Watch Step By Step Video Tutorial Below





1. Access Pabbly Connect to Start Automation

To automatically send order confirmation emails for Shopify orders, you need to access Pabbly Connect. Begin by navigating to publy.com/connect in your browser. This will take you to the Pabbly Connect homepage where you can either sign in or create a new account.

If you are a new user, you can sign up for free and get 300 tasks every month to explore the software. Existing users should simply log in to access the Pabbly Connect dashboard. This is where you will create your automation workflow.

2. Create a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will need to create a new workflow to connect Shopify and Gmail. Click on the “Access Now” button to enter the Pabbly Connect interface. From there, select the option to create a workflow.

  • Choose the “Create from Scratch” option for a detailed setup.
  • For a quick setup, use the “Quick Builder” option.
  • Select “New Order” as the trigger from Shopify.

After selecting your trigger, you will be prompted to select an action. Choose “Send Email” via Gmail. This creates a direct link between your Shopify orders and Gmail, allowing for automated email confirmation.

3. Set Up Trigger for Shopify Orders

Setting up the trigger is a crucial step in using Pabbly Connect. You will need to copy the webhook URL provided in the workflow setup. This URL is essential for connecting your Shopify store with Pabbly Connect.

Log into your Shopify account, navigate to “Settings,” and select “Notifications.” Here, you will find the option for webhooks. Click on “Create a new webhook” and choose “Order Creation” as the event. Paste the webhook URL you copied from Pabbly Connect into the URL field and select JSON as the format.

  • Select “Latest” for the API version.
  • Click on “Save” to finalize the webhook setup.

Once saved, your Shopify store will be connected to Pabbly Connect, and you can start receiving order data.

4. Test the Integration with a Sample Order

To ensure that your integration works correctly, you need to place a test order on your Shopify store. Go to your store and select a product to purchase. Fill in the details, including a test email address, and complete the order.

After placing the order, return to Pabbly Connect and check the webhook response. You should see all the order details, including customer information. This confirms that the connection is functioning properly.

  • Make sure to use a valid email for testing.
  • Verify that the order details are complete in Pabbly Connect.

With successful data received, you can proceed to set up the email confirmation.

5. Send Order Confirmation Email via Gmail

The final step is to configure the email that will be sent to customers. In your Pabbly Connect workflow, select the Gmail action and connect your Gmail account. Grant the necessary permissions for Pabbly Connect to access your Gmail.

In the email setup, you will need to specify the sender name and email address. Use your brand name and the customer’s email address from the order data mapped from the previous step. Customize the email subject to something like “Your TrendCart Order Has Been Confirmed” and input the email content using HTML for a more appealing layout.

  • Map the customer’s name and order number in the email content.
  • Ensure the email type is set to HTML for better formatting.

After saving the email setup, test the workflow again to confirm that the order confirmation email is sent successfully through Gmail.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically send order confirmation emails for Shopify orders. By following these steps, you can enhance customer experience and streamline your order management process.