Learn how to integrate Shopify with Thanks.io using Pabbly Connect to send postcards automatically for new orders. Step-by-step guide included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.
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1. Introduction to Shopify and Thanks.io Integration
In this tutorial, we will explore how to use Pabbly Connect to integrate Shopify with Thanks.io. This integration allows you to automatically send postcards whenever a new order is placed in Shopify. Shopify is a popular e-commerce platform, while Thanks.io is a direct mail service.
The integration between these two applications is not available by default, which is why we rely on Pabbly Connect to bridge the gap. With Pabbly Connect, you can set this up without any coding knowledge, making it accessible for all users.
2. Accessing Pabbly Connect for Integration Setup
To start the integration process, first, visit the Pabbly Connect website. You can do this by typing ‘Pabbly.com’ in your browser’s URL section. Once on the site, hover over the product section and click on ‘Connect’ to access the integration platform.
After signing in or creating a free account, you will be directed to the Pabbly Connect dashboard. Here, click on ‘Access Now’ to enter the main interface where you can create a new workflow. Follow these steps:
- Click on the ‘Create New Workflow’ button.
- Name your workflow, for example, ‘Shopify to Thanks.io Integration’.
- Select ‘Shopify’ as the app to connect.
By following these steps, you set the groundwork for the integration using Pabbly Connect. This platform will handle the data transfer between Shopify and Thanks.io seamlessly.
3. Setting Up Shopify Trigger in Pabbly Connect
In this section, we will configure Shopify as the triggering application in Pabbly Connect. This means that whenever a new order is created in Shopify, it will trigger an action in Thanks.io. Select ‘New Order’ as the trigger event from the available options.
After selecting the trigger event, you will be provided with a Webhook URL. This URL is crucial as it will connect Shopify to Pabbly Connect. Here’s how to set it up:
- Copy the Webhook URL provided by Pabbly Connect.
- Log into your Shopify account and go to Settings.
- Click on Notifications and scroll down to Webhooks.
- Create a new webhook with the event set to ‘Order Creation’ and paste the copied Webhook URL.
After saving the webhook, return to Pabbly Connect and click on ‘Capture Webhook Response’ to confirm the setup. This action ensures that Pabbly Connect is ready to receive data from Shopify whenever a new order is created.
4. Configuring Thanks.io Action in Pabbly Connect
Now that we have set up the Shopify trigger, we need to configure the action that will take place in Thanks.io. In this step, select Thanks.io as the action app in Pabbly Connect and choose the action event ‘Send 4 into 6 Postcard’.
Next, you will need to connect your Thanks.io account to Pabbly Connect. This is done by clicking on ‘Connect with Thanks.io’ and providing the required access token. To get the access token, follow these steps:
Log into your Thanks.io account and navigate to Settings. Locate the API Access section and create a new personal access token. Copy the generated token and paste it into Pabbly Connect.
Once connected, you can map the data received from Shopify to the postcard fields in Thanks.io. This includes mapping the customer’s name, address, and the message you want to send. With this configuration, every time a new order is placed in Shopify, a postcard will be sent automatically to the customer via Thanks.io using Pabbly Connect.
5. Testing the Integration Between Shopify and Thanks.io
With the integration set up, it’s crucial to test the workflow to ensure everything functions correctly. You can create a test order in your Shopify store to see if the postcard is sent through Thanks.io as expected. After placing a test order, return to Pabbly Connect to check if the data has been captured successfully.
If the integration is working properly, you should see the captured data in Pabbly Connect. Check the Thanks.io dashboard to confirm that the postcard has been created with the correct information. Follow these steps to verify:
Place a new order in Shopify. Go back to Pabbly Connect and see the captured response. Log into Thanks.io and check for the new postcard.
If all the information appears correctly, your integration is successful. This automated process will now send postcards for every new order placed in Shopify, thanks to Pabbly Connect.
Conclusion
In conclusion, integrating Shopify with Thanks.io using Pabbly Connect allows for seamless automation of sending postcards for new orders. This setup enhances customer engagement and provides a personal touch to online orders. With Pabbly Connect, you can easily manage and automate your workflows without any coding experience.
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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