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How to Create Abyssale Banner from New WooCommerce Coupons

Create Abyssale Banner from New WooCommerce Coupons

Do you ever search for a way to integrate WooCommerce and Abyssale? Do you get the answer for your search? If no, then here we will introduce you to the most amazing and affordable tool named Pabbly Connect.

Create Abyssale Banner from New WooCommerce Coupons

Pabbly Connect allows you to integrate WooCommerce and Abyssale, such that whenever new coupons is created in WooCommerce, it will automatically create a banner in Abyssale in real-time.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

Before we bounce straight into the integration process, let us get a smidgen of information about both services. WooCommerce is an open-source e-commerce plugin for WordPress, which helps you to sell products and services from your WordPress site. Whereas, Abyssale is a banner advertising generation platform, that helps you gain creative control on your marketing strategy.

As we all know that there is no integration available between WooCommerce and Abyssale. So, we are going to use Pabbly Connect for this integration.

And the most magnificent feature of this software is that you don’t require any expertise in coding and even a beginner can use it very adequately. Moreover, we have also attached a video tutorial for this integration, have a look at it-

Besides, if you want to start immediately, then we have attached a template for the same. Just click on the ‘Use Workflow’ button below to get started quickly, and in case you are looking for more apps/integrations simply visit the Marketplace.

Create Abyssale Banner from New WooCommerce Coupons Workflow

Hence, without further delay, let’s follow the step by step procedure to integrate WooCommerce and Abyssale.

How to Create Abyssale Banner from New WooCommerce Coupons (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create Workflow

4. Setting Trigger

5. Connecting to WooCommerce

6. Make a Test Coupon

7. Test the Response

8. Setting Action

9. Connecting to Abyssale

10. Check Response

Step 1: Sign up to Pabbly Connect

Sign Up

We will begin the process to create Abyssale banner from new WooCommerce coupons by clicking on the ‘Sign Up Free‘ icon on the Pabbly Connect home page. Next, either fill-up all the details manually or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, click on the ‘Access Now’ button of the Connect section in the dashboard.

Step 3: Workflow for WooCommerce with Abyssale Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

WooCommerce to Abyssale

Right away, you need to name the workflow just like in the above-shown image. I named the workflow ‘WooCommerce to Abyssale’, you can certainly name the workflow as per your requirements.

Step 4: Setting Trigger for WooCommerce with Abyssale Integration

Once, you are done with naming your workflow, you will have to select the application you want to integrate. Pabbly Connect allows you to integrate lots of unlimited premium applications, so sign in now for free.

(a) Select Application you Want to Integrate

Select WooCommerce

Now, you have to select the application that you want to integrate. In this case, we are choosing ‘WooCommerce’ for integration. In the method section, select ‘New Coupon Created’.

(b) Copy the Webhook URL

Copy Webhook URL

After selecting the application, you will have to copy the webhook URL just like in the above-shown image, for further integration process.

Step 5: Connecting WooCommerce to Pabbly Connect

Now, in order to create Abyssale banner from new WooCommerce coupons, you need to paste the webhook URL in WooCommerce. Subsequently, proceed with the integration process by login into your WordPress account.

(a) Go to WooCommerce Settings

Go to WooCommerce Settings

After successfully logging into your WordPress account, solely go to the ‘WooCommerce’ section then there press the ‘Settings’ option.

(b) Click on Advanced Option

Click on Advanced Option

Furthermore, when you hit ‘Settings’, it will open a tab with multiple options. Simply select the ‘Advanced’ option.

(c) Click on Webhooks Option

Click on Webhooks Option

Afterward, when you hit the ‘Webhooks’ button, a new tab with many options will open up. To paste the Webhook URL, just click on the ‘Add Webhook’ option.

(d) Add Webhook

Add Webhook

Subsequently, you will have to enter the Webhook Data in the mentioned fields like webhook name, topic, and make sure to change the status to ‘Active’. Paste the above copied Webhook URL in ‘Delivery URL’ section. Once you are done making all changes, press the ‘Save Webhook’ button.

(e) Capture Webhook Response

Capture Webhook Response

As soon as you are done with all the settings to connect WooCommerce to Pabbly Connect. Head back to the Pabbly Connect window and click on the ‘Capture Webhook Response’ button.

Step 6: Make a Test Coupon

To check if the integration is capturing data or not, we will make a test coupon in WordPress.

(a) Click on Marketing

Click on Marketing

From the left panel in WordPress, click on the ‘Marketing’ option and then click on the ‘Coupons’ sub-section.

(b) Add Coupon

Add a Coupon

Afterward, the coupon page will open up, here click on the ‘Add Coupon’ button to make a new coupon.

(c) Add Coupon Details

Add Coupon Details

Subsequently, generate a coupon code by clicking on the ‘Generate Coupon Code’ and rest fill all the required details to make a test coupon such as description, discount type, etc. At last, click on the ‘Publish’ button to save it.

Step 7: Test the Submission in Pabbly Connect Dashboard

Test the Submission

As soon as you click on the ‘Publish’ button in WordPress. Go to the Pabbly Connect window and you will see that the response has already been captured. Simply click on the ‘Save’ button.

Step 8: Setting Action for WooCommerce to Abyssale Integration

To create a banner in Abyssale, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Abyssale

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose ‘Abyssale’ to integrate and in the method section select ‘Generate Banner from Another Banner’.

(b) Click the Connect Button

Connect with Abyssale

After choosing the application click on the ‘Connect With Abyssale’ button for the next step.

Step 9: Connecting Abyssale to Pabbly Connect

To connect Abyssale with Pabbly Connect, you need to paste the API key from your Abyssale account to the Pabbly Connect dashboard. For that, you have to log in to your Abyssale account.

(a) Login to Abyssale

Login to Abyssale

To get the API key, first you have to login to your Abyssale account by filling up your credentials.

(b) Go to Profile settings

Go to Profile Settings

From the Abyssale dashboard, click on the profile section, and you will get few options from the drop-down. Select ‘Profile Settings’.

(c) Copy the API Key

Copy the API Key

In the Profile Settings page, click on the API section and then you will get an option of ‘Request an API Key’ click on it and copy the API Key.

(d) Paste the API Key

Paste the API Key

Now, switch again to the Pabbly Connect window and paste the copied API Key in the ‘API Key’ section. Then, click on the ‘Save’ button.

(e) Map the Fields

Map the Fields

Once you are connected with your Abyssale account, now you have to map all the field data like banner ID, format of a banner, banner primary and secondary text, etc.

(f) Save and Send Test Request

Save and Send Test Request

Subsequently, click on the ‘Save and Send Test Request’ button to get the API response.

(g) Check and Save Response

Check and Save Test Response

After hitting the ‘Save and Send Test Request’ button you will get the API response. Ultimately, click on the ‘Save’ button to save the entire workflow.

Step 10: Check Response in Abyssale Dashboard

Check Response in Abyssale

Here, you can see that our integration was successful and the new coupon from WooCommerce has been created to the Abyssale automatically as a banner. Now similarly, whenever there will be any new coupon generated in your WooCommerce, that coupon details with the coupon code will be auto-populated to your Abyssale account as a new banner.

Conclusion –

That’s it! Now you know the answer to your question ‘How to Create Abyssale Banner from New WooCommerce Coupons in real-time?’ Just follow all the step by step procedure mentioned above & your WooCommerce to Abyssale integration is set.

So, what are you waiting for? Go ahead and catch your deal by signing up for a free account.

If you have any queries regarding our services or integrations, do comment down below.

You May Also Like To Read –

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How to Send Email via Gmail from New WooCommerce Purchase

How to Send Email via Gmail from New WooCommerce Purchase

Looking for a way to send email via Gmail from new WooCommerce purchase? If yes, then let us introduce you to the most amazing tool named Pabbly Connect.

How to Send Email via Gmail from New WooCommerce Purchase

To be precise! Pabbly Connect is an integration & automation software that enables you to connect multiple apps to transfer data from one application to another automatically in real-time.

And the most marvelous thing about this software is that you don’t have to use any coding skills & even beginners can use it efficiently. Furthermore, this will be just a one-time set-up and after that, the Pabbly Connect will take care of the rest.

Before we jump to the integration process, let’s learn a little about the services. WooCommerce is an open-source e-commerce plugin for WordPress that allows its users to build an online store. On the other hand, Gmail is a free email service that allows users to create & send emails, and keeps their messages safe.

Moreover, once you set-up this workflow all the customers will get an email via Gmail whenever a purchase occurs in WooCommerce.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

Pabbly Connect allows you to integrate unlimited premium applications without any coding skills. Just integrate it once & relax, it will handle all the workload later. Besides, you can access all the features even in its free plan. Just go to the App Directory and look for the apps you use to get started.

Apart from that, we also have a template for this integration that can assist you further. Simply tap on the Use Workflow button below to get started.

How to Send Email via Gmail from New WooCommerce Purchase

So, let’s start the blog to integrate Gmail with WooCommerce using Pabbly Connect.

