How to Send Slack Channel Message from New Shopify Product

Send Slack Channel Message from New Shopify Product

Are you really tired of sending Slack channel message from new Shopify product manually? If yes, then this blog will help you to automate this task using Pabbly Connect.

Send Slack Channel Message from New Shopify Product

Basically, Pabbly Connect is an integration & automation tool that lets you share data from one application to another in real-time.

And the best part is that you don’t have to use any coding skills & even beginners can use it efficiently. Besides, this will be just a one-time set-up and after that, the Pabbly Connect will take care of everything just like a piece of cake.

After setting up an automation between Shopify to Slack, whenever a new product is created in Shopify then automatically send a channel message in Slack.

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

Sign Up To Pabbly Connect 

However, before starting the procedure, let’s learn a tiny bit about the services. Shopify is an e-commerce platform that offers you to create a website and use their shopping cart solution to sell, ship, and manage your products. On the other hand, Slack is a proprietary business communication platform that offers many IRC-style features, including persistent chat rooms organized by topic, private groups, and direct messaging.

Moreover, once you set-up this workflow you will automatically send Slack channel message from new Shopify product.

Yet, we are enclosing a video for the same integration as well. Have a look at it –

Also, we have linked a template of the same workflow to get started more quickly. Simply, hit the ‘Use Workflow’ button below to initiate. Besides, if you want more workflows/apps, then visit Marketplace and start with thousands of ready-made templates. 

Send Slack Channel Message from New Shopify Product Workflow

Thus, without taking any more of your time, let’s start the blog for Shopify and Slack integration.

Step 1: Sign up to Pabbly Connect

Sign Up

Start the process to send Slack channel message from new Shopify product by pressing the ‘Sign Up Free’ icon on the Pabbly Connect home page. Next, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Later, after logging into the account, hit the ‘Access Now’ button of the Connect section in the dashboard.

Step 3: Workflow for Shopify with Slack Integration

(a) Start with a New Workflow

Create New Workflow

Begin with creating a workflow for your project by tapping the ‘Create Workflow’ button.

(b) Name the Workflow

Shopify Product Integration

Now, name the workflow just like in the above-shown image. I named the workflow ‘Shopify Product Integrations’, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Shopify to Slack Integration

After naming your workflow, you have to select the application you want to integrate. Pabbly Connect lets you integrate countless premium applications, sign-up for free account now.

(a) Select Application you Want to Integrate

Select Shopify New Product

Promptly, select the application that you want to integrate. Here, we are choosing ‘Shopify’ for integration. In the method section, select ‘New Product’.

(b) Copy the Webhook URL

Copy Webhook URL

Once you select the application, copy the webhook URL just like in the above-shown image to take further the integration process.

Step 5: Connecting Shopify to Pabbly Connect

Later, to connect Shopify with Pabbly Connect, you have to paste the webhook URL in the software. Consequently, you have to log in to your Shopify account.

(a) Go to Shopify Settings

Go to Shopify Settings

Once you logging into your Shopify account, hit the ‘Settings’ option given at the bottom of the screen.

(b) Click on Notifications

Click on Notifications

Following that, hit the ‘Notifications’ option.

(c) Click on Create Webhook

Create Webhook

Promptly, scroll down and hit the ‘Create Webhook’ button to paste the copied webhook URL.

(d) Paste the Webhook URL

Paste the Webhook URL

Afterward, a dialogue box will pop-up, here select ‘Product Creation’ in the event section & then paste the copied webhook URL. After making all the changes hit the ‘Save Webhook’ button.

Step 6: Add a Product

Now, to check this integration, we will capture the data from Shopify, and for that, we will create a dummy product on Shopify.

(a) Go to Products

Go to Products

To add a product, first, you have to click on the ‘Products’ option in your Shopify dashboard.

(b) Click on Add Product

Click on Add Product

Once you reach the products page, click on the ‘Add Product’ button to add a new product.

(c) Add Product Details

Add Product Details

In this step, you have to add all the required details of the product like name, description, images, etc. Then, change the product status to ‘Active’ and hit the ‘Save’ button.

But before hitting the button, click ‘Capture Webhook Response’ in Pabbly Connect to capture the data.

Step 7: Test the Response in Pabbly Connect Dashboard

Test Shopify Response

Once you click on the ‘Save’ in Shopify and on the ‘Capture Webhook Response’ in Pabbly Connect, the product info will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ option.

Step 8: Setting Actions for Shopify to Slack Integration

To make this Shopify-Slack integration work, you have to choose an action for your trigger.

(a) Select Application you Want to Integrate

Select Slack

Now in this step, click on the ‘+’ button below and choose the application that you want to integrate. Here we will choose ‘Slack’ to integrate and in the method section select ‘Send Channel Message (Without Image)’.

(b) Click the Connect Button

Connect with Slack

After choosing the application click on the ‘Connect with Slack’ button to move forward.

Step 9: Connecting Slack to Pabbly Connect

To connect Slack to Pabbly Connect, you have to authenticate the application. For this, you have to log in to your Slack account.

(a) Authorize Application

Authorize-Application-Slack

Next, to authenticate your Slack account, you need to again click on the ‘Connect with Slack’ button and then grant the permission to connect Pabbly Connect and Slack.

(b) Map the Fields

Map the Fields

After connecting with your Slack account, map all the fields quickly like the channel, message, etc.

(c) Save and Send Test Request

Save and Send Test Request

Once you are done adding up all field data click on the ‘Save & Send Test Request’ button.

Step 10: Check Response in Slack Dashboard

Check Response Slack

Finally, when you check your Slack dashboard, the message is delivered in the channel about the new product.

Conclusion –

That’s it! Now you know ‘How to send Slack channel message from new Shopify product’ in real-time. This is a one-time process, which will free you from the manual labor and everything will be managed by the online business automation tool i.e Pabbly Connect. Just follow the step by step procedure mentioned above and your Shopify to Slack integration is set.

So, what’s stopping you now! Go and catch your deal by signing up for a free account.

You May Also Like to Read –

How to Generate Abyssale Banner from New Shopify Product

How to Generate Abyssale Banner from New Shopify Product

Looking for the easiest way to generate Abyssale banner from new Shopify product automatically? If yes, then this blog is for you.

How to Generate Abyssale Banner from New Shopify Product

As, in this blog, you will get a step by step guide to integrate Shopify to Abyssale. But before we begin, let’s know a wee bit about the software that we are about to integrate. Basically, Shopify is a subscription to a software service that offers you to create a website and use their shopping cart solution to sell, ship, and manage your products. Whereas, Abyssale is a service which gives you the freedom to generate social & advertising banners online in minutes.

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

Sign Up To Pabbly Connect 

Therefore, integrating these two services can help you generate banners in Abyssale automatically for the new Shopify products. We have also attached a video tutorial for this integration, have a look at it-

Now, the question is how you can integrate Shopify with Abyssale? Well, the answer is quite simple and that is known as Pabbly Connect. It is one of the best integration and automation tools that can help you integrate unlimited premium applications, set unlimited triggers & actions, create infinite workflows, and so much more. Besides, to do so, you don’t even need to have any coding skills. Just integrate it once and relax, it will handle all the workload afterwards.

Moreover, you can access all the features even in its free plan. To get started with this amazing service, you just have to go to the Marketplace and search for the apps you want to use. Also, we have created a template for this integration to help you. Click the image below to get started.

2021-02-09

So, without wasting any more time, let’s begin with the steps to integrate Shopify to Abyssale.

Step 1: Sign up to Pabbly Connect

Sign Up

We will start the process to generate Abyssale banner from new Shopify product by clicking on the ‘Sign Up Free’ icon on the Pabbly Connect home page. Next, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, click on the ‘Access Now’ button of the Connect section in the dashboard.

Step 3: Workflow for Shopify to Abyssale Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow as ‘Shopify Product Integrations’, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Shopify to Abyssale Integration

As soon as you are done naming your workflow, you will have to select the application you want to integrate. Pabbly Connect allows you to connect unlimited premium apps, create your free account now.

(a) Select Application you Want to Integrate

Select Shopify

Now, you have to select the application that you want to integrate. In this case, we are choosing ‘Shopify’ for integration. In the method section, select ‘New Product’.

(b) Copy the Webhook URL

Copy the Webhook URL

The next step is to copy the webhook URL which is appearing on the dashboard just like in the above-shown image.

Step 5: Connecting Shopify to Pabbly Connect

To connect Shopify to Pabbly Connect, you have to paste the copied Webhook URL in the software. For that, you have to log in to your Shopify account.

(a) Go to Shopify Settings

Shopify Settings

After login into the Shopify account, go to the ‘Settings’ section on the bottom of the dashboard.

(b) Click on Notifications

Shopify Notifications

Next, when you click on ‘Settings’, it will open up a tab with a different option. Just click on the ‘Notifications’ option to paste the Webhook URL.

(c) Move to Webhook Option

Create Webhook

Below in the ‘Notification’ tab, you will see the Webhook option, just click on the ‘Create Webhook’ button.

(d) Paste the Webhook URL

Paste the Webhook URL

As soon as you click on the ‘Create Webhook’ option, it will open up the window with a certain option. In ‘Event’, choose ‘Product Creation’ from the dropdown. Simply paste the copied URL in the ‘URL’ column. Lastly, click on ‘Save Webhook’ to save the setting.

Step 6: Add a Sample Product

To check this integration, we will add a dummy product in Shopify to capture the data.

(a) Capture the Webhook Response

Capture Webhook Response

Now, to capture the data from Shopify, click on the ‘Capture Webhook Response’ button in Pabbly Connect.

(b) Click on Products

Click on Products

To add a product, first, you have to click on the ‘Products’ option in your Shopify dashboard.

(c) Click on Add Product

Click on Add Product

Once you reach the products page, now click on the ‘Add Product’ button to add a new product.

(d) Add Details

Add Product Details Shopify

In this step, now you have to add all the required details of the product like name, features, images, etc.

