OngoingAI

B2B Triage usage & market intelligence

Pricing
Free trial available
Standard$29/month

14-day free trial · or $290/year and save 17%

  • • 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
What does B2B Triage do?

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

  • Approve applicants into native Shopify companies, locations, and contacts.
  • Set payment terms, tax exemption, and catalog in a single approval.
  • Add a wholesale registration form to your store — no theme code required.
  • Ask Sidekick about pending applications, approval rate, and time to decide.
  • Import existing wholesale buyers from CSV, with rules for terms and catalogs.

Features

Workflow automationCustomer segmentsCustomer tagsPayment statusConditional logicCustom triggersAuto-sync data
Review history
Daily review count on the Shopify App Store
0±0 · 26d· Rating steady at 0.0★
Aug 10Sep 4

Daily tracking from Aug 10, 2026 through today · 25 days observed

Catalog position
Within Workflow automation on the App Store
Rank by reviews
#308 of 337
Review percentile
9th
Rating percentile
56th
On the App Store
0.1 yrs
Works with
Integrations listed for B2B Triage
Shopify Flow
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Frequently asked questions

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.