How to Send Email via Gmail from New WooCommerce Purchase (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create WorkFlow

4. Setting Trigger

5. Connecting to WooCommerce

6. Test the Response

7. Setting Action

8. Connecting to Gmail

9. Check Response

Step 1: Sign up to Pabbly Connect

Sign Up

Start the process to send email via Gmail to customers from new WooCommerce purchase by pressing the “Sign Up Free” button on the Pabbly Connect home page. Following that, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Now, after logging into the account, hit the “Access Now” button of the Connect section in the dashboard.

Step 3: Workflow for WooCommerce with Gmail Integration

(a) Start with a New Workflow

Create New Workflow

Start the process of building a workflow for integration by pressing the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Moreover, add the name of workflow i.e, “WooCommerce to Gmail”. Although, you can always change the name of the workflow as per your needs.

Step 4: Setting Trigger for WooCommerce to Gmail Integration

Following that, after building a workflow, choose the integration app to create a workflow to send email via Gmail to customers from new WooCommerce purchase. Using Pabbly Connect you can avail yourself unlimited actions and triggers, tap here to sign up for unlimited workflows for free.

(a) Select Application you Want to Integrate

Select WooCommerce

The initial step is to choose “WooCommerce” from the dropdown, then choose the “New Order Created” option to send email via Gmail to customers whenever a purchase takes place in WooCommerce.

(b) Copy the Webhook URL

Copy the Webhook URL

The subsequent step is to copy the webhook URL which is appearing on the dashboard.

Step 5: Connecting WooCommerce to Pabbly Connect

Now, in order to send email via Gmail to customers, you need to paste the webhook URL in WooCommerce. Proceed with the integration process by login to your WooCommerce account.

(a) Go to WooCommerce Settings

Go to WooCommerce Settings

Once you have signed in to your WordPress account successfully, just go to the “WooCommerce” section and click on the “Settings” option.

(b) Click on Advanced Option

Click on Advanced Option

Later on, when you go to Settings, a tab with various options will open up, where you need to choose the “Advanced” option.

(c) Click on Webhooks Option

Click on Webhooks Option

Eventually, when you hit the “Webhooks” button, a new tab with a certain option will open up. Next, in order to paste the Webhook URL, simply press the ‘Add Webhook’ option.

(d) Add Webhook

Add Webhook

Subsequently, name the Webhook as per your requirement and change the status to “Active”. Moreover, in the topic section, select “Order Created” and paste the URL copied from Pabbly Connect in the delivery URL feild. Once you are done making all changes, solely press the “Save Webhook” button.

(e) Make a Test Purchase

Make a Test Purchase

Promptly, open the product checkout in a new tab & make a test purchase. Enter all the details and then hit the “Place Order” button. Before that, make sure to hit the “Capture Webhook Response” button in the Pabbly Connect dashboard.

Step 6: Test the Response in Pabbly Connect Dashboard

Test the Response in Pabbly Connect Dashboard

Forthwith, as you can see the response is captured by Pabbly Connect. Simply click on the “Save” option.

Step 7: Setting Action for WooCommerce to Gmail Integration

Forthwith, the following step is to set an action for your trigger. Hence for that, you have to select the application you want to integrate.

(a) Select Application you Want to Integrate

Select Gmail

Now, press the + button below & choose the application that you want to integrate. Here we will choose “Gmail” to integrate and in the method section select “Send an Email”.

(b) Click the Connect Button

Click Connect Gmail

Once you are done choosing the application, just hit the “Connect with Gmail” button to move forward.

Step 8: Connecting Gmail to Pabbly Connect

Next, in order to connect Gmail to Pabbly Connect, you have to authorize the application. Hence for that, you have to log in to your Google account.

(a) Authorize Application

Authorize Application

Afterward, in order to authorize your Gmail account, you need to again click on the “Connect with Gmail” button and then select your Google account through which you want to login.

(b) Map the Fields

Map the Fields

Once you are done connecting with your Google account, map all the fields quickly like name, email, etc by clicking on the map button given at the side of every field.

(c) Send Test Request

Send Test Request

After adding up all field data click on the “Save & Send Test Request” button.

Step 9: Check Response in Gmail Dashboard

Check Response in Gmail Dashboard

Here, you can see that integration was successful and the email that has been successfully sent to the WooCommerce customer via Gmail.

Conclusion –

To sum up, this was all about ‘How to Send Email via Gmail from New WooCommerce Purchase automatically’. Just follow the step by step procedure mentioned above & your WooCommerce to Gmail integration will be set.

In the meantime, you can grab, Pabbly Connect for FREE with all its premium features. Furthermore, you can also comment below if you have queries and suggestions.

You May Also Like to Read:

Posted on

How to Create Freshsales Lead from New Facebook Leads Ads

Create Freshsales Lead from New Facebooks Leads Ads

Have you ever thought about if there is a way to create Freshsales lead from new Facebook Leads Ads? If yes, then worry no more as today we have brought you the best solution for all your automation related problems called Pabbly Connect.

Create Freshsales Lead from New Facebooks Leads Ads

Pabbly Connect is an incredible integration and automation service, which allows you to integrate two or more applications to automate all the projects. You just have to do the integration once and then everything will be automatically managed by Pabbly Connect.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

But before moving forward, let’s have a glance on both the software. We all know that Facebook is one of the largest and most popular social media platforms that allow people all over the world to connect and share their thoughts. On the other hand, Freshsales is a cloud-based customer relationship management (CRM) tool that helps businesses to manage interactions with their customers.

Since Facebook and Freshsales have no direct integration between them. But, with the help of Pabbly Connect, you can easily integrate or transfer data from Facebook to Freshsales. And also, with the help of this automation, whenever we get a new lead on Facebook lead ads, it will automatically get auto-populated in Freshsales.

If you want, you can also refer to the below video to easily understand the usage of Pabbly Connect.

You can check for the free template of this integration just by clicking on the ‘Use Workflow’ button below. You can also get the benefits of plenty of apps/integrations just by visiting our Marketplace.

Create Freshsales Lead from New Facebooks Leads Ads Workflow

Now, tighten your belt as we are going to discover the procedure to integrate Facebook and Freshsales.

How to Create Freshsales Lead from New Facebooks Leads Ads
(step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create Workflow

4. Setting Trigger

5. Connecting to Facebook

6. Create a New Lead

7. Setting Data Transformer

8. Setting Actions

9. Connecting to Freshsales

10. Check Response

Step 1: Sign up to Pabbly Connect

Sign Up

Launch the process to create Freshsales lead from new Facebook leads ads by pressing the ‘Sign Up Free’ button on the Pabbly Connect dashboard. On the registration page, either signup using an existing Gmail account or manually fill out the form.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Once you have completed the signup process, click on the Connect section in the dashboard to access Pabbly Connect.

Step 3: Workflow for Facebook and Freshsales Integrations

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Facebook Lead Ads to Freshsales

Now, you need to name the workflow just like in the above-shown image. I named the workflow ‘Facebook Lead Ads to Freshsales’, you can obviously name the workflow as per your requirements. At last hit the ‘Create’ button.

Step 4: Setting Trigger for Facebook and Freshsales Integration

As soon as you are done with naming a workflow, you will have to select the application you want to integrate. Using Pabbly Connect, you can easily integrate multiple applications, create your free account now.

(a) Select Application you want to Integrate

Integrate Facebook for Trigger

For this integration, we will choose ‘Facebook Lead Ads’ as the trigger application and ‘New Lead’ as a method.

(b) Connect with Facebook Lead Ads

Connect with Facebook Lead Ads

After choosing the application, click on the ‘Connect with Facebook Lead Ads’ button for the next step.

Step 5: Connecting Facebook to Pabbly Connect

To connect Facebook with Pabbly Connect, log in to your Facebook account and authenticate it.

(a) Authorize Application

Authorize Facebook

Next, a window will pop up, here click on the ‘Connect With Facebook Lead Ads’ button and authorize your Facebook account. Then, click on the ‘Save’ button.

(b) Map the fields

Map the Fields

After the authorization is complete, you will see that Pabbly Connect automatically fetches all the pages and forms available on that account, select according to your requirements.

Step 6: Create a New Lead

To check whether the integration process is working or not, we have to create a new lead from Facebook.

(a) Open Facebook Page

Open Facebook Page

Open up the same Facebook page which you have selected before, i.e. ‘Neepan Tech’’.

(b) Go to Publishing Tool

Go to Publishing Tool

After that, go to the Publishing Tool from the left sidebar and click on it.

(c) Select Form Library

Select Form Library

From the left sidebar, under the ‘Lead Ads Forms’ section, click on the ‘Form Library’ option. And then you will see all the lead forms, click on ‘Preview’ of your form, i.e. ‘FB Leads Form’.

(d) Add Details

Add Details

A window will open up, enter the email ID and full name of the new lead, then click on the ‘Save’ button. At last click on ‘Submit’.

