Automate Order Confirmation & Customer Notification

Learn how to automate order confirmations and customer notifications using Pabbly Connect with Gmail and Shopify in this detailed tutorial. 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. Accessing Pabbly Connect for Automation

To start automating order confirmations and customer notifications, first access Pabbly Connect by visiting Pabbly.com/connect. This platform allows you to integrate various applications seamlessly without any coding.

On the Pabbly Connect homepage, you will see options to either sign in or sign up for a free account. If you are new, click on the ‘Sign Up Free’ button to create an account and get free tasks every month. Existing users should click ‘Sign In’ to access their dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged in, navigate to Pabbly Connect and click on the ‘Access Now’ button. This will take you to your dashboard where you can create a new workflow. Click on the ‘+ Create Workflow’ button to begin.

• Select the new beta version for the workflow builder.
• Name your workflow ‘Automate Order Confirmation and Customer Notification’.
• Choose the folder as ‘Pabbly Connect’.

After setting these parameters, click on the ‘Create’ button. Your workflow is now successfully created and ready for the next steps.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger for your workflow. In this case, select Pabbly Connect as the trigger application and choose ‘Shopify’ as the app event.

For the event, select ‘New Order’. Click on the ‘Connect’ button, and you will receive a webhook URL. Copy this URL as it will be needed to connect your Shopify account.

• Go to your Shopify account settings.
• Click on ‘Notifications’ and then ‘Webhooks’.
• Create a new webhook for ‘Order Creation’ using the copied URL.

After saving the webhook, make a test purchase in your Shopify store to trigger the webhook response. This will confirm that your Shopify account is successfully connected to Pabbly Connect.

4. Setting Up the Action in Pabbly Connect

Now, it’s time to set up the action that will occur after the trigger. In this case, select Pabbly Connect and choose ‘Gmail’ as the action application. For the action event, select ‘Send Email’.

Next, click on the ‘Connect’ button. You can either add a new connection or select an existing one. For new connections, sign in with your Google account and grant the necessary permissions.

Enter the sender name as ‘G4U Store’. Map the recipient email address from the Shopify response. Set the email subject and content dynamically using mapping.

Once everything is set, click on the ‘Save and Send Test Request’ button to send a test email. This will ensure that your automation is functioning correctly.

5. Finalizing and Testing Your Workflow

After successfully sending a test email, it’s important to finalize your workflow in Pabbly Connect. Ensure to enable the toggle for your workflow to keep it active.

To test the automation, make another test purchase in your Shopify store. Check your Gmail account to see if the confirmation email is received with the correct details.

Confirm that the email contains the user’s name, item purchased, and payment status. Verify that the workflow is functioning as expected with each new order.

This confirms that your automation is working perfectly, allowing you to send personalized emails automatically to your customers after each order.

Conclusion

In this tutorial, we explored how to automate order confirmations and customer notifications using Pabbly Connect, integrating Shopify with Gmail. This automation streamlines your order process and enhances customer communication effectively.

By following the steps outlined, you can easily set up this workflow and improve your business operations with automation.