Integrate Shopify Orders with SendGrid Using Pabbly Connect

Learn how to automate email notifications for Shopify orders using Pabbly Connect and SendGrid in this detailed step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Shopify and SendGrid Integration

To begin automating your email notifications, first access Pabbly Connect. This platform allows seamless integration between Shopify and SendGrid, enabling automatic email sending when a new order is placed.

Visit the Pabbly website by typing Pabbly.com in your browser. If you are an existing user, click on the ‘Sign In’ button located at the top right corner. New users can sign up for free, receiving 100 tasks every month. Once signed in, navigate to the Pabbly Connect dashboard to start creating your workflow.

2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and select the modern workflow builder for a more flexible experience. Name your workflow ‘Shopify Orders to SendGrid Auto-Send Emails in Seconds’ and choose a folder for your workflow.

• Click on the ‘Create’ button to finalize your workflow name.
• Select Shopify as the trigger application.
• Choose ‘New Order’ as the trigger event.

Now, you will need to connect Shopify to Pabbly Connect using a webhook URL. This URL will act as a bridge between the two applications, allowing data transfer when a new order is placed.

3. Setting Up the Shopify Webhook

To set up the webhook, log into your Shopify account. Navigate to the ‘Settings’ tab, then select ‘Notifications’ and click on ‘Create Webhook.’ Here, you will specify the event type and format.

• Select ‘Order Creation’ as the event.
• Choose JSON as the format.
• Paste the webhook URL provided by Pabbly Connect.

Once saved, return to your Pabbly Connect workflow. You will see a message indicating that it is waiting for a webhook response. To test this setup, create a new order in your Shopify store.

4. Testing the Integration with a New Order

To test the integration, go to your Shopify store and place a new order. Fill in the required details, including your email address, name, address, and payment information. After confirming the order, check your mailbox for an email notification.

Once the order is placed, return to your Pabbly Connect workflow. You will see that the details of the order have been captured successfully. This confirms that the connection between Shopify and Pabbly Connect is working as intended.

5. Sending Emails via SendGrid in Pabbly Connect

Now that the Shopify order details are captured, the next step is to send an email using SendGrid. Click on ‘Add New Action Step’ and select SendGrid as your action application. Choose ‘Send Email’ as the action event.

To connect SendGrid to Pabbly Connect, you will need to enter your API key. This can be obtained from your SendGrid account under the ‘API Keys’ section. Create a new API key with full access, copy it, and paste it into the connection field in Pabbly Connect.

Map the recipient email address from the Shopify order details. Set the email subject to ‘Welcome to our store. Your order is being prepared.’ Compose the email body using dynamic mapping for personalization.

After entering all required details, click on ‘Save and Send Test Request’ to check if the email is sent successfully. Verify your inbox to confirm receipt of the email, which should contain the order confirmation message.

Conclusion

In this tutorial, we demonstrated how to automate email notifications for Shopify orders using Pabbly Connect and SendGrid. By following the steps outlined, you can efficiently manage customer communications and enhance your online store’s customer experience.