Author: Rudra Sisodiya

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin your integration process, access Pabbly Connect by visiting pabbly.com/connect in your browser. This platform is essential for connecting WhatsApp and Razer Pay seamlessly.

If you’re new to Pabbly, you’ll need to sign up for a free account. Existing users can simply sign in. Once logged in, navigate to the Pabbly Connect dashboard to start creating your workflow.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you will create a new workflow. Click on the option to create a workflow from scratch. This step is crucial as it sets the foundation for your automation.

• Select the AI workflow builder for a guided setup.
• Enter a prompt stating your need: ‘When a payment is received on Razer Pay, send a WhatsApp message via Pabi Chatflow.’
• Choose the Razer Pay trigger as ‘Payment Captured’ and the action as ‘Send Text Message’ in Pabi Chatflow.

After confirming your selections, proceed to approve and create the workflow. This initial setup is vital for enabling the automation to function properly.

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3. Setting Up the Trigger for Razer Pay

Now, you need to set up the trigger in Pabbly Connect. This involves copying the webhook URL provided by Pabbly Connect. This URL will link your Razer Pay account to the automation.

Log in to your Razer Pay account and navigate to the developers’ section. Here, select the webhooks option and add a new webhook using the copied URL. Ensure you select ‘Payment Captured’ as the active event.

After saving the webhook, the connection between Razer Pay and Pabbly Connect is established. To test it, you will need to simulate a payment on your Razer Pay payment page.

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4. Sending WhatsApp Messages via Pabbly Connect

Once the trigger is set, the next step is to configure the action that sends WhatsApp messages. In this step, you will use Pabbly Connect to connect with Pabi Chatflow.

• Access your Pabi Chatflow account to retrieve your API token.
• Paste the token into the Pabbly Connect setup.
• Map the customer’s phone number and personalize the message with order details.

After configuring these settings, click on ‘Save and Send Test Request’ to verify that the WhatsApp message is sent successfully. This step confirms that the automation is functioning as intended.

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5. Conclusion: Automate Your Payment Notifications

In this tutorial, we have successfully integrated WhatsApp and Razer Pay using Pabbly Connect. This automation allows you to send instant confirmation messages to customers upon receiving payments, enhancing communication and efficiency.

By following these steps, you can easily set up similar workflows to streamline your business processes. Automating notifications not only saves time but also improves customer satisfaction.

Utilizing Pabbly Connect for your automation needs can significantly enhance your operational capabilities. Start integrating today and experience the benefits!

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WhatsApp Integration

To start automating your WhatsApp messages, access Pabbly Connect through their website. Create an account if you don’t have one or log in to your existing account. Once you are logged in, you can begin setting up your integration.

After logging in, navigate to the dashboard where you can create a new workflow. This is where you will set up the connection between WhatsApp and your AI assistant.

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2. Setting Up Your AI Assistant with Pabbly Connect

In this section, you will configure your AI assistant using Pabbly Connect. Start by clicking on the “Create Workflow” button. Here, you will select WhatsApp as your trigger application.

• Choose “WhatsApp” as your trigger.
• Select the event that triggers the AI assistant.
• Set up the necessary permissions for WhatsApp.

Once you have configured these settings, you will need to connect your WhatsApp account to Pabbly Connect. This allows the AI assistant to respond to messages automatically.

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3. Creating a Knowledge Base for Your AI Assistant

Next, you will set up a knowledge base for your AI assistant using Pabbly Connect. This knowledge base will serve as the foundation for the responses your assistant will provide. Enter all the relevant information about your business.

• Include your business overview to help the AI understand your services.
• Add frequently asked questions and their answers.
• Upload your knowledge base in PDF or TXT format.

This knowledge base is crucial as it will guide your AI assistant in providing accurate responses to customer queries via WhatsApp through Pabbly Connect.

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4. Finalizing Your AI Assistant Settings in Pabbly Connect

After setting up your knowledge base, you need to finalize the settings for your AI assistant. Go to the AI assistant settings page in Pabbly Connect to configure various options such as response temperature and fallback messages.

Adjust the temperature setting to control the creativity of your AI responses. A setting of 0.5 is recommended for a friendly interaction. Additionally, set up any stop keywords that will halt the assistant’s responses when necessary.

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5. Activating Your AI Assistant for WhatsApp

Finally, you will activate your AI assistant for your WhatsApp contacts using Pabbly Connect. Go to the settings and enable auto-replies for your desired contact list.

