Automate WooCommerce Orders to Zoho Books with Pabbly Connect

Learn how to automate the creation of contacts in Zoho Books for new WooCommerce orders using Pabbly Connect. Step-by-step tutorial included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WooCommerce and Zoho Books Integration

To automate the creation of contacts in Zoho Books for new WooCommerce orders, you need to start by accessing Pabbly Connect. First, log into your Pabbly Connect account. If you don’t have an account yet, you can create one easily and enjoy 100 free automation tasks each month.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Add WooCommerce Store Customer as Contact in Zoho Books Automatically,’ and click on the ‘Create’ button to initiate your automation setup.

2. Setting Up WooCommerce Trigger in Pabbly Connect

The next step is to set up the trigger for your workflow. In Pabbly Connect, select WooCommerce as your trigger application and choose the trigger event as ‘New Order Created.’ This will set up the automation to trigger whenever a new order is placed in your WooCommerce store. using Pabbly Connect

Pabbly Connect will generate a webhook URL for you. This URL is crucial as it allows WooCommerce to send order data to Pabbly Connect. Copy this webhook URL and head over to your WooCommerce settings to set up the webhook.

• Go to WooCommerce > Settings > Advanced.
• Click on Webhooks and then Add Webhook.
• Name the webhook (e.g., ‘To Zoho Books’), set it to Active, and select ‘Order Created’ as the topic.
• Paste the copied webhook URL into the Delivery URL field and save the webhook.

After saving, Pabbly Connect will start waiting for the response from WooCommerce. This indicates that your trigger is now set up correctly to capture new orders.

3. Testing the WooCommerce Order Trigger

To ensure that your integration is working correctly, you need to perform a test order in your WooCommerce store. Go to your store and add a product to the cart. Proceed to checkout and fill in the customer details. Once done, click on ‘Place Order’ to finalize the purchase. using Pabbly Connect

After placing the order, return to Pabbly Connect. You should see that the webhook has received the order data, which includes customer details like name, email, and order amount. This confirms that the trigger is functioning properly and capturing the necessary data.

4. Connecting Zoho Books in Pabbly Connect

Now that you have successfully set up the WooCommerce trigger, the next step is to connect Zoho Books as your action application in Pabbly Connect. Search for Zoho Books in the action application field and select it. using Pabbly Connect

Choose the action event ‘Create Contact’. Then, click on ‘Connect’ to establish a connection between Pabbly Connect and your Zoho Books account. You will need to enter your Zoho Books account domain (e.g., zoho.com) and grant access to Pabbly Connect to manage your contacts.

• Select the organization in Zoho Books where you want to add the contact.
• Map the customer details from WooCommerce to the corresponding fields in Zoho Books.
• Click on ‘Save and Send Test Request’ to test the action.

After testing, you should see that a new contact has been created in Zoho Books based on the order details from WooCommerce.

5. Finalizing Your WooCommerce to Zoho Books Automation

After successfully creating the contact in Zoho Books, your automation is now complete. This means that every time a new order is placed in your WooCommerce store, Pabbly Connect will automatically create a contact in Zoho Books without any manual intervention. using Pabbly Connect

You can now monitor your automation in Pabbly Connect. If you wish to make any changes or updates, you can easily do so from the dashboard. Remember, this setup only needs to be done once, and it will continue to work seamlessly for all future orders.

With this integration, you save time and reduce manual errors, making your order management process more efficient.

Conclusion

In this tutorial, we walked through the steps to automate the creation of contacts in Zoho Books for new WooCommerce orders using Pabbly Connect. This integration streamlines your workflow, ensuring that every new customer is added automatically, saving you time and effort in managing your orders.