Integrate Google Docs with WhatsApp for New Shopify Customers Using Pabbly Connect

Learn how to send Google Docs files as WhatsApp attachments to new Shopify customers with Pabbly Connect. Step-by-step guide for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To start sending Google Docs files as WhatsApp attachments to new Shopify customers, you need to access Pabbly Connect. This platform enables seamless integration between various applications, including WhatsApp and Shopify.

First, log in to your Pabbly Connect account. If you don’t have an account, you can create one easily. Once logged in, navigate to the ‘Create Workflow’ button to initiate the setup process.

2. Creating a New Workflow in Pabbly Connect

Creating a new workflow in Pabbly Connect is essential for automating the process. Click on the ‘Create Workflow’ button and give your workflow a name that reflects its purpose, such as ‘Send Google Docs to WhatsApp.’ This will help you identify it later.

• Name the workflow appropriately
• Select the trigger application as Shopify
• Choose the event as ‘New Customer’

After naming the workflow, click on the ‘Save’ button to proceed. This step sets the foundation for your integration, ensuring that every new Shopify customer triggers the workflow.

3. Configuring Shopify Trigger in Pabbly Connect

Next, you need to configure the Shopify trigger within your workflow in Pabbly Connect. This step is crucial for capturing new customer details effectively. Choose your Shopify account and authorize it if prompted.

Once connected, you will see an option to test the trigger. Click on ‘Test Trigger’ to fetch the latest customer data from Shopify. Ensure that the data includes the necessary details like customer name and phone number, as these will be used in the WhatsApp message.

4. Sending WhatsApp Message with Google Docs Attachment

Now that your trigger is set up, it’s time to send a WhatsApp message with a Google Docs file attachment using Pabbly Connect. For this, select WhatsApp as your action application.

• Select the action event as ‘Send Message’
• Connect your WhatsApp account
• Choose the file type and upload your Google Docs file

Make sure to customize the message content, including the customer’s name, and include the Google Docs link. Once done, click on ‘Save & Send Test Request’ to check if the integration works correctly.

5. Finalizing the Workflow in Pabbly Connect

After successfully testing the WhatsApp message, you can finalize your workflow in Pabbly Connect. Review all steps to ensure everything is configured correctly and that the Google Docs file is attached properly.

Finally, turn on your workflow by toggling the switch at the top right corner of the screen. This action will activate the automation, allowing new Shopify customers to receive WhatsApp messages with Google Docs attachments automatically.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send Google Docs files as attachments on WhatsApp to new Shopify customers. By following these steps, you can streamline your communication and enhance customer engagement effectively.