(e) Add Product

Add Product Shopify

After filling in all the details, change the product status to ‘Active’ and hit the ‘Save’ button.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the Webhook Response

Once you click on the ‘Save’ in Shopify, the product info will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ button.

Step 8: Setting Actions for Shopify to Abyssale Integration

To make this Shopify-Abyssale integration work, you have to choose two actions for your trigger. The first action is of Shopify to acquire the product handle from the trigger, and the second action is of Abyssale to generate banner for the product.

(a) Select Application you Want to Integrate

Select Shopify Action

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose ‘Shopify’ to integrate and in the method section select ‘Find Product by Title’.

(b) Click the Connect Button

Click Connect Shopify

After choosing the application click on the ‘Connect with Shopify’ button to move forward.

(c) Click on Apps

Click-on-Apps

When you click the connect button in Pabbly Connect, a window will slide in from the right asking for a ‘Private App Password’ and ‘Domain Name’. To get the private app password, click on the ‘Apps’ option on your Shopify dashboard.

(d) Click Manage Private Apps

Click-on-Manage-Private-Apps

Now, scroll down and click on the ‘Manage Private Apps’ option given below.

(e) Create New Private App

Click-on-Create-New-Private-App

Next, click on the given ‘Create New Private App’ button at the top of the screen.

(f) Name the App

Name-the-App

Here, you have to name the app and add the emergency developer email address. You can name the app whatever you like.

(g) Update Access

Update-Access

Now after naming the app, scroll down and you will find several options here you have to update the access permission as ‘Read Access’ and ‘Read and Write’ accordingly.

(h) Click on Save Button

Click-on-Save-Button-Shopify

After updating access in all the options, click on the given ‘Save’ button.

(i) Click on Create App

Click-on-Create-App-Shopify

Now, finally, click on the ‘Create App’ button to get the private app password.

(j) Copy Private App Password

Copy-Password-Shopify

Next, simply copy the given private app password and move further.

(k) Paste the Credentials

Paste-the-Credentials-Shopify

Paste the copied private app password in Pabbly Connect and you can find the subdomain from your Shopify account’s URL. After making all the changes, click on the ‘Save’ button.

(l) Map the Fields

Map the Field Shopify

After connecting with your Shopify account, map up the product title by clicking on the map button.

(m) Save and Send Test Request

Send Test Request Shopify

Once you are done adding up the field data click on the ‘Save & Send Test Request’ button.

(n) Select Application you Want to Integrate

Select Abyssale

After acquiring the product title, now we have to select the second action. In this step, click on the + button below and choose the application that you want to integrate. Here we will choose ‘Abyssale’ to integrate and in the method section select ‘Generate Banner from Another Banner’.

(o) Click the Connect Button

Connect with Abyssale

After choosing the application click on the ‘Connect with Abyssale’ button to move forward.

Step 9: Connecting Abyssale to Pabbly Connect

To connect Abyssale with Pabbly Connect, you have to add the API key from your Abyssale account to Pabbly Connect. For that, you need to login to your Abyssale account.

(a) Go to Abyssale Settings

Click on Settings Abyssale

To get the API key, click on the ‘Settings’ option given at the top of your Abyssale dashboard.

(b) Copy the API Key

Copy the API Key Abyssale

Now, click on the ‘API’ option and then copy the given API key to move forward.

(c) Paste the API Key

Paste the API Key Abyssale

Next, paste the copied API key in the Pabbly Connect and hit the ‘Save’ button.

(d) Map the Fields

Map the Fields

After connecting with your Abyssale account, map all the fields quickly like banner ID, format, etc.

(e) Save and Send Test Request

Send Test Request

Once you are done adding up all field data click on the ‘Save & Send Test Request’ button.

Step 10: Check Response in Abyssale Dashboard

Check Response

Finally, you can see that the banner is generated automatically in Abyssale for the newly added product in Shopify.

Conclusion –

In the end, this was our take on ‘How to Generate Abyssale Banner from New Shopify Products’. Now you have understood how Pabbly Connect works and how it can help you in saving a lot of time and effort by allowing you to integrate any applications easily.

You just have to follow these simple steps and once the integration is done, then Pabbly Connect will do the rest for you. Thus, go ahead and signup for free to enjoy this amazing automation and integration service.

For further queries, please drop your comments below. We will get back to you as soon as possible.

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How to Add Teamdeck Project from New Ora Tasks

Add Teamdeck Project from New Ora Tasks

Tired of manually adding Teamdeck project from new Ora tasks? If so, then worry not, as today we are going to explain you the step by step procedure using Pabbly Connect.

Add Teamdeck Project from New Ora Tasks

Basically, Pabbly Connect is the one-stop solution for all your integration related queries. It is an integration and automation tool that lets you transfer data between two or more applications in real-time. Moreover, the automation is just a one time process and the rest of the part is carried by the Pabbly Connect itself. And the best part is that you don’t have to use any coding skills & even beginners can use it efficiently.

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

Sign Up To Pabbly Connect 

Before that, let’s learn a little about the services. Ora is a task management service that helps you to organize everything in projects with add-ons like epics, tasks, actions, etc. Whereas, Teamdeck is a resource management tool including scheduling, time tracking and timesheets, and leave management.

Moreover, once you set-up this workflow you will end up adding Teamdeck project from new Ora tasks automatically.

Besides, you can go through the video below to know more about this integration.

Apart from that, we have a template for this integration that can assist you thoroughly. Just click on the ‘Use Workflow’ button below to get started. Also, you can access all the features even in its free plan. All you need to do is visit the Marketplace and look for the more apps/workflows.

Add Teamdeck Project from New Ora Tasks Workflow

So, let’s begin the blog to integrate Ora with Teamdeck.

Step 1: Sign up to Pabbly Connect

Sign Up

Commence the process of adding Teamdeck project from new Ora task by visiting the Pabbly Connect website. Now, click on the ‘Sign-Up Free‘ button and signing into Pabbly’s account by filling in your credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

On signing up, ‘All Apps’ dashboard will appear. Here, you need to select Connect by clicking on the ‘Access Now’ button.

Step 3: Workflow for Ora to Teamdeck Integration

(a) Start with a New Workflow

Create New Workflow

To start creating a workflow, click on the ‘Create Workflow’ button, and name the workflow as per your requirement.

(b) Name the Workflow

Ora to Teamdeck

For this integration, I have named the workflow ‘Ora to Teamdeck’. Once you have added the name, you gotta click on the ‘Create’ button to set up the workflow and move on to the next step.

Step 4: Setting Trigger for Ora to Teamdeck Integration

After naming your workflow, it’s time to select the application to add Teamdeck project from new Ora tasks. Pabbly Connect lets you integrate countless premium applications, tap here to create your free account now.

(a) Select Application you Want to Integrate

Select Ora

In this case, we are choosing the app as ‘Ora’ &  trigger event as ‘New Task’.

(b) Connect with Ora

Connect with Ora

After choosing the application, click on the ‘Connect with Ora’ button to move forward, and a window will appear.

Step 5: Connecting Ora to Pabbly Connect

To connect Ora with Pabbly Connect, you have to log in and authorize your Ora account.

(a) Login to Ora

Login to Ora

Login into your ‘Ora’ account to connect it with Pabbly Connect.

(b) Authorize Ora

Authorize Ora

Next, come back to Pabbly Connect window and click on ‘Connect with Ora’ button to authorize your Ora account and get it connected with Pabbly Connect.

(c) Map the Field

Map the Fields

Further, Pabbly Connect automatically fetches all your Ora projects. Just, select one of the project and also choose the list from which you want to get the data.

Step 6: Create a New Task

Now, it’s time to create a new task in Ora to get the data into Pabbly Connect.

(a) Create a Task

Create a New Task for Ora to Teamdeck

Go to the Ora window, and open the same project which you selected above. Initiate the process of creating a new task by giving a name to it and then click on ‘Add’ button.

(b) Save and Send Test Request

Save and Send Test Request

Promptly, go to the Pabbly Connect window and click on the ‘Save and Send Test Request’ button to get the response of newly created task.

(c) Check and Save the Response

Check and Save Response for Ora to Teamdeck

Once you click on the ‘Save and Send Test Request’ button, you will get the API response.

Step 7: Setting Action for Ora to Teamdeck Integration

Our first step of integration is done. Now it’s time to integrate an action step so that a new project is automatically added in Teamdeck.

(a) Select Application you want to Integrate

Select Teamdeck

Now, select ‘Teamdeck’ from choose app drop-down and add action event as ‘Add a New Project’.

(b) Click the Connect Button

Connect with Teamdeck

Once you click on the ‘Connect With Teamdeck’ button, a window will pop up to connect with the software.

Step 8: Connecting Teamdeck to Pabbly Connect

To connect Teamdeck to Pabbly Connect, you have to enter the API Key in the Pabbly Connect dashboard, and for this, you have to log in to your Teamdeck account.

(a) Login to Teamdeck

Login to Teamdeck

Now, login to your Teamdeck account to get the API Key.

(b) Go to Teamdeck Settings

Go to Teamdeck Settings

After logging into your Teamdeck account, go to ‘Settings’ tab from the Teamdeck dashboard.

(c) Click on API Keys

Click on API Keys

Further, in the setting tab you will see many sections, select ‘Integrations’ and then click on the ‘API Keys’ option to get the API Key.

(d) Copy the API Key

Copy API Keys

In the API Key page, give a name to the API and then, change the status from ‘READ’ to ‘READ+WRITE’. At last click on the (+) icon to get the API Key and copy it.

(e) Paste the API Key

Paste API Keys

After you copy the API Key, visit Pabbly Connect window and paste the API Key. Finally, click on the ‘Save’ button.

(f) Map the Field

Map the Fields

Promptly, map the field data in their respective fields which you get from the above trigger response.

(g) Save and Send Test Request

Save and Send Test Request

Once you are done mapping all the data, click on the ‘Save and Send Test Request’ button to get the API response.