Select the AI assistant you created and save your settings. This will allow your assistant to respond to incoming messages automatically, enhancing your customer service experience.

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Conclusion

By following this tutorial, you can successfully integrate WhatsApp with Pabbly Connect and automate your customer interactions. This powerful tool enables you to create an AI assistant that responds to queries instantly, improving your business efficiency.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process, first, access Pabbly Connect by visiting the official website. If you are new, click on the “Sign Up Free” option to create an account and receive 100 free tasks each month. Existing users can simply click “Sign In” to enter their accounts.

Once logged in, navigate to the Pabbly Connect dashboard by clicking the “Access Now” button. This is where you will create and manage all your automation workflows with Pabbly Connect. After this, click on the “Create Workflow” button to start your new integration.

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2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect. After clicking on “Create Workflow”, name your workflow something relevant, like “New Lead: Send WhatsApp Message Instantly”. Select your preferred folder for organization, and then click the “Create” button.

• Name your workflow according to its function.
• Select a folder for better organization.
• Click “Create” to finalize the workflow setup.

Your workflow is now created, and the next step is to set up your trigger application. This will initiate the automation process whenever a new lead is generated through Facebook Lead Ads.

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3. Setting Up the Trigger Application: Facebook Lead Ads

To set up the trigger, select Facebook Lead Ads as your trigger application in Pabbly Connect. Choose the event “New Lead” to ensure the workflow triggers when a new lead is submitted. Click on the “Connect” button to establish the connection.

You will be prompted to either add a new connection or select an existing one. For this tutorial, select “Add New Connection” and log in to your Facebook account. Once connected, choose the specific page and lead generation form you are using. After selecting the appropriate options, click on the “Save and Send Test Request” button.

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4. Testing the Integration and Receiving Lead Data

After setting up the trigger, it’s time to test the integration. Navigate to your Facebook for Meta Developers page and use the lead ads debug tool to submit a test lead. Ensure that the page and form match those selected in Pabbly Connect.

• Select your Facebook page and form to match the previous setup.
• Submit a test lead with sample data.
• Check Pabbly Connect for a new lead response.

Once the test lead is submitted, return to Pabbly Connect to confirm that the integration is working. You should see the new lead data populated in the dashboard, indicating a successful connection between Facebook Lead Ads and Pabbly Connect.

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5. Sending WhatsApp Messages via Pabbly Chartflow

Now that the trigger is set, the next step is to send a WhatsApp message to the new lead using Pabbly Chartflow. Select Pabbly Chartflow as your action application in Pabbly Connect and choose the event “Send Text Message”. Click on “Connect” to establish a new connection.

To connect, you’ll need an API token from your Pabbly Chartflow account. Navigate to the settings in Pabbly Chartflow, find the API tokens section, and copy your token. Paste this token into the designated field in Pabbly Connect and click “Save”.

Next, map the recipient’s mobile number from the lead data received earlier. Ensure that the phone number includes the country code but excludes the plus sign. Customize your message and include the lead’s name using dynamic mapping. Finally, click “Save and Send Test Request” to verify that the message is sent successfully.

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Conclusion

This integration allows you to automate responses to your Facebook leads through WhatsApp using Pabbly Connect. By following these steps, you can ensure that every new lead receives an instant, personalized message, significantly improving your chances of conversion. Try this automation to enhance your business communication.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WhatsApp Integration

To create a WhatsApp AI assistant, you first need to access Pabbly Connect. This platform acts as the central hub for integrating various applications, including WhatsApp and your AI assistant.

To get started, visit the Pabbly Connect website and log in to your account. If you’re a new user, you can sign up for free to explore the platform’s features. Once logged in, navigate to the dashboard where you can create a new workflow.

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2. Creating Your WhatsApp AI Assistant with Pabbly Connect

After accessing Pabbly Connect, you can begin setting up your WhatsApp AI assistant. Start by selecting the “Create Workflow” option. This will allow you to choose the applications you want to integrate.

• Choose WhatsApp as your trigger application.
• Select the trigger event, such as receiving a message.
• Connect your WhatsApp account to Pabbly Connect.

By following these steps, you will set up the initial connection between WhatsApp and Pabbly Connect. This allows your AI assistant to respond to incoming messages automatically.

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3. Configuring Your AI Assistant in Pabbly Connect

Now that you’ve set up the WhatsApp integration, it’s time to configure your AI assistant. Go to the AI assistant page in Pabbly Chatflow, where you can input various settings.

