Learn how to automate file delivery on WhatsApp for Shopify orders using Pabbly Connect. Step-by-step tutorial with detailed instructions. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.
Watch Step By Step Video Tutorial Below
1. Introduction to Pabbly Connect for Shopify WhatsApp Integration
Pabbly Connect is the central platform that enables seamless integration between Shopify and WhatsApp. In this tutorial, we will explore how to automatically deliver files on WhatsApp for successful Shopify orders. By using Pabbly Connect, you can automate the process without any coding skills.
Imagine a scenario where a customer named John purchases a PDF from your Shopify store. Instead of manually sending the file, Pabbly Connect allows you to set up an automated workflow that delivers the file directly to John’s WhatsApp. This not only saves time but also enhances customer satisfaction.
2. Setting Up Pabbly Connect for Automation
To begin the integration, first, visit Pabbly Connect’s website and sign in to your account. If you don’t have an account, you can create one in just a few minutes. After signing in, navigate to the ‘Connect’ section to start creating a new workflow. using Pabbly Connect
- Click on the ‘Create Workflow’ button.
- Name your workflow, for example, ‘Shopify to WhatsApp’.
- Select ‘Shopify’ as the trigger app.
- Choose ‘New Order’ as the trigger event.
This setup allows Pabbly Connect to listen for new orders in your Shopify store, which will trigger the subsequent actions in your workflow.
3. Creating a Webhook in Shopify
To enable Pabbly Connect to receive data from Shopify, you need to create a webhook. Go to your Shopify settings and select ‘Notifications’. Scroll down to find the ‘Webhooks’ section and click on ‘Create Webhook’.
For the event, select ‘Order Creation’ and set the format to JSON. Then, copy the webhook URL provided by Pabbly Connect and paste it into the URL field in Shopify. Finally, click on ‘Save Webhook’. This action establishes the connection between Shopify and Pabbly Connect, allowing it to capture new order details.
4. Sharing Files from Google Drive via Pabbly Connect
Once Pabbly Connect captures the order details, the next step is to share the PDF file stored in Google Drive. In your Pabbly Connect workflow, click on the plus button to add a new action and select ‘Google Drive’. using Pabbly Connect
- Choose the action event as ‘Share a File with Anyone’.
- Connect your Google Drive account to Pabbly Connect.
- Select the PDF file you want to share.
After selecting the file, Pabbly Connect will generate a shareable link that you can send to the customer via WhatsApp.
5. Sending Files to WhatsApp Using Pabbly Connect
To send the generated link to the customer’s WhatsApp, add another action in your workflow and select ‘Chat API’. Choose the action event as ‘Send Link’.
Fill in the necessary fields such as the API URL and token from your Chat API account. Map the phone number from the previous Shopify trigger to ensure the link is sent to the correct recipient. Finally, click on ‘Save’ and test the request to confirm that the message has been sent successfully.
This entire process showcases how Pabbly Connect effectively automates the delivery of files from Shopify to WhatsApp, enhancing the overall customer experience.
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to automate the delivery of files on WhatsApp for successful Shopify orders. By integrating Shopify, Google Drive, and WhatsApp, you can streamline your workflow and provide a better service to your customers. Automating these processes not only saves time but also improves efficiency in your business operations.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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