(e) Save and Sent Test Request

Save and Send Test Request

Once you are done with the creation of a new lead, head back to the Pabbly Connect window and click on the ‘Save and Sent Request’ button to get the API response. But make sure to switch off the ‘Simple Response’ section (to get the data in the correct format).

(f) Check & Save Response

Check and Save Response Facebook

Hence, you will see the API response, click on the ‘Save’ button.

Step 7: Setting Data Transformer

The fields and values that we got from the API response are not appropriate as per our requirements, so we have to add the ‘Data Transformer’ as an action step.

(a) Select Application

Select Data Transformer

Click on the plus (+) button. From the choose app drop-down select ‘Data Transformer’ and select method as ‘Facebook Lead Ads’.

(b) Connect with Data Transformer

Connect with Data Transformer

After selecting the application, click on the ‘Connect With Data Transformer’ button.

(c) Map the Field Data

Map the Fields

Now, it’s time to map the field data. Simply click on the map button and select the ‘field_data’ which you received through the Facebook Lead Ads trigger.

(d) Save and Sent Test Request

Save and Send Test Request

Next, click on the ‘Save and Sent Test Request’ button to get the API response.

(e) Check & Save Response

Check and Save Response

Further, as you can see the response is in a correct format. Further, simply click on the ‘Save’ button.

Step 8: Setting Action for Facebook to Freshsales

Promptly, we have collected all the information in the correct format. Therefore, it’s time to create a Freshsales lead from the Facebook response by setting up an action.

(a) Select Application you want to Integrate

Select Freshsales

Click on the plus icon to select ‘Freshsales’ from choose app and add an action event as ‘Create Lead’.

(b) Connect with Freshsales

Connect With Freshsales

Further, click on the ‘Connect With Freshsales’ button. A window will open up.

Step 9: Connect Freshsales with Pabbly Connect

To connect Freshsales to Pabbly Connect, you have to enter the API Key. For which you are required to log in to your Freshsales account.

(a) Log in to Freshsales

Login to Freshsales

Firstly, log in to your Freshsales account by filling up your credentials.

(b) Go to Settings

Go to Settings

From the Freshsales dashboard, click on your account icon and then click on the ‘Settings’ option.

(c) Copy the API Key

Copy the API Key

In the Personal Settings page, click on the ‘API Settings’ menu and you will see the ‘API Key’, copy it.

(d) Paste the API Key

Paste the API Key

Paste the above copied API Key into the Pabbly Connect window but make sure to add the ‘Token token=’ prefix before the API Key. Also, enter the sub-domain which you can get from Freshsales URL. And at last click on the ‘Save’ button.

(e) Map the Fields

Map the Fields

Map the fields in the Freshsales action window such as name, email, subscription status, etc.

(f) Save and Sent Test Request

Save and Send Test Request

After you map all the required fields, click on the ‘Save and Sent Test Request’ button.

(g) Check & Save Response

Check and Save Response

Besides, you can check the response of your API in the action window. Ultimately, press the ‘Save’ button to save the action API’s response.

Step 10:  Check Response in Freshsales Dashboard

Check Response in Freshsales

Promptly, go to your Freshsales lead page and you will see that a new lead is created, which means that our integration is successfully set up. Now, whenever we get a new lead on Facebook lead ads, it will automatically get auto-populated in Freshsales.

Conclusion:

Well, this is all about ‘How to create Freshsales lead from new Facebook lead ads’. Consequently, after completing the step by step procedure, you will end up automating the Freshsales lead creation through new Facebook lead ads. Most importantly, the procedure is very easy to implement and you don’t need any coding knowledge to follow the steps.

All right, what’s stopping you now! By signing up for a free account, go and catch a deal.

For your queries or suggestions, do comment below.

You May Also Like To Read –

Posted on

How to Create Freshbooks Invoices from New Shopify Order

How to Create Freshbooks Inv

Imagine if you can automate the manual task of creating Freshbooks invoices from new Shopify order in real-time and that too without any coding.

How to Create Freshbooks Inv

Wouldn’t that be too helpful and time-saving for you? Well, of course, it will be. You only need a connecting service that can enable you to transfer information from one application to another. In this blog, I’ll be using Pabbly Connect to do so, as it is the easiest way to automate your tasks within just a few clicks.

As we all know, Shopify is an e-commerce platform that offers you to create a website and use their shopping cart solution to sell, ship, and manage your products. On the other hand, Freshbooks is a cloud-based small business accounting software which offers you to send invoices, track time, manage receipts, expenses, and accept credit cards.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

By implementing this workflow you’ll accomplish the automatic creation of invoices in Freshbooks whenever someone makes a purchase in Shopify. We have also attached a video tutorial for this integration, have a look at it-

Besides, if you want to save some time in making this automation from scratch, we have attached a template for the same. Just click on the below image to get started quickly and in case you are looking for more apps/integrations, simply visit the Marketplace.

How

Hence, without further delay, let’s follow the step by step procedure to integrate Shopify and Freshbooks.

How to Create Freshbooks Invoices from New Shopify Order (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create Workflow

4. Setting Trigger

5. Connecting to Shopify

6. Create a Test Purchase

7. Test the Response

8. Setting Actions

9. Connecting to Freshbooks

10. Check Response

Step 1: Sign up to Pabbly Connect

Sign Up

We will begin the process to create Freshbooks invoices from new Shopify order by clicking on the “Sign Up Free” icon on the Pabbly Connect home page. Next, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, click on the “Access Now” button of the Connect section in the dashboard.

Step 3: Workflow for Shopify with Freshbooks Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow “Shopify Integrations”, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Shopify with Freshbooks Integration

As soon as you are done with naming your workflow, you will have to select the application you want to integrate. Pabbly Connect allows you to integrate unlimited premium applications, create your free account now.

(a) Select Application you Want to Integrate

Select Shopify

Now, you have to select the application that you want to integrate. In this case, we are choosing “Shopify” for integration. In the method section, select “New Order”.

(b) Copy the Webhook URL

How

After selecting the application, now you have to copy the webhook URL just like in the above-shown image to take further the integration process.

Step 5: Connecting Shopify to Pabbly Connect

To connect Shopify with Pabbly Connect, you have to paste the copied webhook URL in the software. For that, you have to log in to your Shopify account.

(a) Click on Shopify Settings

Click-on-Settings Shopify

After logging into your Shopify account, click on the “Settings” option given at the bottom of the screen.

(b) Click on Notifications

Click on Notifications Shopify

Next, you need to click on the “Notifications” option given among several other options.

(c) Click on Create Webhook

How

Now, just scroll down and then click on the “Create Webhook” button to paste the copied webhook URL.

(d) Paste the Webhook URL

Paste-the-Webhook

A dialogue box will appear on your screen, here select “Order Creation” in the event section and then paste the copied webhook URL. After making all the changes click on the “Save Webhook” button.

Step 6: Make a Test Purchase

To check this integration, we will capture the data from Shopify, and for that, we will make a test purchase on Shopify.

(a) Click on Online Store

Click on Online Store Shopify

To make a purchase, click on the “Online Store” button in your Shopify dashboard.

(b) Click on Catalog

Click on Catalogue Shopify

After landing on the online store page, click on the given “Catalog” option.

(c) Click on Buy Now

Click on Buy Now

Next, select any product that you are interested in and then click on the “Buy It Now” button.

(d) Add Customer Details

Add Customer Details Shopify

In this step, add all the customer details like email, address, etc.

(e) Click on Continue Shipping

Click on Continue Shipping Shopify

After filling in all the customer details, click on the given “Continue to Shipping” button.

(f) Add Card Details

Add Card Details

Now, add your credit card details and then hit the “Pay Now” button. Before clicking the button, click on the “Capture Webhook Response” button in Pabbly Connect to capture the data.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the Webhook Response

Once you click on the “Pay Now” in Shopify, the order info will appear on the Pabbly Connect dashboard. Then, click on the “Save” option.

Step 8: Setting Action for Shopify with Freshbooks Integration

To make this Shopify-Freshbooks integration work, you have to choose multiple actions for your trigger-

  1. Date/Time Formatter- To convert the date and time of the purchase according to our needs.
  2. Number Formatter- To convert the tax amount into proper decimal system.
  3. Text Formatter- To split the accept-language text according to our needs.
  4. Freshbooks with Search Client action- To search the buyer in your Freshbooks account.
  5. Router- To confirm whether the buyer exists in your Freshbooks account or not.
  6. Freshbooks with Create Invoice action- To create invoices for the buyers.

(a) Select Application you Want to Integrate

Select Date Formatter

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose “Date/Time Formatter” to integrate to convert the date and time of the purchase according to our needs and in the method section select “Format Date with Time Zone”.

(b) Click the Connect Button

Connect with Date Formatter

After choosing the application click on the “Connect with Date/Time Formatter” button to move forward.

(c) Send Test Request

Send Test Request Date Formatter

Now, map the fields like from timezone, to timezone, etc to convert the date and time according to you, and then hit the “Save & Send Test Request” button.

(d) Save the API Response

Save the API Response

Here, we can see the date is converted in the desired format.