Here are the key configurations you need to make:

• Select the AI model, such as OpenAI’s GPT.
• Set the temperature for creativity in responses.
• Enter your OpenAI API key to enable the connection.

These settings will help your AI assistant generate appropriate responses based on the messages received through WhatsApp, leveraging the capabilities of Pabbly Connect to facilitate the integration.

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4. Building a Knowledge Base for Your AI Assistant

To enhance your AI assistant’s capabilities, you need to create a knowledge base. This document serves as the brain of your assistant, providing it with the necessary information to respond effectively.

Upload your knowledge base in either TXT or PDF format through Pabbly Connect. Ensure it contains essential details about your business, such as:

• Business overview and services offered.
• Common queries and FAQs.
• Documentation requirements for your industry.

By providing comprehensive information, your AI assistant can deliver accurate and timely responses to customer inquiries via WhatsApp, all thanks to the seamless integration powered by Pabbly Connect.

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5. Enabling Auto Replies for Your Contacts

Once your AI assistant is configured and the knowledge base is uploaded, the final step is to enable auto replies for your WhatsApp contacts. This ensures that your customers receive immediate responses to their queries.

In Pabbly Connect, navigate to the inbox settings, where you can enable auto replies. You can choose to activate this feature for all contacts or specific lists. Additionally, select the AI assistant you created earlier to handle these interactions.

By completing these steps, your WhatsApp AI assistant is now fully operational. It will respond to customer inquiries instantly, enhancing customer satisfaction and improving your business efficiency with the help of Pabbly Connect.

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Conclusion

By following this guide, you have successfully created a WhatsApp AI assistant using Pabbly Connect. This integration allows you to respond to customer inquiries instantly, improving your business’s efficiency and customer satisfaction.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate the creation of Salesforce CRM contacts using Google Forms, you first need to access Pabbly Connect. This platform allows you to create workflows that connect various applications seamlessly.

Visit the Pabbly Connect homepage by entering the URL ‘pabbly.com/connect’. If you are a new user, you can sign up for free, which includes 100 free tasks per month. Existing users can simply sign in to their accounts.

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2. Setting Up Google Form to Capture Leads

Next, set up your Google Form to collect leads. This form will be the trigger for your automation in Pabbly Connect. Ensure that fields such as first name, last name, email, and phone number are included.

• Create a Google Form with necessary fields.
• Go to the Responses tab and link to Google Sheets.
• Ensure the form is ready to capture data.

After setting up the form, you will need to connect it to Pabbly Connect to automate the data transfer to Salesforce CRM.

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3. Creating Workflow in Pabbly Connect

Now, navigate to the workflow page on Pabbly Connect. Here, you will create a new workflow that triggers when a new response is received from your Google Form.

Choose Google Forms as the trigger application and select the event ‘New Response Received’. You will then receive a webhook URL, which acts as a bridge between Google Forms and Pabbly Connect.

• Select Google Forms as the trigger application.
• Choose the event ‘New Response Received’.
• Copy the webhook URL provided.

Once you have copied the webhook URL, proceed to your Google Sheets linked to the form to set it up for data transfer.

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4. Linking Google Sheets to Pabbly Connect

In your Google Sheets, go to Extensions and then Add-ons to install the Pabbly Connect Webhook add-on. This will enable your sheet to communicate with Pabbly Connect.

After installation, select the Pabbly Connect Webhook option and enter the webhook URL you copied earlier. Set the trigger column to match the last column of your data.

• Install the Pabbly Connect Webhook add-on.
• Enter the webhook URL in the initial setup dialog.
• Submit the setup to establish the connection.

Once the setup is complete, test the connection by submitting a new entry in your Google Form, which should automatically populate in Pabbly Connect.

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5. Sending Data to Salesforce CRM

After confirming that data is being received in Pabbly Connect, the next step is to send this information to Salesforce CRM. Select Salesforce as the action application in your workflow.

Choose the action event ‘Create Contact’ and connect your Salesforce account. Use the mapping feature to dynamically insert the fields from your Google Form submissions into Salesforce.

• Select Salesforce as the action application.
• Choose ‘Create Contact’ as the action event.
• Map the fields from Google Forms to Salesforce.

Once everything is set up, save and test the workflow to ensure that new contacts are created in Salesforce automatically whenever a form is submitted.

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Conclusion

By following these steps, you can effectively automate the creation of Salesforce CRM contacts using Pabbly Connect and Google Forms. This integration saves time and enhances workflow efficiency, allowing you to focus on growing your business.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating welcome emails for new Facebook leads, you first need to access Pabbly Connect. Open a new tab and go to pabby.com/connect. If you are a new user, sign up for a free account to receive 100 free tasks to test the features.

