Learn how to automate order creation in Shiprocket using Google Forms with Pabbly Connect in this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Shiprocket Integration
To automate order creation in Shiprocket using Google Forms, you first need to set up Pabbly Connect. Begin by logging into your Pabbly Connect account and accessing the dashboard. If you don’t have an account yet, you can create one easily and enjoy 100 free automation tasks each month.
Once logged in, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Create Orders in Shiprocket Automatically’. After this, you will be directed to the workflow page where you can set up the trigger and action for your automation.
2. Setting Up Google Forms as the Trigger in Pabbly Connect
The next step is to set Google Forms as the trigger application in Pabbly Connect. From the trigger options, select Google Forms and choose the trigger event as ‘New Response Received’. This event will initiate the workflow whenever a new form submission occurs.
After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it will connect your Google Forms to the Pabbly workflow. To proceed, copy this webhook URL and follow the instructions provided to configure it within your Google Form.
- Open your Google Form and navigate to ‘Extensions’.
- Click on ‘Add-ons’ and search for ‘Pabbly Connect Webhooks’.
- Install the add-on and refresh your spreadsheet.
- Go back to ‘Extensions’, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’.
In the initial setup, paste the copied webhook URL into the designated field and specify the trigger column in your spreadsheet. This sets up the connection needed to capture form submissions effectively.
3. Sending Test Data to Pabbly Connect
After configuring the webhook URL, it’s time to test the connection. In the Pabbly Connect interface, you will see a ‘Waiting for Webhook Response’ message. To proceed, submit a test entry in your Google Form.
Once the test submission is made, return to Pabbly Connect and click on the ‘Send Test’ button in the initial setup section. This action will send the test data to your Pabbly workflow, allowing you to verify that the connection works correctly and that the data is being captured as expected.
4. Creating an Order in Shiprocket Using Pabbly Connect
With the test data successfully captured, the next step is to set up the action that will create an order in Shiprocket. In the action step of Pabbly Connect, search for the Shiprocket application and select the action event as ‘Create Order’.
When prompted, connect your Shiprocket account by entering the API user email and password. This step is essential as it allows Pabbly Connect to communicate with your Shiprocket account and create orders automatically based on the form submissions.
- Map the necessary fields from the Google Form submission to the Shiprocket order fields.
- Ensure all required fields are filled, including order number, order date, and customer details.
- Test the connection by clicking on ‘Save and Send Test Request’.
Upon successful testing, you will see a confirmation that a new order has been created in your Shiprocket account, showcasing the seamless integration facilitated by Pabbly Connect.
5. Conclusion: Automating Shiprocket Orders with Pabbly Connect
In this tutorial, we explored how to use Pabbly Connect to automate order creation in Shiprocket directly from Google Forms submissions. By following the steps outlined, you can save time and streamline your order processing, allowing for a more efficient e-commerce operation.
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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With Pabbly Connect, you can easily set up this automation without any coding skills, enabling you to focus more on growing your business rather than managing orders manually.