Integrate Shopify with Flowdesk Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Shopify with Flowdesk using Pabbly Connect. Automate your e-commerce processes with our detailed tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Shopify with Flowdesk, first access Pabbly Connect. This platform allows you to automate the process of creating subscribers from Shopify orders.

Log in to your existing Pabbly Connect account or create a free account in just two minutes. Once logged in, navigate to the dashboard.

2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the blue ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Create Subscriber in Flowdesk from Shopify Orders’.

After naming your workflow, click ‘Create’. You will see two boxes labeled as Trigger and Action. Here, the trigger signifies when an event occurs, and the action is what follows. Select Shopify as your trigger application and choose ‘New Order’ as the trigger event.

• Select Shopify as the application.
• Choose ‘New Order’ as the trigger event.
• Copy the provided webhook URL.

This setup will allow Pabbly Connect to capture order details from Shopify whenever a new order is placed.

3. Connecting Shopify with Pabbly Connect

To connect Shopify with Pabbly Connect, go to your Shopify store settings. Click on the ‘Notifications’ option, then select ‘Webhooks’.

Create a new webhook and paste the copied URL from Pabbly Connect. Select the event as ‘Order Payment Received’ and ensure the API version is set to the latest. Save this webhook to establish the connection.

• Go to Shopify settings and click on Notifications.
• Select ‘Webhooks’ and create a new webhook.
• Paste the webhook URL and select the event.

After saving, test the connection by placing a dummy order in your Shopify store. This will allow Pabbly Connect to receive the order data for further processing.

4. Sending Data to Flowdesk Using Pabbly Connect

With the connection established, the next step is to send the captured order data to Flowdesk. In Pabbly Connect, select Flowdesk as your action application and choose ‘Create or Update Subscriber’ as the action event.

Connect to your Flowdesk account using the existing connection option. Map the necessary fields, such as the subscriber’s email address and other details captured from the Shopify order. This mapping allows Pabbly Connect to automatically fill in subscriber information during each automation.

Select Flowdesk as the action application. Choose ‘Create or Update Subscriber’ action event. Map the subscriber’s email and details from Shopify.

Once the mapping is complete, click on the ‘Save and Send Test Request’ button. This action will create a new subscriber in Flowdesk based on the order placed in Shopify.

5. Adding Subscriber to a Segment in Flowdesk

To further automate your process, you can add the newly created subscriber to specific segments in Flowdesk. In Pabbly Connect, click on the plus icon to add another action step and select Flowdesk again.

This time, choose the ‘Add Existing Subscriber to Segment’ action event. Connect to Flowdesk once more and select the segment you want to add the subscriber to. You can create new segments directly in Flowdesk if needed.

Click the plus icon to add a new action step. Choose ‘Add Existing Subscriber to Segment’ action event. Select the segment and map the subscriber ID or email.

After saving this step, every time a new order is placed, the customer will be added to the specified segments automatically, thanks to Pabbly Connect managing the entire workflow seamlessly.

Conclusion

This tutorial detailed how to integrate Shopify with Flowdesk using Pabbly Connect. By automating the process of creating subscribers and adding them to segments, you can streamline your e-commerce operations effectively.

Utilizing Pabbly Connect not only saves time but also enhances your marketing efforts by ensuring accurate and timely subscriber data management.