Once logged in, you will be directed to the Pabbly Connect dashboard. This platform allows you to create workflows that integrate multiple applications seamlessly. Click on the ‘Create Workflow’ button to get started.

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2. Creating a Workflow in Pabbly Connect

After accessing your dashboard, the next step is to create a workflow. Select the option to create using AI, which will help automate the process. Your request should be to send a welcome email through Gmail whenever a new Facebook lead is generated.

• Select ‘New Facebook Lead’ as the trigger event.
• Choose ‘Gmail’ as the action event for sending emails.
• Map the necessary fields such as lead name and email address.

Once you have set up the request, approve and open the workflow. This will set the foundation for the integration between Facebook Lead Ads and Gmail using Pabbly Connect.

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3. Connecting Facebook Lead Ads to Pabbly Connect

To connect Facebook Lead Ads, click on the ‘Connect’ button in your workflow. Then, select ‘Add New Connection’ and choose ‘Connect with Facebook Lead Ads’. Make sure you are logged into your Facebook account for easy access.

Next, select the page associated with your business and the active lead generation form. This is crucial for ensuring that the leads generated are correctly captured by Pabbly Connect. Once selected, click on the ‘Save and Send Test Request’ button to check the connection.

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4. Setting Up Gmail Integration in Pabbly Connect

After confirming the connection with Facebook Lead Ads, the next step is to set up Gmail for sending welcome emails. Click on the ‘Connect’ button again, then select ‘Add New Connection’ and choose ‘Sign in with Google’.

Grant the necessary permissions for Pabbly Connect to access your Gmail account. You will need to specify the sender’s name and email address. For the recipient email address, map the lead’s email from the previous step.

• Input subject line: ‘Welcome to Digital Dynamics’
• Add HTML content for the email body.
• Select the content type as HTML.

Once everything is set up, click on the ‘Save and Send Test Request’ button. If successful, you will receive a welcome email in your Gmail account, confirming the integration is working perfectly.

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5. Conclusion: Automate Your Welcome Emails with Pabbly Connect

By following these steps, you can successfully automate the sending of welcome emails to new leads generated through Facebook using Pabbly Connect. This integration enhances your communication and helps convert leads into paying customers.

Utilizing Pabbly Connect not only saves time but also ensures that your leads receive timely responses. Start automating your workflows today and improve your business efficiency.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Google Forms and Discord Integration

To start integrating Google Forms with Discord, you first need to access Pabbly Connect. This platform allows you to create automated workflows without any coding skills. Begin by visiting the Pabbly Connect dashboard.

If you’re a new user, sign up for free to receive 100 free tasks. This will enable you to set up your integration at no cost. Once logged in, click on the “Create Workflow” button to initiate the process of connecting Google Forms and Discord.

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2. Creating the Workflow in Pabbly Connect

In this step, you will create a workflow that sends Google Form responses to Discord. Use the AI flow builder feature in Pabbly Connect for an easy setup. Enter a prompt indicating that you want to send Google form responses to Discord.

• Select Google Forms as the trigger application.
• Choose the event “New Response in Spreadsheet”.
• Copy the webhook URL provided by Pabbly Connect.

This webhook URL will be used to connect your Google Form responses to Discord. Once you have set up the trigger, approve and open the workflow to continue with the integration.

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3. Connecting Google Sheets with Pabbly Connect

Next, you need to link Google Sheets to Pabbly Connect to capture form responses. After creating your Google Form, navigate to the “Responses” section and click on the “Link to Sheets” option. This action creates a spreadsheet that is directly connected to your form.

To link this spreadsheet with Pabbly Connect, go to “Extensions” > “Add-ons” > “Get Add-ons”. Search for “Pabbly Connect Webhooks” and install it. After installation, refresh the spreadsheet and navigate back to “Extensions” > “Pabbly Connect Webhooks” and select “Initial Setup”.

• Paste the webhook URL from Pabbly Connect into the designated field.
• Set the trigger column to the last column where data will be added.

Submit the setup to successfully configure the connection between Google Sheets and Pabbly Connect.

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4. Setting Up Discord Integration with Pabbly Connect

After successfully connecting Google Sheets, the next step is to set up Discord to receive notifications. In your Discord channel, go to “Settings” > “Integrations” and create a new webhook. Name the webhook appropriately, such as “New Forms Submission”, and copy the webhook URL.

