Automate Shopify Order Notifications on WhatsApp with Pabbly Connect

Learn how to automate Shopify order notifications on WhatsApp using Pabbly Connect and Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate Shopify order notifications on WhatsApp, start by accessing Pabbly Connect. Visit the Pabbly Connect website and sign in or create a free account if you are a new user. Existing users can log in directly to their dashboard.

Once logged in, you will see the Pabbly apps window. Click on the Pabbly Connect access button to open the dashboard. This is where you will create your automation workflow to connect Shopify with WhatsApp.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear prompting you to name your workflow. Name it ‘Automate Shopify Order Notifications on WhatsApp’ and select a folder to save it in.

• Name your workflow appropriately.
• Select a folder for organization.
• Click on ‘Create’ to finalize your workflow setup.

After creating the workflow, you will see two windows: the Trigger window and the Action window. The Trigger window is where you set up the event that initiates the workflow, while the Action window is for the subsequent actions that follow.

3. Setting Up the Trigger for New Orders

For the trigger application, select Pabbly Connect and choose the ‘Shopify (Legacy)’ option. Set the trigger event to ‘New Order’, which will capture any new orders placed in your Shopify store.

Pabbly Connect will generate a webhook URL that you need to copy. This URL is essential for linking your Shopify account with Pabbly Connect. Next, log in to your Shopify account, navigate to Settings, then Notifications, and create a webhook by selecting the ‘Order Creation’ event.

• Select the ‘Order Creation’ event for your webhook.
• Paste the copied webhook URL from Pabbly Connect.
• Save the webhook settings in Shopify.

Once the webhook is saved, go back to Pabbly Connect and check if it is waiting for a webhook response. This step confirms that your Shopify account is now linked with Pabbly Connect.

4. Testing the Automation with a Test Order

To test your automation, place a test order in your Shopify store. Navigate to your online store, select a product, and fill in the necessary details to complete the order. After placing the order, return to Pabbly Connect to see if the response from Shopify has been captured.

Once the order is successfully placed, you should see the order details reflected in Pabbly Connect. This includes customer information, order ID, and total amount, confirming that the integration is functioning correctly.

5. Sending Order Confirmation via WhatsApp with Pabbly Chatflow

Now that the trigger is set up, the next step involves sending a WhatsApp message using Pabbly Chatflow. To do this, access Pabbly Chatflow and log in to your account. Click on the ‘Access Now’ button to open the dashboard.

In Pabbly Chatflow, you will need to create a template message for order confirmations. Select the action application as Pabbly Chatflow and choose the ‘Send Template Message’ action event. This will allow you to send personalized messages to customers based on their order details.

Create a template for order confirmations in Pabbly Chatflow. Map customer data from the previous step into the template. Test the message to ensure it is sent correctly.

After configuring the message template and mapping the necessary customer data, click on the ‘Save and Send Test Request’ button. Check your WhatsApp to confirm that the order confirmation message was received successfully.

Conclusion

By following these steps, you can effectively automate Shopify order notifications on WhatsApp using Pabbly Connect and Pabbly Chatflow. This integration not only saves time but also enhances customer communication by providing real-time updates on their orders. Set up your automation today to streamline your order management process.