Learn how to automate your Shopify store with Pabbly Connect. This detailed tutorial covers integration steps with Google Sheets, WhatsApp, and more. 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 Shopify Integration
To automate Shopify using Pabbly Connect, start by accessing the platform. Visit the Pabbly Connect homepage by entering the URL in your browser.
Once there, you’ll see options to sign in or sign up for free. If you’re new, click on the sign-up button to create your account and receive 100 free tasks monthly.
2. Creating a New Workflow in Pabbly Connect
After signing in, you will be directed to the dashboard of Pabbly Connect. Here, you can manage your workflows. To start, click on the ‘Create Workflow’ button.
A dialog box will appear prompting you to name your workflow. Name it ‘Automate Shopify using Pabbly Connect’ and select a folder for organization. Then click on Create.
- Select a name for your workflow.
- Choose a folder for saving your workflow.
- Click on Create to finalize.
Now, you will see two main sections: Trigger and Action. The trigger is the event that starts the workflow, while the action is what happens as a result.
3. Setting Up the Trigger for New Orders in Shopify
To set up the trigger, select Shopify as your trigger application in Pabbly Connect. Next, choose the trigger event, which is ‘New Order’. This event will initiate the workflow whenever a new order is placed.
Once selected, Pabbly Connect will provide a webhook URL. This URL must be added to your Shopify account to facilitate communication between the two platforms.
- Navigate to your Shopify account settings.
- Select the Notifications option and click on Webhooks.
- Create a new webhook by pasting the URL and selecting ‘Order Creation’ as the event.
After saving, every new order will send data to Pabbly Connect, allowing you to automate further actions.
4. Defining Action Steps in Pabbly Connect
With the trigger set, it’s time to define the action steps in Pabbly Connect. You can choose to send order details to Google Sheets or send a confirmation message via WhatsApp.
For instance, if you want to log order details in Google Sheets, select Google Sheets as your action application. Choose the action event as ‘Create Spreadsheet Row’. This will allow you to record each order detail automatically.
Select Google Sheets as your action application. Choose ‘Create Spreadsheet Row’ as the action event. Map the order details from Shopify to the columns in your Google Sheet.
This setup ensures that every time a new order is placed, the details are automatically logged, streamlining your order management process.
5. Finalizing Your Integration and Testing
After configuring both the trigger and action steps in Pabbly Connect, it’s essential to test the workflow. Place a test order in your Shopify store to see if the integration works correctly.
Monitor Pabbly Connect for a response. If the details of the order appear as expected, your integration is successful. You can now further customize your workflow by adding more actions if needed.
In conclusion, using Pabbly Connect to automate your Shopify store can significantly enhance your operational efficiency. You can integrate multiple applications without coding, allowing you to focus on growing your business.
Conclusion
In this tutorial, we explored how to automate Shopify using Pabbly Connect. By integrating Shopify with Google Sheets and WhatsApp, you can streamline your business processes effectively.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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