Automate WooCommerce Order Notifications with Pabbly Connect

Learn how to automate WooCommerce order notifications via WhatsApp and Gmail, and add order details to Google Sheets using Pabbly Connect. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To start integrating WooCommerce with WhatsApp and Gmail, first access Pabbly Connect. This platform enables seamless automation between various applications like WooCommerce, Google Sheets, and Gmail.

Go to the Pabbly Connect website and sign up for a free account. Once you have logged in, navigate to the app section and click on Pabbly Connect to start creating your workflow. This is the central hub for all your automation needs.

2. Create a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button at the top right corner and name your workflow, for example, ‘WooCommerce to WhatsApp Email’.

In the trigger window, select WooCommerce as the application and set the trigger event as ‘Order Updated’. This ensures that every time an order is updated in WooCommerce, the workflow will be triggered. Here’s how to set it up:

• Select WooCommerce from the application list.
• Choose the trigger event as Order Updated.
• Click on Save.

With this setup, Pabbly Connect will now listen for any updates on WooCommerce orders, allowing you to automate subsequent actions.

3. Setup Webhook in WooCommerce

Next, you need to integrate WooCommerce with Pabbly Connect using a webhook. Go to your WooCommerce settings, navigate to the Advanced tab, and select Webhooks. Here, click on ‘Add Webhook’ and fill in the details.

Set the status to active, name it something like ‘Order Processing’, and paste the webhook URL provided by Pabbly Connect. This URL is crucial as it allows WooCommerce to send order data to Pabbly Connect. Follow these steps:

• Navigate to WooCommerce > Settings > Advanced > Webhooks.
• Click ‘Add Webhook’ and fill in the name and URL.
• Set the status to Active and click Save.

Once saved, WooCommerce will send order details to Pabbly Connect whenever an order is updated, allowing you to automate the next steps.

4. Send Order Details to WhatsApp and Gmail

Now that you have established the connection between WooCommerce and Pabbly Connect, the next step is to send the order details to WhatsApp and Gmail. In the action window of your workflow, select WhatsApp as the application and set the action event to ‘Send Template Message’.

Enter the required fields, including the WhatsApp number and the message template. Use dynamic fields from the WooCommerce order data to personalize the message. For example, you can use the customer’s name and order details in the message. Here’s how to configure it:

Select WhatsApp as the application. Choose ‘Send Template Message’ as the action event. Map the WhatsApp number and message template using dynamic fields.

After configuring the WhatsApp message, repeat the process for Gmail by selecting Gmail in the action window and setting the action event to ‘Send Email’. Fill in the recipient’s details and the email content using the same dynamic fields.

5. Add Order Details to Google Sheets

Finally, to keep track of all orders, you can add the order details to Google Sheets using Pabbly Connect. In the action window, select Google Sheets as the application and set the action event to ‘Add New Row’.

Choose the Google Sheets file where you want to save the data and map the fields such as customer name, email, phone number, and product name. This ensures that every time an order is processed, the details are logged in your Google Sheets for easy access. Follow these steps:

Select Google Sheets as the application. Set the action event to ‘Add New Row’. Map the order details to the corresponding fields in your Google Sheets.

With this setup, Pabbly Connect will automatically log every order detail into your Google Sheets, providing a comprehensive record of all transactions.

Conclusion

In this tutorial, we explored how to automate the process of sending WooCommerce order details to customers via WhatsApp and Gmail and adding those details to Google Sheets using Pabbly Connect. By following the outlined steps, you can streamline your order processing and keep your customers informed seamlessly.

This integration not only enhances customer experience but also helps in maintaining accurate records of your orders, making it a valuable addition to your e-commerce operations.