How to Send Slack Channel Messages on New Shopify Orders Using Pabbly Connect

Learn how to automate sending Slack messages for new Shopify orders using Pabbly Connect. Step-by-step guide for seamless integration without coding. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate sending Slack messages for new Shopify orders, you first need to access Pabbly Connect. This platform allows seamless integration without any coding skills. Simply visit the Pabbly Connect homepage by typing the URL in your browser.

On the homepage, you will see two options: ‘Sign In’ and ‘Sign Up for Free’. If you’re an existing user, click on ‘Sign In’ to log into your account. New users can click on ‘Sign Up for Free’ to create a new account and receive 100 free tasks every month to explore the platform.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow.

• Name your workflow, such as ‘Send Slack Channel Messages on New Shopify Orders’.
• Select a folder for your workflow, preferably one dedicated to e-commerce automations.
• Click on ‘Create’ to proceed to the blank workflow setup.

In the blank workflow, you will see two important sections: Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens in response to that Trigger. In this case, the Trigger will be the new order in Shopify, and the Action will be sending a message to Slack.

3. Setting Up the Shopify Trigger

To set up the Trigger in Pabbly Connect, select Shopify as your trigger application. Next, you need to choose the Trigger Event, which will be ‘New Order’. This event captures whenever a new order is placed in your Shopify store.

After selecting the Trigger Event, you will be given a Webhook URL. This URL is crucial as it allows Pabbly Connect to receive data from Shopify. You need to copy this Webhook URL and insert it into your Shopify account settings.

• Go to your Shopify admin panel, click on ‘Settings’, and then select ‘Notifications’.
• In the Webhooks section, create a new webhook for the ‘Order Creation’ event.
• Paste the copied Webhook URL and save your settings.

Once this is done, Pabbly Connect will be able to capture new order details from Shopify automatically.

4. Integrating Slack as the Action

Now that the Shopify Trigger is set up in Pabbly Connect, it’s time to configure the Action with Slack. Select Slack as your action application and choose the action event as ‘Send Channel Message’. This setup allows you to send messages to your Slack channel whenever a new order is placed.

To create this connection, click on ‘Connect’ and choose to add a new connection. You will need to authenticate your Slack account by allowing Pabbly Connect to access it. Select the token type as ‘Bot’ to enable sending messages to channels.

Choose the channel where you want to send the message, such as ‘Marketing Team’. Compose the message content, including dynamic fields like order number, customer name, and order total. Map these fields from the Shopify order data captured earlier.

After configuring the message, click ‘Save and Send Test Request’ to verify that the setup works. If successful, you will see the message appear in your selected Slack channel.

5. Testing the Automation

With everything set up in Pabbly Connect, it’s time to test the automation. Go back to your Shopify store and place a new order. As soon as the order is confirmed, Pabbly Connect will receive the order details through the Webhook.

After placing the order, check your Slack channel. You should see a message automatically generated with all the order details, confirming that the integration is working correctly. This automation ensures that your team is always updated about new orders without manual input.

Ensure that the message contains all relevant information: order number, customer name, items ordered, and total amount. If everything looks good, your automation is successfully set up.

This process allows you to maintain timely communication with your team, improving order fulfillment and customer satisfaction.

Conclusion

Using Pabbly Connect to automate sending Slack messages for new Shopify orders streamlines your order management process. This integration enhances team communication and ensures timely customer service without manual intervention.