(e) Select Application you Want to Integrate

Select Number Formater

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose “Number Formatter” to integrate to convert the tax amount into proper decimal system and in the method section select “Perform Math Operation”.

(f) Click the Connect Button

Connect with Number Formater

After choosing the application click on the “Connect with Number Formatter” button to move forward.

(g) Send Test Request

Send Test Request Number Formater

Map the tax amount and mention “100” beside it and in “Operation” section select “Multiply” to get the tax amount in the correct pattern. After making the changes, click on the “Save & Send Test Request” button.

(h) Save the API Response

Save the API Response Number Formater

We can see that our tax amount is converted in the correct format.

(i) Select Application you Want to Integrate

Select Text Formater

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose “Text Formatter” to integrate to split the accept-language text according to our needs and in the method section select “Split Text”.

(j) Click the Connect Button

Connect with Text Formatter

After choosing the application click on the “Connect with Text Formatter” button to move forward.

(k) Send Test Request

Send Test Request Text Formater

Map the text that you want to split and mention the separator that you want and in the segment section select “First” to get the text in the correct pattern. After making the changes, click on the “Save & Send Test Request” button.

(l) Save the API Response

Save the API Response Text Formatter

Here, our text is formatted according to our needs. Now let’s move to the next step.

(m) Select Application you Want to Integrate

Select Freshbooks

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose “Freshbooks” to integrate to search the buyer in your Freshbooks account and in the method section select “Search Client (Customer)”.

(n) Click the Connect Button

Connect with Freshbooks

After choosing the application click on the “Connect with Freshbooks” button to move forward.

Step 9: Connecting Freshbooks to Pabbly Connect

To connect Freshbooks to Pabbly Connect, you have to authorize the application. For this, you have to log in to your Freshbooks account.

(a) Authorize Application

Authozrize Application Freshbooks

Next, to authorize your Freshbooks account, a window will slide in from the right, here you need to again click on the “Connect with Freshbooks” button and then allow the permission to connect Freshbooks with Pabbly Connect.

(b) Map the Fields

Map the Fields

To search the buyer in Freshbooks, map the fields like the email of the buyer and your Freshbooks account name.

(c) Send Test Request

Send Test Request Freshbooks

Once you are done adding up all field data click on the “Save & Send Test Request” button.

(d) Select Router

Select Router

Now in this step, click on the “+” button below and choose the application that you want to integrate. Here we will choose the “Router” to integrate to confirm whether the buyer exists in your Freshbooks account or not and then hit the “Settings” button of route 1.

(e) Name the Route

Name the Route

Name route 1 as if client exists & route 2 as if client doesn’t exist then hit the “Update” button.

(f) Map the Fields

Map the Fields Route

Next, map the field details quickly to find out whether the buyer exists in your Freshbooks account or not and then hit the “Save & Send Test Request” button.

(g) Save the API Response

Save the API Response Route

Here, we can see that the buyer exists in the Freshbooks account so hit the “Save” button. Similarly, you can find out about any buyer by sending test requests on both routes. If any buyer doesn’t exist, then you can add the buyer by selecting the Freshbooks in action and create a customer in the event section.

(h) Select Application you Want to Integrate

Select Freshbooks 2

Now in this step, click on the ‘+’ button below and choose the application that you want to integrate. Here we will choose “Freshbooks” to integrate to create invoices for the buyers and in the method section select “Create Invoice”.

(i) Click the Connect Button

Connect with Freshbooks 2

After choosing the application click on the “Connect with Freshbooks” button to move forward.

(j) Authorize Application

Authozrize Application Freshbooks

Next, to authorize your Freshbooks account, a window will slide in from the right, here you need to again click on the “Connect with Freshbooks” button and then allow the permission to connect Freshbooks with Pabbly Connect.

(k) Map the Fields

Map the Fields 2

After connecting with your Freshbooks account, map all the fields quickly like purchase date, amount, etc.

(l) Save and Send Test Request

Send Test Request Freshbooks 2

Once you are done adding up all field data click on the “Save & Send Test Request” button.

Step 10: Check Response in Freshbooks Dashboard

Check Response

Finally, when you check your Freshbooks dashboard, you can see that the invoice is created for the new order in Shopify automatically.

Conclusion –

In a nutshell, this was all about “How to Create Freshbooks Invoices from New Shopify Order”. Consequently, after completing this step by step procedure, you will end up auto-creating invoices for the new Shopify orders.

Meanwhile, you can grab, Pabbly Connect for FREE with all its premium features.

Also, comment below your queries and suggestions.

You May Also Like To Read –

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How to Send Email via Mailjet to Customers from New Shopify Orders

How to Send Email via Mailjet to Customers from New Shopify Orders

Looking for a way to send email via Mailjet to customers from new Shopify orders? If yes, then let us introduce you to the most amazing tool named Pabbly Connect.

How to Send Email via Mailjet to Customers from New Shopify Orders

To be honest ! Pabbly Connect is an integration & automation software that enables you to connect multiple apps to transfer data from one application to another automatically in real-time.

And the most amazing part is that you don’t have to use any coding skills & even beginners can use it efficiently. Moreover, this will be just a one-time set-up and after that, the Pabbly Connect will take care of the rest.

Before we begin the procedure, let’s learn a little about the services. Shopify is an e-commerce platform that allows you to create an online store to sell, ship, and manage your products. Whereas, Mailjet is a cloud-based email marketing platform that allows users to create, send, and monitor marketing emails, transactional emails, and SMS.

Moreover, once you set-up this workflow all the customers will get an email via Mailjet whenever they place an order in Shopify.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

Pabbly Connect enables you to integrate unlimited premium applications without any coding skills. Just integrate it once & relax, it will handle all the workload later. Furthermore, you can access all the features even in its free plan. Just go to the App Directory and look for the apps you use to get started.

Along with that, we also have a template for this integration that can assist you further. Simply tap on the Use Workflow button below to get started.

How

So, let’s start the blog to integrate Mailjet with Shopify using Pabbly Connect.

How to Send Email via Mailjet to Customers from New Shopify Orders (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create WorkFlow

4. Setting Trigger

5. Connecting to Shopify

6. Test the Response

7. Setting Action

8. Connecting to Mailjet

9. Test the Response

10. Check Response

Step 1: Sign up to Pabbly Connect

Sign Up

Start the process to send email via Mailjet to customers from new Shopify order by pressing the “Sign Up Free” button on the Pabbly Connect home page. Following that, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Now, after logging into the account, hit the “Access Now” button of the Connect section in the dashboard.

Step 3: Workflow for Shopify with Mailjet Integration

(a) Start with a New Workflow

Workflow for Shopify with Mailjet Integration

Start by creating a workflow for your project by pressing the ‘Create Workflow’ button.

(b) Name the Workflow

Workflow for Shopify with Mailjet Integration

Next, name the workflow just like in the above-shown image. I named the workflow “Shopify Integrations”, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Shopify with Mailjet Integration

Now it’s time to select the application you want to integrate. Pabbly Connect allows you to integrate countless premium applications, tap here to create your free account now.

(a) Select Application you Want to Integrate

Setting Trigger for Shopify with Mailjet Integration

The ensuing step is to select “Shopify” from the dropdown option, then choose the method as “New Order”.

(b) Copy the Webhook URL

Copy the Webhook URL

Forthwith, copy the webhook URL which is appearing on the dashboard.

Step 5: Connecting Shopify to Pabbly Connect

Afterward, to send email via Mailjet to customers for every new Shopify order, you gotta paste the copied Webhook URL in the software. And to do so, you have to log in to your Shopify account.

(a) Go to Shopify Settings

Go to Settings

Just go to the “Settings” section at the bottom of the dashboard after signing in to your Shopify account.

(b) Click on Notifications

Click on Notifications

Afterward, a tab with a different option will open. Quickly, to paste the Webhook URL, just tap on the “Notifications” option.

(c) Move to Webhook Option

Move to Webhook Option

Ultimately, you will see the Webhook option below in the “Notification” tab, just tap on the “Create Webhook” button.

(d) Paste the Webhook URL

Paste the Webhook

Once you click on the “Create Webhook” button, a window will open up with a certain option. In “Event”, choose “Order Creation” from the dropdown, the “Format” would be JSON. Simply paste the copied URL in the “URL” section. Ultimately, hit “Save Webhook” to save the setting.

(e) Make a Purchase to Test Shopify Integration

Make a Purchase to Test Shopify Integration

Later, to test the integration among Shopify & Pabbly Connect, just make a dummy purchase in your Shopify account of any product. Moreover, enter all the required details and press the “Continue Shipping” button. Before that, you need to go to the Pabbly Connect dashboard and hit the button named “Capture Webhook Response”.

Step 6: Test the Response in Pabbly Connect Dashboard

Test the Response in Pabbly Connect Dashboard

After pressing on the “Pay Now” option in the Shopify account, the entry will appear on the “Pabbly Connect” dashboard. Besides, press the “Save” option.

