Learn how to automate Shopify order notifications via WhatsApp using Pabbly Connect. Step-by-step guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start using Pabbly Connect, first, access the official website. Once there, sign in to your account. If you are a new user, you can sign up for free and get 100 free tasks every month.
After signing in, you will see the dashboard displaying various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to enter the integration dashboard where you can create workflows.
2. Creating a Workflow in Pabbly Connect
Within Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear asking for a workflow name and folder selection.
- Name your workflow as ‘Send Shopify Order Notifications on WhatsApp’.
- Select the folder where you want to save the workflow, such as ‘Shopify Automations’.
After entering the name and selecting the folder, click on the ‘Create’ button to finalize the workflow setup.
3. Setting Up the Trigger for Shopify Orders
In this section, we will set up the trigger in Pabbly Connect. Select Shopify as the trigger application and choose the event as ‘New Order’. This event will capture every new order placed in your Shopify store.
Pabbly Connect will provide you with a unique webhook URL. Copy this URL as you will need it to connect Shopify with Pabbly Connect.
Next, go to your Shopify account, navigate to Settings, then Notifications. Click on ‘Webhooks’ and select ‘Create Webhook’. Choose the event as ‘Order Creation’, set the format to JSON, and paste the webhook URL from Pabbly Connect. Save the webhook to finalize the connection.
4. Testing the Integration with a Dummy Order
Now that the webhook is set up, it’s time to test the integration. Go back to your Shopify store and create a dummy order. Fill in the required customer details and complete the order.
Once the order is placed, return to Pabbly Connect. You should see that the workflow has captured the response from the order placed. Check the details such as customer name, order number, and total amount to ensure everything is recorded correctly.
If the details match, it confirms that Shopify is successfully connected to Pabbly Connect, and the trigger setup is complete.
5. Sending WhatsApp Notifications to Customers
The final step is to send WhatsApp messages to customers using the captured order details. In Pabbly Connect, set the action application as ‘WhatsApp by AI Sensei’ and select ‘Send Template Message’ as the action.
- Connect your WhatsApp account by entering the API key from your WhatsApp by AI Sensei account.
- Select the message template you created for order confirmations.
- Map the customer details from the previous step to personalize the message.
After mapping the required fields, click on the ‘Save and Send Test Request’ button. Check your WhatsApp for the confirmation message sent to the customer.
Conclusion
This tutorial demonstrated how to use Pabbly Connect to automate Shopify order notifications via WhatsApp. By following these steps, you can enhance customer communication and improve satisfaction effectively.
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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