Helium

FAQs

Automate your B2B workflows using Onboard B2B and Shopify Flow

B2B automation using Shopify Flow

Use approval presets to quickly apply default settings during approval, or to automatically approve new applications

Approval presets

An overview of the app's plans, how usage-based Company approval charges work, and how to manage your monthly spending limit.

Onboard B2B pricing & plans

The custom field types available in the Onboard B2B form builder, what each one is for, and which Shopify metafield type it saves to.

Form builder field types

How to make fields required and add validation rules to fields in the Onboard B2B form builder.

Form builder validation

General

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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