Learn how to integrate Shopify with JotForm using Pabbly Connect to automate customer creation from form submissions. Step-by-step guide included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To begin the integration process, access Pabbly Connect by visiting its official website. If you are a new user, you can sign up for free and receive 100 free tasks each month. Existing users should sign in to their accounts to proceed.
After logging in, you will see the dashboard displaying all available applications. Click on the Pabbly Connect option to start creating your automation workflow. This platform allows you to connect various applications seamlessly, making your tasks easier.
2. Creating a Workflow in Pabbly Connect
Once you are in Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner. A pop-up will appear asking for a workflow name and folder selection. Name your workflow something like ‘Create Shopify Customer on JotForm Submission’ and choose the appropriate folder for organization.
- Click on the ‘Create’ button to finalize your workflow.
- You will see two sections: Trigger and Action.
The trigger is set to JotForm, which will initiate the workflow whenever a new form submission occurs. This connection is vital as it allows Pabbly Connect to capture the data from JotForm.
3. Setting Up the Trigger in Pabbly Connect
For the trigger application, select JotForm and choose the event as ‘New Response.’ This setup ensures that every new submission on your JotForm is captured by Pabbly Connect. A webhook URL will be generated, which you will need to copy for the next steps.
Navigate to your JotForm account and locate the form you created. Go to the settings and find the integrations section. Here, you can search for webhooks and paste the URL provided by Pabbly Connect. After saving the integration, your JotForm will be ready to send data to Pabbly Connect.
4. Setting Up the Action in Pabbly Connect
Now that the trigger is set up, it’s time to configure the action. Select Shopify as your action application and choose ‘Create Customer’ as the action event. This will allow you to add new customers in Shopify based on JotForm submissions.
- You will need to connect Shopify to Pabbly Connect by providing your Admin API access token and subdomain.
- Follow the instructions in Shopify to create a new app and obtain the necessary credentials.
Once connected, you can map the fields from your JotForm submission to the corresponding fields in Shopify. This mapping ensures that the correct data is sent to Shopify when a new customer is created.
5. Testing the Integration in Pabbly Connect
After setting up both the trigger and action, it’s crucial to test the integration. Perform a test submission on your JotForm to see if Pabbly Connect captures the data correctly. You should see the response in your workflow indicating that the data has been received.
If the test is successful, check your Shopify account to confirm that the new customer has been created. This step validates that the integration between JotForm and Shopify through Pabbly Connect is functioning as expected.
Conclusion
By following this tutorial, you can automate the process of creating Shopify customers using JotForm submissions via Pabbly Connect. This integration saves time and reduces errors, making your e-commerce operations more efficient.
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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