Learn how to automate WhatsApp messages for canceled Shopify orders using Pabbly Connect. Step-by-step guide to streamline your customer communication. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To automate WhatsApp messages for canceled Shopify orders, you first need to access Pabbly Connect. Simply go to the Pabbly website and log in or sign up if you are a new user.
After signing in, you will see the dashboard where you can access various applications. Click on the Pabbly Connect option to start creating your workflow.
2. Creating a Workflow in Pabbly Connect
Once you are in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to name your workflow.
- Name your workflow: Automatically send WhatsApp messages for canceled Shopify orders.
- Select a folder for organization, such as ‘Automation’.
- Click on the ‘Create’ button to finalize your workflow.
This creates a new workflow where you will define triggers and actions for your automation process.
3. Setting Up the Trigger with Shopify
In your newly created workflow, the first step is to set up a trigger. Select Shopify as your trigger application. This will allow Pabbly Connect to listen for events in your Shopify account.
Choose the trigger event as ‘Order Canceled’. This means that whenever an order is canceled in Shopify, Pabbly Connect will initiate the workflow. You will receive a webhook URL that you need to copy and paste into your Shopify account.
4. Connecting Shopify to Pabbly Connect
To connect your Shopify account to Pabbly Connect, go to your Shopify settings. Under the settings menu, select Notifications and find the Webhooks section. Click on ‘Create Webhook’.
- Select the event as ‘Order Canceled’.
- Paste the webhook URL you copied from Pabbly Connect.
- Choose JSON as the format and save the webhook.
This step successfully links your Shopify account to Pabbly Connect, enabling it to receive cancellation notifications.
5. Sending WhatsApp Messages with WTI
After setting up the trigger, the next step is to configure the action. Select WTI as the action application in Pabbly Connect. This allows you to send WhatsApp messages based on the trigger event.
Choose the action event as ‘Test Send Template Message’. You will need to connect your WTI account by providing the API endpoint and access token. Once connected, fill in the WhatsApp number field dynamically using the customer’s phone number from the trigger.
Select the WhatsApp template you created for cancellations. Enter a broadcast name, such as ‘Order Canceled’. Provide any custom parameters needed for the template.
Finally, click on ‘Save and Send Test Request’ to send a WhatsApp message to the customer. This completes the integration process using Pabbly Connect.
Conclusion
In this tutorial, we demonstrated how to automate WhatsApp messages for canceled Shopify orders using Pabbly Connect. This integration not only enhances customer communication but also helps recover lost sales efficiently.
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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