(h) Check and Save the Response

Check and Save Response for Ora to Teamdeck

As soon as you click on the ‘Save and Send Test Request’ button, you will get the API response, which means that integration is successfully set up. Click on the ‘Save’ button.

Step 9: Check Response in Teamdeck Dashboard

Check Response Teamdeck Dashboard

Eventually, visit your Teamdeck dashboard and go to your profile and you will see that a new project has been created successfully.

Promptly, whenever a new task is created in Ora, then a project gets automatically added in Teamdeck.

Conclusion:

That’s it! Here we clearly define ‘How to Add Teamdeck Project from New Ora Tasks’ using Pabbly Connect. Just follow the step by step procedure and your Ora to Teamdeck integration is all done. With the help of Pabbly Connect, you can integrate multitudinous software applications with ease.

Meanwhile, you can get Pabbly Connect for FREE with all its premium features.

In case of any queries or suggestions, leave your comments below. We will try to get back to you as soon as possible.

You May Also Like To Read –

How to Send Slack Channel Message from New ClickUp Task

How to Send Slack Channel Message from New ClickUp Task

Searching for a easiest way to send Slack channel message from new ClickUp task automatically? If yes, then let us introduce the most amazing tool named Pabbly Connect.

Basically, Pabbly Connect is an integration and automation software that lets you migrate data from one app to another in real-time.

How to Send Slack Channel Message from New ClickUp Task

But before we start the integration process, let’s know a little bit about both the services. So, ClickUp is a cloud-based collaboration and project management tool that allows you to manage your projects, team, etc in one place. On the other hand, Slack is a chatroom application for your whole team to communicate both as a group and in personal one-on-one discussions.

After integrating these applications, whenever you will add a new task to your ClickUp account, the message will automatically get delivered regarding the task in the Slack channel in real-time.

Even though, there is no direct integration possible for these two services yet. Hence, we are going to use Pabbly Connect to make this integration possible.

Using this software, you can easily share data within multiple premium services. Furthermore, you won’t need any coding skills & even a novice can use them effectively. Plus, this would be just a one-time setup, after that, the data will automatically be transferred in real-time.

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

Sign Up To Pabbly Connect

Therefore, let’s start the blog on how to connect ClickUp and Slack in real-time. Furthermore, we’ve attached a template for this integration to help you get started more quickly. You can strike the ‘Use Workflow’ button below to begin your integration journey. Also, you can go to the Marketplace & look for more apps/integrations.

How to Send Slack Channel Message from New ClickUp Task

Now, without taking any more of your time, let’s begin the step by step procedure to integrate ClickUp and Slack.

Step 1: Sign up to Pabbly Connect

Sign Up

Kick-off the process to send Slack message for the new ClickUp task by pressing on the ‘Sign Up Free’ button on the Pabbly Connect dashboard. Later, you can either fill-up all the details manually or else sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Now, after logging into the account, press the ‘Access Now’ button as shown in the above image.

Step 3: Workflow for ClickUp to Slack Integration

(a) Start with a New Workflow

Create New Workflow

Begin with creating a workflow for your project by pressing on the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Next, you need to name the workflow just like in the above-shown image. I named the workflow ‘ClickUp To Slack’, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for ClickUp to Slack Integration

After naming your workflow, you will have to select the application you want to integrate. Pabbly Connect enables you to connect unlimited premium apps, create your free account now.

(a) Select Application you Want to Integrate

Select ClickUp

The next step is to select “ClickUp” from the dropdown, then choose the “New task” option to send Slack channel message from new ClickUp task.

(b) Click on Connect Button

Click on Connect Button

The subsequent step is to press the “Connected with ClickUp” button.

Step 5: Connecting ClickUp with Pabbly Connect

Now, after you click on the “Connected with ClickUp” button, it will ask for an API token, for which you have to log in to your ClickUp account.

(a) Head to ClickUp Profile Option

Click on ClickUp Profile Option

At the bottom of the ClickUp dashboard, you will see the Profile option, simply click on it.

(b) Click on Apps Option

Click on Apps Option

When you press the profile option, it will open up different options, choose “Apps” from it.

(c) Copy the API Token

Copy the API Token

Just copy the “API Token” appearing on the dashboard.

(d) Paste the API Key

Paste the API Key

Now, paste the copied API Key, and click on the “Save” button.

(e) Save & Send Test Request

Save & Send Test Request

Next, click on the “Save & Send Test Request” button to proceed further.

Step 6: Make a Test Purchase

To check if the integration is capturing data or not, we will make a dummy task in ClickUp.

(a) Capture Webhook Response

Capture Webhook Response

Subsequently, click on the “Capture Webhook Response” button.

(b) Click on Task Button

Click on Task Button

In this step, go to the ClickUp dashboard and then hit the ‘Task’ button.

(c) Click on Create Task

Click on

Now, add all the task details and then hit the “Create Task” button.

(d) Test the Response in Pabbly Connect Dashboard

Test the Response in Pabbly Connect Dashboard

Once you click on the ‘Create Task’ in ClickUp, the task info will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ option to send Slack channel message from the new ClickUp task.

Step 7: Setting Action to Find Task by Task ID

Now, in order to find the task id, you will have to set an action for that.

(a) Select Application you Want to Integrate

Select Application you Want to Integrate

Now, click on the ‘+’ button below and choose the application that you want to integrate. Here we will choose ‘ClickUp’ to integrate and in the method section select ‘Find Task By Task id’ to proceed further.

(b) Authorize the Account

Authorize the Account

Now, paste the copied API key you copied earlier, then hit the “Save” button

(c) Map the Fields

Map the Fields

Now, map the respective field and click on the ‘Save & Send Test Request’ button.

(d) Check & Save the Response

Check & Save the Response

Once you click on the ‘Create Task’ in ClickUp, the task info will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ option.

Step 8: Setting Action for ClickUp to Slack Integration

Now, in order to make this ClickUp-Slack integration work, you have to choose an action for your trigger.

(a) Select Application you Want to Integrate

Select Slack

Now in this step, click on the ‘+’ button below and choose the application that you want to integrate. Here we will choose ‘Slack’ to integrate and in the method section select ‘Send Channel Message (Without Image)’.

(b) Click the Connect Button

Connect with Slack

After choosing the application click on the ‘Connect with Slack’ button to move forward.

Step 9: Connecting Slack to Pabbly Connect

Next, in order to connect Slack to Pabbly Connect, you have to authenticate the application. For this, you have to log in to your Slack account.

(a) Authorize Application

Authorize Application Slack

Next, to authenticate your Slack account, you need to again click on the ‘Connect with Slack’ button and then grant the permission to connect Pabbly Connect and Slack.

(b) Map the Fields

Map the Fields

After connecting with your Slack account, map all the fields quickly like the channel, message, etc. Once you are done adding up all field data click on the ‘Save & Send Test Request’ button.

Step 10: Check Response in Slack Dashboard

Check Response in Slack Dashboard

Finally, when you check your Slack dashboard, the message is delivered in the channel about the new task in ClickUp.

Conclusion –

That’s it! Now you know how to send Slack Channel Message from new ClickUp Task in real-time. This is a one-time process, after which everything will be managed by our automation tool i.e Pabbly Connect. Just follow the step by step procedure mentioned above and your ClickUp to Slack integration is set.

So, what’s stopping you now! Go and catch your deal by signing up for a free account.

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How to Add Facebook Lead Ads to Google Sheets & Send Mail via Gmail

Add Facebook Lead Ads to Google Sheets & Send Mail via Gmail

In this blog, we are going to demonstrate you a quick way to add Facebook lead ads to Google Sheets and send mail via Gmail automatically using Pabbly Connect.

Pabbly Connect is an awesome and the most affordable integration and automation tool in the market which will help you to set up the integration and automate multiple apps just like a piece of cake.

Add Facebook Lead Ads to Google Sheets & Send Mail via Gmail

But before moving forward, let’s know a wee bit about the services & why there is a need to integrate Facebook, Google Sheets, and Gmail. As you are aware, that Facebook is a social media platform that allows the user all over the world to connect and interact. Google Sheets is an online spreadsheet app and Gmail is a free email service powered by Google.

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

Sign Up To Pabbly Connect

Of course, there is a sort of integration between these softwares but that is kinda limited. That’s why, we are using Pabbly Connect to integrate the software such that whenever a new lead takes place through Facebook Lead Ads, the data will auto-populated in Google Sheets, and at the same time a mail has been sent via Gmail automatically.

Besides this procedure, we have also enclosed a video to support you more in this integration.

Apart from that, we also have a template for this integration that can assist you further. Simply tap on the ‘Use Workflow’ button below to get started. Moreover, you can visit Marketplace to look for more ready-made template of the workflow.

Add Facebook Lead Ads to Google Sheets & Send Mail via Gmail Workflow

So, let’s start the blog to integrate Facebook and Google Sheets along with Gmail using Pabbly Connect.

Step 1: Sign up to Pabbly Connect

Sign Up

Start the process to add Facebook lead ads to Google Sheets and send mail via Gmail by pressing the ‘Sign Up Free‘ button on the Pabbly Connect home page. Following that, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Now, after logging into the account, hit the ‘Access Now’ button of the Connect section in the dashboard.

Step 3: Workflow for Facebook, Google Sheets, and Gmail Integration

(a) Start with a New Workflow

Create New Workflow

Start the process of creating a workflow for integration by pressing the ‘Create Workflow’ button.

(b) Name the Workflow

Facebook Lead Ads to Google Sheets and Gmail

Moreover, add the name of workflow i.e, ‘Facebook Lead Ads to Google Sheets and Gmail’. Although, you can always change the name of the workflow as per your needs.

Step 4: Setting Trigger for Facebook to Google Sheets and Gmail Integration

Following that, after creating a workflow, choose the integration app to create a workflow to add Facebook lead ads to Google Sheets and send mail via Gmail. Using Pabbly Connect you can avail unlimited actions and triggers, tap here to sign up for unlimited workflows for free.

