Add WooCommerce Orders to Monday.com Automatically

Learn how to automate the integration of WooCommerce orders into Monday.com using Pabbly Connect. Follow this step-by-step guide for seamless workflow management. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating WooCommerce orders with Monday.com, first access Pabbly Connect. Open your browser and go to the Pabbly Connect website, where you can sign up for a free account. Once signed in, navigate to the workflow builder, which is essential for setting up your automation.

In the workflow builder, you will see options to create triggers and actions. The trigger will initiate the process when a new order is created in WooCommerce, and the action will send this information to Monday.com. This setup will allow you to manage your orders seamlessly.

2. Setting Up WooCommerce Trigger in Pabbly Connect

Now, let’s set up the trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and search for WooCommerce. Select it and choose the event ‘New Order Created’. After connecting, you will receive a webhook URL that you need to copy for the next step.

• Click on ‘Add Trigger’
• Search for WooCommerce
• Select ‘New Order Created’
• Copy the webhook URL

Next, open your WordPress account where WooCommerce is installed. Navigate to WooCommerce settings, find the ‘Advanced’ tab, and then go to ‘Webhooks’. Here, you will create a new webhook using the URL copied from Pabbly Connect.

3. Creating a Webhook in WooCommerce

In the WooCommerce settings, click on ‘Add Webhook’. Name it something like ‘New Order’. Set its status to active and select ‘Order Created’ as the topic. Paste the webhook URL from Pabbly Connect in the delivery URL field. Finally, save the webhook.

Once saved, WooCommerce will confirm that the webhook was created successfully. This establishes a connection between WooCommerce and Pabbly Connect. You can now test this by placing a new order to see if the data is captured correctly.

4. Testing the Integration with a New Order

To test the integration, go back to your WooCommerce store and purchase a product. Fill in the necessary customer details and complete the checkout process. After placing the order, return to Pabbly Connect to check if the webhook response has been captured.

If successful, you will see the order details populated in the webhook response. This includes the customer’s name, email, phone number, and order ID. This data is critical for the next step of sending it to Monday.com.

5. Adding Order Details to Monday.com

Now that you have successfully captured the order details in Pabbly Connect, it’s time to send this information to Monday.com. Click on ‘Add New Action Step’ and select Monday.com as the action application. Choose the event ‘Create Item’ and connect your Monday.com account using the API token.

After connecting, select the board where you want to add the order details. Map the fields from the webhook response to the corresponding fields in Monday.com. This includes mapping the customer’s name, email, phone number, and product name. Finally, save and send a test request to ensure everything works correctly.

Once the test is successful, you will see the new order details appear in your Monday.com board. This automation allows you to manage and track your WooCommerce orders efficiently, all thanks to Pabbly Connect.

Conclusion

In conclusion, using Pabbly Connect to integrate WooCommerce orders with Monday.com streamlines your order management process. By following the steps outlined, you can automate the addition of new orders into your Monday.com dashboard, enhancing your team’s organization and efficiency.