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E-commerce Automation: Send Invoice & WhatsApp Alerts Instantly

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Shopify and WhatsApp, first access Pabbly Connect by visiting the Pabbly Connect URL. Once there, you can either sign in if you are an existing user or sign up for a free account if you are new.

After signing up, you will receive 100 free tasks every month to explore the features of Pabbly Connect. This allows you to practice and familiarize yourself with the platform.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the workflow page. Here, you will set up your automation workflow. Start by selecting Shopify as your trigger application, which initiates the workflow when a new order is placed.

Select ‘New Order’ as the event in Shopify.
Click the connect button to generate a webhook URL.
Copy the webhook URL to use in your Shopify settings.

This process establishes a connection between Shopify and Pabbly Connect, allowing you to automate order notifications.

3. Setting Up Webhooks in Shopify

Next, navigate to your Shopify account settings to set up the webhook. In the settings, find the notifications section and select webhooks. Here, you will create a new webhook using the URL generated by Pabbly Connect.

Choose the event as “Order Creation” and paste the webhook URL. After saving this, your Shopify store will send order details to Pabbly Connect whenever a new order is placed.

4. Creating an Invoice in Xero

After receiving the order details in Pabbly Connect, the next step is to create an invoice using Xero. Select Xero as your action application and choose the “Create Invoice” event.

Connect your Xero account, and then map the fields from the Shopify order to the invoice fields in Xero. This includes mapping the customer name, email, and order details to ensure accurate invoice creation.

Map customer details such as name and email from Shopify.
Select the invoice type as sales invoice.
Fill in line item details like item name and price.

After mapping the fields, save and send a test request to ensure the invoice is created successfully in Xero.

5. Sending Order Confirmation via WhatsApp

The final step involves sending an order confirmation message via WhatsApp. Select WhatsApp Cloud API as your action app and choose the “Send Text Message” event.

Connect your WhatsApp account by entering the required details such as access tokens and phone numbers. Then, compose the message that will be sent to the customer, including the mapped customer name and invoice URL.

Map the customer’s mobile number and other details into the message.
Send a test message to verify the setup.

Once confirmed, your customers will receive automated WhatsApp messages with their order details and invoice links, streamlining the customer experience.

Conclusion

In this tutorial, we explored how to integrate Shopify and WhatsApp using Pabbly Connect. By following these steps, you can automate order confirmations and streamline communication with your customers efficiently.