Automatically Remove User from Google Sheets on Shopify Refund Using Pabbly Connect

Learn how to automatically remove users from Google Sheets upon receiving a Shopify refund using Pabbly Connect. Follow this step-by-step tutorial. 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. Setting Up Pabbly Connect for Shopify and Google Sheets Integration

To automatically remove users from Google Sheets upon receiving a Shopify refund, we will use Pabbly Connect. First, access Pabbly Connect by navigating to their website and signing in or signing up for a free account, which takes just a couple of minutes.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a workflow that integrates Shopify with Google Sheets. Click on the ‘Create Workflow’ button and name your workflow ‘Automatically Remove User from Google Sheets on Shopify Refund’. Select the folder where you want to save this workflow.

2. Configuring the Trigger Event in Pabbly Connect

The next step involves setting up the trigger event in Pabbly Connect. In the workflow, you will find two boxes labeled ‘Trigger’ and ‘Action’. Select Shopify as your trigger application and choose ‘New Refund’ as the trigger event. This event will initiate the workflow when a refund is processed in Shopify.

• Select Shopify from the trigger application menu.
• Choose ‘New Refund’ as the trigger event.
• Connect your Shopify account using the provided webhook URL.

To connect Shopify, copy the webhook URL generated by Pabbly Connect and navigate to your Shopify settings. Create a new webhook under notifications, select ‘Refund Create’ as the event, and paste the copied URL. Save the webhook settings to establish the connection.

3. Setting Up the Action Event in Google Sheets

After configuring the trigger, the next step in Pabbly Connect is to set up the action event. For this, select Google Sheets as your action application and choose ‘Lookup Spreadsheet Row’ as your action event. This action will allow you to search for the order details in your Google Sheets whenever a refund occurs.

Connect your Google Sheets account by clicking on ‘Add New Connection’ and granting access. Once connected, select the spreadsheet named ‘Shopify Orders’ and specify the lookup column, which will be the column containing order IDs. Map the order ID from the refund details to the lookup value in your Google Sheet.

• Select the ‘Shopify Orders’ spreadsheet.
• Map the order ID to the lookup value.
• Test the action to ensure it retrieves the correct row.

Once the action is successfully set up, Pabbly Connect will return the details of the order associated with the refund, including the row index, which you will need for the next step.

4. Deleting the Row from Google Sheets

The final step in Pabbly Connect is to delete the row from Google Sheets. To do this, add another action step in your workflow, selecting Google Sheets again and choosing ‘Delete Rows’ as the action event. This will allow you to remove the row containing the refunded order.

For the delete action, you need to specify the starting and ending row numbers based on the row index retrieved earlier. Use the ‘Number Formatter’ tool in Pabbly Connect to perform mathematical operations to determine these values. For example, if the row index is 3, set the start row to 2 (3-1) and the end row to 3 (3+0).

Add a new action step for Google Sheets. Select ‘Delete Rows’ as the action event. Map the calculated start and end row numbers.

After configuring the delete action, save your workflow. Now, whenever a refund is initiated in Shopify, Pabbly Connect will automatically find the corresponding order in Google Sheets and delete the relevant row.

5. Summary and Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate the removal of users from Google Sheets when a refund is issued in Shopify. By setting up the trigger and action events, you can streamline your order management process.

In summary, the steps include configuring the trigger for Shopify refunds, setting up the action to look up the order in Google Sheets, and finally deleting the corresponding row. This integration saves time and reduces manual errors, ensuring your Google Sheets remain accurate.

With Pabbly Connect, you can easily manage integrations between various applications, enhancing your workflow efficiency. Follow these steps to implement this automation and improve your operational processes.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.