Automate WooCommerce Order Notifications with Pabbly Connect: A Step-by-Step Guide

Learn how to automate WooCommerce order notifications via WhatsApp and Gmail, and collect order details in Google Sheets using Pabbly Connect. 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. Access Pabbly Connect for Automation

To automate WooCommerce order notifications, you first need to access Pabbly Connect. Go to Pabbly.com/connect in your browser and create a free account. This platform allows you to create automated workflows seamlessly.

After signing up, click on the ‘Access Now’ button to log in. Once logged in, you will be directed to the Pabbly Connect dashboard where you can start creating your workflow.

2. Create a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will need to provide a name for your workflow, such as ‘WooCommerce WhatsApp and Gmail Integration.’ This name helps you identify the workflow later.

After naming your workflow, you will see two boxes labeled ‘Trigger’ and ‘Action.’ The trigger will be set to WooCommerce, and the action will involve sending notifications via WhatsApp and Gmail. This setup will automate the entire process of notifying customers.

• Click on ‘WooCommerce’ as your trigger application.
• Select ‘New Order Created’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After setting up the trigger, you need to paste the webhook URL into your WooCommerce settings to establish the connection.

3. Configure WooCommerce to Send Data to Pabbly Connect

To connect WooCommerce with Pabbly Connect, go to your WooCommerce store settings. Click on ‘Settings,’ then navigate to the ‘Advanced’ tab, where you will find the ‘Webhooks’ option. Here, you will create a new webhook.

Click on ‘Add Webhook,’ and fill in the required details. Name it something like ‘Integration between WooCommerce and Pabbly Connect.’ Set the status to active and the topic to ‘Order Created.’ Paste the copied webhook URL from Pabbly Connect into the Delivery URL field and save the changes.

Once the webhook is set up, return to Pabbly Connect and click on ‘Recapture Webhook Response’ to test if the connection is successful. This will allow you to fetch the order details from WooCommerce.

4. Send Notifications via WhatsApp and Gmail

With the webhook set up, you can now proceed to send notifications. First, add WhatsApp as your action application in Pabbly Connect. Choose the action event as ‘Send Template Message.’ This feature will allow you to send automated messages to customers via WhatsApp.

To configure WhatsApp, you will need to connect your WhatsApp Cloud API account. Enter the required details such as token, phone number ID, and business account ID. You can find these details in your Facebook developer account under the WhatsApp settings.

• Select the approved message template you want to use for notifications.
• Map the recipient’s mobile number and order details in the template fields.
• Click on ‘Save and Send Test Request’ to verify the WhatsApp message.

After successfully sending the WhatsApp message, add Gmail as the next action application to send confirmation emails. Choose ‘Send Email’ as the action event and connect your Gmail account.

5. Collect Order Details in Google Sheets

Finally, to keep track of the orders, you can collect the order details in Google Sheets. In Pabbly Connect, select Google Sheets as your action application and choose ‘Add New Row’ as the action event. This will allow you to automatically add new order data to your spreadsheet.

Connect your Google Sheets account and select the spreadsheet you created for order details. Map the fields such as customer email, product name, price, order date, and delivery address from the WooCommerce data.

After mapping all the necessary fields, click on ‘Save and Send Test Request’ to verify that the order details are added to your Google Sheets. This will help you keep a record of all orders in one place.

Conclusion

By following this tutorial, you can effectively automate WooCommerce order notifications on WhatsApp and Gmail while collecting order details in Google Sheets using Pabbly Connect. This integration enhances customer communication and helps streamline your order management process.