Automate Inventory Management with Pabbly Connect: A Step-by-Step Guide

Learn how to automate inventory management using Pabbly Connect to integrate WooCommerce and WhatsApp for real-time stock alerts. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Inventory Management

To automate inventory management, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you’re a new user, you can sign up for free and get 100 tasks each month.

After signing in, you’ll see the dashboard with all Pabbly apps. Click on Pabbly Connect to access the automation dashboard. Here, you can create workflows that will help manage your inventory efficiently.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect to automate notifications for low stock in WooCommerce. Click on the ‘Create Workflow’ button in the top right corner. A dialog box will appear asking for a workflow name and folder selection.

• Name your workflow as ‘Automate Inventory Management’.
• Select a folder to save your workflow, such as ‘Automations for Inventory Management’.

After entering the details, click on the ‘Create’ button to finalize your workflow. You will now see two sections: Trigger and Action. The trigger is an event that starts your workflow.

3. Setting Up the Trigger in Pabbly Connect

For the trigger application, select WooCommerce in Pabbly Connect. Choose the trigger event as ‘Product Updated’. This will ensure that every time a product is updated in your WooCommerce account, it triggers the workflow.

Pabbly Connect provides a unique webhook URL that you will use to connect WooCommerce to the platform. Copy this URL and head to your WooCommerce account. Navigate to the settings, select the ‘Advanced’ tab, and go to the ‘Webhooks’ section.

• Click on ‘Add Webhook’.
• Name it ‘Product Update’ and set the status to ‘Active’.
• Paste the copied webhook URL in the delivery URL field.

After saving the webhook, return to Pabbly Connect and click on ‘Capture Webhook Response’ to confirm the connection.

4. Setting Up the Action Step in Pabbly Connect

In this step, we will set up an action step in Pabbly Connect to filter the stock quantity. The action application will be Filter by Pabbly. This allows you to define conditions for when notifications should be sent.

For the filter conditions, set the label as ‘Stock Quantity’ and the value to be less than 15. This means that you will only receive notifications when the stock of a product falls below 15 units.

Select the filter type as ‘Less Than’. Set the value to 15.

After setting the filter, click on ‘Save and Test Request’. If the stock quantity condition is met, the status will show as success, confirming that the workflow will proceed to the next action.

5. Sending WhatsApp Notifications via Pabbly Connect

Now, we will set up the final action to send WhatsApp notifications using Pabbly Connect. Select the action application as WhatsApp by AI Sensei and choose the action event as ‘Send Template Message’.

To connect WhatsApp to Pabbly Connect, you will need your API key from your AI Sensei account. Copy the API key and paste it into the connection field in Pabbly Connect. After connecting, you will create a campaign in your WhatsApp account.

Create a new campaign named ‘Inventory Management’. Select the message template you created for stock alerts.

Once your campaign is live, enter your mobile number and the name you want to send the message to. Map the necessary template parameters and click on ‘Save and Send Test Request’. You should receive a WhatsApp message whenever the stock falls below 15 units, completing your automation.

Conclusion

This tutorial has guided you through automating inventory management using Pabbly Connect to integrate WooCommerce and WhatsApp for real-time stock alerts. By following these steps, you can efficiently manage your inventory and ensure timely notifications.