Stop Manual Work Using Smart Automation 🤯

Learn how to automate tasks using Pabbly Connect to integrate Shopify, Google Sheets, and Slack for efficient order management. 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 Automation

To stop manual work using smart automation, the first step is to access Pabbly Connect. Begin by opening a new tab in your browser and navigating to Pabbly.com/connect. Here, you can either sign in if you’re an existing user or click on ‘Sign Up Free’ to create a new account.

Once logged in, you will be directed to the Pabbly Connect dashboard. From here, click on the ‘Create Workflow’ button to start building your automation. This is where the magic begins, and you will set up the integration between Shopify, Google Sheets, and Slack using Pabbly Connect.

2. Setting Up the Trigger with Shopify

After accessing Pabbly Connect, the next step is to set up the trigger. In this case, you will select Shopify as your trigger application. Click on the trigger application and choose the event as ‘New Order’. Then, click on the ‘Connect’ button to proceed.

• Select Shopify as the application.
• Choose ‘New Order’ as the app event.
• Click on the ‘Connect’ button to generate a webhook URL.

Copy the provided webhook URL and navigate to your Shopify account. In the Shopify settings, go to ‘Notifications’ and click on ‘Webhooks’. Here, create a new webhook for the ‘Order Created’ event, select JSON as the format, and paste the copied URL. Click ‘Save’ to finalize your webhook setup.

3. Mapping Data to Google Sheets

Next, you’ll want to store the order details in Google Sheets. In your Pabbly Connect workflow, click on the plus icon to add an action step and select Google Sheets. Choose the event as ‘Add New Row’ and click on the ‘Connect’ button to link your Google account.

Once connected, select the spreadsheet where you want to store the order details, such as ‘Shopify Orders Details’. The fields from your Google Sheets will automatically appear. Now, it’s time to map the data from Shopify to Google Sheets.

• Map the customer’s name, email, order ID, and other relevant fields.
• Ensure that each field is correctly matched to the corresponding data from Shopify.

After mapping all fields, click on the ‘Save and Send Test Request’ button to check if the data is being transferred correctly. You should see a new row added to your Google Sheets with the order information.

4. Sending Updates to Slack

To keep your sales team informed, the next step is to send updates to your Slack channel. In the Pabbly Connect workflow, click on the plus icon again and select Slack as the action application. Choose the event as ‘Send Channel Message’ and click on ‘Connect’ to link your Slack account.

After establishing the connection, select the channel where you want to send the updates. You can write a message that includes essential order details such as order ID and customer name. Use the mapping feature to pull in data from the previous steps.

Map the order ID, customer name, and email address into the message. Click on ‘Save and Send Test Request’ to verify that the message is sent successfully.

Check your Slack channel to confirm that the message appears as intended. This means that your Pabbly Connect automation is functioning correctly, sending real-time updates to your sales team.

5. Conclusion: Automate Your Workflow with Pabbly Connect

In conclusion, using Pabbly Connect allows you to automate the process of tracking Shopify orders, storing them in Google Sheets, and notifying your sales team via Slack. This integration eliminates manual work and ensures that your team is always up to date with the latest order information.

By following the steps outlined in this tutorial, you can set up a seamless workflow that enhances productivity and reduces the risk of errors. Embrace smart automation today with Pabbly Connect and transform your order management process.