Integrate WooCommerce, Mautic, and Slack Using Pabbly Connect

Learn how to integrate WooCommerce, Mautic, and Slack using Pabbly Connect to automate your booking notifications and customer management. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Set Up Automations

To begin automating your booking notifications, first access Pabbly Connect. You can create a free account in just a few minutes, which provides access to the dashboard where you will set up your workflow.

Once logged in, click on ‘Create Workflow’ and name it according to your needs, for example, ‘Trafft to WooCommerce to Mautic to Slack’. This name will help you identify the purpose of the automation later.

2. Set Up Trigger with Trafft in Pabbly Connect

In this step, you will set up the trigger for your automation using Pabbly Connect. Select the Trafft application from the list and choose the trigger event as ‘Appointment Booked’. This ensures that every time a new appointment is booked, it will trigger the automation.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL and navigate to your Trafft account. In the Trafft settings, go to Features and Integrations, activate webhooks, and create a new webhook using the URL you copied.

• Copy the webhook URL from Pabbly Connect.
• Go to Trafft settings, activate webhooks, and create a new webhook.
• Paste the copied URL and save changes.

Once the webhook is set up, Pabbly Connect will wait for a response whenever a new appointment is booked in Trafft. This completes the trigger setup.

3. Add Customer to WooCommerce Using Pabbly Connect

After setting up the trigger, the next step is to add the customer to WooCommerce. In the action window of Pabbly Connect, select WooCommerce and the action event as ‘Add New Customer’. This allows you to create a new customer entry in your WooCommerce store based on the booking details.

To connect your WooCommerce account, you will need to enter your consumer key, consumer secret, and website URL. These credentials can be found in your WooCommerce settings under the Advanced tab in the REST API section. Make sure to set the permissions to read and write when creating the API key.

• Enter consumer key, consumer secret, and website URL.
• Map the customer email, first name, and last name from the Trafft trigger response.
• Click on ‘Save’ to add the customer to WooCommerce.

After saving, you will receive a response confirming that the customer has been successfully added to WooCommerce, completing this step of the automation.

4. Create or Update Contact in Mautic via Pabbly Connect

Next, you will create or update a contact in Mautic. In the action step of Pabbly Connect, select Mautic and choose the action event as ‘Create or Update Contact’. This will ensure that the customer who booked an appointment is also added as a contact in your Mautic account.

To connect Mautic, you will need to enter your username, password, and base URL. Once connected, map the first name, last name, and email address from the Trafft booking details to the corresponding fields in Mautic.

Enter your Mautic credentials to connect. Map the customer details from Trafft to Mautic fields. Click ‘Save’ to create or update the contact.

Once the contact is created, you will receive confirmation from Pabbly Connect that the customer is now in Mautic, completing this integration step.

5. Notify Team on Slack Using Pabbly Connect

The final step is to notify your team about the new booking on Slack. In the action step of Pabbly Connect, select Slack and choose the action event as ‘Send Channel Message’. This will allow you to send a message to your designated Slack channel whenever a new appointment is made.

Connect your Slack account by clicking on ‘Connect with Slack’ and follow the prompts to authorize the integration. Select the channel where you want to send the notifications and compose your message, including customer details such as name, email, and appointment time.

Select the Slack channel for notifications. Compose the message with relevant booking details. Click ‘Save’ to send the message.

After saving, Pabbly Connect will send the message to your Slack channel, notifying your team of the new booking. This completes the entire integration process.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the integration of WooCommerce, Mautic, and Slack for managing customer bookings. By following these steps, you can streamline your booking notifications and enhance your team’s communication.