(a) Select Application you Want to Integrate

Integrate Facebook for Trigger

Now, select the application that you want to integrate. Here, we are choosing ‘Facebook Lead Ads’ for integration & in the method section, select ‘New Lead’.

(b) Connect with Facebook Lead Ads

Connect with Facebook Lead Ads

After choosing the application, click on the ‘Connect with Facebook Lead Ads’ button to move forward.

(c) Authorize Facebook

Authorize Facebook

Next, a window will pop up, here click on the ‘Connect With Facebook Lead Ads’ button and authorize your Facebook account. At last click on the ‘Save’ button.

(d) Map the fields

Map the Fields

Subsequently, Pabbly Connect fetches all the pages and forms available on that account. Simply, select the page and forms from which you want to get the leads. And along with this, switch off the ‘Simple Response’ section (to get the data in the correct format).

Step 5: Create a New Lead

To create a new lead or to check whether the integration process is working or not, go to your Facebook account.

(a) Open Facebook Page

Open Facebook Page

Open up the same Facebook page which you have selected above, i.e. ‘Neepan Tech’.

(b) Go to Publishing Tool

Go to Publishing Tool

After that, go to the Publishing Tool from the left sidebar and click on it.

(c) Select Form Library

Select Form Library

On the left sidebar, under the ‘Lead Ads Forms’ section, click on the ‘Form Library’ option. And then you see all the lead forms, click on ‘Preview’ of your form, i.e. ‘FB Leads Form’.

(d) Add Lead Details

How

After clicking on Preview, a window will open up, enter the email ID and full name of the new lead and then click on the ‘Save’ button. And at last click on ‘Submit’.

(e) Save and Sent Test Request

Save and Send Test Request

Once you are done creation of a new lead, head back to the Pabbly Connect window, and click on the ‘Save and Sent Request’ button to get the API response.

(f) Check & Save Response

Save API Response

After this, you will get the API response. Finally, click on the ‘Save’ button.

Step 6: Setting Action for Data Transformer

As the fields and values are not showing properly, so we have to add the ‘Data Transformer’ as an action step.

(a) Select Application

Select Data Transformer

To add the Data Transformer, click on the plus (+) button. An action window appears, select ‘Data Transformer’ from the choose app drop-down and select method ‘Facebook Lead Ad’.

(b) Connect with Data Transformer

Connect with Data Transformer

After selecting the application, click on ‘Connect With Data Transformer’ button.

(c) Map the Field Data

Map the Field

Now, it’s time to map the field data. Simply click on the map button and select the ‘field_data’ which you received through Facebook Lead Ads trigger.

(d) Save and Sent Test Request

Save and Send Test Request

Further, click on the ‘Save and Sent Test Request’ button to get the API response.

(e) Check & Save Response

Save API Response

Now we get the response in the correct format, click on the ‘Save’ button.

Step 7: Setting Action for Google Sheets Integration

Now that, we have collected all the information in the correct format. It’s time to create a row in Google Sheets from Facebook response by setting up an action.

(a) Select Application you want to Integrate

Integrate Google Sheets

After that, click on the plus (+) icon and you will see an action window appear.

Here, select the ‘Google Sheets’ from Choose App drop-down option and ‘Add New Row’ from Action Event.

(b) Connect with Google Sheets

Connect with Google Sheets

Then, click on the ‘Connect With Google Sheets’ button to connect it to your Google account.

(c) Authorize Google Sheets

Authorize Google Sheets

Once you click on the ‘Connect With Google Sheets’ button, a window will pop up, so that you can log in and authorize your Google account. At last, click on the ‘Save’ button.

(d) Map the Field

Map the Fields

Subsequently, Pabbly Connect automatically fetches the worksheet from Google. Now it is time to map the requisite fields by selecting data like email and name.

(e) Save & Send Test Request

Save and Send Test Request

Click on the ‘Save & Send Test Request’ button, after mapping all the pieces of information. It will send the data to Google Sheets. Click the ‘Save’ button to save the whole workflow.

Step 8: Check Response in Google Sheets

Check Response Google Sheets

Head to the Google Sheets and you’ll see all the information is successfully filled in their respective columns.

Next, we have to send this data to Gmail and for that, we have to add another action step to our workflow.

Step 9: Setting Action for Gmail Integration

After a row has been added in Google Sheets, now we have to send an email via Gmail and for that, we have to add another action step in our integration.

(a) Select Application you Want to Integrate

Select Gmail

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose ‘Gmail’ to integrate and in the method section select ‘Send an Email’.

(b) Click the Connect Button

Click Connect Gmail

After choosing the application click on the ‘Connect with Gmail’ button to move forward.

(c) Authorize Application

Authorize Gmail

Next, to authorize your Gmail account, you need to click on the ‘Connect’ button and then select your Google account through which you want to login.

(d) Map the Fields

Map the Fields

Further, map all the fields quickly like name, email, etc by clicking on the map button given at the side of every field.

(e) Send Test Request

Save and Send Test Request

Once you are done mapping up all field data click on the ‘Save & Send Test Request’ button.

Step 10: Check Response in Gmail Dashboard

Check Response Gmail

Here, you can see that integration was successful and the email has been delivered via Gmail about the new lead created in Facebook Lead Ads. Now, after this integration, whenever there will be any new lead created in Facebook, first a row is added in Google Sheets and then a mail has been sent via Gmail.

Conclusion –

Conclusively, now you know ‘How to Add Facebook Lead Ads to Google Sheets & Send Mail via Gmail’. This is a one-time process, now all your manual work will be done by the online business automation & integration tool i.e Pabbly Connect. Just follow this step by step procedure mentioned above & your Facebook to Google Sheets and Gmail integration is all set.

So, what are you waiting for? Go ahead & catch your deal by signing up for a free account.

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How to Send Emails by Verifying Every Shopify Order Email

How to Send Emails by Verifying Every Shopify Order Email

Tired of manually sending emails by verifying every Shopify order email? If yes then worry not as I’m going to tell you, how to integrate Shopify with EmailListVerify and Gmail to automate tasks within a few minutes.

You must be aware that there is no direct integration between these services. So, we’ll be using Pabbly Connect to achieve this automation.

How to Send Emails by Verifying Every Shopify Order Email

So, basically, Pabbly Connect is integration & automation software that lets you transfer data among multiple applications in real-time.

Most importantly, you don’t have to do any hard coding & even a fresher can use it efficiently. Also, this procedure will be just a one-time setup & after that, the workflow will take care of rest.

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

Sign Up To Pabbly Connect 

But before starting with the integration process, let’s know a bit about the software that we are about to integrate. Basically, Shopify is an e-commerce platform that offers you to create a website and use their shopping cart solution to sell, ship, and manage your products.

On the other hand, EmailListVerify is an email checker which validates whether a certain email address exists or not. And last but not the least, Gmail is a free email service developed by Google.

Consequently, integrating these services can help you verify all the new Shopify customers and send them emails automatically in real-time. This way you can keep all your customers updated about all the latest upgrades and news. We have also attached a video tutorial for this integration, have a look at it-

Besides, we have added the template for this integration to help you get started more quickly. You can click on the image given below to get started. Additionally, you can also visit the Marketplace & look for more integrations and apps.

Workflow Sample - DO NOT DELETE OR EDIT - copy (11)

So, get ready as we’re going to discover the Shopify, EmailListVerify & Gmail integration.

Step 1: Sign up to Pabbly Connect

Sign Up

We will begin the process to send emails by verifying every Shopify order email by clicking on the “Sign Up Free” icon on the Pabbly Connect home page. Next, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, click on the “Access Now” button of the Connect section in the dashboard.

Step 3: Workflow for Shopify with EmailListVerify & Gmail Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Now, you need to 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.

Step 4: Setting Trigger for Shopify with EmailListVerify & Gmail Integration

As soon as you are done with naming your workflow, you will have to select the application you want to integrate. Pabbly Connect allows you to integrate unlimited premium applications, create your free account now.

(a) Select Application you Want to Integrate

Select Shopify

Now, you have to select the application that you want to integrate. In this case, we are choosing “Shopify” for integration. In the method section, select “New Order”.

(b) Copy the Webhook URL

How

After selecting the application, now you have to copy the webhook URL just like in the above-shown image to take further the integration process.

Step 5: Connecting Shopify to Pabbly Connect

To connect Shopify with Pabbly Connect, you have to paste the copied webhook URL in the software. For that, you have to log in to your Shopify account.

(a) Click on Shopify Settings

Click-on-Settings Shopify

After logging into your Shopify account, click on the “Settings” option given at the bottom of the screen.

(b) Click on Notifications

2020-09-10_11h26_27

Next, you need to click on the “Notifications” option.

(c) Click on Create Webhook

How

Now, just scroll down and then click on the “Create Webhook” button to paste the copied webhook URL.

(d) Paste the Webhook URL

Paste-the-Webhook

A dialogue box will appear on your screen, here select “Order Creation” in the event section and then paste the copied webhook URL. After making all the changes click on the “Save Webhook” button.

Step 6: Make a Test Purchase

To check this integration, we will capture the data from Shopify, and for that, we will make a test purchase on Shopify.

(a) Capture the Webhook Response

Capture the Webhook Response

Now, to capture the data from Shopify, click on the “Capture Webhook Response” button in Pabbly Connect.

(b) Click on Online Store

Click on Online Store Shopify

To make a purchase, click on the “Online Store” button in your Shopify dashboard.

(c) Click on Catalog

Click on Catalogue Shopify

After landing on the online store page, click on the given “Catalog” option.

(d) Click on Buy Now

Buy it Now Shopify

Next, select any product that you are interested in and then click on the “Buy It Now” button.

(e) Add Customer Details

Add Customer Details Shopify

In this step, add all the customer details like email, address, etc and then hit the “Continue to Shipping” button.

