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Automatically Send SMS Notifications Using Twilio

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the automation process, access Pabbly Connect by visiting Pabbly’s official website. You can either sign in if you are an existing user or click on “Sign Up Free” to create a new account, which gives you access to 100 free tasks every month.

After signing in, navigate to the dashboard where you will see various applications. Click on “Access Now” under Pabbly Connect to begin creating your workflow. This platform will allow you to connect your Shopify account with the SMS sending application.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is straightforward. Click on “Create Workflow” and choose to use the AI workflow builder for an easier setup. You will be prompted to describe your workflow, such as “When a new order comes in from Shopify, send an SMS via Twilio.” This step is crucial for automating your notifications.

Select the trigger event as “New Order” from Shopify.
Choose the action event to “Send SMS” via Twilio.
Preview your workflow before saving it.

Once your workflow is set up, click on “Approve” and then “Create” to finalize it. You will receive a link to your newly created workflow, which confirms the successful setup of the automation.

3. Setting Up the Webhook in Shopify

Next, you need to set up a webhook in your Shopify account to connect it with Pabbly Connect. Go to your Shopify settings, then to “Notifications”. Here, you will find the option to create a new webhook.

Copy the webhook URL provided by Pabbly Connect and paste it into the webhook settings in Shopify. Select the event type as “Order Creation” and format it as JSON. Click on “Save” to complete this setup. This will allow Shopify to send order data to Pabbly Connect whenever a new order is placed.

4. Testing the Integration

To ensure everything is working correctly, you need to test the integration using Pabbly Connect. Place a test order on your Shopify store to trigger the webhook. This step is essential to see if the SMS notifications are sent correctly.

After placing the test order, return to Pabbly Connect and check for a successful response. You should see the order details received, which confirms that the connection is functioning as intended. This response will include customer details necessary for sending the SMS notification.

5. Sending SMS Notifications via Twilio

Now, it’s time to configure the SMS sending process in Pabbly Connect. Set up a new connection to Twilio by providing your Account SID, Authorization Token, and your Twilio phone number. This information is crucial for authenticating your SMS sending capabilities.

Next, you will need to define the SMS body content. Use dynamic fields to personalize the message, such as including the customer’s name and order ID. Finally, click on “Save” to complete the SMS setup. You will receive a confirmation that the SMS has been sent successfully, and you can check your phone for the message.

Conclusion

In this tutorial, we covered how to automate SMS notifications for Shopify orders using Pabbly Connect. By following the steps outlined, you can enhance your e-commerce workflow and ensure timely communication with your customers.