Learn how to automate WooCommerce order details to Google Sheets and Google Docs using Pabbly Connect. Step-by-step tutorial with exact processes and UI elements. 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
Setting Up Pabbly Connect for WooCommerce Integration
To begin integrating WooCommerce with Google Sheets and Google Docs, you need to access Pabbly Connect. This integration platform allows you to automate tasks between different applications seamlessly.
Log into your Pabbly Connect account or create a free account if you haven’t done so. Once logged in, you will be directed to the dashboard where you can start creating your workflow.
Creating a New Workflow in Pabbly Connect
In this section, we will create a new workflow in Pabbly Connect. Click on the blue button to create a new workflow and give it a name, such as ‘Add WooCommerce Order Details to Google Docs and Google Sheets’.
After naming your workflow, click on ‘Create’. You will see two boxes labeled as Trigger and Action. The Trigger is the event that starts the workflow, and the Action is what happens as a result. Here, we will set WooCommerce as the trigger application and Google Sheets as the action application.
Connecting WooCommerce to Pabbly Connect
To connect WooCommerce to Pabbly Connect, select ‘New Order Created’ as the trigger event. This means that whenever a new order is placed in your WooCommerce store, it will trigger the automation.
Copy the webhook URL provided by Pabbly Connect and navigate to your WooCommerce settings. Under ‘Advanced’, find the ‘Webhooks’ section, and click on ‘Add Webhook’. Paste the copied URL in the Delivery URL field, give it a name, and set the status to Active. Finally, save the webhook.
Testing the WooCommerce Connection
After setting up the webhook, it’s time to test the connection between WooCommerce and Pabbly Connect. You will need to create a dummy order in your WooCommerce store. Once the order is successfully placed, Pabbly Connect will capture the order details as a webhook response.
Once you place the order, head back to Pabbly Connect and click on the ‘Recapture Webhook Response’ button. This will show you all the details captured from the order, confirming that the integration is working correctly.
Adding Order Details to Google Sheets and Google Docs
Now, let’s move to the next steps where we will add the captured order details to Google Sheets and create a new document in Google Docs using Pabbly Connect. First, select Google Sheets as the action application and choose ‘Add a New Row’ as the action event.
- Connect your Google Sheets account to Pabbly Connect.
- Select the spreadsheet you want to update.
- Map the order details to the corresponding columns in your sheet.
Once the order details are mapped, click on the save button. Following this, you will set up Google Docs to create a new document. Select Google Docs as the next action application, choose to create a new document with a specific template, and map the order details accordingly.
Conclusion
Using Pabbly Connect, you can easily automate the process of adding WooCommerce order details to Google Sheets and Google Docs. This integration allows for real-time updates and helps streamline your workflow, making order management more efficient.
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