Integrate Shopify and Paymo with Pabbly Connect: A Step-by-Step Guide

Learn how to use Pabbly Connect to instantly create Paymo tasks from new Shopify orders in this detailed tutorial. Follow our step-by-step guide for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Shopify and Paymo Integration

To start using Pabbly Connect, you first need to access the platform. Open your browser and type in the URL for Pabbly, which is Pabbly.com. Once on the site, hover over the product section and select Connect.

After signing in or creating a new account, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow. Click on the button to create a new workflow and give it a name, such as ‘Shopify Integrations Create’ to keep things organized.

2. Setting Up Shopify Trigger in Pabbly Connect

In this step, you will set up Shopify as the trigger application in Pabbly Connect. Select Shopify from the app list and choose the trigger event as ‘New Order’. This means that every time a new order is created in Shopify, it will trigger the workflow.

• Select Shopify as the application.
• Choose ‘New Order’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, you will need to paste this webhook URL into your Shopify account. Navigate to the settings in Shopify, select notifications, and create a webhook for order creation. Paste the copied URL and save the webhook. This establishes the connection between Shopify and Pabbly Connect.

3. Capturing Webhook Response in Pabbly Connect

After setting up the webhook, you need to capture the response from Shopify in Pabbly Connect. Click on the ‘Capture Webhook Response’ button to wait for data from Shopify. This means that once a new order is created, Pabbly Connect will capture the order details.

To test this, go back to your Shopify store and create a new order. Fill in the required customer information and complete the order. Once the order is placed, return to Pabbly Connect to see if the data has been captured successfully. You should see the order details, including customer information and order amount.

4. Integrating Paymo as an Action in Pabbly Connect

The next step is to integrate Paymo as the action application in your workflow. Click on the plus button to add a new action step and select Paymo. Choose the action event as ‘Create Task’. This tells Pabbly Connect that whenever a new order is created in Shopify, a task should be created in Paymo.

• Choose Paymo from the app list.
• Select ‘Create Task’ as the action event.
• Connect your Paymo account with Pabbly Connect using API keys.

To connect, you will need to generate an API key in your Paymo account. Once you have the API key, enter it into Pabbly Connect and proceed to map the task details, such as task name and project. This will ensure that each new order creates a corresponding task in Paymo.

5. Testing the Integration Between Shopify and Paymo

Now that you have set up the integration, it’s time to test it. Create a new order in Shopify, and then check Paymo to see if a new task has been created. You should see the task reflecting the order details, including the product name and customer information.

If everything is set up correctly, every new order in Shopify will automatically create a task in Paymo through Pabbly Connect. This seamless integration ensures that you can manage your orders and tasks efficiently without manual intervention.

Conclusion

In conclusion, using Pabbly Connect to integrate Shopify and Paymo enables automatic task creation from new orders. This integration streamlines your workflow, allowing for efficient management of tasks and orders.