Automate Order Tracking from WooCommerce to Google Sheets and Create Tasks in Asana Using Pabbly Connect

Learn how to automate order tracking from WooCommerce to Google Sheets and create tasks in Asana using Pabbly Connect with this step-by-step tutorial. 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 order tracking from WooCommerce using Pabbly Connect, first, you need to access the platform. Simply visit Pabbly’s website by typing Pabbly.com in your browser. Once there, you can either sign in if you already have an account or sign up for free to start automating your workflows.

After logging in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow for integrating WooCommerce with Google Sheets and Asana. Click on ‘Create Workflow’ and choose the new beta workflow builder for a modern experience. Name your workflow appropriately, such as ‘Automate Order Tracking from WooCommerce to Google Sheets and Create Tasks in Asana’.

2. Setting Up WooCommerce Trigger in Pabbly Connect

In this step, you will set up WooCommerce as the trigger application in Pabbly Connect. This means that whenever a new order is created in WooCommerce, it will trigger the workflow. Select WooCommerce as your trigger application and choose the event as ‘New Order Created’.

• Select WooCommerce as the trigger application.
• Choose ‘New Order Created’ as the trigger event.
• Click on ‘Connect’ to set up the connection.

After clicking on connect, Pabbly Connect will provide a webhook URL. This URL will be used to connect WooCommerce with Pabbly Connect. Copy this URL and head over to your WooCommerce settings in WordPress. Navigate to the ‘Advanced’ settings and select ‘Webhooks’ to add the webhook URL, ensuring that the status is set to active.

3. Capturing Order Details from WooCommerce

Once the webhook is set up, you need to test it by placing a new order in your WooCommerce store. This is crucial as it allows Pabbly Connect to capture the order details. Open your WooCommerce store in incognito mode, add a product to the cart, and proceed to checkout.

• Fill in the required details such as name, address, and payment method.
• Click on ‘Place Order’ to complete the order.
• Check Pabbly Connect to see if the order details have been captured successfully.

After placing the order, return to Pabbly Connect and click on ‘Recapture Webhook Response’ to verify that the order details have been received. You should see the order information, including customer name and product details, confirming that the integration is working correctly.

4. Adding Order Details to Google Sheets

Now that you have captured the order details, the next step is to add this information to Google Sheets using Pabbly Connect. Click on ‘Add New Action Step’ and select Google Sheets as your action application. Choose the action event as ‘Add New Row’.

Connect your Google account by clicking on ‘Sign in with Google’ and granting permissions. Select the spreadsheet you created for WooCommerce orders. Use the mapping feature to ensure that the data from WooCommerce is dynamically added to the correct fields in Google Sheets.

5. Creating Tasks in Asana for Follow-Up

After adding the order details to Google Sheets, you can create tasks in Asana for follow-up. Click on ‘Add New Action Step’ again and select Asana as your action application. Choose the action event as ‘Create Task’. using Pabbly Connect

Connect to your Asana account and select the workspace and project where you want the tasks to be created. Map the relevant details, such as the customer name and product information, into the task description. This ensures that every new order results in a new task being created in Asana for effective follow-up.

Conclusion

In this tutorial, we have successfully automated order tracking from WooCommerce to Google Sheets and created tasks in Asana using Pabbly Connect. By following these steps, you can streamline your order management process and ensure timely follow-ups with customers. This integration not only saves time but also enhances productivity across your business operations.