Return to Pabbly Connect and paste the Discord webhook URL into the action step of your workflow. Customize the message format you want to send to Discord, including fields like name, email, and address from the form submission.

• Map the response fields from Google Forms to the Discord message.
• Test the configuration by sending a test notification to your Discord channel.

Once the test is successful, you can finalize the setup, ensuring that every new form submission will trigger a notification in your Discord channel through Pabbly Connect.

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5. Testing the Integration Between Google Forms and Discord

After completing the setup, it’s time to test the integration. Open the Google Form and submit a new response. Once the form is submitted, check the connected Google Sheets to ensure the data appears correctly.

Then, check your Discord channel to see if the notification is received. You should see a message containing all the details from the form submission. This confirms that the integration using Pabbly Connect is functioning as intended.

If you encounter any issues, revisit the steps to ensure all configurations are correct. This setup allows for seamless notifications from Google Forms to Discord, enhancing your workflow efficiency.

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Conclusion

In this tutorial, we explored how to integrate Google Forms with Discord using Pabbly Connect. This integration ensures that every form submission is automatically sent to your Discord channel, streamlining communication and notifications.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect and Pabbly Chatflow

In this tutorial, we will explore how to use Pabbly Connect to integrate WhatsApp with Pabbly Chatflow. This integration helps automate lead follow-ups and enhances customer engagement.

With Pabbly Connect, you can seamlessly connect various applications. In this case, we will leverage the capabilities of Pabbly Chatflow to create an AI-powered WhatsApp assistant that captures leads and follows up with them effectively.

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2. Creating Your AI Assistant in Pabbly Chatflow

To start, log in to your Pabbly Chatflow account. Click on the ‘Add WhatsApp Number’ button on your dashboard. This step is crucial as it allows you to connect your WhatsApp account with Pabbly Connect.

• Select your preferred method for adding your WhatsApp number.
• Once added, navigate to the AI Assistant section.
• Click on ‘Add Assistant’ to begin creating your AI assistant.

Make sure to name your assistant meaningfully. This name will be displayed to users when they interact with your WhatsApp assistant.

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3. Configuring Your Assistant in Pabbly Connect

Once you have created your assistant, it’s time to configure it. In the assistant settings, select the instruction type as ‘AI Agent’. This is essential for making your assistant responsive to user queries.

• Set the AI temperature, which controls the creativity of responses.
• Choose OpenAI as the AI to use and select the model you prefer.
• Paste your OpenAI API key to enable the assistant’s functionality.

After configuring these settings, ensure you save your assistant. This is a crucial step to ensure that all your configurations are applied correctly in Pabbly Connect.

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4. Uploading Knowledge Base for Your Assistant

To enhance your assistant’s performance, upload a knowledge base that contains FAQs and other relevant information. This knowledge base will guide the AI in responding accurately to user queries.

Download your knowledge base from your Google Docs account in either PDF or text format. Then, return to Pabbly Connect and navigate to the knowledge source section.

• Click on ‘Add New File’ and upload your downloaded knowledge base.
• Select the uploaded file and press the ‘Insert’ button to integrate it with your assistant.

This knowledge base will ensure that your assistant provides accurate and helpful responses, improving user experience significantly.

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5. Testing Your AI Assistant Integration

After creating and configuring your assistant, it’s essential to test its functionality. Go back to your WhatsApp account and send the keyword ‘start’. This action should trigger your assistant.

Upon triggering, the assistant should respond with a welcome message, confirming that it is operational. If everything is set up correctly in Pabbly Connect, you will see your assistant engaging with users effectively.

• Monitor the responses to ensure they align with your expectations.
• Make adjustments to your configurations as necessary to improve performance.

Testing is a crucial step that ensures your WhatsApp assistant is ready to capture leads and nurture them effectively.

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Conclusion

In this tutorial, we explored how to integrate WhatsApp with Pabbly Connect and Pabbly Chatflow to create an AI-powered assistant. This setup enables effective lead management and automated follow-ups, enhancing customer engagement.

By following these steps, you can create a responsive WhatsApp assistant that helps capture and nurture leads, ensuring your business stays connected with potential customers.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating WhatsApp messages to your Instagram leads, you first need to access Pabbly Connect. Open a new tab and enter the URL pabbly.com/connect. This will direct you to the homepage of Pabbly Connect.

If you are a new user, click on the ‘Sign Up Free’ button to create your account. Existing users can simply log in by clicking the ‘Sign In’ button. Once logged in, you can explore the features of Pabbly Connect to set up your automation.