(f) Add Card Details

Add Card Details Shopify

Now, add your credit card details and then hit the “Pay Now” button.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the Webhook Response

Once you click on the “Pay Now” in Shopify, the order info will appear on the Pabbly Connect dashboard. Then, click on the “Save” button.

Step 8: Setting Action for Shopify with EmailListVerify & Gmail Integration

To make this Shopify-EmailListVerify-Gmail integration work, you have to choose two actions for your trigger. First, EmailListVerify to verify the customer’s email, whether it exists or not. Second, Gmail to send email to the customer.

(a) Select Application you Want to Integrate

Select EmailListVerify

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose “EmailListVerify” to integrate and in the method section select “Single Email Verify”.

(b) Click the Connect Button

Connect with EmailListVerify

After choosing the application click on the “Connect with EmailListVerify” button to move forward.

(c) Click on the API

Click on API EmailListVerify

To connect EmailListVerify with Pabbly Connect, you have to paste the API key in the software. To get the API key, click on the “API” option in your EmailListVerify dashboard then hit the “New API” button.

(d) Name the API

Name the API EmailListVerify

Now, name your API key according to your needs and then click on the “Create” button.

(e) Copy the API Key

Copy API Key EmailListVerify

Simply copy the given API key to move forward.

(f) Paste the API Key

Paste the API Key EmailListVerify

Next, paste the copied API key in the Pabbly Connect dashboard and then hit the “Save” button.

(g) Send Test Request

Send Test Request EmailListVerify

After connecting with your EmailListVerify account, now map the customer’s email address and hit the “Save & Send Test Request” button to verify the email ID.

(h) Save the API Response

Save the API Response

Here, you can see that the email address is valid, so hit the “Save” button to save the response.

(i) Select Application you Want to Integrate

Select Gmail

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose “Gmail” to integrate and in the method section select “Send an Email”.

(j) Click the Connect Button

Connect with Gmail

After choosing the application click on the “Connect with Gmail” button to move forward.

Step 9: Connecting Gmail to Pabbly Connect

To connect Gmail with Pabbly Connect, you have to authorize the application. For this, you have to log in to your Gmail account.

(a) Authorize Application

Authorize Application Gmail

When you click the connect button, a window will slide in from the right side, here you have to again click on the “Connect with Gmail” button and choose the Gmail account through which you want to send the email.

(b) Map the Fields

Map the Fields

After connecting with your Gmail account, map all the fields quickly like name, email, etc.

(c) Send Test Request

Send Test Request

Once you are done adding up all field data click on the “Save & Send Test Request” button.

Step 10: Check Response in Gmail Dashboard

Check Response

Here, you can see that integration was successful and the email has been delivered via Gmail to the customer for the new order in Shopify automatically.

Conclusion –

Finally! Now you know how to send emails by verifying every Shopify order emails in real-time. This process is only for one-time, after which it will be automatically done by Pabbly Connect. Just follow all the step by step procedure mentioned above & your Shopify to EmailListVerify to Gmail integration is set.

So, what are you waiting for? Go ahead and catch your deal by signing up for a free account.

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How to Send Telegram Messages from New Todoist Tasks

How to Send Telegram Messages from New Todoist Tasks

Looking for a way to send Telegram messages from new Todoist tasks automatically? If yes! Then look no further, as here we will tell you the easiest way to integrate Todoist with Telegram using Pabbly Connect.

How to Send Telegram Messages from New Todoist Tasks

This will automate the process to auto-send Telegram messages for the new Todoist tasks.

But before moving forward, let’s know a wee bit about both the software & why there is a need to integrate Todoist to Telegram. As we all know, Todoist is a to-do list and task manager for professionals and small businesses that offer combining tasks, projects, comments, attachments, notifications, and more. Whereas, Telegram is a cross-platform cloud-based instant messaging, video calling, and VoIP service.

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

Sign Up To Pabbly Connect 

Therefore, by integrating these two services, Telegram messages will be sent automatically for newly created Todoist tasks. We have also attached a video tutorial for this integration, take a look at it-

To help you with this integration we are recommending the best automation and integration software named Pabbly Connect. It is one of the best automation and integration tools that allow you to connect unlimited apps without any coding skills. Moreover, you can also access its features such as filters, path routers, etc 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 Marketplace and look for the apps you use to get started. Further, tap on the image below to get started.

Workflow Sample - DO NOT DELETE OR EDIT - copy (10)

Hence, let’s not beat around the bushes anymore and start to integrate Todoist and Telegram.

Step 1: Sign up to Pabbly Connect

Sign Up

Let’s begin the process to send Telegram messages from new Todoist tasks by visiting the website of Pabbly Connect and then click on the “Sign-Up Free” button. On the registration page, either signup using an existing Gmail account or manually fill out the form.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Once you have completed the signup process, click on the Connect section in the dashboard to access Pabbly Connect.

Step 3: Workflow for Todoist to Telegram Integration

(a) Create New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow “Todoist to Telegram”, you can obviously name the workflow as per your requirements and needs.

Step 4: Setting Triggers for Todoist to Telegram Integration

After naming your workflow, you have to select the application you want to integrate. Pabbly Connect allows you to integrate unlimited premium applications, create your free account now.

(a) Select Application you want to Integrate

Select Todoist

Now, you have to select the application that you want to integrate. In this case, we are choosing “Todoist” for integration. After selecting the application select “New Task” in the choose method section.

(b) Copy the Webhook URL

Copy the Webhook URL

After selecting the application, now you have to copy the webhook URL just like in the above-shown image to take further the integration process.

Step 5: Connecting Todoist to Pabbly Connect

To connect Todoist with Pabbly Connect, you have to paste the copied webhook URL in the software, for that, you need to log in to your Todoist account.

(a) Click the App Management Console Link

Click on the Link Todoist

To paste the copied webhook URL in Todoist, click on the given “App Management Console” link to reach the app management page in Todoist.

(b) Create a New App

Click on Create New App Todoist

Next, click on the given “Create a New App” button in Todoist.

(c) Name the App

Name the App Todoist

Now, you have to name the app according to your needs, and then click the “Create App” button.

(d) Create Test Token

Click on Create Test Token Todoist

After naming the app, now simply scroll down and hit the “Create Test Token” button to paste the webhook URL.

(e) Paste the Webhook URL

Paste the Webhook URL

In this step, again scroll down and in the webhooks section, paste the copied webhook URL and click on the “Item Added” option. After making all the changes, click the “Activate Webhooks” button.

Step 6: Add a Task

To check if the integration is capturing data or not, we will add a test task in Todoist.

(a) Capture the Webhook Response

Capture the Webhook Response

Now to capture the data from Todoist, click on the “Capture Webhook Response” button in Pabbly Connect dashboard.

(b) Click on Add Task

Click on Add Task Todoist

Next, click on the created project in your Todoist dashboard, then click on the “+Add Task” button.

(c) Add Task

Add Task Todoist

After clicking on the button, now name the task according to your requirements and then click on the “Add Task” button.

Step 7: Test the Submission in Pabbly Connect Dashboard

Save the Webhook Response

As soon as you click on the “Add Task” in Todoist the task info will appear on the Pabbly Connect dashboard. Then, click on the “Save” button.

Step 8: Setting Action for Todoist to Telegram Integration

To make this Todoist-Telegram integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select-Telegram

Now in this step, click on the + button below and choose “Telegram Bot” and in the method section select “Send a Text Message or a Reply”.

(b) Click on Connect Button

Click-Connect-Telegram

After choosing the application click on the “Connect with Telegram Bot” button to move forward.

Step 9: Connecting Telegram to Pabbly Connect

To connect Telegram Bot with Pabbly Connect, you need to sign-in to your Telegram account and go to the backend dashboard.

(a) Click the BotFather Link

Click-on-BotFather-Link

When you click on the “Connect to Telegram Bot” button, a window will slide in from the right, click on the BotFather link or go to your telegram account and search for BotFather.

(b) Click Start on BotFather Chat

How

Once you enter into the BotFather chat, you’ll see a “Start” button. So, simply press it to start creating a bot.

(c) Create a New Bot

Type-NewBot_censored

To create a new bot type “/newbot” and then hit send.

(d) Name Your Created Bot

Name your Created Bot Telegram

Next, it will ask you for a bot name. So, type any bot name that you wanna give to your bot.

(e) Give Your Bot a Username

Give your Bot a Username Telegram

Lastly, give your bot any username that ends with a suffix “bot”. Just type the username and hit send.

(f) Copy the API Token

Copy the API Token

Once you successfully assign a username to your bot, a token will show up along with the new bot greetings simply select and copy the token from here.

(g) Paste the API Token

Paste-the-API-Token-Telegram

Paste the copied Telegram token in the Pabbly Connect and hit the “Save” button.

(h) Map the Fields

Map the Fields

After connecting with your Telegram account map up all the required fields. But before adding the fields, first, you need to add your created bot in a group as an admin in which you want to receive the messages. You can get your Chat ID from the subdomain part of your Telegram group.

(i) Send Test Request

Send Test Request

Once you are done mapping up all fields click on the “Save & Send Test Request” button.

Step 10: Check Response in Telegram

Check Response

Here, you can see that integration was successful. The message has been delivered to the Telegram group about the new Todoist task automatically.

Conclusion –

Conclusively, now you know “How to Send Telegram Messages from New Todoist Tasks.” This is a one-time process, now all your manual work will be done by the online business automation & integration tool i.e Pabbly Connect. Just follow this step by step procedure mentioned above & your Todoist to Telegram integration is all set.

So, what are you waiting for? Go ahead & catch your deal by signing up for a free account.

You May Also Like to Read –

How to Create Paymo Task From New Shopify Orders

How to Create Paymo Task From New Shopify Orders

Are you tired of looking for an effective way to create Paymo task from new Shopify orders? Then look no further, as here I am giving you a step by step guide to do so.

How to Create Paymo Task From New Shopify Orders

Wouldn’t it be great, if you can just connect services that can let you transfer data automatically from one app to another? That is the reason why here in this blog, we’ll be using Pabbly Connect to do so. As it is one of the best automation and integration software available in the market to automate tasks in real-time.

