Deliver PDF Files via WhatsApp for Shopify Orders Using Pabbly Connect

Learn how to deliver PDF files on WhatsApp for Shopify orders using Pabbly Connect, the ultimate integration platform for automation. 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 Automation

To initiate the process of delivering PDF files on WhatsApp for Shopify orders, first, you need to access Pabbly Connect. This powerful integration platform allows you to automate workflows effortlessly without requiring any coding skills.

Start by visiting the Pabbly Connect dashboard at Pabbly.com/connect. Sign up for a free account which provides you with 100 free automation tasks every month. Once logged in, click on the ‘Create Workflow’ button to begin setting up your automation.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow that connects Shopify to WhatsApp using Pabbly Connect. Name your workflow something relevant, such as ‘Send PDF Files on WhatsApp for Shopify Orders’. This name will help you identify the workflow later.

• Click on the ‘Create’ button to finalize the workflow name.
• You will see options for ‘Trigger’ and ‘Action’ on the workflow page.
• Select ‘Shopify’ as the trigger application and ‘New Order’ as the trigger event.

Once you have configured the trigger, Pabbly Connect will generate a webhook URL. This URL will be used to connect your Shopify store to the Pabbly Connect workflow.

3. Configuring Shopify to Use the Webhook

Next, you need to set up the webhook in your Shopify store to send order data to Pabbly Connect. Go to your Shopify admin panel, click on ‘Settings’, and then choose ‘Notifications’. Scroll down to find the Webhooks section.

• Click on ‘Create Webhook’.
• Select ‘Order Creation’ from the event options.
• Paste the webhook URL generated by Pabbly Connect into the URL field.

Make sure to select JSON as the format and save the webhook. This setup allows Pabbly Connect to receive new order data automatically whenever a purchase is made on your Shopify store.

4. Testing the Order and Capturing Data

To ensure that your integration is working correctly, you will need to make a test order in your Shopify store. This test order will provide sample data that Pabbly Connect can use to verify the workflow.

Go to your Shopify store, select a product (e.g., a course), and complete the checkout process using test customer details. After placing the order, return to Pabbly Connect to see if the order details have been captured.

Once the order is placed, Pabbly Connect will show the order details in the response section. You can now apply a filter to ensure that the PDF is sent only for specific products, such as the Java course.

5. Sending the PDF File via WhatsApp

Now that you have successfully set up the workflow and tested it, it’s time to send the PDF file to the customer via WhatsApp. In Pabbly Connect, add a new action step and select the WhatsApp Cloud API.

Configure the WhatsApp action by selecting ‘Send Template Message’. You will need to enter the WhatsApp Business API credentials, including the permanent access token and phone number ID. This step connects your WhatsApp account to Pabbly Connect.

Map the recipient’s WhatsApp number from the captured order data. Add the PDF file URL in the message template. Customize the message as needed, using dynamic fields for personalization.

Finally, save the settings and send a test message to verify that the PDF file is delivered correctly. This process demonstrates how Pabbly Connect automates the entire workflow, ensuring customers receive their files instantly.

Conclusion

In conclusion, using Pabbly Connect to deliver PDF files on WhatsApp for Shopify orders streamlines your order fulfillment process. By automating this workflow, you save time and enhance customer satisfaction. This integration showcases the power of automation in modern e-commerce.