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2. Creating Your Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the workflow page. This is where you will create your automation. Click on the option to add a new workflow and select your trigger application.

• Select “Instagram Leads” as your trigger application.
• Choose “New Lead Instant” as the app event.
• Click the “Connect” button to establish a connection.

Once connected, select your Facebook page linked to Instagram and the form you want to receive leads from. This setup allows Pabbly Connect to capture lead data automatically.

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3. Testing the Integration with Pabbly Connect

To test the integration, fill out the Instagram lead form you set up. Once submitted, Pabbly Connect will fetch the lead data. Check the workflow page to see if the data has been received.

If successful, you will see a response containing all the lead details you just submitted. This confirms that Pabbly Connect is correctly capturing your Instagram leads.

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4. Sending WhatsApp Messages via Pabbly Connect

Next, set up the action in your workflow to send WhatsApp messages. Choose “WhatsApp Cloud API” as your action application. Select the app event as “Send Text Message” and click the “Connect” button.

• Enter your WhatsApp Business Account ID, Phone Number ID, and Access Token.
• Map the recipient’s mobile number from the Instagram leads response.
• Compose the message you want to send to the lead.

Once everything is set, click on “Save and Send Test Request”. If successful, the WhatsApp message will be sent to the lead, demonstrating how Pabbly Connect automates this process.

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5. Conclusion

By following these steps, you can effectively automate WhatsApp messages to your Instagram leads using Pabbly Connect. This integration not only saves time but also enhances customer engagement.

Start automating your business processes with Pabbly Connect today and experience the benefits of seamless integration.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the integration process, you must first access Pabbly Connect. Open a new tab and navigate to the Pabbly website.

If you are a new user, click on the ‘Sign Up Free’ option to create an account. Existing users can simply log in. Once logged in, you will see the Pabbly apps. Click on the ‘Access Now’ button under Pabbly Connect to reach the dashboard.

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2. Creating a Workflow in Pabbly Connect

After accessing the dashboard of Pabbly Connect, you can create a new workflow. Click on the ‘+ Create Workflow’ button. You will have options to create from scratch or using AI; select ‘Create from Scratch’.

• Enter a name for your workflow, such as ‘Every Order Auto Saved in Google Sheet’.
• Select the folder for your workflow, typically ‘Pabbly Connect’.
• Click on the ‘Create’ button to finalize the setup.

Your new workflow is now created, and you can proceed to set up the trigger application.

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3. Setting Up the Trigger Application: Shopify

The next step is to set up the trigger application using Pabbly Connect. Select Shopify as your trigger application, and choose the event as ‘New Order’. Click on the ‘Connect’ button.

Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used in your Shopify settings to connect the two platforms.

• Go to your Shopify account and click on ‘Settings’.
• Select ‘Notifications’ and click on ‘Webhooks’.
• Click on ‘Create Webhook’, select ‘Order Creation’, and paste the webhook URL.

After saving the webhook, your Shopify account is now linked with Pabbly Connect, ready to capture new orders automatically.

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4. Setting Up the Action Application: Google Sheets

Now, we will set the action application to Google Sheets in Pabbly Connect. Select Google Sheets and choose the event ‘Add New Row’. You will be prompted to connect your Google Sheets account.

Click on ‘Add New Connection’ and sign in with your Google account. Allow the necessary permissions for Pabbly Connect to access your Google Sheets.

• Select the spreadsheet you want to use, such as ‘Shopify Order Details’.
• Map the fields from the Shopify order to the corresponding columns in Google Sheets.
• Click on ‘Save and Send Test Request’ to ensure everything is working correctly.

Once the test is successful, your Google Sheets will automatically update with new order details from Shopify, showcasing the efficiency of Pabbly Connect.

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5. Finalizing the Automation Workflow

After mapping all necessary fields, click on the ‘Save’ button in Pabbly Connect to finalize your automation. This will ensure that every new order placed in Shopify is recorded in your Google Sheets without manual input.

Now, you can test the entire workflow by placing a new order in your Shopify store. Check your Google Sheets to confirm that the order details have been added automatically.

This automation not only saves time but also enhances your business operations by providing accurate tracking of orders. If you encounter any issues, feel free to reach out for support.

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Conclusion

In this tutorial, we explored how to integrate Shopify with Google Sheets using Pabbly Connect. This integration automates order tracking, saving time and enhancing efficiency. By following these steps, you can streamline your business processes effectively.