How to Send an Email When Order is Created in OrderForms – Pabbly Connect Tutorial

Learn how to automate email notifications for OrderForms using Pabbly Connect. Follow our step-by-step guide to streamline your order confirmation process. 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. Accessing Pabbly Connect for Integration

To send an email when an order is created in OrderForms, you need to use Pabbly Connect. Start by visiting the Pabbly Connect website. If you don’t have an account, click on ‘Sign Up for Free’. If you already have an account, click on ‘Sign In’.

Once logged in, you will be directed to the dashboard. Here, you will see a large blue button labeled ‘Create Workflow’. Click on this button to start setting up your integration. Give your workflow a name, such as ‘Send an Email When Order is Created in OrderForms’, and click ‘Create’. This is how Pabbly Connect facilitates the integration process.

2. Setting Up the Trigger Application in Pabbly Connect

In the newly created workflow, you will see two sections: Trigger and Action. For this integration, the trigger application will be OrderForms. Select OrderForms as your trigger application and choose the trigger event ‘Order Created’. This is the event that will initiate the workflow in Pabbly Connect.

• Select OrderForms as the trigger application.
• Choose the trigger event ‘Order Created’.
• Click on ‘Connect’ to link your OrderForms account with Pabbly Connect.

After clicking ‘Connect’, a new window will prompt you to authorize the connection. Make sure you have your OrderForms account open in another tab for easier access. Once authorized, Pabbly Connect will confirm the connection, allowing it to receive data from OrderForms.

3. Capturing Order Details in Pabbly Connect

With the trigger set up, it’s time to capture the order details. After connecting your OrderForms account, click on ‘Save and Send Test Request’. You will need to create a test order in your OrderForms account to generate data.

Fill out the order form with necessary details such as customer name and email. Once submitted, return to Pabbly Connect to see the captured order details. This will include customer information and product details, confirming that the trigger is functioning correctly.

• Submit a test order in OrderForms.
• Check for the successful capture of order details in Pabbly Connect.
• Ensure all necessary information, including customer email, is available.

This process showcases how Pabbly Connect retrieves data from the trigger application, making it available for the next steps in the workflow.

4. Setting Up the Action Application in Pabbly Connect

Now, you will set up the action application, which is Gmail. In the action section, select Gmail and choose the action event ‘Send Email’. This event will send a confirmation email to the customer once an order is created.

Click on ‘Connect’ to link your Gmail account. You will be prompted to authorize the connection. Once connected, you will need to fill out the required fields for the email, including recipient address, subject, and email content. This is where Pabbly Connect ensures that the email is sent with the correct information.

Select Gmail as the action application. Choose ‘Send Email’ as the action event. Fill in the recipient email, subject, and content fields.

For the recipient email, map it to the customer’s email captured from the order details. This ensures that the confirmation email is sent to the correct address. Once everything is filled out, click ‘Save and Send Test Request’ to verify that the email is sent successfully.

5. Verifying Email Delivery Through Pabbly Connect

After sending the test email, check the recipient’s inbox to confirm the email delivery. You should see an email with the subject line ‘Order Placed’ from the sender name you specified. This step is crucial in ensuring that the workflow is functioning as intended.

In the email, verify that the content includes the customer’s name and a confirmation message. This demonstrates that Pabbly Connect effectively mapped the order details to the email fields, providing a seamless integration experience.

Once verified, you can finalize your workflow by clicking ‘Save’. This integration allows you to automate the email notification process every time an order is created in OrderForms, showcasing the power of Pabbly Connect in streamlining business operations.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send automated email notifications when an order is created in OrderForms. By following these steps, you can enhance your customer communication and ensure timely order confirmations.