Learn how to automate Shopify orders from Jotform submissions using Pabbly Connect. This detailed tutorial covers setup steps, integrations, and features. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start integrating Jotform with Shopify using Pabbly Connect, first, open your browser and navigate to the Pabbly Connect website. Here, you can either sign in or create a new account if you don’t have one.
After signing in, you’ll reach the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ button to begin setting up your automation. Name your workflow appropriately, such as ‘Create Shopify Order for Captured Webhook Response,’ and click ‘Create’.
2. Setting Up the Trigger with Jotform via Pabbly Connect
In this step, we will set up the trigger in Pabbly Connect using Jotform. Select the trigger application as Jotform and choose the event as ‘New Submission’. This action will trigger every time a form submission is received.
- Select Jotform as the trigger application.
- Choose ‘New Submission’ as the trigger event.
- Connect Jotform to Pabbly Connect using the webhook URL provided.
Once the trigger is set up, test it by submitting a form through Jotform. You will see the response captured in Pabbly Connect, confirming that the integration is working correctly.
3. Creating Shopify Orders Automatically Using Pabbly Connect
After setting up the trigger, the next step is to create an order in Shopify using the captured data. For this, select Shopify as your action application in Pabbly Connect and choose ‘Create Order’ as the action event.
To connect Shopify, you will need your store’s admin API access token and subdomain. Follow these steps to retrieve your API token:
- Log in to your Shopify account.
- Navigate to Apps and then click on ‘Develop apps’.
- Create a new app and configure the necessary permissions.
Once you have the API token, paste it into Pabbly Connect along with your Shopify subdomain. This will establish a connection between your Shopify store and Pabbly Connect.
4. Mapping Data from Jotform to Shopify Orders in Pabbly Connect
With the connection established, it’s time to map the data from the Jotform submission into the Shopify order fields. In Pabbly Connect, ensure that you fill in the required fields such as customer email, product ID, quantity, and shipping details.
For instance, map the customer’s first name, last name, email, and shipping address directly from the Jotform response. This dynamic mapping ensures that every new submission automatically populates the order fields correctly.
Map the customer email from the Jotform response. Enter the product ID for the Brew Rooster coffee product. Fill in the shipping address details using the mapped data.
After mapping all necessary fields, save and test the action. This will create a new order in Shopify using the data from the Jotform submission, confirming the workflow’s success.
5. Adding Customer Data to Google Sheets via Pabbly Connect
The final step is to log the customer details into Google Sheets. In Pabbly Connect, add another action step and select Google Sheets as the application. Choose ‘Add New Row’ as the action event.
Connect your Google Sheets account to Pabbly Connect by granting access. Then, select the specific spreadsheet where you want to log customer details. Map the same fields you used for Shopify, ensuring that each new submission is logged accurately.
Select the spreadsheet for Brew Rooster coffee orders. Map customer details like name, email, and address. Ensure all fields are correctly mapped for accurate data entry.
After mapping the data, save the action and perform a test to ensure that customer information is being added to your Google Sheets correctly. This completes your automation process using Pabbly Connect.
Conclusion
By following these steps, you can automate the process of creating Shopify orders from Jotform submissions using Pabbly Connect. This integration streamlines your order management and enhances efficiency in handling customer data.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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