Integrate Shopify and Zoho Books Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate sales invoices in Zoho Books for Shopify orders using Pabbly Connect. Follow this detailed tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Shopify and Zoho Books, you must first access Pabbly Connect. Visit the Pabbly website and either sign in or sign up for a new account. New users can create an account quickly and receive 100 free tasks to explore the platform.

Once logged in, navigate to the ‘All Apps’ section and select Pabbly Connect. This will direct you to the dashboard where you can create and manage your workflows. Click on the ‘Create Workflow’ button to begin the integration process.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that connects Shopify with Zoho Books using Pabbly Connect. Name your workflow, for example, ‘Create Zoho Books Invoice for Shopify Orders’. This name will help identify the workflow later.

• Select ‘Shopify’ as the Trigger Application.
• Choose ‘New Order’ as the Trigger Event.
• Click on ‘Connect’ to set up the connection.

After selecting your trigger, Pabbly Connect will provide a webhook URL. This URL is essential for linking Shopify to your workflow. Copy this URL as you will need it in the next steps.

3. Setting Up Shopify Webhook

Now, you need to configure Shopify to send order data to Pabbly Connect. Go to your Shopify account, navigate to the ‘Settings’ section, and select ‘Notifications’. Scroll down to find the ‘Webhooks’ section.

• Click on ‘Create Webhook’.
• Select ‘Order Created’ as the event.
• Paste the copied webhook URL from Pabbly Connect into the URL field.
• Choose JSON as the format and save the webhook.

After saving, return to Pabbly Connect. The platform will wait for a response from Shopify to confirm the connection. To test this, place a dummy order in your Shopify store.

4. Searching for Customer in Zoho Books

Once the order is placed, Pabbly Connect will capture the order details. The next step is to check if the customer already exists in Zoho Books. For this, select ‘Zoho Books’ as the Action Application and choose ‘Find Customer’ as the Action Event.

Connect your Zoho Books account by entering your domain name. After establishing the connection, map the customer’s email from the Shopify order details to search for the customer in Zoho Books. This mapping ensures that every new order will check for the corresponding customer automatically.

5. Creating Invoice in Zoho Books

After confirming the customer exists, the next step in Pabbly Connect is to create a sales invoice in Zoho Books. Select ‘Create Sales Invoice’ as the Action Event. Use the customer ID obtained from the previous step to ensure the invoice is linked to the correct customer.

Map the necessary invoice details, including the product name, amount, and date. Once all fields are filled, click on ‘Save and Send Test Request’. If successful, you will receive a confirmation that the invoice has been created in Zoho Books.

Finally, you can check your Zoho Books account to verify that the invoice has been generated with all relevant order details. This seamless integration showcases how Pabbly Connect can automate your workflows effectively.

Conclusion

This tutorial demonstrated how to automate the creation of sales invoices in Zoho Books for new orders in Shopify using Pabbly Connect. Following these steps allows for efficient data transfer and reduced manual entry, enhancing your operational workflow.