Step 7: Setting Action for Shopify to Mailjet Integration

Promptly, in order to make this Shopify-Mailjet integration work, you have to choose an action for your trigger.

(a) Select Application you want to Integrate

Select Application you want to Integrate

Next, hit the plus button next to the Shopify trigger. Select the app to integrate as ‘Mailjet’ & method as ‘Send Plain Text Email’.

(b) Click on the Connect Button

Click on the Connect Button

Now, click on the ‘Connect with Mailjet’ button to proceed further.

Step 8: Connecting Mailjet to Pabbly Connect

In order to connect Miljet to Pabbly Connect, you need to log in to your Mailjet account.

(a) Click on API Key Management

click_on_api_key_management

Next, in order to get the API key, sign-in to your Mailjet account. After that, click on the ‘API Key Management’ link.

(b) Copy the Mailjet API & API Secret Keys

copy_api_and_api_secret_keys

After you click on the ‘API Key Management’, you’ll be directed to the Mailjet API page directly. Just, copy the API keys.

(c) Paste the API Keys

paste_the_mailjet_api_keys_and_save

Now, paste the copied API keys in the respective fields and click on ‘Save’ button.

(d) Map the Fields

Map the Fields

Now, map the respective field and write the email you want to send. Further, click on the ‘Save & Send Test Request’ button.

Step 9: Check & Save the Response

Check & Save the Response

Certainly, you can check the response of your API in the action window. Subsequently, hit the ‘Save’ button to save the entire workflow.

Step 10: Check Response in Mailjet Dashboard

Check Response in Mailjet Dashboard

Additionally, you can check the email that has been successfully sent to the Shopify customer via Mailjet.

Conclusion –

To sum up, this was all about ‘How to send email via Mailjet to customers from new Shopify orders automatically’. Just follow the step by step procedure mentioned above & your Shopify to Mailjet integration will be set.

In the meantime, you can grab, Pabbly Connect for FREE with all its premium features. Furthermore, you can also comment below if you have queries and suggestions.

You May Also Like to Read:

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How to Send Telegram Message for New Events in Google Calendar

Send Telegram Message for New Events in Google Calendar Workflow

Do you want to know a quick way to send Telegram message for new events in Google Calendar automatically? If yes, then this article will help you to do this efficiently by using Pabbly Connect.

Send Telegram Message for New Events in Google Calendar

Basically, Pabbly Connect is an integration & automation software that lets you transfer data within different applications in real-time. Most importantly, you don’t have to do any hard coding & even a fresher can use it efficiently. Also, this procedure will be just a one-time setup & after that, the workflow will take care of the rest.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

But, before we hopping straightforwardly on the procedure first, let’s learn a fragment about both the software. So, Google Calendar helps you to quickly schedule meetings and events and get reminders about upcoming activities, whereas Telegram is a cloud-based instant messaging software and application that provides end-to-end encrypted video calling, VoIP, file sharing, and more.

Although, there is no direct integration between Google Calendar and Telegram, so we’ll using Pabbly Connect to integrate these two software applications such that send Telegram message for new events in Google Calendar automatically without the need for any human intervention.

We’ve also attached a video below to help you know about this integration process in a simple manner.

Besides, we have also added the template for this integration to help you get started more quickly. You can strike the ‘Use Workflow’ button given below to begin. Additionally, you can also visit the Marketplace & look for more integrations and apps.

How

So, buckle up as we’re going to discover the Google Calendar and Telegram integration.

How to Send Telegram Message for New Events in Google Calendar (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create Workflow

4. Setting Trigger

5. Connecting to Google Calendar

6. Create a Test Event

7. Setting Actions

8. Connecting to Telegram

9. Check Response

Step 1: Sign up to Pabbly Connect

Sign Up

Start the procedure to send Telegram message for new events in Google Calendar by visiting the Pabbly Connect website. Then, hit the ‘Sign-Up Free‘ button available on the home page. Next, either use your existing Google account or manually fill in the registration form to signup.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

After that, strike the ‘Access Now’ button of the software ‘Connect’ amongst the Pabbly applications.

Step 3: Workflow for Google Calendar with Telegram Integration

(a) Start with a New Workflow

Create New Workflow

Further, start with creating a workflow to send Telegram messages for new events in Google Calendar by pushing the ‘Create Workflow’ button first.

(b) Name the Workflow

Workflow for Google Calendar to Telegram

Now, name the workflow as per the integration or use-case (for instance: Google Calendar to Telegram). Finally, hit the ‘Create’ button.

Step 4: Setting Trigger for Google Calendar to Telegram Integration

After you are done with naming your workflow, you will have to select the application you want to integrate. With Pabbly Connect you can connect unlimited premium apps and also use plenty of nifty features such as path routers, filters, formatters and a lot more. So, create your free account now.

(a) Select Application you Want to Integrate

Select Google Calendar

In the trigger window, select the app as ‘Google Calendar’ and trigger method as ‘New Event’.

(b) Click the Connect Button

Connect with Google Calendar

After choosing the application click on the ‘Connect with Google Calendar’ button to move forward.

Step 5: Connecting Google Calendar to Pabbly Connect

To connect Google Calendar with Pabbly Connect, log in to your Google account and authenticate it.

(a) Authorize Application

Authorize Google Account

To authorize the application, again click on the ‘Connect with Google Calendar’ button and then select the Google account through which you want to integrate the application. And at last click on the ‘Save’ button.

(b) Choose Calendar

Choose Calendar

After connecting with your Google Calendar account, select the calendar from which your events are associated.

Step 6: Create a Test Event

To test the trigger settings, you have to go to the Google Calendar window and create an event.

(a) Go to Google Calendar

Go to Google Calendar

To create an event, visit Google Calendar and select the same calendar from the ‘My Calendar’ section which you have selected above.

(b) Create an Event

Create an Event

Click on any date on which you want to create an event and then a pop-up window will open.

(c) Add Details

Create an Event

Add title, guest, and location in the required fields, and then click on the ‘Save’ button. Eventually, a new event has been created in Google Calendar.

(d) Save and Send Test Request

Save and Send Test Request

Promptly, go back to the Pabbly Connect window, and hit the ‘Save and Send Test Request’ button to get the response.

(e) Check and Save Response

Check and Save Response

Subsequently, you will get the API response with all the details showing. Click on the ‘Save’ button to save the response.

Step 7: Setting Action for Google Calendar with Telegram Integrations

In this step, we will be adding an action for your trigger to make this Google Calendar and Telegram integration work.

(a) Select Application you want to Integrate

Select-Telegram

Now in this step, click on the + button below and choose ‘Telegram Bot’ and in the method section select ‘Send a Text Message or a Reply’.

(b) Click on Connect Button

Click-Connect-Telegram

After choosing the application click on the ‘Connect with Telegram Bot’ button to move forward.

Step 8: Connecting Telegram to Pabbly Connect

To connect Telegram Bot with Pabbly Connect, you need to sign-in to your Telegram account and go to the backend of dashboard.

(a) Click the BotFather Link

Click-on-BotFather-Link

When you click on the ‘Connect to Telegram Bot’ button, a window will slide in from the right, click on the ‘BotFather link’ or go to your telegram account and search for BotFather.

(b) Click Start on BotFather Chat

How

Once you enter into the BotFather chat, you’ll see a ‘Start’ button. So, simply press it to start creating a bot.

(c) Create a New Bot

Type-NewBot_censored

To create a new bot type ‘/newbot’ and then hit send.

(d) Name Your Created Bot

Name the Created Bot

Next, it will ask you for a bot name. So, type any bot name that you wanna give to your bot.

(e) Give Your Bot a Username

Give a Username to Bot

Lastly, give your bot a username that ends with a suffix ‘bot’. Just type the username and hit send.

(f) Copy the API Token

Copy API Token

Once you successfully assign a username to your bot, a token will show up along with the new bot greetings simply select and copy the token from here.

(g) Paste the API Token

Paste the API Token

Paste the copied Telegram token in the Pabbly Connect and hit the ‘Save’ button.

(h) Create a New Group

Create a New Group

Now, you have to create a new group in Telegram and add your bot to that group as an admin. Click on the ‘Next’ button.

(i) Get the Chat ID

Get the Chat ID

You can get your Chat ID from the subdomain part of your Telegram group, copy it, and paste it into the Pabbly Connect.

(j) Map the Fields

Map the Fields

After this, come back to the Pabbly Connect window and start mapping all the required fields like Chat ID, text message, etc (make sure to include ‘-100’ before the Chat ID). We add ‘-100’ because it is a default feature to get the chat ID from Telegram.

(k) Send a Test Request

Send Test Request

Once you are done mapping up all fields click on the ‘Send Test Request’ button.

(l) Check and Save Response

Check and Save Response Telegram

Certainly, you can check the Telegram action’s response in the API action response window. And, if there is some error while sending the data for sending a message then it will start showing you the error.

