Automate Shopify Orders with Pabbly Connect: A Step-by-Step Guide

Learn how to automate Shopify order creation using Pabbly Connect with JotForm responses. This detailed tutorial guides you through the integration process step-by-step. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, open your web browser and navigate to the Pabbly Connect website. If you do not have an account, click on the ‘Sign Up for Free’ button to create a new account. This process is quick and gives you access to 100 free tasks every month.

Once you have signed in, you will be directed to the dashboard. Click on the ‘Create Workflow’ button to begin setting up your integration between JotForm and Shopify. Name your workflow something descriptive, like ‘Create Shopify Order for Captured Webhook Response’ to keep track of its purpose.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger in Pabbly Connect using JotForm. The trigger application will be Webhook, which allows you to capture form submissions. Select ‘Webhook’ as your trigger application and choose the ‘Catch Webhook Response’ event.

• Select ‘Webhook’ as your trigger application.
• Choose ‘Catch Webhook Response’ as the trigger event.
• Copy the generated Webhook URL provided by Pabbly Connect.

Next, you will integrate this Webhook URL into JotForm. Go to your JotForm account, access the settings of your form, and navigate to the Integrations section. Search for Webhooks, paste the copied URL, and complete the integration. This allows JotForm to send responses to Pabbly Connect whenever a form is submitted.

3. Creating a Shopify Order Using Pabbly Connect

Now that the trigger is set up, it’s time to create an order in Shopify. In Pabbly Connect, add an action step and select Shopify as the action application. Choose ‘Create Order’ as the action event. This step allows you to automate the order creation process based on the form submissions.

To connect Shopify with Pabbly Connect, you will need your Shopify Admin API access token and your store’s subdomain. Follow these steps to obtain the required information:

• Log in to your Shopify account and navigate to the Apps section.
• Click on ‘Develop Apps’ and create a new app for Pabbly integration.
• Generate the Admin API access token and copy it for use in Pabbly Connect.

Once you have entered the required details in Pabbly Connect, map the customer information from the Webhook response to the order fields in Shopify. This process ensures that each order contains accurate customer details from the form submissions.

4. Adding Google Sheets Integration with Pabbly Connect

After creating the Shopify order, the next step is to log the customer details in Google Sheets. This step is crucial for keeping track of all the orders received. In Pabbly Connect, add another action step and select Google Sheets as the application. Choose ‘Add New Row’ as the action event.

Connect your Google Sheets account with Pabbly Connect by signing in and granting necessary permissions. Select the specific spreadsheet where you want to log the order details. Once connected, map the relevant fields from the Webhook response to the columns in your Google Sheets.

Choose the correct spreadsheet from your Google Sheets account. Map fields such as customer name, email, address, and coffee preference. Ensure all required fields are filled for each new order.

This integration will automatically log every order received through JotForm into your Google Sheets, providing a comprehensive record of customer interactions.

5. Testing and Verifying the Integration

Once all connections are set up, it’s essential to test the integration to ensure everything functions correctly. Submit a test form through JotForm and check Pabbly Connect to see if the response is captured. You should see the details populated in both Shopify and Google Sheets.

Verify that a new order appears in your Shopify dashboard with the correct customer information. Additionally, check your Google Sheets to confirm that the new row with customer details has been added. This verification step is crucial for ensuring that your automation is working seamlessly.

By following these steps, you have successfully automated the process of creating Shopify orders and logging customer details using Pabbly Connect. This integration not only saves time but also enhances the efficiency of your order management process.

Conclusion

In this tutorial, we explored how to automate Shopify order creation using Pabbly Connect with JotForm responses. This integration streamlines the order management process, ensuring that every customer interaction is recorded accurately and efficiently.