Integrating WooCommerce with Zoho Books Using Pabbly Connect

Learn how to automate the process of creating Zoho Books items from WooCommerce products using Pabbly Connect in this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating your workflow, access Pabbly Connect by entering its URL in your browser. This platform enables seamless integration between various applications, such as WooCommerce and Zoho Books.

On the homepage, you will see options to sign in or sign up. Existing users can click on ‘Sign In,’ while new users should select ‘Sign Up for Free’ to create an account. Upon signing up, you will receive 100 free tasks each month to explore the features of Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard where you can manage your workflows. To create a new workflow, click on the ‘Create Workflow’ button located in the top right corner.

• Provide a name for your workflow, such as ‘Create an Item in Zoho Books When New WooCommerce Product is Created’.
• Select a folder for organization, like ‘Test Integrations’.
• Click on ‘Create’ to proceed.

Once you create the workflow, you will see two windows: Trigger and Action. In this case, WooCommerce will be the trigger application, and Zoho Books will be the action application, allowing you to automate the creation of items in Zoho Books whenever a new product is added in WooCommerce.

3. Setting Up the WooCommerce Trigger

In the trigger section of your workflow, select WooCommerce as the trigger application. Next, choose the trigger event, which will be ‘New Product Created’. This event initiates the workflow whenever a new product is added to your WooCommerce store.

Upon selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is crucial for connecting WooCommerce with Pabbly Connect. Copy this URL and proceed to your WooCommerce settings.

• Go to WooCommerce settings and select ‘Advanced’.
• Click on ‘Webhooks’ and then ‘Add Webhook’.
• Fill in the required details, including a name and the webhook URL you copied from Pabbly Connect.

After saving the webhook, return to Pabbly Connect to capture the response from WooCommerce.

4. Testing the Integration with a New Product

To test the integration, you need to create a new product in your WooCommerce store. Go to the product section and select ‘Add New’. Fill in the product details, such as name, price, and description.

Once you publish the new product, go back to Pabbly Connect and click on ‘Recapture Webhook Response’. This action will capture the details of the newly created product, allowing you to use this information in the next step.

Make sure to include all necessary product details such as name and price. Check for the response in Pabbly Connect to ensure successful integration.

After capturing the response, you can proceed to set up the action step in your workflow.

5. Creating an Item in Zoho Books

In the action section of your workflow, select Zoho Books as the action application. Choose the action event ‘Create Item’ to automate the process of adding a new item in Zoho Books based on the WooCommerce product details.

When prompted, connect your Zoho Books account to Pabbly Connect. You will need to provide your domain name, which can be found in the URL of your Zoho Books account. After granting permissions, you will be able to map the product details captured from WooCommerce to the required fields in Zoho Books.

Map the item name, description, SKU, and price from the WooCommerce response. Ensure that all mapped fields correspond correctly to avoid errors.

After mapping the details, click on ‘Save and Send Test Request’. If successful, you will see a confirmation message indicating that the item has been added to Zoho Books.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of creating Zoho Books items from new WooCommerce products. By following these steps, you can streamline your workflow and ensure that your inventory is always updated across platforms.