Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start automating your Shopify orders with Airtable, you need to access Pabbly Connect. Open your browser and type in ‘pabbly.com/connect’ to reach the Pabbly Connect homepage.

On the homepage, you will see options to either sign in or sign up. If you’re new to Pabbly Connect, click on ‘Sign Up Free’ to create an account and enjoy 100 free tasks each month. Existing users can simply sign in to access their dashboard.

2. Creating a Workflow in Pabbly Connect

Once you’re logged into Pabbly Connect, the next step is to create a new workflow. Click on the option to create a workflow and choose to create from scratch or use the AI feature for workflow creation.

For this tutorial, we will utilize the AI feature. Enter a prompt such as ‘When an order is received on Shopify, add it to Airtable.’ The AI will generate a workflow, prompting you to select the Shopify trigger as ‘New Order’ and the Airtable action as ‘Create Record.’

  • Select ‘New Order’ as the trigger event.
  • Choose ‘Create Record’ for the Airtable action.
  • Review the workflow overview generated by AI.

After confirming the details, click on ‘Approve and Create’ to finalize your workflow setup in Pabbly Connect.

3. Setting Up the Trigger for Shopify

Now that the workflow is created, it’s time to set up the trigger. In Pabbly Connect, select Shopify V2 as your app and ‘New Order’ as the event. This setup will allow you to capture new orders from your Shopify store.

Upon selecting the trigger, you will receive a webhook URL. Copy this URL, as you will need it to connect Shopify with Pabbly Connect.

  • Navigate to your Shopify account settings.
  • Select ‘Notifications’ and then ‘Webhooks.’
  • Create a new webhook using the copied URL.

After successfully setting up the webhook, return to Pabbly Connect to test the connection by placing a test order in your Shopify store.

4. Testing the Integration with a Test Order

To ensure everything is working correctly, place a test order on your Shopify store. Use dummy customer details and a test payment method to complete the order.

After placing the order, return to Pabbly Connect and check for a successful webhook response. This response confirms that the integration between Shopify and Airtable is functioning properly.

  • Refresh your Airtable to see if the new order appears.
  • Verify that all order details, such as customer name and product details, are correctly populated.
  • If successful, you have completed the test integration.

With the test order successfully processed, you can now proceed to finalize your automation settings in Pabbly Connect.

5. Finalizing the Integration with Airtable

After successfully testing your integration, it’s time to finalize the setup. In Pabbly Connect, you will now map the data fields from the Shopify trigger to the Airtable action.

Choose the Airtable base and table where you want the order details to be saved. Map fields such as customer name, product name, email, and order total from the Shopify order to the corresponding fields in Airtable.

  • Select your Airtable base and table.
  • Map the relevant Shopify order fields to Airtable.
  • Click ‘Save and Send’ to complete the integration.

Upon saving, you should see a confirmation message indicating that the order details have been successfully added to Airtable. This completes your automation setup using Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate Shopify orders to Airtable using Pabbly Connect. This integration streamlines your order management process and enhances efficiency. Start automating your workflows today!