability of negotiated changes.
Internal approval workflows.
Conversion insights from quote to revenue.

With sc.draft_orders/create, sc.draft_orders/update, and sc.draft_orders/delete, you can connect quote-to-order operations across ERP/CRM. Shopify provides draft_orders/create, draft_orders/update, and draft_orders/delete webhook topics.

Keep your CRM/ERP aligned

With account lifecycle changes.

Enforce B2B governance

Locations, billing, tax registration, exemptions, and access roles.

Automate B2B onboarding

With fewer manual steps.

Improve reporting

By company / location / contact, not only by individual customers.

Real-world business use cases

B2B quote-to-order (negotiation and approvals)

Systems: ERP, CRM (Salesforce/HubSpot/Dynamics), approval workflows. Why: convert quotes into orders without re-entering data and with full traceability. Example: A sales rep creates a draft with negotiated terms. sc.draft_orders/create creates a quote record in CRM/ERP. sc.draft_orders/update tracks changes over time. sc.draft_orders/delete closes canceled quotes and prevents ghost records.

Assisted sales & “checkout link” flows

Systems: support/sales (Zendesk, Intercom), CRM. Why: let agents build the order and the buyer simply confirms and pays. Example: An agent creates a draft and sends a checkout link. If the buyer requests changes, the agent updates the draft and downstream systems stay aligned (ticket + CRM + reporting).

Operations planning (pre-picking / demand signals)

Systems: WMS/ops, BI. Why: drafts can be strong intent signals for forecasting and workload planning. Example: Use drafts to forecast upcoming demand. sc.draft_orders/update refreshes projections as quotes evolve.

Finance & commercial control (margin, discount approvals)

Systems: BI, pricing, internal controls. Why: drafts reveal margin-impacting discounts before revenue is booked. Example: A draft exceeds a discount threshold: sc.draft_orders/create triggers approval; sc.draft_orders/update can unlock the deal once corrected.

Connect Shopify with your system

FAQ

A Draft Order represents an order-in-progress (quote/assisted sale) before it becomes a final order.

Because orders arrive at the end. Draft Orders capture the negotiation/build stage where many B2B and assisted sales workflows happen.

Shopify documents the read_draft_orders scope for these topics.

Real-world business use cases

Which events does this ShopifyConnector Extension enable?

sc.draft_orders/create
sc.draft_orders/update
sc.draft_orders/delete
Permissions (scope): Shopify documents the read_draft_orders scope for these topics.

Tell us your systems.

We’ll propose the best integration plan.

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Connect Shopify with your ERP or business systems

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