How to Create Shopify Customer on Paperform Submission Using Pabbly Connect

Learn how to automate the process of creating Shopify customers from Paperform submissions using Pabbly Connect in this detailed step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To create Shopify customers from Paperform submissions, you must first access Pabbly Connect. This platform automates workflows between different applications seamlessly. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and enjoy 100 tasks per month.

Once logged in, you will see all the Pabbly products. Click on the Pabbly Connect icon to enter the dashboard. From here, you can create a new workflow for your integration process.

Creating a Workflow in Pabbly Connect

To set up the integration, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button in the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow and select a folder for organization.

For this integration, name your workflow ‘Create Shopify Customer on Paperform Submission’ and select a folder like ‘Shopify Automations’. After naming and selecting the folder, click the ‘Create’ button to finalize your workflow. You will now see two windows labeled ‘Trigger’ and ‘Action’ in your new workflow.

Setting Up the Trigger in Pabbly Connect

The first step in your automation is to set up the trigger in Pabbly Connect. Select ‘Paperform’ as your trigger application. The event you want to choose is ‘New Form Submission’. This means that every time a new submission is made on your Paperform, the trigger will activate.

• Select ‘Paperform’ as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the Webhook URL provided by Pabbly Connect.

Next, log into your Paperform account and edit the form you want to connect. Navigate to the ‘After Submissions’ section, select ‘Integrations and Webhooks’, and click on ‘Add Webhook’. Paste the copied URL and select the trigger option as ‘New Submission’. Finally, click on the ‘Create’ button to link your Paperform to Pabbly Connect.

Testing the Integration with Paperform

After setting up the trigger, it’s essential to test the integration to ensure everything is functioning correctly. Go back to your workflow in Pabbly Connect and perform a test submission on the Paperform you just connected. Fill in the required fields and submit the form.

Once submitted, return to your workflow in Pabbly Connect. You should see that the response from the test submission has been captured successfully. This confirms that your Paperform is correctly linked to Pabbly Connect and is ready to send data to Shopify.

Setting Up the Action in Pabbly Connect

Now that your trigger is set up, it’s time to configure the action step to create a customer in Shopify. Select ‘Shopify Legacy’ as your action application and choose ‘Create Customer’ as your action event. Click the connect button to link Shopify to Pabbly Connect.

In the connection window, you will need to enter your Shopify store’s subdomain and the Admin API access token. To find the subdomain, log in to your Shopify account and check the URL of your online store. For the API token, navigate to ‘Settings’ > ‘Apps and Sales Channels’ > ‘Develop Apps’ to create a new app, configure the necessary API scopes, and install the app to get the token.

• Enter your Shopify subdomain.
• Create a new app for API access and configure scopes.
• Copy the Admin API access token and paste it into Pabbly Connect.

After entering all necessary details, map the fields from the Paperform submission to the corresponding fields in Shopify. This will ensure that every new lead captured in Paperform is automatically added as a customer in your Shopify account.

Conclusion

In this tutorial, we explored how to create Shopify customers from Paperform submissions using Pabbly Connect. By following these steps, you can automate your lead management process, saving time and enhancing your customer engagement. With Pabbly Connect, integrating various applications has never been easier, allowing you to focus on growing your business.