Imagine if you can automate the manual task of creating Wave contact from new  Shopify orders in real-time and that too without any coding.

How to Create Wave Contact from New Shopify Orders

Wouldn’t that be too helpful and time-saving for you? Well, of course, it will. You only need a connecting service that can enable you to transfer information from one application to another. In this blog, I’ll be using Pabbly Connect to do so, as it is the easiest way to automate your tasks within just a few clicks.

But before starting with the integration process, let’s know a bit about the software that we are about to integrate. Basically, Shopify is an e-commerce platform that offers you to create a website and use their shopping cart solution to sell, ship, and manage your products. On the other hand, Wave is an online accounting platform exclusively designed for small business owners, freelancers, and consultants.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

Consequently, integrating these two services can help you import all the Shopify customers to Wave as contacts in real-time. This way you can keep all your customers updated about all the latest updates and news. Hence, you don’t have to worry about doing redundant work & can ultimately save a lot of time and effort.

Here, we are using Pabbly Connect to integrate these two services. It is one of the best integration and automation tools that can help you integrate unlimited premium applications, set unlimited triggers & actions, create infinite workflows, and so much more. Besides, to do so, you don’t even need to have any coding skills. Simply integrate it once and relax, it will handle all the workload later. Moreover, you can access all the features even in its free plan.

Thus, without taking any more of your time, let’s start the blog about how to create Wave contact from new Shopify orders.

Step 1: Sign up to Pabbly Connect

Sign Up

We will begin the process to create Wave contact from new Shopify orders by clicking on the “Sign Up Free” icon on the Pabbly Connect home page. Next, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, click on the “Access Now” button of the Connect section in the dashboard.

Step 3: Workflow for Shopify with Wave Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow “Shopify to Wave”, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Shopify with Wave Integration

As soon as you are done with naming your workflow, you will have to select the application you want to integrate. Pabbly Connect allows you to integrate unlimited premium applications, create your free account now.

(a) Select Application you Want to Integrate

Select Shopify

Now, you have to select the application that you want to integrate. In this case, we are choosing “Shopify” for integration. In the method section, select “New Order”.

(b) Copy the Webhook URL

How

After selecting the application, now you have to copy the webhook URL just like in the above-shown image to take further the integration process.

Step 5: Connecting Shopify to Pabbly Connect

To connect Shopify with Pabbly Connect, you have to paste the copied webhook URL in the software. For that, you have to log in to your Shopify account.

(a) Click on Shopify Settings

Click-on-Settings Shopify

After logging into your Shopify account, click on the “Settings” option given at the bottom of the screen.

(b) Click on Notifications

Click on Notifications Shopify

Next, you need to click on the “Notifications” option given among several other options.

(c) Click on Create Webhook

How

Now, just scroll down and then click on the “Create Webhook” button to paste the copied webhook URL.

(d) Paste the Webhook URL

Paste-the-Webhook

A dialogue box will appear on your screen, here select “Order Creation” in the event section and then paste the copied webhook URL. After making all the changes click on the “Save Webhook” button.

Step 6: Make a Test Purchase

To check this integration, we will capture the data from Shopify, and for that, we will make a test purchase on Shopify.

(a) Click on Online Store

Click on Online Store Shopify

To make a purchase, click on the “Online Store” button in your Shopify dashboard.

(b) Click on Catalog

Click on Catalogue Shopify

After landing on the online store page, click on the given “Catalog” option.

(c) Click on Buy Now

Shopify

Next, select any product that you are interested in and then click on the “Buy It Now” button.

(d) Add Customer Details

Shopify

In this step, add all the customer details like email, address, etc.

(e) Click on Continue Shipping

Shopify

After filling in all the customer details, click on the given “Continue to Shipping” button.

(f) Add Card Details

Add Card Details

Now, add your credit card details and then hit the “Pay Now” button. Before clicking the button, click on the “Capture Webhook Response” button in Pabbly Connect to capture the data.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the Webhook Response

Once you click on the “Capture Webhook Response” in Pabbly Connect and “Pay Now” in Shopify, the order info will appear on the Pabbly Connect dashboard. Then, click on the “Save” option.

Step 8: Setting Action for Shopify with Wave Integration

To make this Shopify-Wave integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Wave

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose “Wave” to integrate and in the method section select “Create a Customer”.

(b) Click the Connect Button

Click Connect Wave

After choosing the application click on the “Connect with Wave” button to move forward.

Step 9: Connecting Wave to Pabbly Connect

To connect Wave to Pabbly Connect, you have to authorize the application. For this, you have to log in to your Wave account.

(a) Authorize Application

Click Connect Wave again

Next, to authorize your Wave account, a window will slide in from the right, here you need to again click on the “Connect with Wave” button and then allow the permission to connect Wave with Pabbly Connect.

(b) Map the Fields

Map the Fields

After connecting with your Wave account, map all the fields quickly like name, email, etc.

(c) Send Test Request

Send Test Request

Once you are done adding up all field data click on the “Save & Send Test Request” button.

Step 10: Check Response in Wave Dashboard

Check Response

Here, you can see that integration was successful and the customer info from the new order has been added to the Wave account as a contact automatically from Shopify. Now, whenever there will be any new purchase in your Shopify account, it will be automatically added to your Wave account as contacts.

Conclusion –

Well, this is all about “How to Create Wave Contact from New Shopify Orders”. Consequently, after completing this step by step procedure, you will end up adding Wave contacts from new Shopify orders automatically. Pabbly Connect is the only automation and integration tool that you’ve been waiting for. You won’t have to pay anything to create an account and you can work on it without any coding skills.

Now, try Pabbly Connect for FREE for all its premium features. For any further queries/suggestions, do comment below.

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