Automatically Send Google Sheets File as Attachment on WhatsApp to Shopify Customers Using Pabbly Connect

Learn how to use Pabbly Connect to automatically send Google Sheets files as WhatsApp attachments to new Shopify customers with this step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Overview of Integration with Pabbly Connect

In this section, we will discuss how to use Pabbly Connect to automatically send a Google Sheets file as an attachment on WhatsApp to new Shopify customers. The process involves integrating Shopify, Google Drive, and WhatsApp through Pabbly Connect. This integration allows you to send personalized messages containing a Google Sheets link to customers upon their registration.

To get started, you need to have accounts set up for Shopify, Google Drive, and WhatsApp. Pabbly Connect will facilitate the connection between these applications, enabling seamless communication. Make sure you have the necessary permissions and access to the Google Sheets file you wish to share.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, sign in to your account and navigate to the ‘Connect’ section. Click on ‘Create Workflow’ and name it something like ‘Shopify to Google Drive to WhatsApp’. This workflow will trigger when a new customer is created in your Shopify store.

• Go to Pabbly Connect dashboard.
• Click on ‘Create Workflow’.
• Name your workflow appropriately.

Once you have created the workflow, you will see two windows: one for the trigger and another for the action. Select Shopify as the app and choose ‘New Customer’ as the trigger event. This setup will ensure that every time a new customer registers, the workflow activates.

3. Configuring Shopify Settings for Pabbly Connect

Next, you need to configure the Shopify settings to allow Pabbly Connect to receive data. In your Shopify dashboard, go to ‘Settings’ and then click on ‘Notifications’. Here, you will create a new webhook for customer creation.

• Select ‘Create Webhook’.
• Set the event to ‘Customer Creation’.
• Paste the webhook URL from Pabbly Connect.

Once you save the webhook, Pabbly Connect will start capturing data every time a new customer registers. Make sure to test this by creating a new customer in your Shopify store. You should see the captured data reflected in Pabbly Connect.

4. Integrating Google Drive with Pabbly Connect

Now, let’s integrate Google Drive with Pabbly Connect to share the Google Sheets file. In the action window of your workflow, select Google Drive as the app and choose the action event ‘Share a File with Anyone’. This will allow you to generate a shareable link for your Google Sheets file.

Connect your Google Drive account and select the file you want to share. After selecting the file, click on ‘Save’ to generate the shareable link. This link will be used in the WhatsApp message sent to the new customer.

Ensure that your file is set to be shareable by anyone with the link. This is crucial for the recipient to access the Google Sheets file without any issues.

5. Sending WhatsApp Message Using Pabbly Connect

Finally, to send the WhatsApp message, add Chat API as the app in the action window of Pabbly Connect. Choose the action event ‘Send a Link’. You will need to provide your Chat API URL and token to authenticate the request. Ensure you have these credentials ready.

Enter the API URL and token from your Chat API account. Map the phone number from the Shopify customer data. Compose your message including the shareable link.

Once you have configured these settings, click on ‘Save’ and send a test request. The new customer should receive a WhatsApp message with the link to the Google Sheets file. This completes the integration process using Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically send a Google Sheets file as an attachment on WhatsApp to new Shopify customers. This integration simplifies communication and enhances customer experience by providing immediate access to important product information. By following these steps, you can easily implement this automation in your own Shopify store.