How to Create Thanks.io Recipient from New Shopify Order Using Pabbly Connect

Learn how to integrate Shopify and Thanks.io using Pabbly Connect to automate recipient creation from new orders. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

Introduction to Pabbly Connect Integration

In this tutorial, we will explore how to use Pabbly Connect to automate the integration between Shopify and Thanks.io. This integration allows you to create recipients on Thanks.io automatically whenever a new order is placed in Shopify. By using Pabbly Connect, you can streamline your workflow without needing any coding skills.

Shopify serves as an e-commerce platform where you can manage your online store, while Thanks.io is a cloud-based direct mail platform. The challenge is that these two applications do not have a native integration, which is where Pabbly Connect comes in to facilitate the connection seamlessly.

Accessing Pabbly Connect for Integration

To start using Pabbly Connect, visit the Pabbly website and sign in to your account. If you don’t have an account, you can create a free one in just a few minutes. Once logged in, navigate to the Pabbly Connect section and click on the ‘Access Now’ button to enter the dashboard.

In the dashboard, you will create a new workflow. Click on the ‘Create New Workflow’ button, and give it a name like ‘Shopify Integration’. After naming your workflow, select Shopify as the application you want to integrate. Next, choose the trigger event; in this case, select ‘New Order’. This trigger will initiate the workflow whenever a new order is placed in Shopify.

Setting Up Webhook in Shopify

After selecting the trigger event in Pabbly Connect, you will see a webhook URL. This URL is essential for connecting Shopify to Pabbly Connect. Copy this webhook URL, as you will need to paste it into your Shopify settings to establish the connection.

Now, go to your Shopify account, click on ‘Settings’, and then select ‘Notifications’. Scroll down to the ‘Webhooks’ section and click on ‘Create Webhook’. Choose the event type as ‘Order Creation’, set the format to JSON, and paste the webhook URL you copied from Pabbly Connect. Finally, save the webhook to complete the setup.

Capturing Data and Creating Recipient in Thanks.io

Once the webhook is set, go back to Pabbly Connect and click on ‘Capture Webhook Response’. This action allows Pabbly Connect to listen for new orders from Shopify. To test this, create a new order in your Shopify store. After placing the order, Pabbly Connect will capture the order details, including customer information.

• Order details like customer name and address will be captured.
• You can see the captured data in your Pabbly Connect dashboard.

Now, click on the plus icon to add another action to your workflow. Choose Thanks.io as the application and select ‘Create Recipient’ as the action event. Connect your Thanks.io account by entering the access token, which you can find in your Thanks.io account settings under API access. This token allows Pabbly Connect to create recipients on your behalf.

Finalizing the Integration

With the action event set to create a recipient in Thanks.io, you will need to map the data captured from Shopify to the required fields in Thanks.io. For example, you can map the customer’s name, address, and other relevant information to create a new recipient. using Pabbly Connect

• Select the appropriate mailing list in Thanks.io for the new recipient.
• Ensure all necessary fields are filled accurately.

After mapping the fields, click on ‘Save and Send Test Request’. This action will send the data to Thanks.io and create a new recipient. You can verify this by checking your Thanks.io mailing list to see if the new recipient has been added successfully.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Shopify and Thanks.io. By following these steps, you can automate the process of creating recipients in Thanks.io whenever a new order is placed in Shopify. This integration not only saves time but also enhances your marketing efforts by ensuring timely communication with your customers.