Integrate Shopify with Wave Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Shopify with Wave using Pabbly Connect to automate the creation of Wave contacts from new Shopify orders. Follow this detailed tutorial for seamless setup.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Shopify and Wave Integration

To start integrating Shopify with Wave using Pabbly Connect, first, visit the official Pabbly website. Type ‘Pabbly.com’ into your browser and press enter. Once on the site, hover over the ‘Products’ menu and find the option labeled ‘Connect’ at the bottom. Click on it to access the Pabbly Connect dashboard.

After signing in, you can create a new workflow. Click on the ‘Create Workflow’ button in the dashboard. A dialog box will appear asking for a name; you can name it ‘Shopify to Wave’ and click on ‘Create’. This workflow will facilitate the integration between Shopify and Wave through Pabbly Connect.

2. Setting Up the Trigger for New Shopify Orders

The next step is to set up the trigger in Pabbly Connect. In the trigger window, select ‘Shopify’ as the app and choose the trigger event as ‘New Order’. This trigger will activate whenever a new order is made in Shopify, prompting the integration process.

• Select Shopify as the app.
• Choose ‘New Order’ as the trigger event.
• Click on ‘Save’ to continue.

Once saved, you need to configure the Shopify settings. Go to your Shopify admin panel, click on ‘Settings’ at the bottom left, and then click on ‘Notifications’. Scroll down to find the ‘Webhooks’ section and click on ‘Create Webhook’. Here, select ‘Order Creation’ as the event, keep the format as JSON, and paste the webhook URL provided by Pabbly Connect.

3. Capturing Data from Shopify through Pabbly Connect

After setting up the webhook, you can test the integration by creating a dummy order in your Shopify store. Go to the ‘Orders’ section, select a product, and proceed to check out as a dummy customer. Fill in the necessary details like email, shipping address, and payment information.

Once the order is placed, return to Pabbly Connect and click on the ‘Capture Webhook Response’ button. This action will allow Pabbly Connect to receive the data from Shopify. You should see the captured data displayed in the dashboard, confirming that the integration is working.

• Create a dummy order in Shopify.
• Click on ‘Capture Webhook Response’ in Pabbly Connect.
• Verify that the data appears correctly in the dashboard.

Now that you have successfully captured the order data from Shopify, you can move on to the next step of sending this data to Wave.

4. Sending Captured Data to Wave via Pabbly Connect

The next step involves sending the captured data to Wave. In Pabbly Connect, click on the plus button to add an action step. Select ‘Wave’ as the app and choose the action event as ‘Create Customer’. This will allow you to create a new customer in Wave based on the order data received from Shopify.

Click on ‘Connect with Wave’ and grant the necessary permissions. After connecting, you will see fields to map the Shopify order data to corresponding fields in Wave. Use the mapping feature to fill in details such as business name, email address, and shipping information.

Select ‘Create Customer’ as the action event. Map the required fields from Shopify to Wave. Click ‘Save & Send Test Request’ to create the customer.

After completing this step, check your Wave account to confirm that the customer has been created successfully. This integration ensures that every new order in Shopify will automatically create a corresponding customer in Wave through Pabbly Connect.

5. Testing the Integration for Successful Data Flow

To ensure that the integration is functioning correctly, create another dummy order in Shopify. Follow the same steps as before, filling in all required details. After placing the order, return to Pabbly Connect and observe the captured data.

Verify that the new customer appears in Wave. This confirms that the integration between Shopify and Wave through Pabbly Connect is working flawlessly. You can repeat this process for future orders, ensuring a seamless flow of data.

Create a new dummy order in Shopify. Check if the customer appears in Wave. Repeat the process for continuous integration.

This integration provides a reliable solution for automating the customer creation process between Shopify and Wave using Pabbly Connect.

Conclusion

In this guide, we explored how to integrate Shopify with Wave using Pabbly Connect to automate the creation of contacts from new orders. By following these steps, you can streamline your workflow and ensure that all customer information is accurately captured and reflected in Wave.