Shopify Plus Partner
We approached this as a multi-system integration project, mapping the full order lifecycle across Shopify, MDI, and ChemRX before writing a single line of automation. The goal was to remove every manual touchpoint between a customer placing an order and their treatment being shipped — while staying within prescription compliance requirements.
Discovery & System Architecture
We started with a comprehensive system diagram covering all order states and integration points between Shopify, Recharge, MDI, and ChemRX. This included API investigation of both MDI and ChemRX to validate what data could be exchanged, in what format, and via which triggers. The discovery confirmed Make.com as the right automation layer — flexible enough to handle branching logic across multiple scenarios, without requiring a custom-built app.
Prescription Approval Flow
When a customer places their first order, they complete a medical intake form routed through MDI. Once MDI processes the prescription, a webhook fires to our Make.com flow. If the prescription is approved, we capture the patient data, store it in Shopify customer and order metafields, generate the required PDF, and send everything to ChemRX for dispensing. When ChemRX confirms the order is ready, the Shopify order is fulfilled automatically and the tracking number is added — the customer receives their standard Shopify shipping notification with no manual step in between.
Prescription Rejection Handling
If MDI rejects a prescription, a separate flow catches that webhook, identifies the related Shopify order, and cancels it automatically. The customer receives a cancellation notification via Shopify’s default notification system. Refunds are processed by the Tangl team as a deliberate manual checkpoint — keeping financial decisions in human hands while removing every other step from the queue.
Recurring Order & Refill Management
Subsequent orders use data already stored in the customer’s Shopify metafields, so no new intake form is needed — until the 11th refill. For recurring orders under the limit, the flow checks the refill count, generates a fresh PDF from the stored patient data, and sends it directly to ChemRX. For the 11th order specifically, the flow sends the customer a notification with the form link to initiate a prescription renewal with MDI before the next shipment. This ensures compliance with refill limits without anyone at Tangl needing to track it manually.
Pending Order Management
For cases where MDI neither approves nor rejects a prescription within 3 months, a Shopify Flow runs a daily check for orders tagged as MDI Pending. Any order placed more than 3 months prior is automatically cancelled, and the customer is notified. This eliminated a class of permanently stuck orders that previously required manual review and decision.
