Looking for a way to send SendGrid email from new Shopify orders? If yes!! Then look no further, as here you are going to get a step by step guide to integrate Shopify with SendGrid using Pabbly Connect.
So that whenever a new order will get placed in Shopify, the customers will automatically get an email via SendGrid.
Wouldn’t it be great, if you can just connect one application to another using the third party application to transfer data automatically? Therefore, here in this blog, we’ll be using Pabbly Connect to do so, as it is one of the best automation and integration tool to automate tasks in no time.
Before getting started, let’s know a little bit about both software. Primarily, Shopify is an e-commerce platform that lets you build your own store. Whereas, SendGrid is a customer communication platform for transactional and marketing emails.
Using Pabbly Connect, you can easily send emails to the customers from Shopify through your SendGrid account whenever an order is placed in Shopify. This way you can save yourself from doing all the repetitive work & can ultimately save a lot of time & effort.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
Pabbly Connect enables you to integrate unlimited premium applications without any coding skills. Only integrate it once & relax, it will handle all the workload later. Besides, you can access all the features even in its free plan.
Also, we have a template for this integration that can assist you to get started quickly. Solely go to the App Directory and look for the apps you use to get started. Further, tap on the Use Workflow button below to get started.
So, let’s begin step by step procedure to integrate SendGrid with Shopify using Pabbly Connect.
Step 1: Sign up to Pabbly Connect
Begin the process to send SendGrid email from new Shopify orders by pressing the “Sign Up Free” button on the Pabbly Connect home page. Then, either manually fill-up all the details or sign up using your Gmail account.
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Subsequently, after logging into the account, push the “Access Now” button of the Connect section in the dashboard. Commence the process by creating a workflow for your project by pushing the ‘Create Workflow’ button to integrate Shopify and SendGrid. Promptly, name the workflow just like in the above-shown image. I named the workflow “Shopify Integrations”, you can obviously name the workflow as per your requirements. Forthwith, select the application you want to integrate. Pabbly Connect allows you integrate countless premium applications, tap here to create your free account now.Step 2: Access Pabbly Connect
Step 3: Workflow for Shopify with SendGrid Integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for Shopify with SendGrid Integration
(a) Select Application you Want to Integrate
Promptly, select “Shopify” from the dropdown option, then choose the method as “New Order”.
(b) Copy the Webhook URL
Immediately, copy the webhook URL which is appearing on the dashboard.
Step 5: Connecting Shopify to Pabbly Connect
Later, to send SendGrid email for every new Shopify orders, you gotta paste the copied Webhook URL in the software. And for that, you have to log in to your Shopify account.
(a) Go to Shopify Settings
Now, go to the “Settings” section at the bottom of the dashboard after signing in to your Shopify account.
(b) Click on Notifications
Eventually, a tab with a different option will open-up so that you can paste the Webhook URL. Just hit the “Notifications” option.
(c) Move to Webhook Option
Ultimately, you will see the Webhook option below in the “Notification” tab, now hit the “Create Webhook” button.
(d) Paste the Webhook URL
Once you hit the “Create Webhook” button, a window will open up with a certain option. In “Event”, choose “Order Creation” from the dropdown, the “Format” would be JSON. Simply paste the copied URL in the “URL” section. Next, hit “Save Webhook” to save the setting.
(e) Make a Purchase to Test Shopify Integration
Afterward, to test the integration among Shopify & Pabbly Connect, make a dummy purchase in your Shopify account of any product. Besides, enter all the required details and press the “Continue Shipping” button. Also, you need to go to the Pabbly Connect dashboard and hit the button named “Capture Webhook Response”.
Step 6: Test the Response in Pabbly Connect Dashboard
As you can see, the entry has appeared on the “Pabbly Connect” dashboard. Now, press the “Save” option.
Step 7: Setting Actions for Shopify to SendGrid Integration
Next, in order to make this Shopify-SendGrid integration work, you have to choose an action for your trigger.
(a) Select Application you Want to Integrate
Now, hit the ‘+’ button below and choose the application that you want to integrate. Here we will choose ‘SendGrid’ to integrate and in the method section select ‘Send an Email’.
(b) Click the Connect Button
After choosing the application click on the ‘Connect with SendGrid’ button to move forward.
Step 8: Connecting SendGrid to Pabbly Connect
Next, in order to connect SendGrid to Pabbly Connect, you have to paste the API key from SendGrid to Pabbly Connect. Hence for that, you have to log in to your SendGrid account.
(a) Go to SendGrid Settings
Next, in order to get the API key, hit the ‘Settings’ option in your SendGrid dashboard, and then select ‘API Keys’.
(b) Click on Create API Key Button
Subsequently, press the given ‘Create API Key’ button to generate the new API key.
(c) Generate New API
Later on, name the API key as per your requirements, select the ‘Full Access’ option for the API, and hit the ‘Create & View’ button.
(d) Copy the API Key
Solely copy the generated API key in order to proceed further.
(e) Paste the API Key
Next, now it’s time to paste the copied API key in the Pabbly Connect dashboard and then tap on the ‘Save’ button.
(f) Map the Fields
After connecting with your SendGrid account, map all the fields quickly like the subject, sender’s email, etc.
(g) Save and Send Test Request
After adding up all field data hit the ‘Save & Send Test Request’ button.
Step 9: Check Response in Gmail Dashboard
Conclusively, when you check the Gmail dashboard, the email has been delivered to the buyer from your SendGrid account on the new Shopify order.
Conclusion –
That’s it! Here we provide in detail “How to send SendGrid email from new Shopify orders” using the software. Just follow the step by step procedure mentioned above & your Shopify to SendGrid integration will be set.
So, what are you waiting for? Go ahead and catch your deal by signing up for a free account.