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

Sign Up To Pabbly Connect

Before we get started, let’s know a little bit about both the software that we are about to integrate. So basically, Shopify is an e-commerce platform that allows you to create an online store so that you can sell, ship, and manage your products all in one place. On the other hand, Paymo is an online work & project management software that helps all kinds of businesses in planning, scheduling, and time tracking features.

Also, we are enclosing a video for the same integration as well. Just have a look at it –

Using this software, one can easily create a task in Paymo, whenever a new order will get placed via Shopify. Thus, you don’t have to worry about doing repetitive work & can ultimately save a lot of time & effort.

Moreover, we have a template for this integration that can assist you to get started quickly. Just click on the ‘Use Workflow’ button below to get started. Also, you can access all the features even in its free plan. All you need to do is go to the Marketplace and look for the apps you use to get started.

How to Create Paymo Task From New Shopify Orders

Thus, without any further, let’s start the blog to integrate Shopify with Paymo.

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the process to create Paymo task from new Shopify orders by pressing the ‘Sign Up Free’ icon on the Pabbly Connect home page. Then, you can either manually fill-up all the details or else sign up via Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect
Now, after logging into the account, press the ‘Access Now’ button of the Connect section in the dashboard.

Step 3: Workflow for Shopify with Paymo Integration

(a) Start with a New Workflow

Create New Workflow
Start by creating a workflow for your project by pressing the ‘Create Workflow’ button.

(b) Name the Workflow

Shopify Integrations
Following the previous step, now it’s time to name the workflow just like in the above-shown image. Here, I named the workflow as ‘Shopify Integrations’ & then press the ‘Create’ button.

Step 4: Setting Trigger for Shopify with Paymo Integration

After naming the workflow, now select the application you want to integrate. Pabbly Connect allows you to integrate countless premium applications, create your free account now.

(a) Select Application you want to Integrate

Integrate Shopify
Now, select ‘Shopify’ from the dropdown option, then choose the method as ‘New Order’.

(b) Copy the Webhook URL

Copy Webhook URL
Afterward, copy the webhook URL which is appearing on the dashboard.

Step 5: Connecting Shopify to Pabbly Connect

Consequently, to create a Paymo task from new Shopify orders, you need to paste the copied Webhook URL in the software. Hence, you have to log in to your Shopify account.

(a) Go to Shopify Settings

Go to Shopify Settings
Simply go to the ‘Settings’ section at the bottom of the dashboard after signing in to your Shopify account.

(b) Click on Notifications

Click on Notifications
Eventually, a tab will open up with several options. Simply hit the ‘Notifications’ option.

(c) Create Webhook

Create Webhook
Later, you will see the Webhook option below in the ‘Notification’ tab, simply press the ‘Create Webhook’ button.

(d) Paste the Webhook URL

Paste-the-Webhook
A dialogue box will pop-up on your screen, here select ‘Order Creation’ in the event section and then paste the copied webhook URL. Once you are done making all the changes press the ‘Save Webhook’ button.

(e) Make a Purchase to Test Shopify Integration

Make a Purchase
Now, in order to test the integration among Shopify & Pabbly Connect. You need to make a dummy purchase in your Shopify account. Hence for that, choose a particular product and enter all the required details then press the ‘Continue Shipping’ button. Before that, just go back to the Pabbly Connect dashboard and press the ‘Capture Webhook Response’ button.

Step 6: Test the Response in Pabbly Connect Dashboard

Test the Response
After pressing the ‘Pay Now’ option in the Shopify account, the entry will appear on the ‘Pabbly Connect’ dashboard. Now, press the ‘Save’ option.

Step 7: Setting Date/Time Formatter

Next, as we can see in the webhook response, the captured date is not in the correct format. So, to get the date in the correct format we have to set up a Date/Time Formatter.

(a) Select Application to Format Date

Select Date/Time Formatter
Now, to format the date, just hit the (+) button and then, select Date/Time Formatter’ in choose app, and in the action event select ‘Format Date Only’.

(b) Connect with Date/Time Formatter

Connect Date/Time Formatter
Once you select the application, press the ‘Connect With Date/Time Formatter’ button.

(c) Map the Fields

Map the Fields
Subsequently, you have to map the field to make the date in a proper format. In the Date field, select ‘created_at’, and from ‘To Format’ field choose the format of date.

(d) Save and Sent Test Request

Save and Send Test Request
After mapping all the details, simply press the ‘Save and Sent Request’ button.

(e) Save the Response

Save Response
Ultimately, you will get the API response. And as you can see, now the date is in the proper format. Finally, press the ‘Save’ button.

Step 8: Setting Action for Shopify to Paymo Integration

Now, in order to make this Shopify-Paymo integration work, you have to choose an action for your integration.

(a) Select Application you Want to Integrate

Select Application you Want to Integrate

Next, hit the + button and choose the application that you want to integrate. Here we will choose ‘Paymo’ to integrate and in the method section select ‘Create Task’.

(b) Click the Connect Button

Click the Connect Button

Once you are done choosing the application, press the ‘Connect with Paymo’ button.

Step 9: Connecting Paymo to Pabbly Connect

Now, in order to connect Paymo to Pabbly Connect, you have to authenticate the application. Hence for that, you have to log in to your Paymo account.

(a) Click on API Key Link

Click on API Key Link
Here, you can either log in to your Paymo account and go to Settings, or else you can click on the ‘API Key’ link shown in the Pabbly Connect dashboard. After pressing on the ‘API Key’ link, you will be redirected to API Keys webpage.

(b) Generate New API Key

Generate new API Key
Now, in the API Keys webpage, press the ‘Generate New Key’ button.

(c) Name API Key

Name API Key as Shopify Integration with Paymo
Eventually, a window will pop-up, just assign a name to the API and hit the ‘Generate’ button.

(d) Copy the API Key

Copy API Key
After pressing the ‘Generate’ button, immediately you will get an API key, just copy it.

(e) Paste the API Key

Paste the API Key
Now, paste the API Key into the Pabbly Connect window and enter any random string (for instance: ‘abcdef’). Then, hit the ‘Save’ button.

(d) Map the fields

Map the fields

Now, map all the fields to create a task in the Paymo account from Shopify order.

(g) Save and Send Test Request

Save and Send Test Request

Once you map all the respective fields, just hit the ‘Save and Send Test Request’ button to get the API response.

(h) Check and Save Response

Check and Save Response
Once you got the API response, check it and finally click on the ‘Save’ button to save the entire workflow.

Step 10: Check Response in Paymo Dashboard

Check Response in Paymo Dashboard

Now, go to your Paymo account and you will see that a new task has been created successfully with all the respective details.

Conclusion –

Finally! This was all about ‘How to Create Paymo Task from New Shopify Orders automatically’. Simply follow the step by step procedure mentioned above & your Shopify to Paymo integration will be set in no time. Meanwhile, you can grab, Pabbly Connect for FREE with all its premium features. Moreover, don’t forget to write us your queries & suggestions in the comment section below.

You May Also Like To Read –

How to Create WooCommerce Order from Successful Stripe Payment

Create WooCommerce Order from Successful Stripe Payment

Are you looking for a way to create WooCommerce order from successful Stripe payment?

Well, if your answer is yes, then do follow this blog and automate your task without implementing a single line of code manually.

Create WooCommerce Order from Successful Stripe Payment

Transferring data between services could be too difficult and time-consuming. So, here we are using Pabbly Connect to do this in a few minutes.

Pabbly Connect is an online tool to integrate services and automate multiple software such that the data could transfer between them seamlessly and uninterruptedly. With the help of this workflow, whenever a payment takes place in Stripe, then it will automatically create a new order in WooCommerce.

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

Sign Up To Pabbly Connect  

Let’s first know a little bit about the services that are involved in this use-case. Stripe is a payment infrastructure for all kinds of businesses. You can easily accept payments and manage payouts via Stripe. On the other hand, WooCommerce is a WordPress plugin that helps websites to sell goods online. Small as well as big shop owners can use it to create & manage their online stores.

By connecting these two software you will auto-create WooCommerce order from successful Stripe payment. Moreover, we have also attached a video tutorial for this integration, have a look at it-

Plus, we’ve attached a template for this integration to assist you better and get your job done more efficiently. You can just press the ‘Use Workflow’ button below to get started. Additionally, you can go to the Marketplace & look for more apps/integrations.

Create WooCommerce Order from Successful Stripe Payment Workflow

So, let’s get started to plan & follow the step by step process to integrate Stripe and WooCommerce.

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the process to create WooCommerce order from successful Stripe payment 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.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Later, after logging into the account, press the ‘Access Now’ button of the Connect section in the dashboard.

Step 3: Workflow for Stripe to WooCommerce Integration

(a) Start with a New Workflow

Create New Workflow

Begin by creating a workflow for your project by pressing the ‘Create Workflow’ button.

(b) Name the Workflow

Stripe to WooCommerce

Promptly, name the workflow just like in the above-shown image. I named the workflow ‘Stripe to WooCommerce’, you can obviously name the workflow as per your requirements. Then, click on ‘Create’ button.

Step 4: Setting Trigger for Stripe with WooCommerce Integration

After naming your workflow, select the application you want to integrate. Pabbly Connect allows you to integrate many premium applications, create your free account now.

(a) Select Application you Want to Integrate

Select Stripe

When you click on the create button to generate the workflow, a page containing the trigger window will open up.

Select the ‘Stripe’ app from the ‘Choose App’ field and choose method as ‘New Charge’.

(b) Copy Webhook URL

Copy Webhook URL

Then, copy the webhook URL that is appearing on the dashboard.

(c) Connecting to Stripe

Login to Stripe

Nevertheless, to automatically create WooCommerce order from successful Stripe payment, you gotta paste the copied Webhook URL in the software. Hence for that, you have to log in to your Stripe account.