Step 9: Check Response in Telegram

Check Response Telegram

Here, you can see the integration was successful and the message has been delivered to the Telegram group about the event in Google Calendar automatically. Now similarly, message notifications on Telegram will be sent automatically whenever there will be any new event created in Google Calendar.

Conclusion –

In the end, this is the best and easiest method to send Telegram message for new events in Google Calendar. Through Pabbly Connect, you can integrate various applications to automate your workflows and get rid of some load. Also, you can get access to Pabbly Connect for free. Therefore, to change your working experience, sign up for your free account now and relax as Pabbly Connect is here to do all the work for you.

In case of any queries or suggestions, leave your comments below. We will try to get back to you as soon as possible.

You May Also Like To Read –

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How to Send Emails from ClickSend to Facebook Lead Ads

How to Send Emails from ClickSend to Facebook Lead Ads

Do you want to know how to send emails from ClickSend to Facebook lead ads in real-time? If that’s the case then we are suggesting a technique to integrate Facebook and ClickSend using Pabbly Connect.

Basically, Pabbly Connect is an integration and automation software that lets you transfer data automatically between remote applications.

How to Send Emails from ClickSend to Facebook Lead Ads

Before we bounce straight into the integration process, let us get a smidgen of information about both services. Facebook is a social media platform or social networking site that allows the user all over the world to connect and interact. However, ClickSend is a cloud-based gateway service for your business that lets you send bulk SMS, email, fax & letters worldwide.

Since Facebook and ClickSend don’t have any direct way of integration between them, that’s why here we are using Pabbly Connect.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

After integrating these services, you can easily send emails via ClickSend from Facebook lead ads automatically. Moreover, we’ve embedded a video below to assist you with this automation process.

Besides, if you want to save some time in making this automation from scratch, we have attached a template for the same. Just simply click on the below image to get started quickly and in case you are looking for more apps/integrations, simply visit the Marketplace.

How

Hence, without further delay, let’s follow the step by step procedure to integrate Facebook and ClickSend.

How to Send Emails from ClickSend to Facebook Lead Ads (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create Workflow

4. Setting Trigger

5. Connecting to Facebook

6. Create a Test Lead

7. Test the Response

8. Setting Actions

9. Connecting to ClickSend

10. Check Response

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the process to send emails from ClickSend to Facebook lead ads by pressing the ‘Sign Up Free’ button on the Pabbly Connect dashboard. Later, either fill-up all the details manually or sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, tap on the ‘Access Now’ button as shown in the above image.

Step 3: Workflow for Facebook to ClickSend Integration

(a) Start with a New Workflow

Create New Workflow

Start by creating a workflow for your integration by pressing the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow ‘Facebook Lead Ads to ClickSend’, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Facebook to ClickSend Integration

As soon as you are done naming your workflow, you have to select the application you want to integrate. Pabbly Connect allows you to connect unlimited premium apps, create your free account now.

(a) Select Application you Want to Integrate

Select Facebook

Now, we will select the application that we want to integrate. In this case, we are selecting ‘Facebook Lead Ads’ for integration. In the method section, select ‘New Lead’.

(b) Click the Connect Button

Connect with Facebook

After choosing the application, click on the ‘Connect with Facebook Lead Ads’ button to move forward.

Step 5: Connecting Facebook to Pabbly Connect

To connect Facebook to Pabbly Connect, you have to authorize the application. For that, you need to log in to your Facebook account.

Authorize Application Facebook

Next, a window will pop up, here click on the ‘Connect With Facebook Lead Ads’ button and authorize your Facebook account.

Step 6: Add a Test Lead

To check if the integration is capturing data or not, we will add a dummy lead in Facebook.

(a) Click on Publishing Tools

Publishing Tools Facebook

Now, go to your Facebook page and click on the ‘Publishing Tools’ option.

(b) Go to Forms Library

Forms Library Facebook

Next, you have to click on the ‘Forms Library’ option to reach to the forms page that you have created.

(c) Preview Form

Preview Forms Facebook

Here, select any of the listed forms and then click on the ‘Preview’ link to add a new lead.

(d) Create Lead

Add Lead Ad Facebook

Next, add the name and email of the lead and hit the ‘Next’ button and submit the lead.

(e) Send Test Request

Send Test Request Facebook

Subsequently, Pabbly Connect fetches all the pages and forms available on that Facebook account. Simply, select the page and forms from which you want to get the leads. And then click on the ‘Save & Send Test Request’ button to capture the data from Facebook.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the API Response

Once you click on the ‘Save & Send Test Request’ in Pabbly Connect, the lead info will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ button.

Step 8: Setting Actions for Facebook to ClickSend Integration

To make this Facebook-ClickSend integration work, you have to choose two actions for your trigger. First of ‘Data Transformers’ to simplify the data that we got in the trigger event, and second of ‘ClickSend’ to send the email.

(a) Select Application you Want to Integrate

Data Transformer

To add the Data Transformer, click on the plus (+) button and select ‘Data Transformer’ from the choose app drop-down and select in the ‘Action Event’ ‘Facebook Leads Ad’.

(b) Click the Connect Button

Connect with Data Transformer

After selecting the application, click on ‘Connect With Data Transformer’ button.

(c) Map the Fields

Send Test Request Data Transformer

Now, it’s time to map the field data. Simply click on the map button and select the ‘field_data’ which you received through Facebook Lead Ads trigger and then hit the ‘Save & Send Test Request’ button.

(d) Save the API Response

Save API Response Data

Here, we got the response in the correct format, click on the ‘Save’ button.

(e) Select Application you want to Integrate

Select Clicksend

Click on the plus icon and select ‘ClickSend’ from choose app and add action event as ‘Send Transactional Email’.

(f) Click the Connect Button

Connect with Clicksend

After choosing the application click on the ‘Connect with ClickSend’ button to move forward.

Step 9: Connecting ClickSend to Pabbly Connect

To connect ClickSend to Pabbly Connect, you have to paste the API token and username from your ClickSend account to Pabbly Connect. For that, you need to log in to your ClickSend account.

(a) Copy the API Key and Username

Copy the API Key Clicksend

Now, click on the ‘Developers’ option in your ClickSend dashboard and then click on the ‘API Credentials’ option. After reaching the API page, simply copy the given username and API key.

(b) Paste the API Key and Username

Paste API Key Clicksend

Next, simply paste the copied API key and username to Pabbly Connect and then hit the ‘Save’ button.

(c) Map the Fields

Map the Fields

After connecting with your ClickSend account, map all the fields quickly like the sender’s name, sender’s email, etc.

(d) Save and Send Test Request

Send Test Request Clicksend

Once you are done adding up all field data click on the ‘Save & Send Test Request’ button.

Step 10: Check Response in Gmail Dashboard

Check Response

In the end, when you check your Gmail dashboard, the email has been delivered via ClickSend on the addition of new lead in Facebook automatically.

Conclusion –

To sum up, this was the whole gist of the process of ‘How to Send Emails from ClickSend to Facebook Lead Ads’. Consequently, after completing the step by step procedure, you will end up auto-sending ClickSend emails for every new lead on Facebook via Pabbly Connect.

Although, you can also grab Pabbly Connect for FREE with all its premium features.

Also, do comment us your queries & suggestions in the section given below.

You May Also Like To Read –

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How to Add Salesforce Lead from New Shopify Orders

How to Add Salesforce Lead from New Shopify Orders

Looking for a way to add Salesforce lead from new Shopify orders? If yes!! Then look no further, as here you are going to get a step by step guide to integrate Shopify with Salesforce using Pabbly Connect.

So that whenever a new order will get placed in Shopify, the customers will automatically get added as a lead in Salesforce.

How to Add Salesforce Lead from New Shopify Orders

Wouldn’t it be great, if you can just connect one application to another using the third party application to transfer data automatically? Therefore, here in this blog, we’ll be using Pabbly Connect to do so, as it is one of the best automation and integration tool to automate tasks in no time.

Before getting started, let’s know a little bit about both software.  Primarily, Shopify is an e-commerce platform that lets you build your own store. Whereas, Salesforce is a cloud computing service that allows businesses to use cloud technology to better connect with customers, partners, and potential users.

Consequently, by connecting Shopify with Salesforce, you can easily add the customers from Shopify as leads in your Salesforce account whenever an order is placed in Shopify in real-time. This way you can save yourself from doing all the repetitive work & can ultimately save a lot of time & effort.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

Pabbly Connect enables you to integrate unlimited premium applications without any coding skills. Solely integrate it once & relax, it will handle all the workload later. Besides, you can access all the features even in its free plan.

Also, we have a template for this integration that can assist you to get started quickly. Solely go to the App Directory and look for the apps you use to get started. Further, tap on the Use Workflow button below to get started.

How

So, let’s begin step by step procedure to integrate Salesforce with Shopify using Pabbly Connect.

How to Add Salesforce Lead from New Shopify Orders (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create WorkFlow

4. Setting Trigger

5. Connecting to Shopify

6. Test the Response

7. Setting Action

8. Connecting to Salesforce 

9. Test the Response

10. Check Response

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the process to add Salesforce lead from new Shopify orders by pressing the “Sign Up Free” button on the Pabbly Connect home page. Then, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, push the “Access Now” button of the Connect section in the dashboard.

