Watch Step By Step Video Tutorial Below
1. Introduction to Integration
Integrating WooCommerce with Trello allows for better management of customer orders. This integration helps automate data transfer between these two platforms.
Using Pabbly Connect, you can streamline workflows without any coding experience. This guide will walk you through the integration process.
2. Setting Up Pabbly Connect
Start by visiting the Pabbly Connect website. After signing in, you will access the dashboard to create a new workflow.
Click on “Create New Workflow”. Name your workflow something like “WooCommerce to Trello” to keep things organized.
3. Configuring the Trigger in WooCommerce
In Pabbly Connect, set the trigger app to WooCommerce. Change the trigger event to “New Order Created” to capture new orders.
Next, log into your WordPress site and navigate to WooCommerce settings. Under the Advanced tab, find Webhooks and add a new webhook.
Name your webhook, set it to active, and specify the topic as “Order Created”. Input the delivery URL from Pabbly Connect and save.
4. Capturing Order Data
After setting up the webhook, return to Pabbly Connect and click on “Capture Webhook Response”. This puts Pabbly Connect in listening mode for new data.
Now, go back to WooCommerce and make a test order. Fill in the required customer details and complete the purchase.
Once the order is placed, check Pabbly Connect to confirm that the customer data has been captured correctly. This includes the first name, last name, and email address.
5. Sending Data to Trello
To send captured data to Trello, add a new action step in Pabbly Connect. Set the app to Trello and the action event to “Add New Card”.
Authorize Pabbly Connect to access your Trello account by providing the API key and bearer token. Ensure your account is connected successfully.
Select the relevant Trello board and list where the data should be added. Use the customer data captured earlier to fill in the card details, then save and send the request.
Conclusion
Integrating WooCommerce with Trello using Pabbly Connect automates the order management process, ensuring seamless data transfer for improved efficiency.
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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