OngoingAI
B

B2B Triage

Turn wholesale applicants into approved B2B companies. Terms, catalog, and tax are set on approval.

by Human After Allapps.shopify.com
App Store
Workflow automationCustomer segmentsCustomer tagsPayment statusConditional logicCustom triggersAuto-sync data
About B2B Triage

Turn wholesale applications into approved B2B companies. Buyers apply on your storefront; approval sets payment terms, catalog, and tax in one step.

Pricing
Free trial available
Standard$29/month
  • • Unlimited forms and applications
  • • Native companies, locations and contacts
  • • Payment terms, catalog and tax set autom
  • • Multi-step forms with conditional fields
  • • CSV import of existing wholesale buyers
Catalog position
Within Workflow automation on the App Store
Rank by reviews
#297 of 309
Review percentile
4th
Rating percentile
60th
On the App Store
0 yrs
Works with
Integrations listed for B2B Triage
Shopify Flow

Frequently asked questions

What is B2B Triage?

Turn wholesale applications into approved B2B companies. Buyers apply on your storefront; approval sets payment terms, catalog, and tax in one step. It's a workflow automation tool for ecommerce stores.

How much does B2B Triage cost?

Free trial available