Creating Shopify Companies Automatically

Rivio B2B Registration Forms can simplify your B2B onboarding process by automatically creating a Shopify company when a business application is approved.

Instead of manually creating a company for every approved B2B applicant, the app can use the information submitted through the registration form to help set up the company in Shopify.

How Automatic Company Creation Works

The process is simple:

1. A business submits a registration form from your Shopify store.
2. The application is received in Rivio B2B Registration Forms.
3. You review the submitted business information.
4. You approve the application.
5. The app automatically creates the Shopify company based on the application.
6. You can then manage the company from your Shopify Admin.

This helps reduce manual work and makes it easier to onboard B2B customers.

When Is a Shopify Company Created?

A Shopify company is created when an application is approved, provided that company creation is enabled or configured for the form.

This allows you to review the applicant before creating their B2B company in Shopify.

For example:

• A retailer submits a B2B registration form.
• You review the business details and supporting information.
• You approve the application.
• Rivio B2B Registration Forms creates the Shopify company.
• You can manage the company and its B2B information from Shopify Admin.

What Information Is Used?

The Shopify company can be created using the business information collected through your registration form.

Depending on your form configuration, this may include:

• Company or business name
• Business address
• Contact information
• Applicant details
• Other business-related information

Make sure your registration form collects the business information you need before approving an application.

Benefits of Automatic Company Creation

Automatically creating Shopify companies can help you:

• Save time by reducing manual company creation.
• Speed up your B2B onboarding process.
• Keep approved business customers organized.
• Reduce repetitive data entry.
• Move approved applicants into your Shopify B2B workflow more efficiently.

Example Workflow

Let's say a retailer wants to become a B2B customer.

Step 1: The retailer submits your registration form.

Step 2: The application appears in the Submissions section.

Step 3: You review the retailer's business information.

Step 4: You approve the application.

Step 5: Rivio B2B Registration Forms automatically creates the Shopify company.

Step 6: You can manage the newly created company through Shopify Admin.

Important Note

Automatic company creation is designed to simplify your B2B onboarding process. Before approving an application, review the submitted business information carefully to ensure the applicant meets your requirements.

Summary

Creating Shopify Companies Automatically helps streamline B2B onboarding by creating a Shopify company when an eligible application is approved. It reduces manual work, keeps business information organized, and makes it easier to manage approved B2B customers in Shopify.