Automatically Remove User from Google Sheets on Shopify Refund | Pabbly Connect Integration

Learn how to automatically remove users from Google Sheets when a Shopify refund occurs using Pabbly Connect. This step-by-step guide covers all necessary actions. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Shopify and Google Sheets Integration

To automatically remove a user from Google Sheets when a Shopify refund is initiated, you need to start by accessing Pabbly Connect. First, open your browser and go to the Pabbly website. If you don’t have an account, sign up for free; otherwise, sign in to your existing account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find options to create a new workflow. Click on the ‘Create Workflow’ button and name it ‘Automatically Remove User from Google Sheets on Shopify Refund.’ Select the appropriate folder to save your workflow and click ‘Create’ to proceed.

2. Configuring the Trigger in Pabbly Connect

In this section, you will set up the trigger for your workflow using Pabbly Connect. The trigger application will be Shopify, and the trigger event will be ‘New Refund.’ Search for Shopify in the trigger application section and select it.

• Select ‘New Refund’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Go to your Shopify admin panel and navigate to Settings > Notifications.
• Create a new webhook with the event set to ‘Refund Created’ and paste the copied URL.

After saving the webhook, return to Pabbly Connect. You will see that it is waiting for a webhook response. To test this, initiate a refund in Shopify for one of your orders. Once the refund is processed, Pabbly Connect will receive the response.

3. Setting Up Action in Google Sheets via Pabbly Connect

Now that you have configured the trigger, it’s time to set up the action. In this step, you will use Pabbly Connect to connect to Google Sheets. Search for Google Sheets in the action application section and select it.

Select the action event as ‘Lookup Spreadsheet Row.’ This action will help you find the row corresponding to the order ID from the refund details. Connect your Google Sheets account by signing in and allowing access.

• Select the spreadsheet named ‘Shopify Orders’ and the appropriate sheet.
• Map the order ID from the refund response to the lookup column (Column B).

Once you have mapped the order ID, click ‘Save and Test.’ This will retrieve the user details from the specified row in Google Sheets based on the order ID.

4. Deleting the Row in Google Sheets Using Pabbly Connect

After successfully retrieving the user details, the next step is to delete the corresponding row in Google Sheets. In this step, you will continue using Pabbly Connect to perform this action. Add another action in your workflow and select Google Sheets again.

This time, select the action event ‘Delete Rows.’ You will need to specify the start and end row numbers for deletion. Since you already retrieved the row index from the previous action, you will perform math operations to determine these values.

Add a new action for ‘Number Formatter’ to perform a math operation for the start row. Subtract one from the row index for the start row. Add one to the row index for the end row.

Map these calculated values in the delete rows action. Once mapped, click ‘Save and Test’ to execute the deletion. Verify the row is removed from your Google Sheets.

5. Conclusion: Automating Refund Management with Pabbly Connect

In this tutorial, we successfully set up an integration between Shopify and Google Sheets using Pabbly Connect. We configured the trigger for new refunds in Shopify and set up actions to look up and delete corresponding rows in Google Sheets.

This automation not only saves time but also ensures that your order management process remains efficient and streamlined. By utilizing Pabbly Connect, you can easily manage refunds and keep your records up to date without manual intervention.

Now you can implement this integration to enhance your workflow and improve efficiency in handling refunds. For further assistance or queries, reach out to the Pabbly support team.