AI-Powered Automation to Send Order Messages Automatically

Learn how to automate order messages using Pabbly Connect with Shopify and Twilio. Follow this detailed tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start automating order messages, you need to access Pabbly Connect. Open your browser and navigate to pav.com/connect. This is where you can sign up or log in to your Pabbly account.

Once logged in, you will see the Pabbly apps window. Click on ‘Access Now’ under Pabbly Connect to reach the dashboard. Here, you can create a new workflow by clicking the ‘Create Workflow’ button, which will guide you through the automation setup process.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you’ll need to create a new workflow. Select the beta version for a modern experience. Name your workflow something like ‘AI-Powered Automation to Send Order Messages Automatically’ and choose a folder for organization.

• Click on ‘Create’ to finalize your workflow setup.
• Understand that automation consists of triggers and actions.
• Choose your trigger as ‘Shopify’ and event as ‘New Order’.

With your workflow created, you are now ready to establish the connection between Shopify and Pabbly Connect.

3. Connecting Shopify to Pabbly Connect

To connect Shopify to Pabbly Connect, copy the provided webhook URL from your workflow. Log into your Shopify account and navigate to ‘Settings’ followed by ‘Notifications’. Here, you will find the option to create a new webhook.

• Select ‘Create Webhook’ and choose ‘Order Creation’ as the event.
• Set the format to JSON and paste the webhook URL.
• Save your settings to establish the connection.

Your Shopify store is now successfully connected to Pabbly Connect, allowing it to receive order details automatically.

4. Generating Personalized SMS with Google Gemini

Once you receive an order, the next step involves generating a personalized SMS using Google Gemini through Pabbly Connect. Add an action step and select Google Gemini as the application, then choose ‘Generate Content’ as the event.

Connect your Google Gemini account by providing your API key. You can find this key in your Google AI Studio account. After connecting, you will need to provide a prompt for the SMS content, including customer details and order information.

Map the data from the previous Shopify order step to ensure that the SMS contains relevant information. Once the SMS is generated, it will be ready to send via Twilio.

5. Sending SMS via Twilio

The final step in your automation is sending the generated SMS through Twilio using Pabbly Connect. Create another action step and select Twilio as the application, then choose ‘Send SMS Message’ as the event.

To connect your Twilio account, you will need your Account SID and Authorization Token. After entering these details, specify the SMS body, which should be the content generated by Google Gemini. Map the recipient’s phone number to ensure the message reaches the correct customer.

After completing these steps, click on ‘Save and Send Test Request’. You will receive a successful response indicating that the SMS has been sent. This confirms that your automation is working seamlessly with Pabbly Connect.

Conclusion

This tutorial has guided you through the steps to automate order messages using Pabbly Connect, integrating Shopify, Google Gemini, and Twilio. With this setup, you can enhance customer communication effectively and efficiently.