Automate WooCommerce Order Notifications via WhatsApp and Notion with Pabbly Connect

Learn how to automate WooCommerce order notifications through WhatsApp and manage them in Notion using Pabbly Connect. Step-by-step guide included. 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 Automation

To start automating WooCommerce order notifications, you need to access Pabbly Connect. This platform allows you to integrate various applications seamlessly. Begin by signing in to your existing Pabbly Connect account or create a new one for free.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will see the option to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner. This will allow you to set up the automation needed for sending WhatsApp messages and adding order details to Notion.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that connects WooCommerce with WhatsApp and Notion using Pabbly Connect. Enter a descriptive name for your workflow, such as ‘Send WooCommerce Order Details via WhatsApp and Add Order Details in Notion 100% Automated.’ Select the appropriate folder to save your workflow.

• Enter a name for your workflow.
• Select a folder for organization.
• Click ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger section is where you specify the event that starts the automation, while the Action section defines what happens as a result of that trigger. This is crucial for the integration process.

3. Setting Up the Trigger with WooCommerce

To initiate the automation, you need to set up the trigger in Pabbly Connect. Select WooCommerce as the trigger application. The specific event you want to trigger is ‘New Order Created.’ This means that every time a new order is placed, the automation will start.

Next, Pabbly Connect will provide a webhook URL. Copy this URL and head over to your WooCommerce settings. Under the Advanced tab, select ‘Webhooks’ and click on ‘Add Webhook.’ Fill in the details, including the name, status, and the copied webhook URL. Set the topic to ‘Order Created’ and ensure the webhook is active.

• Copy the webhook URL from Pabbly Connect.
• Navigate to WooCommerce > Settings > Advanced > Webhooks.
• Click ‘Add Webhook’ and fill in the required details.

After saving the webhook, go back to your Pabbly Connect workflow and click on ‘Capture Webhook Response’ to test if the integration is successful. Create a dummy order in WooCommerce to see if the response is captured correctly.

4. Sending WhatsApp Messages via WhatsApp Cloud API

Once the trigger is set up, the next step is to send a WhatsApp message to the customer using Pabbly Connect. Select WhatsApp Cloud API as the action application. The action event should be set to ‘Send Template Message’ so that the customer receives an order confirmation.

Connect your WhatsApp Cloud API to Pabbly Connect by entering the required credentials such as the token, phone number ID, and WhatsApp Business Account ID. After connecting, select the message template you created for order confirmations. Ensure that the recipient’s mobile number is mapped correctly from the previous step.

Select the WhatsApp Cloud API as the action application. Choose ‘Send Template Message’ as the action event. Map the recipient’s mobile number and other necessary fields.

After configuring the message settings, click on ‘Save and Send Test Request’ to check if the WhatsApp message is sent successfully. You should receive a confirmation message on your WhatsApp with the order details.

5. Adding Order Details to Notion

Finally, to keep track of all orders, you will add the order details to Notion through Pabbly Connect. Select Notion as the next action application and choose ‘Create Database Item’ as the action event. This will allow you to create a new entry in your Notion database for each order.

Connect your Notion account to Pabbly Connect and select the database where you want to store the order details. Map the necessary fields such as phone number, shipping address, email, and product details. After filling in all the required fields, click on ‘Save and Send Test Request’ to create the database item.

Choose Notion as the action application. Select ‘Create Database Item’ as the action event. Map all required fields from the previous steps.

Once the test request is successful, you will see the new order details reflected in your Notion database. This completes the entire automation process, ensuring that your WooCommerce orders are efficiently communicated to customers via WhatsApp while also being logged in Notion.

Conclusion

By following this tutorial, you can effectively automate the process of sending WooCommerce order details via WhatsApp and logging them in Notion using Pabbly Connect. This integration not only enhances customer communication but also streamlines your order management process.