Automate Shopify Orders Notifications with Pabbly Connect and Microsoft Teams

Learn how to automate notifications for new Shopify orders to Microsoft Teams using Pabbly Connect with this detailed step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin automating notifications for new Shopify orders, first, access Pabbly Connect. Open your browser and type in ‘Pabbly.com/connect’ to reach the Pabbly Connect landing page.

Once there, sign in to your account by clicking the ‘Sign In’ button at the top right corner. If you are a new user, you can sign up for a free account, which provides 100 tasks monthly. After logging in, click on ‘Pabbly Connect’ to access the dashboard where you can create workflows.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you will see an option to create a new workflow. Click on ‘Create Workflow’ and provide a name for your workflow, such as ‘Notify Team on Microsoft Teams for New Shopify Orders’. Select a folder to save it in.

• Provide a name for your workflow.
• Select the appropriate folder for organization.
• Click ‘Create’ to proceed.

Once the workflow is created, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger indicates what event will start the automation, while the action defines what will happen as a result. For this integration, the trigger will be Shopify and the action will be Microsoft Teams.

3. Setting Up Shopify as the Trigger in Pabbly Connect

To set Shopify as the trigger in Pabbly Connect, select Shopify from the trigger application list and choose ‘New Order’ as the trigger event. This means that every time a new order is placed in Shopify, it will initiate the workflow.

Next, you will receive a webhook URL from Pabbly Connect. This URL acts as a bridge between Shopify and Pabbly Connect. Copy this URL to set it up in your Shopify account. Go to your Shopify settings, navigate to Notifications, and select Webhooks to create a new webhook.

• Open Shopify settings and go to Notifications.
• Select ‘Create Webhook’ and paste the copied URL.
• Choose ‘Order Creation’ as the event and set the format to JSON.

After saving the webhook, return to Pabbly Connect. It will display a message indicating it is waiting for a response from Shopify. To test the connection, place a new order in your Shopify store.

4. Testing the Order and Capturing Response in Pabbly Connect

After setting up the webhook, place a test order in your Shopify store to capture the response in Pabbly Connect. Enter dummy details such as name, address, and payment information to complete the order.

Once the order is placed, return to Pabbly Connect to check if the details have been captured successfully. You should see the order information displayed, confirming that the connection between Shopify and Pabbly Connect is working.

With the successful capture of the order details, you can now set up the action step to notify your team on Microsoft Teams whenever a new order is received.

5. Setting Up Microsoft Teams as the Action in Pabbly Connect

In the action step of your workflow, select Microsoft Teams as the application and choose ‘Send Message in Channel’ as the action event. Click on ‘Connect’ to link your Microsoft Teams account with Pabbly Connect.

Authorize the connection by granting necessary permissions. Once connected, specify the team and channel where you want to send notifications. Draft a message format that includes order details like first name, last name, product, and price.

Select the appropriate team and channel in Microsoft Teams. Draft the message including dynamic fields from the Shopify order response. Click ‘Save and Send Test Request’ to finalize.

After sending the test request, check your Microsoft Teams channel to see if the message has been received. This confirms that your automation is functioning correctly and your team will be notified for every new order.

Conclusion

In summary, using Pabbly Connect to automate notifications for new Shopify orders to Microsoft Teams is simple and efficient. By following the steps outlined, you can ensure your team stays informed with real-time updates on orders, enhancing communication and workflow efficiency.