Step 3: Workflow for Shopify with Salesforce Integration

(a) Start with a New Workflow

Create New Workflow

Commence the process by creating a workflow for your project by pushing the ‘Create Workflow’ button to integrate Shopify and Salesforce.

(b) Name the Workflow

Name the Workflow

Quickly, name the workflow just like in the above-shown image. I named the workflow “Shopify Integrations”, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Shopify with Salesforce Integration

Now, select the application you want to integrate. Pabbly Connect allows you integrate countless premium applications, tap here to create your free account now.

(a) Select Application you Want to Integrate

Select Shopify

Now, select “Shopify” from the dropdown option, then choose the method as “New Order”.

(b) Copy the Webhook URL

Copy the Webhook URL

Immediately, copy the webhook URL which is appearing on the dashboard.

Step 5: Connecting Shopify to Pabbly Connect

Later, to add Salesforce lead for every new Shopify orders, you gotta paste the copied Webhook URL in the software. And for that, you have to log in to your Shopify account.

(a) Go to Shopify Settings

Go to Settings

Forthwith, go to the “Settings” section at the bottom of the dashboard after signing in to your Shopify account.

(b) Click on Notifications

Click on Notifications

Ultimately, a tab with a different option will open-up so that you can paste the Webhook URL. Simply hit the “Notifications” option.

(c) Move to Webhook Option

Move to Webhook Option

Eventually, you will see the Webhook option below in the “Notification” tab, just hit the “Create Webhook” button.

(d) Paste the Webhook URL

Paste the Webhook

A window will open up with a certain option, once you hit the “Create Webhook” button. In “Event”, choose “Order Creation” from the dropdown, the “Format” would be JSON. Simply paste the copied URL in the “URL” section. Then, hit “Save Webhook” to save the setting.

(e) Make a Purchase to Test Shopify Integration

Make a Purchase to Test Shopify Integration

Following that, to test the integration among Shopify & Pabbly Connect, now make a dummy purchase in your Shopify account of any product. Furthermore, enter all the required details and press the “Continue Shipping” button. Before that, you need to go to the Pabbly Connect dashboard and press the button named “Capture Webhook Response”.

Step 6: Test the Response in Pabbly Connect Dashboard

Test the Response in Pabbly Connect Dashboard

As you can see, the entry has appeared on the “Pabbly Connect” dashboard. Now, press the “Save” option.

Step 7: Setting Actions for Shopify to Salesforce Integration

Subsequently, in order to make this Shopify-Salesforce integration work, you have to choose an action for your trigger.

(a) Select Application you Want to Integrate

Select Salesforce

Now, press the + icon to add an action to your trigger. We will choose “Salesforce” from the drop-down field here. Then, select the choose the method as “Create Lead”.

(b) Click the Connect Button

Click on Connect Button

Immediately, after selecting the application, press the “Connect” button.

Step 8: Connecting Salesforce to Pabbly Connect

(a) Authorize Salesforce Account

How to Add Salesforce Leads from DocuSign Envelopes in Real-Time

Later, it will ask for account authorization for which you have to press the “Connect” button.

(b) Map Field Data

Map Field Data

Later on, it will automatically fetch the data of the organization and type after successful login. Then, all you have to do is map the required field from drop-down like for the email field, select the email option, and for the name field select the name option.

(c) Save and Send Test Request

Save and Send Test Request

After making all the changes, save the setting and then “Send Test Request”.

Step 9: Test the Response in Pabbly Connect Dashboard

Test the Response in Pabbly Connect Dashboard

Now, the data has been successfully sent to Salesforce. Forthwith, tap on the “Save” button to save the whole workflow.

Step 10: Check Response in Salesforce Dashboard

Check Response in Salesforce Dashboard

Finally, when you check the Salesforce dashboard, the lead has been successfully captured from the Shopify account.

Now you know how to integrate Salesforce and Shopify using Pabbly Connect. This is a one-time process, after this every time whenever an order is placed in Shopify, the customer’s data will get append in sales automation software.

Conclusion –

That’s it! Here we provide in detail “How to add Salesforce Lead from new Shopify orders” using the software. Just follow the step by step procedure mentioned above & your Shopify to Salesforce integration will be set.

So, what are you waiting for? Go ahead and catch your deal by signing up for a free account.

You May Also Like To Read –

Posted on

How to Add New Telegram Messages to Todoist as Tasks

Add New Telegram Messages to Todoist as Tasks

Are you curious about how to add new Telegram messages to Todoist as tasks automatically? If so, then this would be the end of your curiosity. In this article, we will provide a step by step guide to integrate Telegram and Todoist.

Add New Telegram Messages to Todoist as Tasks

Pabbly Connect is an integration and automation software that helps you to efficiently transfer data between two or more remote applications. This software is best in the market for automating tasks and very easy to use that even a non-programmer can design the workflow in a snap.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

But before we begin the process, let’s get a little while about both the software and the requirement for the integration. Telegram is a cloud-based instant messaging software and application that provides end-to-end encrypted video calling, VoIP, file sharing, and more. Whereas, Todoist is the to-do list & task manager to organize your work that helps businesses to boost productivity as well as organize tasks and set schedules and deadlines on the go.

As we all know that there is no direct integration between Telegram and Todoist. So, we’ll be using Pabbly Connect to instantly add new Telegram messages to Todoist as tasks. Moreover, we’ve also provide a video link below for the same for you to understand the process more accurately.

Besides, you can try the ready-made template of this workflow for free. Merely, click on the ‘Use Workflow’ button below to use it. Additionally, you can look for more apps/integrations by visiting our Marketplace.

Add New Telegram Messages to Todoist as Tasks Workflow

Now, without further ado, let’s move according to plan & follow the step by step procedure to integrate Telegram and Todoist.

How to Add New Telegram Messages to Todoist as Tasks (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create WorkFlow

4. Setting Trigger

5. Connecting to Telegram

6. Send a Test Message

7. Setting Action

8. Connecting to Todoist

9. Check Response

Step 1: Sign up to Pabbly Connect

Sign Up

We will begin the procedure to add new Telegram messages to Todoist as tasks by visiting the website of Pabbly Connect and then click on the ‘Sign-Up Free‘ button. On the registration page, either signup using an existing Gmail account or manually fill out the form.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Once you have completed the signup process, click on the Connect section in the dashboard to access Pabbly Connect.

Step 3: WorkFlow for Telegram to Todoist Integrations

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Telegram to Todoist Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow ‘Telegram to Todoist’, you can obviously name the workflow as per your requirements and needs.

Step 4: Setting Triggers for Telegram to Todoist Integrations

After creating a workflow, you will have to select the application you want to integrate. Using Pabbly Connect, you can integrate any two or more than two applications, create your free account now.

(a) Select Application you want to Integrate

Select Application Telegram

Now, it’s time to select the first application for integration. For this case, we are choosing ‘Telegram Bot’ from choose app section and method as ‘Set Webhook/Watch Updates’.

(b) Connect with Telegram

Connect with Telegram

After this, click on the ‘Connect With Telegram Bot’ button to connect with the Telegram Bot. A window will open up to enter the Token, all you need to do is follow the instructions (help desk) given below the Token section.

Step 5: Connecting Telegram Bot to Pabbly Connect

To connect Telegram Bot with Pabbly Connect, you have to enter the Token in the software, for that, you need to send a message to the BotFather.

(a) Go to Telegram Web

Go to Telegram Web

Further, search for the Telegram Web on Google and select Telegram Web from search results.

(b) Sign in to Telegram Web

Sign in to Telegram Web

Next, sign in to the Telegram by choosing your country and entering your phone number.

(c) Search BotFather

Search BotFather

After you successfully sign in to your Telegram account, search for ‘BotFather’ and start a conversation with the bot by clicking on ‘Start’ icon.

(d) Sending Commands

Sending Commands

Consequently, to generate the Token, you have to send some commands to the BotFather. You can also refer to the instructions given in the Pabbly Connect window.

(e) Give a name to the Bot

Give a Name to Bot

Following, give a name to the Bot (for instance ‘Todoist’) and after it assign a username for your bot as we named it ‘TodoistIntegration_bot’.

(f) Add New Bot

Add New Bot

And eventually, you will get a link for a new bot and Token ID. Click on the link to add a new bot and copy the Token ID.

(g) Paste the API Token

Paste API Token

Subsequently, paste the copied Telegram Token in the Pabbly Connect and hit the ‘Save’ button.

(g) Save and Send Test Request

Save and Send Test Request Telegram

Next, you will see the Webhook URL. Later click on the ‘Save and Send Test Request’ button to create the Webhook automatically to the trigger software, i.e. Telegram.

Once you click on the ‘Save and Send Test Request’ button, the API response is showing with a message that ‘Webhook was set’, so don’t need to paste it in the trigger application.

