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Lantern × Shopify Flow: Connect to Other Apps

Wendy avatar
Written by Wendy
Updated yesterday

Use Shopify Flow to route Lantern quiz completions into the rest of your stack—marketing tools, CRMs, helpdesks, and ops apps—without writing code. This guide gives you a reusable base workflow and a set of mini‑recipes you can adapt to any Flow‑compatible app.

Prerequisites

  • Shopify Flow installed and active.

  • A published Lantern quiz collecting responses.

  • Optional (for customer data): add an Opt‑in page and enable Create customer in Shopify in Lantern (Results Page → Order & Customer Tags), then republish. If you turn this on, use the Flow trigger “Quiz Completed — with customers.” Otherwise, use “Quiz Completed.”

Image showing Lantern Results Page → Order & Customer Tags with “Create customer in Shopify” enabled.

Base Workflow

1. Start the workflow

1.1 Open Shopify Flow, click Create workflow, then choose Select a trigger.

Image showing the Shopify Flow interface showing the Create workflow screen with the Select trigger option highlighted.

1.2 In the editor, select Lantern as the app.

1.3 Choose the trigger that fits your setup: Quiz Completed — with customers (recommended if you enabled customer creation) or Quiz Completed.

Image showing Shopify Flow editor with Lantern selected and the trigger options highlighted.

2. (Optional) Scope which quizzes run

2.1 Click the plus icon → Condition.

2.2 Click Add a variable, choose quizID, leave Equal to, then enter your Quiz ID (find it in Lantern → More Integrations).

2.3 You can add more conditions later (e.g., check a specific answer) to route different branches.

Image showing the Shopify Flow condition block set to quiz ID equals 'pets-best-bite', with the Lantern More Integrations tab also displayed to highlight where the quiz ID can be found, including an arrow pointing to the quiz ID checkbox in the Flow interface.

3. Add a short delay

3.1 Click the plus icon → ActionFlowWait.

3.2 Set 30–60 seconds so new customers finish creating/propagating before downstream actions run.

Image showing the Shopify Flow Wait action configured for 60 seconds.

4. Add your destination app action(s)

4.1 Click the plus icon → Action.

4.2 From the app list, select your tool (marketing, CRM, helpdesk, ops), then choose the relevant action.

Image showing the Shopify Flow action picker with an arrow pointing to the "Search apps and tasks" field, with available app actions listed below.

4.3 Map identifiers/fields using Add variable (see Variables below).

4.4 (Optional) Add additional branches for different quizzes or answers.

5. Turn it on and test

5.1 Give your flow a name.

5.2 Click Turn on workflow to activate.

5.3 Complete a test quiz and verify the action executed (Flow → Runs) and that your destination app received the data.

Variables You Can Use Anywhere

  • Quiz metadata: {{quizName}}, {{quizID}}, {{sessionId}}, {{resultsUrlFull}}

  • Customer (only with the — with customers trigger + customer creation enabled): {{email}}, {{customer.id}}

  • Responses loop (for email bodies, notes, or payloads that accept text):

A customer has completed the quiz {{quizName}}.
Session ID: {{sessionId}}
Results page: {{resultsUrlFull}}

The following responses were provided:
{% for responses_item in responses.responses %} {{ forloop.index }}. {{ responses_item.question }} — {{ responses_item.answer }} {% endfor %}

Tip: Some app actions only accept short text. In those cases, include a brief summary and the {{resultsUrlFull}} link instead of the full loop.

Applications of Shopify Flow Integrations

A. Marketing: add/update a contact and tag with quiz context

Use Shopify Flow to send Lantern quiz data to your marketing service by adding or updating the contact (email or customer ID) and writing a tag or custom field with {{quizName}}, {{quizID}}, and optionally “Completed via Lantern”; optionally scope the flow to a specific quiz or response.

B. CRM: create/update a person and log the quiz

Use Flow to create or update the person/contact in your CRM (email or customer ID) and log the quiz with a short note plus {{resultsUrlFull}} and any key answers; if there’s no connector, send an internal email to your CRM’s dropbox/forwarding address.

C. Helpdesk: open a ticket when certain answers indicate support needs

Use a condition on keywords/choices to create a ticket/conversation in your helpdesk, setting the subject to “Quiz Completed — {{quizName}}” and including {{resultsUrlFull}} with a brief summary (avoid sensitive details).

D. Fulfillment/Ops: tag customers or kick off internal tasks

Use Shopify actions to add a customer tag (e.g., quiz-skin-dry) or set a customer metafield based on answers, then—if your ops tool has a connector—trigger a task or handoff.

E. Internal notifications: email the team

Use Flow → Send internal email to notify the team with subject “Quiz Completed — {{quizName}}” and either the responses loop or a short summary plus {{resultsUrlFull}}.

Tips

  • Pick the right trigger: use “— with customers” when downstream actions require Customer ID or email.

  • Wait helps reliability: keep 30–60s (or 60–120s for brand‑new customers) before app actions.

  • Route by quiz or answer: add Conditions to branch the flow, and label branches clearly.

  • Prevent duplicates: add a customer tag after your action (e.g., quiz-notify-posted) and check for it at the top on re‑runs.

  • PII hygiene: avoid sending sensitive answers into third‑party systems; link {{resultsUrlFull}} instead.

  • Testing: after your app action, temporarily add Shopify → Add customer tag as a proof step; if the tag appears, Flow ran to that point.

Troubleshooting

  • Flow ran, app didn’t update: open Flow → Runs and inspect inputs for your app action; confirm identifiers and that the step shows Completed.

  • Customer not found: ensure you enabled Create customer in Shopify, republished the quiz, and used the — with customers trigger; consider adding a short Wait.

  • Wrong quiz firing: add the quizID condition.

  • No connector? Use Send internal email to the app’s intake address or tag/metafields for downstream syncs.

  • Plan limits: some app actions require specific plan tiers; if an action is missing, check the app’s plan/integration settings.

Where to go next

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