Automate Thank You Emails and Slack Notifications for Shopify Purchases Using Pabbly Connect

Learn how to automate thank you emails and Slack notifications for new Shopify purchases using Pabbly Connect. Step-by-step guide 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 the process of sending thank you emails and notifying your team on Slack for new Shopify purchases, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser.

Once on the homepage, you can either sign in if you are an existing user or click on the ‘Sign Up for Free’ button to create a new account. New users will receive 100 free tasks each month to explore and test various automations.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be taken to the Pabbly Connect dashboard. Here, you can view your existing workflows or create a new one. To create a new workflow, click on the ‘Create Workflow’ button located in the top right corner. using Pabbly Connect

• Name your workflow as ‘Send Thank You Mail and Notify Team on Slack for Shopify Purchase’.
• Select a folder to save your workflow.
• Click on ‘Create’ to proceed.

Once created, you will see two sections: Trigger and Action. The trigger will be Shopify, and the action will be Gmail and Slack. This setup ensures that when a new order is placed on Shopify, a thank you email is sent to the customer and a notification is sent to your team via Slack.

3. Setting Up Shopify Trigger in Pabbly Connect

In the trigger section, select Shopify as your application. Next, choose the trigger event as ‘New Order’. This event will initiate the workflow whenever a new order is placed in your Shopify store. using Pabbly Connect

Pabbly Connect will provide you with a webhook URL that you need to copy. This URL acts as a bridge to send data from Shopify to Pabbly Connect. You will then need to go to your Shopify account, navigate to Settings, and select Notifications.

• Scroll down to find the Webhooks section and click on ‘Create Webhook’.
• Select ‘Order Creation’ as the event and paste the copied webhook URL.
• Choose JSON as the format and click ‘Save’.

After saving, return to Pabbly Connect, where it will show ‘Waiting for Webhook Response’. Now, to test the integration, create a test order in your Shopify store.

4. Sending Thank You Email via Pabbly Connect

After placing a test order, Pabbly Connect will capture the order details. To send a thank you email, select Gmail as the action application in Pabbly Connect. Choose ‘Send Email’ as the action event. using Pabbly Connect

Next, you will need to connect your Gmail account to Pabbly Connect. Click on ‘Connect Now’, select ‘Add New Connection’, and authorize Pabbly Connect to access your Gmail account.

Map the recipient email address to the customer’s email from the Shopify response. Set the sender name, subject, and email body. Click ‘Save and Send Test Request’ to send the email.

Once the email is sent, you can check the recipient’s inbox to confirm successful delivery of the thank you email.

5. Notifying Team on Slack Using Pabbly Connect

To notify your team on Slack about the new order, add another action step in Pabbly Connect and select Slack as the application. Choose ‘Send Channel Message’ as the action event. using Pabbly Connect

Connect your Slack account by selecting ‘Add New Connection’ and authorize Pabbly Connect to access your Slack account. Specify the channel where you want to send the notifications.

Compose your message including order details by mapping the order ID, product name, and status. Click ‘Save and Send Test Request’ to send the message to your Slack channel.

Once you receive a confirmation response in Pabbly Connect, check your Slack channel to ensure the message has been delivered successfully.

Conclusion

By following these steps, you can easily automate the process of sending thank you emails and notifying your team on Slack for new Shopify purchases using Pabbly Connect. This integration enhances customer communication and keeps your team informed in real-time.