Add Shopify Orders to Monday.com Automatically

Learn how to integrate Shopify and Monday.com automatically using Pabbly Connect. This tutorial walks you through each step of the process. 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 Shopify and Monday.com Integration

To start integrating Shopify orders with Monday.com, you first need to access Pabbly Connect. If you are a new user, visit pabbl.com/connect to sign up for a free account. Existing users can log in directly to the workflow builder.

Once logged in, navigate to the workflow builder where you can create a new automation. This is where you will set the trigger and action for your integration. The trigger will be an event in Shopify, while the action will be to create an item in Monday.com.

2. Creating the Trigger for New Orders in Shopify

In this section, you will set up the trigger to capture new orders from Shopify. Click on the ‘Add Trigger’ button in Pabbly Connect and search for ‘Shopify V2’. Select the event as ‘New Order’ and then connect your Shopify account.

• Select Shopify V2 as the trigger application.
• Choose ‘New Order’ as the event.
• Connect your Shopify account to Pabbly Connect.

Once connected, Pabbly Connect will provide you with a webhook URL. Copy this URL and paste it into your Shopify store settings under ‘Notifications’ to create a webhook for order creation. This step is crucial for receiving data from Shopify.

3. Capturing the Webhook Response from Shopify

After setting up the webhook, it’s time to test the integration by creating a new order in Shopify. Make a test purchase, ensuring all details are filled out correctly. This action will trigger the webhook and send the order details back to Pabbly Connect.

Once you complete the purchase, return to Pabbly Connect to check if the webhook response has been captured. You should see all relevant order information, including the order ID, customer details, and product information. This confirmation indicates that the connection is successfully established.

4. Setting Up the Action in Monday.com

Now that you have captured the order details, the next step is to set up the action in Monday.com. Click on ‘Add New Action’ in Pabbly Connect and search for ‘Monday.com’. Select the event as ‘Create Item’.

• Choose Monday.com as the action application.
• Select ‘Create Item’ as the action event.
• Connect your Monday.com account with Pabbly Connect.

To connect, you will need your API token from Monday.com. Access this by navigating to your profile settings, then to ‘Developers’ and copy the API token. Paste it back into Pabbly Connect to finalize the connection.

5. Mapping Order Details to Monday.com

With the action set up, it’s time to map the order details from Shopify to Monday.com. In the workflow, you will see fields that need to be populated. Use the mapping feature in Pabbly Connect to dynamically insert the captured data from the Shopify order.

Map the following fields: item name, customer address, product name, and total amount. Ensure that you select the correct corresponding fields from the Shopify response. This mapping allows for automatic updates whenever a new order is placed.

Once mapping is complete, click on ‘Save and Send Test Request’ to verify that the order is successfully created in Monday.com. If successful, you will see the new order item appear in your Monday.com dashboard, confirming the integration works seamlessly.

Conclusion

Integrating Shopify with Monday.com using Pabbly Connect allows for a streamlined order management process. By following the steps outlined above, you can automate the addition of new orders to your Monday.com dashboard, enhancing your business’s efficiency. Start using Pabbly Connect today to simplify your workflow and manage orders effortlessly.