Automatically Add Multi-Product Shopify Order Details in Airtable Using Pabbly Connect

Learn how to automatically add multi-product Shopify order details in Airtable using Pabbly Connect with this step-by-step tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Shopify and Airtable Integration

To automatically add multi-product Shopify order details in Airtable, the first step is to set up Pabbly Connect. This platform allows you to create automated workflows between applications. Start by visiting the Pabbly Connect website and logging into your account. If you don’t have an account, you can sign up for free, which provides you with 100 tasks every month.

After logging in, click on the ‘Access Now’ button under Pabbly Connect to reach the dashboard. Here, you can create a new workflow that will facilitate the integration between Shopify and Airtable for capturing order details. Click on the ‘Create Workflow’ button, name your workflow, and select the appropriate folder to save it.

Configuring the Trigger for New Shopify Orders

In this section, you will configure the trigger for your workflow using Pabbly Connect. The trigger application will be Shopify, and the event will be set to ‘New Order’. This means that every time a new order is placed in Shopify, it will trigger the workflow to capture order details.

To set up the trigger, select Shopify as your trigger application and choose ‘New Order’ as the trigger event. Then, connect your Shopify account to Pabbly Connect by using the webhook URL provided. Follow these steps to complete the connection:

• Copy the webhook URL from Pabbly Connect.
• Go to Shopify settings and navigate to the notifications section.
• Create a new webhook for order creation, selecting JSON as the format.
• Paste the webhook URL and save the settings.

Now you can test the connection by placing a new order in Shopify.

Transforming the Data Using Pabbly Connect

After setting up the trigger in Pabbly Connect, the next step involves transforming the order data. This is crucial because you will need to retrieve specific details from the order, especially when multiple products are involved. For this, you will use the ‘Data Transformer’ tool provided by Pabbly Connect.

In the action step of your workflow, select ‘Data Transformer’ and choose the action event as ‘Line Itemizer’. This tool will convert the line items from the JSON format into a comma-separated list. You will need to map the line items array from the Shopify order response. After mapping, save and test the action to ensure that the data transformation works correctly.

Formatting the Data for Airtable

Once the data is transformed, the next step is to format it correctly for Airtable. This involves replacing commas with new lines to ensure that the data appears correctly in your Airtable records. In Pabbly Connect, you will again use the ‘Text Formatter’ tool for this purpose.

Select ‘Text Formatter’ and choose the action event as ‘Replace Text’. Here, you will set the find value as a comma and the replace value as a newline character. This will ensure that when the data is sent to Airtable, each product appears on a new line. Repeat this process for the quantity and unit price as well to ensure all details are properly formatted before sending them to Airtable.

Adding Records to Airtable Using Pabbly Connect

Finally, the last step in your workflow is to add the formatted order details into Airtable. To do this, set the action application to Airtable and select ‘Create Record’ as the action event. You will need to connect your Airtable account to Pabbly Connect using an API token, which can be generated in your Airtable account under the developer hub.

After connecting, you will map the fields in Airtable to the corresponding data from your Shopify order. Ensure that you map the customer name, product name, quantity, and unit price correctly. Once you have filled in all the necessary details, save and send the test request to check if the records are added successfully in Airtable.

Conclusion

In this tutorial, we explored how to automatically add multi-product Shopify order details in Airtable using Pabbly Connect. By setting up triggers, transforming data, and formatting it appropriately, you can streamline your order processing efficiently. This integration not only saves time but also ensures accurate record-keeping in Airtable.