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Auto-send a checkout link by email when it's created

When a customer asks for a checkout link to be emailed — for example, when staff toggle Send link via email in Shopify POS — Checkout Links creates a small record on the link and waits for a Shopify Flow workflow to do the actual sending. This article walks through that workflow: a trigger, one condition, and the Send Checkout Link action.

Before you start

  • Klaviyo is connected — see Setting up the Klaviyo integration

  • You've set your email logo and brand colour in Settings > Klaviyo

  • Shopify Flow is installed on your store (it's free)

Build the workflow

  1. In Shopify, open Flow and click Create workflow

  2. Set the trigger to Metaobject entry created

  3. For Definition, choose Checkout Links

  4. Click Add condition

  5. Set the condition to Send rules is not empty and exists

  6. Click Add action and choose Checkout Links > Send Checkout Link

  7. For the Email field, pick the variable Send rules from the metaobject

  8. For the Link field, pick the Shortcode variable from the metaobject

  9. Configure the email — subject, banner (or remove it), image (or remove it), headline, body text, and button text

  10. (Optional) Toggle whether to show the link items in the email

  11. Save and turn the workflow on

How it fire

Whenever something asks Checkout Links to email a link — like the POS Send link via email toggle — Checkout Links writes a metaobject entry with the recipient email in the Send rules field and the link's Shortcode. That entry trips your trigger, the condition passes, and the action sends the email through Klaviyo using the template you set up.

Check it ran

  1. In Shopify, open Flow and go to your workflow's Run history

  2. Look for a recent run — when it completes, you'll see Send Checkout Link completed

  3. Open your inbox to confirm the email looks right — logo, headline, button, and the link

What's in the email

The email uses the logo and brand colour from your Checkout Links Klaviyo settings, plus the subject, headline, body, and button text from the Flow action. The button takes the customer to the checkout link, with their cart, customer info, and any selling plans pre-filled.

Tips

  • Save the workflow as a template you can clone — the trigger and condition are the same every time

  • If the email doesn't arrive, the run history is the first place to look — most issues are a missing field mapping or a paused workflow

  • Branding (logo, colour) is shared across all sends. To make a one-off email feel different, change the banner or remove the image inside the Flow action

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