(d) Go to Stripe Developers Section

Go to Developers Section

After logging into the Stripe account, go to the ‘Developer’ section on the left of the dashboard. Next, click on the ‘Webhooks’ option.

(e) Click on Add Endpoint

Click on Endpoint

Later, when you click on ‘Webhooks’, an endpoint tab will open up, just hit the ‘Add Endpoint’ option to paste the Webhook URL.

(f) Paste the Webhook URL

Paste the Webhook URL

After you click on the ‘Add Endpoint’ button, a window will open up with certain options. Just paste the copied webhook URL in the ‘Endpoint URL’ section.

Further, make sure that you have to select ‘charge.succeeded’ in the ‘Event to Send’ field. Conclusively, hit ‘Add Endpoint’ to save the webhook.

(g) Click on Payment Option

Payment Option

Subsequently, just go to the ‘Payment’ section on the left of the dashboard, then hit the ‘Create Payment’ button to add payment.

(h) Add Payment

Add Payment

Once you hit the ‘Create Payment’ button, a window will pop-up. Just enter all the required details like amount, card details, and also add your existing WooCommerce customer details to make an order. And finally, click on ‘Submit Payment’ button. But before you do that, you have to click ‘Capture Webhook Response’ in the Pabbly Connect window.

After this, some questions will arise in your mind that, what if we don’t have any customers in WooCommerce, and why we need to add details of an existing customer in Stripe? Well, in the upcoming steps we will answer to all your questions.

(i) Save the response in Pabbly Connect

Save the Response

Once you tap on the ‘Submit Payment’ option, the entry will appear on the ‘Pabbly Connect’ dashboard. Then hit the ‘Save’ option.

Step 5: Setting Action for Stripe to Retrieve Customer Info

As you can see, from the above API response that the name, email, and address info of customer is not showing because Stripe only provides charge related info like credit card details, amount, etc.

So, to get the name, email, and address info of customer we need to add an action step.

(a) Select Application you Want to Integrate

Select Stripe

Now hit the (+) icon to select the application you want to Integrate. Then, choose the app as ‘Stripe’ from the drop-down and select ‘Retrieve a Customer’ as action event.

(b) Click the Connect Button

Connect Stripe

Promptly, click on ‘Connect with Stripe’ button to move forward.

(c) Connecting Stripe for Action

Connecting to Stripe

To connect Stripe for action step we have to paste the ‘Token’ in the Pabbly Connect window.

(d) Go to Developer Section

Go to API Keys

Go to the ‘Developer’ section on the left of the dashboard. Next, click on the ‘API Keys’ option.

(e) Copy Secret Key

Copy Secret Key

After hitting the ‘API Keys’ option you will see the Secret Key (token), copy it.

(f) Paste Secret Key

Paste Secret Key

Paste the Secret Key in the Token field in Pabbly Connect window, and click on ‘Save’ button.

(g) Map the Field

Map the Field

Map the customer ID from the above API response.

(h) Save and Send Test Request

Save and Send Test Request

After you map the customer ID, click on the ‘Save and Send Test Request’ button.

(i) Check and Save Response

Check and Save Response

Next, you will get the API response showing customer data we have entered in Stripe like name, email, address, etc. Finally, click on ‘Save’ button.

Step 6: Setting Action for API

As you can check from the trigger response that we have got the charged amount in wrong format (decimal is not included). So, to get it in the right format we need to add another action step.

(a) Select Application you Want to Integrate

Select API

Subsequently, hit the (+) button and select ‘API’ from choose app and action event as ‘GET’.

(b) Enter Endpoint URL

Enter Endpoint URL

Following that, you have to paste the Endpoint URL to make the API interaction with other software possible.

We provide you the endpoint URL, so just paste it ‘https://forms.pabbly.com/api/trim_amount’.

(c) Set Parameters

Set Parameters

Promptly, check the box of set parameters check box. Enter ‘amount’ in the first field and map the charged amount(2500) in the adjacent field.

(d) Save and Send Test Request

Save and Send Test Request

Once you are done setting the parameter, click on the ‘Save and Send Test Request’ button and you will get the API response, then save it.

Step 7: Setting Action for Text Formatter

We know that WooCommerce accepts the currency in upper case but from the trigger response, we got the currency in lower case. So to make it in the correct format we have to integrate ‘Text Formatter’ into action.

(a) Select Application you Want to Integrate

Select Text Formatter

Now, click on the plus (+) button and from the choose app select ‘Text Formatter’ and choose method as ‘Text’.

(b) Connect with Text Formatter

Connect With Text Formatter

Promptly, click on the ‘Connect With Text Formatter’ button to connect it.

(c) Map the Field

Map the Field

Following that, map the field to change the casing of currency. Map the currency in ‘String’ field and select ‘Uppercase’ from the Transform drop-down.

(d) Save and Send Test Request

Save and Send Test Request

Once you are done mapping the fields, click on the ‘Save and Send Test Request’ button and you will see that the currency is now in the Uppercasing. After that, click on the ‘Save’ button.

Step 8: Setting Action for Filters

If you have multiple e-commerce platforms such as Amazon, Shopify, WooCommerce, and PayKickstart and they all are associated with a single Stripe account so in that condition we have to add ‘Filters’.

Let suppose, Stripe charge for $50 for Shopify but unfortunately, this workflow will also recognize this charge and make an order in WooCommerce. So, to avoid such mistakes we have to integrate Filter in the workflow.

(a) Select Application you Want to Integrate

Select Filter

Now, click on the plus (+) button and from the choose app select ‘Filter’.

(b) Setting Conditions

Setting Conditions

Promptly, set the condition for filter. Select amount that we get from the  API action step, select condition as ‘Equal To’ and enter the exact amount (25) which you get from Stripe.

(c) Save and Send Test Request

Save and Send Test Request

Once you are done setting the conditions, click on the ‘Save and Send Test Request’ button and you will get the API response, i.e. the condition is true. At last, click on the ‘Save’ button.

Step 9: Setting Action for WooCommerce to Retrieve Customer

In order to check whether a customer exists or not in WooCommerce, we have to retrieve the customer details by adding WooCommerce in the action step.

(a) Select Application you Want to Integrate

Select WooCommerce

From the choose app drop-down select ‘WooCommerce’ and choose method as ‘Retrieve a Customer by Email’.

(b) Connect with WooCommerce

Connect with WooCommerce

Now, click on the ‘Connect with WooCommerce’ button.

(c) Connecting WooCommerce to Pabbly Connect

Connecting to WooCommerce

After you click on ‘Connect with WooCommerce’ button, a window will slide from the right. Here you have to enter Consumer Key, Consumer Secret and Website URL. And for that, you have to log in to your WooCommerce account.

(d) Go to WooCommerce Settings

Go to WooCommerce Settings

Once you are successfully logging into your WordPress account, solely go to the ‘WooCommerce’ section then there press the ‘Settings’ option.

(e) Click on Advanced Option

Click on Advanced Option

After clicking on ‘Settings’, a tab will open up with different options, here you have to select ‘Advanced’.

(f) Click on Rest API

Click on Rest API

Now, click on ‘Rest API’ section, and then click on the ‘Add Key’ option.

(g) Enter Key Details

Enter Key Details

Following that, enter the key details like description, and make the permission to ‘Read/Write’. And lastly, click on the ‘Generate API Key’.

(h) Copy the Key

Copy Consumer Key

Once you hit the Generate API Key, you will get the consumer key and consumer secret. Copy them.

(i) Paste the Key

Paste Consumer Key

Now, paste the consumer key, secret and website URL in the Pabbly Connect window and click on ‘Save’ button.

(j) Map the Fields

Map the Field

Once you click on the save button, it’s time to map the email in the email field.

(k) Save and Send Test Request

Save and Send Test Request

After that, click on ‘Save and Send Test Request’ button and you will get the API response that the customer already exists in WooCommerce. Promptly, hit the ‘Save’ button. But, if the customer does not exist in WooCommerce you will get no response from API.

So, now you know why we have entered the details of an existing customer in Stripe when we were making a payment (to check for an existing customer).

Step 10: Setting Action for Router

Now, it’s time to setting router to satisfy two options from the above response, i.e to create an order to an existing customer or create a new customer and then assign an order to them.

(a) Select the Route

Select Router

Click on the ‘+’ button below and from choose app option, select ‘Router’ for integration.

(b) Name the Route

Name the Route

After that, we have to change the name of the route. Name ‘Route 1’ as ‘If The Customer Already Exist’ & ‘Route 2’ as ‘If The Customer Does Not Exist’ then hit the ‘Update’ button.

(c) Setting Route 1

Setting Route 1

Click on the setting tab of Route 1 and a window will appear. Now, in the first section select customer ID and select the condition as ‘Is Exist’ and then hit the ‘Save & Send Test Request’ button.

(d) Save the API Response

Save API Response

Once you click on the ‘Save & Send Test Request’, soon you get the API response that the condition is true.

(e) Select Action for Route 1

Action Route 1

After we get a positive response. Now, we have to select an action for Route 1 integration and create an order. For that, click on the plus (+) button on Route 1 window and select ‘WooCommerce’ from choose app and choose methods as ‘Create a Order’. Then, click on the ‘Connect With WooCommerce’ button.

(f) Connect with WooCommerce

Connect WooCommerce

As we have already connected WooCommerce to Pabbly Connect in the above step, so just select your credentials from the credential’s drop-down and then click on ‘Save’ button.

(g) Map the Fields

Map the Field

After connecting with your WooCommerce account, map all the fields like status, currency (uppercase), customer ID (toggle on the map icon) and so on.

(h) Save and Send Test Request for Route 1

Save and Send Test Request

Once you are done mapping all the fields, click on the ‘Save & Send Test Request’ button.

(i) Check and Save API Response

Save API Response

You will get the API response that the order has been created for the customer, click on ‘Save’ button and then hit the ‘Done’ button.

Hence, the Route 1 integration is completed. Now, it’s time to set up Route 2 for integration.

