Automate Your E-Commerce Store with Pabbly Connect: A Step-by-Step Guide

Learn how to automate your e-commerce store using Pabbly Connect. This tutorial covers integrations with WooCommerce, Shopify, Google Sheets, HubSpot, and more. 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 E-Commerce Automation

To automate your e-commerce store, the first step is accessing Pabbly Connect. As an existing user, sign in to your account. If you are new, click on the ‘Sign Up for Free’ button to create an account. You will receive 100 free tasks each month, allowing you to explore the platform.

Once signed in, navigate to the dashboard. Here, you will find various applications available for integration. Click on Pabbly Connect to start creating your workflows. This platform serves as the central hub for automating your e-commerce processes.

2. Automate WooCommerce Order Details to Google Sheets

The first automation involves adding WooCommerce order details to Google Sheets using Pabbly Connect. The process begins with selecting WooCommerce as the trigger application and setting the trigger event to ‘New Order Created.’ This means whenever a new order is placed, it will automatically be captured.

• Set the trigger application to WooCommerce.
• Choose the trigger event as New Order Created.
• Copy the provided webhook URL for integration.

After capturing the order details, the next step is to add these details to Google Sheets. Set the action application to Google Sheets and choose the action event as ‘Add New Row.’ Ensure you sign in with your Gmail account to allow Pabbly Connect to access your sheets. This integration will automatically map the order details into the specified fields in Google Sheets.

3. Sending Order Cancellation Emails via Gmail

Next, we will automate sending order cancellation emails to customers. This integration also utilizes Pabbly Connect, with WooCommerce acting as the trigger application. Set the trigger event to ‘Order Updated,’ which captures any changes to order statuses.

• Select WooCommerce as the trigger application.
• Choose the trigger event as Order Updated.
• Implement a filter to only proceed if the status is ‘Cancelled.’

Once the cancellation is detected, set Gmail as the action application and choose ‘Send Email’ as the action event. Map the necessary fields to ensure the email includes relevant order information. This way, whenever an order is cancelled, an email notification will automatically be sent to the customer.

4. Adding Shopify Customer Details to Microsoft Excel

Automating the addition of Shopify customer details to Microsoft Excel is another powerful feature of Pabbly Connect. Start by selecting Shopify as the trigger application and use the trigger event ‘New Customer’ to capture customer information.

Choose Shopify as the trigger application. Set the trigger event to New Customer. Establish the webhook URL for integration.

Once the customer details are captured, the action application will be Microsoft Excel, with the action event set to ‘Add Row to Worksheet.’ Map the customer information to the appropriate fields in Excel. This integration ensures that every new customer is automatically added to your Excel sheet, streamlining your data management process.

5. Sending New Shopify Orders as Discord Channel Messages

The final automation we will explore is sending new Shopify orders as messages in Discord. This process utilizes Pabbly Connect to connect Shopify and Discord. Set Shopify as the trigger application and select ‘New Order’ as the trigger event.

Select Shopify as the trigger application. Set the trigger event to New Order. Use the webhook URL provided for integration.

After capturing the order details, set Discord as the action application and choose ‘Send Channel Message’ as the action event. Map the order details to the message fields to ensure your team is notified in real-time whenever a new order is placed on Shopify. This integration enhances communication within your team, keeping everyone informed.

Conclusion

In summary, using Pabbly Connect allows you to automate various tasks in your e-commerce store, such as integrating WooCommerce and Shopify with Google Sheets, Gmail, Microsoft Excel, and Discord. These automations streamline your operations and improve efficiency, making it easier to manage your online business.