Automate Shopify Orders with Pabbly Connect and ClickSend

Learn how to automate Shopify orders by integrating with ClickSend using Pabbly Connect in this 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 Shopify and ClickSend Integration

To automate Shopify orders, you first need to access Pabbly Connect. This platform allows you to create workflows that link Shopify and ClickSend seamlessly. Start by signing up for a free account on Pabbly Connect, which takes just two minutes.

Once logged in, you will reach the Pabbly Connect dashboard. Click on the blue button labeled ‘Create Workflow.’ Enter a name for your workflow, such as ‘Automatically Create Contact in ClickSend for Shopify Order,’ and click ‘Create’ to proceed.

2. Setting Up the Trigger Event in Pabbly Connect

In this step, you will set up the trigger event in Pabbly Connect. The trigger event will be based on new orders received in your Shopify store. Select Shopify as the application in the trigger section.

• Choose ‘New Order’ as the trigger event.
• Copy the provided webhook URL from Pabbly Connect.
• Go to your Shopify dashboard and click on ‘Settings.’
• Select ‘Notifications’ and create a new webhook using the copied URL.

After saving the webhook, every time a new order is placed in Shopify, Pabbly Connect will capture the order details automatically, allowing you to proceed to the next step of integration.

3. Testing the Webhook Connection in Pabbly Connect

To ensure that your webhook connection is working, you need to test it. Place a dummy order in your Shopify store. This order will generate a response that Pabbly Connect will capture.

Fill in the required customer details, such as:

• Email: [email protected]
• First Name: Demo
• Last Name: User
• Address: Rishi Culp, Madhia Pradesh

After completing the order, check the Pabbly Connect dashboard to see if the data has been captured successfully. This confirms that the connection between Shopify and Pabbly Connect is functioning correctly.

4. Creating a Contact in ClickSend via Pabbly Connect

With the trigger event successfully set up, it’s time to create a contact in ClickSend using Pabbly Connect. Select ClickSend as the action application in your workflow.

For this action, choose ‘Create a New Contact’ as the action event. You will need to connect your ClickSend account by entering the required API credentials:

Username from ClickSend dashboard. API Key from ClickSend dashboard.

Once connected, map the customer details from the Shopify order to the ClickSend contact fields. This step ensures that every new order creates a corresponding contact in ClickSend automatically.

5. Conclusion: Automating Your Shopify Orders with Pabbly Connect

In conclusion, integrating Shopify with ClickSend using Pabbly Connect allows for seamless automation. By following the steps outlined, you can ensure that every new order in your Shopify store results in a new contact being created in ClickSend.

This automation not only saves time but also enhances your customer management process. With Pabbly Connect, you can easily automate various workflows and focus on growing your business.