How to Connect WooCommerce with Alegra Using Pabbly Connect

Learn how to automate the process of creating contacts in Alegra from WooCommerce orders using Pabbly Connect. Step-by-step guide included. 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. Accessing Pabbly Connect for WooCommerce and Alegra Integration

To start the integration process between WooCommerce and Alegra, you need to access Pabbly Connect. First, log into your Pabbly Connect account. If you do not have an account yet, you can create a free trial account easily.

Once logged in, you will be directed to the dashboard of Pabbly Connect. Here, you can create a new workflow to automate the integration. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Send WooCommerce Customer to Alegra Automatically’. After naming, click on the ‘Create’ button to proceed.

2. Setting Up the Trigger in Pabbly Connect

The next step is to set up the trigger for your workflow in Pabbly Connect. Click on the trigger window and select WooCommerce as your trigger application. You will then need to choose the trigger event, which in this case is ‘New Order Created’. This event will signal when a purchase is made in your WooCommerce store.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect your WooCommerce store. You will see a message indicating that it is waiting for a webhook response, which means you are ready to proceed to your WooCommerce dashboard.

3. Configuring WooCommerce to Send Data to Pabbly Connect

Now, navigate to your WooCommerce dashboard. Go to Settings and click on the Advanced tab. From there, select the Webhooks option. Click on the ‘Add Webhook’ button to create a new webhook for Pabbly Connect.

In the webhook settings, give your webhook a name, such as ‘Alegra Contact’, and set the status to active. For the topic, choose ‘Order Created’ and paste the webhook URL you copied earlier into the Delivery URL field. Finally, click on the ‘Save Webhook’ button to complete this setup.

4. Testing the Integration with a Demo Purchase

With the webhook set up, you need to test the integration to ensure it works correctly. Go back to Pabbly Connect and click on the ‘Recapture Webhook Response’ button. This will allow you to capture the data from a demo purchase.

Now, visit your WooCommerce store and make a test purchase. Fill in the customer details and click on the ‘Place Order’ button. Once the order is placed, return to Pabbly Connect to see if the webhook has captured the order data successfully. You should see the customer details in the response section.

5. Creating a Contact in Alegra Using Pabbly Connect

Now that you have captured the order data, the next step is to create a contact in Alegra. In Pabbly Connect, click on the action tab and select Alegra as your action application. Choose the action event ‘Create Contact’ to set up the integration.

You will need to connect your Alegra account by entering your username and API token. After connecting, map the customer details captured from WooCommerce to the relevant fields in Alegra, such as name, email, and phone number. Once you have filled in the necessary information, click on ‘Save and Send Test Request’ to create the contact. Check your Alegra account to confirm the new contact has been created successfully.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of creating contacts in Alegra whenever an order is placed in WooCommerce. By following these steps, you can streamline your workflow and ensure that every customer is automatically added to your Alegra account for invoicing and accounting purposes.