Integrating Shopify with Monday.com Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to integrate Shopify with Monday.com using Pabbly Connect for seamless order management. Follow this detailed tutorial for step-by-step instructions. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Shopify with Monday.com, you need to access Pabbly Connect. Begin by opening your browser and visiting the Pabbly website. Here, you will find options to either sign in or sign up for free.

If you’re a new user, click on the ‘Sign Up for Free’ button to create your account. This process takes only a couple of minutes, and you will receive 100 free tasks to explore the features of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard where you can manage your workflows. To create a new workflow, click on the ‘Create Workflow’ button located at the top right corner.

• Click on the ‘Create Workflow’ button.
• Enter a name for your workflow, such as ‘Add Item in Monday.com for Shopify Orders’.
• Select Shopify as the trigger application and ‘New Order’ as the trigger event.

After setting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect Shopify with Pabbly Connect.

3. Configuring Shopify Webhook

Now that you have the webhook URL from Pabbly Connect, go to your Shopify account. Click on the ‘Settings’ option from the left sidebar, then select ‘Notifications’. Scroll down to find the ‘Webhooks’ section.

• Click on ‘Create Webhook’.
• Select ‘Order Creation’ as the event.
• Paste the copied webhook URL from Pabbly Connect.
• Choose JSON as the format and save the webhook.

After saving, return to Pabbly Connect, where it will indicate that it is waiting for a webhook response. This means your Shopify account is now connected.

4. Adding Items to Monday.com from Shopify

With Shopify now connected via Pabbly Connect, it’s time to set up the action in Monday.com. In Pabbly Connect, select Monday.com as the action application and choose ‘Create Item’ as the action event.

When prompted, connect your Monday.com account by entering your API token. You can find this token in the administration section of your Monday.com account. Once connected, select the board where you want to add the items, which should be named ‘Shopify Orders’.

Select the ‘Shopify Orders’ board. Map the item name, product name, and customer details from the Shopify response.

Ensure to map the data correctly to allow for automatic updates. This is crucial for maintaining an efficient workflow through Pabbly Connect.

5. Testing the Integration Workflow

After setting up the integration, it’s essential to test it. Place a test order in your Shopify store to see if the details are captured correctly in Monday.com. Complete the checkout process using dummy details.

Once the order is placed, return to Pabbly Connect to check if the response is received. If successful, you should see the order details reflected in your Monday.com board.

Confirm that the item appears in the ‘Shopify Orders’ board. Repeat the process to ensure reliability.

This confirms that your integration is working seamlessly with Pabbly Connect, allowing you to manage orders efficiently.

Conclusion

In this tutorial, we explored how to integrate Shopify with Monday.com using Pabbly Connect. This process automates order management, ensuring that every new order is logged accurately in Monday.com.

By following these detailed steps, you can enhance your workflow and streamline your operations effectively. Start using Pabbly Connect today to simplify your integrations!