How to Instantly Create Paymo Invoices from New Shopify Orders Using Pabbly Connect

Learn how to integrate Shopify and Paymo to automatically create invoices for new orders using Pabbly Connect. Step-by-step tutorial for seamless automation. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Shopify and Paymo Integration

To start the integration process using Pabbly Connect, first, access the Pabbly website. Open your browser and type in Pabbly.com. Once on the site, navigate to the product section and select ‘Connect’. This will take you to the Pabbly Connect dashboard.

After signing into your account, you can create a new workflow. Click on the button to create a new workflow and name it appropriately, such as ‘Shopify Integration Create’. This sets the stage for automating the process of creating invoices in Paymo whenever a new order is placed in Shopify.

2. Setting Up Shopify Trigger in Pabbly Connect

In this step, we will configure Shopify as the trigger app in Pabbly Connect. Choose Shopify from the app list and select the trigger event as ‘New Order’. This trigger will initiate the workflow whenever a new order is created in your Shopify store.

• Select ‘New Order’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.
• Paste this URL into your Shopify settings under Webhooks.

After saving the webhook in Shopify, return to Pabbly Connect and click on ‘Capture Webhook Response’. This action will allow Pabbly Connect to receive data from Shopify whenever a new order is placed, completing the trigger setup.

3. Creating a Client in Paymo via Pabbly Connect

Once the Shopify trigger is set, the next step is to create a client in Paymo using Pabbly Connect. Select Paymo as your action app and choose the ‘Create Client’ action event. You will need to connect your Paymo account and provide the necessary API key.

To obtain the API key, log into your Paymo account and navigate to ‘My Account’. Generate a new API key, which you will then enter into Pabbly Connect. After connecting, map the client details such as name, email, and address using the data captured from Shopify.

• Map the full name, email, and address fields from Shopify data.
• Save and send a test request to create the client.

After successfully creating the client, you will receive a client ID, which is essential for the next step of creating an invoice in Paymo.

4. Creating an Invoice in Paymo Using Pabbly Connect

With the client created, we can now proceed to create an invoice in Paymo through Pabbly Connect. Again, select Paymo as the action app and this time choose ‘Create Invoice’ as the action event. Ensure you are using the same credentials established earlier.

You will need to fill out various fields for the invoice, including selecting the client ID obtained from the previous step. Additionally, format the date correctly by using a date/time formatter in Pabbly Connect to ensure the invoice date matches Paymo’s required format.

Map the invoice details such as item name, description, price, and quantity. Save and send the test request to create the invoice.

Upon successful creation of the invoice, you can check your Paymo account to confirm that the invoice has been generated correctly with all the mapped details.

5. Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Shopify and Paymo effectively. By following the steps outlined, you can automate the process of creating invoices for new orders in Shopify, enhancing your workflow efficiency. This integration not only saves time but also reduces the chances of errors in manual entry.

With Pabbly Connect, you can streamline various integrations across different applications, making it easier to manage your business processes. Start your automation journey today and experience the benefits of seamless integration.