Learn how to integrate Shopper tickets with Google Sheets using Pabbly Connect in this step-by-step tutorial. Streamline your ticket management process effectively. 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. Accessing Pabbly Connect for Integration
To start integrating Shopper tickets with Google Sheets, you need to access Pabbly Connect. First, open your browser and search for Pabbly Connect’s landing page. You will see options to sign in or sign up for free.
If you are a new user, click on ‘Sign up for free’ to get started. Existing users can simply click on ‘Sign in’. After signing in, you will see a dashboard with various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to proceed with your workflow creation.
2. Creating a Workflow in Pabbly Connect
Once you are in Pabbly Connect, create a new workflow to automate the ticket resolution process. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in.
- Name your workflow: ‘Add Resolved Shopper Ticket to Google Sheets’.
- Select the folder for your workflow, such as ‘Automations’.
After naming your workflow, click on ‘Create’. You will be taken to the workflow window where you can set up triggers and actions. This is where the automation magic happens.
3. Setting Up Trigger for Resolved Tickets
In this step, you will set up the trigger application in Pabbly Connect. Search for the ‘Shopper’ application and select it as your trigger. The trigger event will be set to ‘Ticket Resolved’.
Upon selecting the trigger event, you will receive a webhook URL. Copy this URL as it will be used to connect your Shopper account with Pabbly Connect. Log into your Shopper account, navigate to the admin section, and access the notification center.
- Click ‘Add Notification Set’ to create a new webhook notification.
- Paste the copied webhook URL into the appropriate field.
- Check the box for ‘Ticket Resolved’ to enable the webhook event.
After setting up the notification, click ‘Create Notification Set’. This will link your Shopper account with Pabbly Connect, allowing it to receive data when a ticket is resolved.
4. Adding Resolved Ticket Data to Google Sheets
Now that you have set up the trigger, the next step is to add the resolved ticket information to Google Sheets using Pabbly Connect. Select Google Sheets as your action application and choose the action event ‘Add New Row’.
Connect your Google Sheets account by clicking on ‘Sign in with Google’. After authorization, select the spreadsheet where you want to log the resolved tickets. Make sure to map the required fields such as customer name, priority, ticket number, and description from the previous step.
Map the customer name from the trigger response. Map the ticket priority and number from the trigger response. Ensure the description is formatted correctly before mapping it to the Google Sheets.
Once all fields are mapped, click on ‘Save and Send Test Request’ to check if the data is added correctly to your Google Sheets.
5. Testing the Integration Workflow
After setting up the integration in Pabbly Connect, it’s time to test the workflow. Resolve a ticket in your Shopper account to trigger the workflow. Once the ticket is marked as resolved, check your Google Sheets to see if the details have been logged correctly.
Return to your Google Sheets and verify that the newly resolved ticket details appear as expected. This real-time testing ensures that your automation works seamlessly, capturing ticket information without manual entry.
By successfully testing the integration, you can confirm that Pabbly Connect effectively facilitates the connection between Shopper and Google Sheets, streamlining your ticket management process.
Conclusion
This tutorial demonstrated how to integrate Shopper tickets with Google Sheets using Pabbly Connect. By following these steps, you can automate your ticket management process, ensuring accurate record-keeping and efficient reporting.
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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