Automate Shopify Orders Notifications on Microsoft Teams with Pabbly Connect

Learn how to automate notifications for new Shopify orders on Microsoft Teams using Pabbly Connect. Step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate notifications for new Shopify orders on Microsoft Teams, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in or creating a new account for free, which offers 100 tasks monthly.

Once logged in, navigate to the dashboard. Here, click on the Pabbly Connect access button to enter the workflow creation area. This platform is user-friendly and requires no coding skills, making it ideal for automating processes between applications.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a new workflow for integrating Shopify and Microsoft Teams. Click on the ‘Create Workflow’ button and provide a name for your workflow, such as ‘Notify Team on Microsoft Teams for New Shopify Orders.’ Select the folder where you want to save this workflow.

• Name your workflow appropriately.
• Select the desired folder for organization.
• Click on ‘Create’ to proceed.

As you create the workflow, Pabbly Connect will display two boxes: one for the trigger and one for the action. The trigger will be set to Shopify, specifically for new orders, while the action will be linked to Microsoft Teams to send notifications.

3. Setting Up the Trigger for New Orders

In the trigger section of your workflow, select Shopify as the application and choose ‘New Order’ as the trigger event. This setup allows Pabbly Connect to listen for new order events from your Shopify store.

Next, you will need to connect Shopify to Pabbly Connect using a webhook URL. Copy the provided webhook URL from Pabbly Connect and head over to your Shopify account. In Shopify, navigate to Settings, then Notifications, and find the Webhooks section. Here, create a new webhook, selecting ‘Order Creation’ as the event and pasting the URL you copied.

4. Testing the Webhook Connection

After setting up the webhook in Shopify, it’s crucial to test the connection to ensure it’s working correctly. Place a test order in Shopify to trigger the webhook. This action will send order details back to Pabbly Connect, confirming that the integration is operational.

Once the order is placed, check Pabbly Connect to see if it has received the webhook response. If successful, you will see the order details captured in the Pabbly Connect dashboard, indicating that the connection between Shopify and Pabbly Connect is established.

5. Configuring the Action to Notify Microsoft Teams

Now that your trigger is set up and tested, it’s time to configure the action. Select Microsoft Teams as the action application and choose the event to send a message in a channel. Connect your Microsoft Teams account with Pabbly Connect by granting the necessary permissions.

In the action setup, specify the team and channel in Microsoft Teams where you want the notifications to appear. Draft your message format, including dynamic fields from the Shopify order. Use the mapping feature in Pabbly Connect to pull in details like first name, last name, phone number, email, product, and price from the order response.

Finally, save the configuration and test the action to ensure that notifications are sent to the specified Microsoft Teams channel whenever a new order is placed in Shopify. Check the channel to verify that the message appears as expected, confirming the successful integration.

Conclusion

In this tutorial, we demonstrated how to automate notifications for new Shopify orders on Microsoft Teams using Pabbly Connect. By following these steps, you can ensure your team stays informed about new orders without manual intervention. This integration enhances efficiency and streamlines communication within your team.