Step 6: Send a Test Message

To check if this integration is working or not, we have to send a message from Telegram to capture the data.

(a) Capture Webhook Response

Capture Webhook Response

Click on the ‘Capture Webhook Response’ button to check the integration.

(b) Create a New Group

Create New Group

Now, before sending a new message all you have to do is to create a new group in Telegram and add your bot to that group. Click on the ‘Next’ button.

(c) Send a Message

Send Message

Next, send a message to that group but make sure that the bot has to be the admin of that group.

(d) Check and Save Response

Check and Save API Response

After sending a message, head back to the Pabbly Connect window and you will see the API response with the message text. Next, click on the ‘Save’ button.

Step 7: Setting Action for Telegram with Todoist Integrations

To make this Telegram-Todoist integration work, you have to choose an action for your trigger.

(a) Select Application you Want to Integrate

Select Application Todoist

Now in this step, click on the + button below and choose the application that you want to integrate. Here we have chosen ‘Todoist’ to integrate and in the method section select ‘Create a Task’.

(b) Click the Connect Button

Connect with Todoist

After choosing the application click on the ‘Connect with Todoist’ button to move forward a window will open up asking you to enter API Token.

Step 8: Connecting Todoist to Pabbly Connect

To connect Todoist to Pabbly Connect, you have to enter the API token of your Todoist account in the Pabbly Connect dashboard. For this, you have to log in to your Todoist account.

(a) Click on the Token Link

Click on Token Link

To get the API token, click on the given link in Pabbly Connect.

(b) Copy the API Token

Copy the API Token

On clicking the link, an integration page will appear, simply scroll down and copy the ‘API token’ to move further.

(c) Paste the API Token

Paste the API Token

Paste the copied API token in the Pabbly Connect window and then hit the ‘Save’ button.

(d) Map the Fields

Map the Fields

After connecting with your Todoist account, map all the fields quickly like content, project ID, etc.

(e) Save and Send Test Request

Save and Send Test Request Todoist

Once you are done adding up all field data click on the ‘Save and Send Test Request’ button.

(f) Check and Save API Response

Check and Save API Response Todoist

Promptly, check for the API response and at last click on the ‘Save’ button to save the overall workflow.

Step 9: Check the Response in Todoist Dashboard

Check Response Todoist

Here, you can see that the integration was successful and the task has been added to the Todoist account automatically. Now, whenever there will be any new message sent from the same group via Telegram, a new task is automatically created in your Todoist account.

Conclusion –

We hope, now you know how to add new Telegram message to Todoist as tasks. Moreover, it is a one-time process, therefore you don’t have to worry about doing it again and again, so just sit back and relax! By using Pabbly Connect, you can easily avoid repetitive work and enjoy all the unlimited premium applications. Then, don’t wait and get your access by signing up for a free account.

For further queries or suggestions, please drop your comments below.

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Posted on

How to Create Xero Invoices from New Shopify Orders

How to Create Xero Invoices from New Shopify Orders

Are you searching for a way to create Xero invoices from new Shopify orders? If yes!! Then look no further, as here we are going to integrate Shopify with Xero using Pabbly Connect.

So that whenever a new order will get placed in Shopify, the customers will automatically get an invoice generated via Xero.

How to Create Xero Invoices from New Shopify Orders

Wouldn’t it be great, if you can just connect one application to another using the third party application to transfer data automatically? Thus, here in this blog, we’ll be using Pabbly Connect to do so, as it is one of the best automation and integration tool to automate tasks in no time.

Before we start the integration process, let’s know a little bit about both software.  Primarily, Shopify is an e-commerce platform that lets you build your own store. Whereas, Xero is an easy-to-use cloud-based accounting software that allows businesses to manage accounts and create invoices.

Hence, by connecting Shopify with Xero, you can send invoices to your recipients via Xero whenever an order is placed in Shopify in real-time. This way you can keep all your customers posted and save yourself from doing all the repetitive work & can ultimately save a lot of time & effort.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

Pabbly Connect allows you to integrate unlimited premium applications without any coding skills. Simply integrate it once & relax, it will handle all the workload later. Furthermore, you can access all the features even in its free plan.

Additionally, we have a template for this integration that can assist you to get started quickly. Solely go to the App Directory and look for the apps you use to get started. And, tap on the Use Workflow button below to get started.

How

So, let’s begin step by step procedure to integrate Xero with Shopify using Pabbly Connect.

How to Create Xero Invoices from New Shopify Orders (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create WorkFlow

4. Setting Trigger

5. Connecting to Shopify

6. Test the Response

7. Setting Action

8. Connecting to Xero

9. Test the Response

10. Check Response

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the process to create Xero invoices from new Shopify orders by pressing the “Sign Up Free” button on the Pabbly Connect home page. Then, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Later, after logging into the account, press the “Access Now” button of the Connect section in the dashboard.

Step 3: Workflow for Shopify with Xero Integration

(a) Start with a New Workflow

Create New Workflow

Begin by creating a workflow for your project by pressing the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Promptly, name the workflow just like in the above-shown image. I named the workflow “Shopify Integrations”, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Shopify with Xero Integration

After naming your workflow, select the application you want to integrate. Pabbly Connect allows you integrate countless premium applications, click here to create your free account now.

(a) Select Application you Want to Integrate

Select Shopify

The following step is to select “Shopify” from the dropdown option, then choose the method as “New Order” to move forward.

(b) Copy the Webhook URL

Copy the Webhook URL

Forthwith, copy the webhook URL which is appearing on the dashboard.

Step 5: Connecting Shopify to Pabbly Connect

Afterward, to create Xero invoices for every new Shopify orders, you gotta paste the copied Webhook URL in the software. And to do so, you have to log in to your Shopify account.

(a) Go to Shopify Settings

Go to Settings

Now, go to the “Settings” section at the bottom of the dashboard after signing in to your Shopify account.

(b) Click on Notifications

Click on Notifications

Eventually, a tab with a different option will open-up to paste the Webhook URL. Just hit the “Notifications” option.

(c) Move to Webhook Option

Move to Webhook Option

Ultimately, you will see the Webhook option below in the “Notification” tab, simply hit the “Create Webhook” button.

(d) Paste the Webhook URL

Paste the Webhook

Once you click on the “Create Webhook” button, a window will open up with a certain option. In “Event”, choose “Order Creation” from the dropdown, the “Format” would be JSON. Solely paste the copied URL in the “URL” section. Conclusively, hit “Save Webhook” to save the setting.

(e) Make a Purchase to Test Shopify Integration

Make a Purchase to Test Shopify Integration

Next, to test the integration among Shopify & Pabbly Connect, just make a dummy purchase in your Shopify account of any product. Moreover, enter all the required details and press the “Continue Shipping” button. Before that, you need to go to the Pabbly Connect dashboard and hit the button named “Capture Webhook Response”.

Step 6: Test the Response in Pabbly Connect Dashboard

Test the Response in Pabbly Connect Dashboard

Once you click on the “Pay Now” option in the Shopify account, the entry will appear on the “Pabbly Connect” dashboard. Further, press the “Save” option.

Step 7: Setting Actions for Shopify to Xero Integration

Next, to make this Shopify-Xero integration work, you have to choose an action for your trigger.

(a) Select Application you Want to Integrate

Select Xero

Later, press the + icon to add an action to your trigger. We will choose “Xero” from the drop-down field here. Then, select the choice to “Create an Invoice”.

(b) Click the Connect Button

Click the Connect Button

Promptly, after making all the necessary changes, press the “Connected with Xero” button.

Step 8: Connecting Xero to Pabbly Connect

(a) Authorize Xero Account

Authorize Xero Account

Additionally, it will ask for account authorization for which you have to press the “Connect” button.

(b) Map Field Data

Map Field Data

After sometime, it will automatically fetch the data of the organization and type after successful login. Then, all you have to do is add the required field from drop-down like for the email field, select the email option, and for the name field select the name option.

(c) Save and Send Test Request

Save and Send Test Request

Once you are done making all the changes, save the setting and then “Send Test Request”.

Step 9: Test the Response in Pabbly Connect Dashboard

Test the Response in Pabbly Connect Dashboard

As you can see, the data has been successfully sent to Xero. Now, click on the “Save” button to save the entire workflow.

Step 10: Check Response in Xero Dashboard

Check Response in Xero Dashboard

Finally, when you check the Xero dashboard, the entered customer’s invoice gets automatically drafted in software.

Now you know how to create Xero invoices for every new Shopify orders. This is a one-time process, after this every time whenever an order is placed in Shopify, the customer’s invoice will get append in business accounting software.

Conclusion –

That’s it! Here we provide in detail “How to create Xero invoices from new Shopify orders” using the software. Just follow the step by step procedure mentioned above & your Shopify to Xero integration will be set.

So, what are you waiting for? Go ahead and catch your deal by signing up for a free account.

You May Also Like To Read –

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Sitemap

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Partners

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f  Join Facebook Group
How
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MagnetBrains LLC DBA Pabbly © 2025. All Rights Reserved.
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