(j) Setting Trigger for Route 2

Setting Route 2

Now, to check another condition for customer ID, click on Settings button in Route 2. Then, Route 2 window will open up.

In the first section, map the same customer ID and in the second section, select ‘Does Not Exist’ option then hit the ‘Save & Send Test Request’ button.

(k) Save the API Response

Save API Response

As we know that the customer already exists in WooCommerce, that’s why we get an error status in API response. Let suppose, a customer does not exist in WooCommerce so we have to create one and then assign an order to them. Next, simply hit the ‘Save’ button.

(l) Select Action for Route 2

Action Route 2

Now, we have to select an action for Route 2 integration to create a new customer. For that, click on the plus (+) button on Route 2 window and select ‘WooCommerce’ from choose app and choose methods as ‘Add New Customer’. Then, click on ‘Connect With WooCommerce’ button.

(m) Connect with WooCommerce

Connect WooCommerce

As we have already connected WooCommerce to Pabbly Connect in the above step, so just select your credentials from the drop-down and then click on Save button.

(n) Map the Fields

Map the Field

After connecting with your WooCommerce account, map all the required fields like email, first name, last name, etc.

(o) Save and Send Test Request for Route 2

Save and Send Test Request

Once you are done mapping of data, click on the ‘Save & Send Test Request’ button to get the API response.

(p) Save the API Response

Save API Response

We got an API response that the customer has been created successfully and you will get the customer ID also. Just hit the ‘Save’ button.

Hence, the first action of Route 2 is completed. Now, it’s time to create an order for the newly added customer and for that we have to add another action for Route 2.

(q) Select another Action for Route 2

Action Route 1

Now, to select another action for Route 2 integration to create an order, click on the plus (+) button on Route 2 window and select ‘WooCommerce’ from choose app and choose methods as ‘Create a Order’. And then click on ‘Connect with WooCommerce’ button.

(r) Connect with WooCommerce

Connect WooCommerce

Follow the same process as we did earlier to connect WooCommerce, and then click on Save button.

(s) Map the Fields

Map the Field

After connecting with your WooCommerce account, map all the fields like status, currency (uppercase), customer ID (toggle on the map icon) and so on.

(t) Save and Send Test Request for Route 2

Save and Send Test Request

Once you are done mapping, click on the ‘Save & Send Test Request’ button.

(u) Check and Save API Response

Save API Response

Next, you will get the API response that the order has been created for the customer, click on ‘Save’ button and then hit the ‘Done’ button.

Hence, the Route 2 integration is also completed. Now, it’s time to check for the response in WooCommerce.

Step 11: Check Response in WooCommerce Dashboard

Check Response in WooCommerce

Finally, when you check your WooCommerce account, you see that an order has been created for a newly added customer automatically.

Now, whenever a successful Stripe payment occurs, an order will automatically get created in WooCommerce.

Conclusion:

In a nutshell, this was all about ‘How to Create WooCommerce Order from Successful Stripe Payment’. Consequently, after completing this step by step procedure, you will end up auto-creating WooCommerce order from successful Stripe payment via Pabbly Connect.

Meanwhile, you can grab Pabbly Connect for FREE with all its premium features.

Also, comment below your queries and suggestions.

You May Also Like To Read –

How to Create New Box in Streak CRM from New Shopify Customer

How to Create New Box in Streak CRM from New Shopify Customer

Tired of creating a box in Streak CRM for each and every Shopify customer manually. And want to automate it in one go? If yes! Then here in this blog, we can help you in automating the task by using Pabbly Connect.

How to Create New Box in Streak CRM from New Shopify Customer

Basically, Pabbly Connect is an integration & automation tool that lets you share data from one application to another in real-time. So, don’t worry about creating a box in Streak CRM from new Shopify customer manually. Because in just one go, Pabbly Connect will take care of it. And the best part is that you don’t have to use any coding skills & even beginners can use it efficiently.

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

Sign Up To Pabbly Connect

Before that, let’s learn a little about the services. Shopify is an e-commerce platform that allows you to create an online store to sell, ship, and manage your products. Whereas, Streak CRM is a customer relationship management tool and productivity software built for Gmail that empowers you to manage all your work right in your inbox.

Moreover, once you set-up this workflow a new box will be created automatically to your Streak CRM account whenever a customer is enrolled in Shopify.

Also, we are enclosing a video for the same integration as well. Just have a look at it –

Apart from that, we’ve also attached the template for the same to help you get started immediately. You can simply tap on the image below to get started. Moreover, you can go to the Markeyplace & look for more integrations/apps.

How to Create New Box in Streak CRM from New Shopify Customer

So, let’s begin the blog about how to create box in Streak CRM for newly added Shopify customer.

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the process to create a new box in Streak CRM for newly added Shopify customer by pressing the “Sign Up Free” icon on the Pabbly Connect home page. Moreover, you can either manually fill-up all the details or else sign up via Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Following that, press the “Access Now” button of the Connect section in the dashboard.

Step 3: Workflow for Shopify with Streak CRM Integration

(a) Start with a New Workflow

Create New Workflow

Now, start by creating a workflow for your project by clicking on the button named ‘Create Workflow’.

(b) Name the Workflow

Name the Workflow

Afterward, simply 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.

Step 4: Setting Trigger for Shopify with Streak CRM Integration

Once you are done naming your workflow, now it’s time to select the application you want to integrate. Pabbly Connect lets you integrate countless premium applications, tap here to create your free account now.

(a) Select Application you Want to Integrate

Select-Shopify-1

Now, it’s time to select the application that you want to integrate. As here, we are choosing “Shopify” for integration, & in the method section, select “New Customer”.

(b) Copy the Webhook URL

Copy-the-Webhook-URL-6-1

Next, just copy the webhook URL as shown in the above image.

Step 5: Connecting Shopify to Pabbly Connect

Now, to connect Shopify with Pabbly Connect, you have to paste the copied webhook URL in the software. And to do so, you have to log in to your Shopify account.

(a) Click on Shopify Settings

Click Settings

After log in to your Shopify account, hit the “Settings” option given at the bottom of the screen.

(b) Click on Notifications

How

Next, click on the option named as “Notifications” to proceed further.

(c) Click on Create Webhook

How

Subsequently, scroll down the page and click on the “Create Webhook” button to paste the copied webhook URL.

(d) Paste the Webhook URL

Paste the Webhook URL

Eventually, a dialogue box will pop-up, here select “Customer Creation” in the event section & then paste the copied webhook URL. Once you are done making all the changes, simply click on the button named “Save Webhook”.

Step 6: Add a Sample Customer

Now, we will create a dummy customer on Shopify to check the working of this integration by capturing the data from Shopify.

(a) Click on Create Account

Click-on-Create-Account-Shopify-1

Next, open the online store page of Shopify in the new tab & click on the “Create Account” option.

(b) Add Details

create_customer_for_shopify_to_mailjet

Next, add all the required details of the customer such as name, email, etc, and click on the button named “Create”.

(c) Click Submit Button

Click-Submit-Shopify-1

Later, tap on the captcha checkbox and then click on the “Submit” button. Before that, make sure to click on the “Capture Webhook Response” button in Pabbly Connect to capture the data.

Step 7: Test the Response in Pabbly Connect Dashboard

check_and_save_trigger_response_for_shopify_to_mailjet

Once you click on the “Submit” button in Shopify, the customer info will appear on the Pabbly Connect dashboard. Now, hit the “Save” option to save the entire workflow.

Step 8: Setting Action to Get the Stages Key

First of all, you will have to get the “Stages key from Streak CRM to integrate with Shopify. And to do so, you will have to first connect Streak CRM to Pabbly Connect. For that, you will have to paste the ‘API key’ from your Streak CRM account to Pabbly Connect. Hence to get it, you have to log in to your Streak CRM account.

(a) Select Application you Want to Integrate

Select Application you Want to Integrate

Next, click on the ‘+’ button below and choose the application that you want to integrate. Here we will choose ‘Streak CRM’ as the application and select ‘Get All Stages’ as an “Action Event”. Next, simply tap on the ‘Connect with Streak CRM’ button to move forward.

(b) Click on Home Button

Click on Home Button

Now, in order to get the API key, press the ‘Home’ icon in your Streak CRM dashboard.

(c) Click on Integrations Option

Click on Integrations

Now, click on the “Integrations” option to move on to the next step.

(d) Press Get API Key Button

Press the Get API Key Button

Now scroll down the page, you will find the Streak API option, just click on the ‘Get API Key’ button.

(e) Copy the API Key

Copy the API Key

Next, simply copy the given API Key to proceed further.

(f) Paste the API Key

Paste the API Key

Now, paste the API Key in the respective column and click on the “Save” button.

(g) Save & Send Test Request

How

Now, map the respective fields and click on the “Save & Send Test Request” button.

(h) Click on Save Button

Click on Save Button

Now, as we have got all the stages key, simply click on the “Save” button.

Step 9: Setting Action for Shopify with Streak CRM Integration

Now, to create new box in Streak CRM from new Shopify customer, you will have to set another action.

(a) Select Application you Want to Integrate

Select Application you Want to Integrate

Now, click on the ‘+’ button below and choose the application that you want to integrate. Here we will choose ‘Streak CRM’ as the application and select ‘Create New Box’ as an “Action Event”. Next, simply tap on the ‘Connect with Streak CRM’ button and select the previous credentials.

(b) Map the Feilds

Map the Fields

Now, map the fields and click on the “Save & Send Test Request” button.

Step 10: Check Response in Streak CRM Dashboard

Check Response in Streak CRM Dashboard

In the end, when you check your Streak CRM dashboard, the contact has been created from new Shopify customer.

Conclusion –

That’s it! Now you know the answer to your question “How to Create New Box in Streak CRM from New Shopify Customer in real-time?”. Just follow all the step by step procedure mentioned above & your Shopify to Streak CRM integration is set.

So, what are you waiting for? Go ahead and catch your deal by signing up for a free account.

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