Integrating Shopify with Slack and QuickBooks Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Shopify with Slack and QuickBooks using Pabbly Connect. Follow this detailed guide for seamless automation and notifications. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Shopify Integration

To start integrating Shopify with Slack and QuickBooks, you first need to access Pabbly Connect. Visit the Pabbly Connect website and either log in or sign up for a free account. Signing up is quick and grants you 100 free tasks for testing integrations.

Once logged in, navigate to the dashboard and click on ‘Create Workflow’. Name your workflow appropriately, such as ‘Shopify to Slack and QuickBooks Integration’. This will help you identify the automation later. Now, you are ready to set up the trigger and action applications.

2. Configuring Shopify as the Trigger Application

The next step involves setting Shopify as your trigger application in Pabbly Connect. Select Shopify from the application list and choose the trigger event as ‘New Order’. This means that every time a new order is placed on Shopify, it will trigger the workflow.

• Select ‘New Order’ as your trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.
• Navigate to your Shopify settings and go to Notifications.

Paste the webhook URL into the ‘Create Webhook’ section in Shopify. Choose the event type as ‘Order Creation’ and set the format to JSON. After saving, your Shopify will now send data to Pabbly Connect whenever a new order is placed.

3. Integrating Slack to Notify Team Members

After setting up Shopify, the next action is to send notifications to your team on Slack whenever a new order is placed. In Pabbly Connect, select Slack as your action application and choose the action event as ‘Send Channel Message’. This will allow you to automatically notify your team in real time.

To connect Slack, click on ‘Add New Connection’ and authorize Pabbly Connect to access your Slack workspace. Once connected, you can choose the channel where you want to send the notifications. For example, select a channel named ‘Shopify Orders’.

• Map the message content to include relevant order details such as customer name and product.
• Customize the message format to make it informative for your team.

After mapping the necessary fields, click on ‘Save and Send Test Request’. If everything is set up correctly, your team will receive a Slack message whenever a new order is created in Shopify.

4. Creating Invoices in QuickBooks Automatically

Now, let’s set up the integration with QuickBooks to create invoices automatically when a new order is placed. In Pabbly Connect, add another action step and select QuickBooks as your action application. Choose the action event as ‘Create Invoice’.

To connect QuickBooks, select ‘Add New Connection’ and authorize access. Once connected, map the required fields such as customer name, email, and order details from the Shopify trigger response. This ensures that all relevant order information is included in the invoice.

Select the customer ID from the previous step to ensure the invoice is linked to the correct customer. Map the billing address and product details to the invoice.

After filling in all necessary fields, click on ‘Save and Send Test Request’. This will create an invoice in QuickBooks for the new order placed in Shopify, completing the integration process.

5. Conclusion

In this tutorial, we demonstrated how to integrate Shopify with Slack and QuickBooks using Pabbly Connect. By following these steps, you can automate notifications for new orders and streamline your invoicing process. This integration not only saves time but also enhances team communication and customer management.

Utilizing Pabbly Connect for these integrations allows businesses to operate efficiently, ensuring that every order is tracked and communicated seamlessly. Start automating your workflows today for a more efficient e-commerce experience!