Automate License Key Delivery with Pabbly Connect: A Step-by-Step Guide

Learn how to automate license key delivery from Google Sheets to WooCommerce using Pabbly Connect. Follow this detailed tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating the license key delivery process, first access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website. If you are new, click on the ‘Sign Up Free’ button to create a new account. Existing users can simply sign in to access the dashboard.

Once logged in, you will land on the all apps page. Click on ‘Access Now’ under Pabbly Connect. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Give your workflow a name, such as ‘WooCommerce to Google Sheets to Gmail’, and select the appropriate folder for your automation.

2. Setting Up Triggers in Pabbly Connect

In this section, we will set up the trigger for our automation using Pabbly Connect. Start by selecting WooCommerce as the app in the trigger step. Choose the ‘New Order Created’ event from the dropdown menu. This event will trigger every time a new order is placed in your WooCommerce store.

• Select WooCommerce as the app.
• Choose ‘New Order Created’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, paste this webhook URL into your WooCommerce settings under the Advanced tab. Click on ‘Add Webhook’, name it, and set the status to active. Select ‘Order Created’ as the topic and save the changes. This will ensure that every new order triggers the automation in Pabbly Connect.

3. Filtering Orders for Specific Products

After setting up the trigger, the next step is to filter the orders in Pabbly Connect. This allows you to ensure that only orders for the specific software product will continue through the automation process. In the action step, select the Filter app and set the condition to check if the ordered product matches your software.

• Select Filter as the app in the action step.
• Set the condition to match the product name.
• Save and test the filter condition.

This step is crucial as it prevents sending license keys for any orders that do not match the specified product. Only when the condition is met will the automation proceed to the next step of retrieving a license key from Google Sheets.

4. Retrieving License Keys from Google Sheets

In this stage, we will use Pabbly Connect to fetch a license key from Google Sheets. Set up another action step and select Google Sheets as the app. Choose ‘Lookup Spreadsheet Row’ as the action event. Connect your Google Sheets account and select the spreadsheet containing your license keys.

Specify the lookup value as ‘Not Sent’ to find a license key that has not yet been assigned. Map the lookup column to column B, which contains the status of the license keys. Once you save and send the test request, you will retrieve the first available license key that meets the criteria.

5. Sending License Keys via Gmail

After fetching the license key, the next step is to send it to the customer via email using Gmail. In this action step, select Gmail as the app and choose ‘Send Email’ as the action event. Connect your Gmail account and set the recipient’s email address using the mapped response from the WooCommerce trigger. using Pabbly Connect

Compose the email content, including the license key retrieved from Google Sheets. You can customize the subject and body of the email to include customer details. Once you have configured the email, click on ‘Save and Send Test Request’. This will send the email to the customer, completing the automation process.

Conclusion

In this tutorial, we successfully automated the process of sending license keys from Google Sheets to customers after a WooCommerce purchase using Pabbly Connect. This integration streamlines operations and enhances customer experience by ensuring timely delivery of essential product keys.