Automate Shopify Notifications with Pabbly Connect: A Step-by-Step Guide

Learn how to send automated emails for different product sales from Shopify using Pabbly Connect. Follow this detailed tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Shopify Notifications

To automate sending emails for different product sales from Shopify, you first need to access Pabbly Connect. This powerful integration tool allows you to create workflows that connect various applications seamlessly.

Start by visiting Pabbly Connect at Pabbly.com/connect. Sign up for a free account, which provides you with 100 free automation tasks every month. Once signed in, you will be directed to your dashboard where you can create your first workflow.

2. Creating a Workflow in Pabbly Connect

After accessing your dashboard, click on the ‘Create Workflow’ button to start setting up your automation. You can name your workflow something descriptive, such as ‘Shopify Order Emails to Customers’. This name helps you identify the workflow later.

• Click on the ‘Create’ button to initiate the workflow setup.
• You will see a page where you can set a trigger and an action for your automation.

In this case, the trigger will be a new order in Shopify, which will activate the workflow to send emails based on product types. This is where Pabbly Connect shines, allowing you to automate repetitive tasks effortlessly.

3. Setting Up the Trigger for Shopify Orders

To set the trigger, select Shopify as your application. Then, choose the trigger event as ‘New Order’. This step is crucial as it tells Pabbly Connect when to start the automation process.

Once you select ‘New Order’, a webhook URL will be generated. You need to copy this URL to connect with your Shopify store. Navigate to your Shopify admin panel, go to ‘Settings’, and then click on ‘Notifications’. Here, scroll down to the Webhooks section and click on ‘Create Webhook’.

• Select ‘Order Creation’ as the event to track.
• Paste the copied webhook URL into the URL field and set the data format to JSON.

Finally, save the webhook. Your Shopify store is now integrated with Pabbly Connect, and you can proceed to test the connection by making a test order.

4. Testing the Integration with a Test Order

To ensure that everything is set up correctly, you need to perform a test purchase from your Shopify store. Select a product (for example, a digital product like an ebook) and follow the checkout process to complete the order.

Once the order is placed, return to Pabbly Connect, and you should see the data from your test order captured in the response section. This data includes customer details, product name, and order information, which will be crucial for sending the correct emails.

Verify that the customer’s email and product details are correctly displayed in the response. This data is what you will use to send automated emails.

With the test order successfully captured, you can now set up the actions based on the product type.

5. Configuring Actions to Send Automated Emails

After setting up your trigger, it’s time to configure the actions that will send emails based on the product type. Use the router feature in Pabbly Connect to create two paths: one for digital products and another for physical products.

For the digital product path, select Gmail as the application to send the email. In the action event, choose ‘Send Email’ and connect your Gmail account. Fill in the recipient’s email (mapped from the test data), subject, and email content. Attach the digital product file link if applicable.

Map the customer’s name and product details in the email content for personalization. For physical products, set up a similar email action but include delivery information.

After configuring both paths, save your workflow. This setup ensures that every time an order is placed, the correct email is automatically sent to the customer based on the product type.

Conclusion

In conclusion, using Pabbly Connect to automate email notifications for different product sales in Shopify streamlines your communication with customers. By following the steps outlined in this tutorial, you can efficiently manage your order notifications and enhance customer satisfaction.

With Pabbly Connect, you set up a powerful automation that requires minimal ongoing effort, allowing you to focus on growing your business while maintaining excellent customer service.