Watch Step By Step Video Tutorial Below





1. Setting Up Pabbly Connect for Shopify and Gmail Integration

To start integrating Shopify and Gmail, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect website and signing up for a free account. This allows you to explore the platform and use its features, including automation workflows.

Once you are logged in, you will see the dashboard. Click on the “Create Workflow” button to start building your automation. You can choose to create a workflow from scratch or use the quick builder option for assistance.

2. Creating the Workflow in Pabbly Connect

In this section, we will create a workflow that triggers when a new order is placed in Shopify. To do this, select Shopify as the trigger application. Set the trigger event to “New Order” so that the workflow activates whenever a new purchase occurs.

  • Select Shopify as the trigger application.
  • Choose “New Order” as the trigger event.
  • Connect your Shopify account to Pabbly Connect.

After setting up the trigger, you will need to connect your Gmail account to send notifications. Select Gmail as the action application and choose “Send Email” as the action event. This way, every time a new order is placed, an email notification will be sent to your sales team.

3. Configuring Gmail Settings in Pabbly Connect

With the workflow created, it’s time to configure the Gmail settings. Click on the Gmail action step to connect your account. You will be prompted to log in and grant permissions to Pabbly Connect.

Once connected, fill in the required fields to set up the email notification. Specify the sender name, sender email, recipient email, and email subject. For the email content, include dynamic fields such as customer name and order details using the mapping feature.

  • Enter sender name and email.
  • Specify recipient email addresses.
  • Map customer details dynamically to the email content.

After entering the details, test the email functionality to ensure everything is working correctly. You should see a confirmation that the email has been sent successfully.

4. Adding Filters for High-Value Orders in Pabbly Connect

To prioritize notifications for high-value orders, you can add a filter in your workflow. This filter will ensure that only orders above a specified amount trigger the email notification.

Select the filter option in Pabbly Connect and set the criteria. For instance, if you want to notify your team only for orders exceeding 2,000, configure the filter accordingly. This will help your team focus on high-priority orders.

  • Choose the filter application in Pabbly Connect.
  • Set the filter condition to “Price > 2000”.
  • Test the filter to ensure it works as expected.

Once the filter is set, your workflow will only send notifications for orders that meet the specified criteria, enhancing your team’s efficiency.

5. Testing and Activating the Workflow

After configuring all the settings, it’s essential to test the entire workflow to ensure it operates smoothly. Place a test order in Shopify and check if the email notification is sent correctly to your sales team.

If everything works as intended, activate the workflow in Pabbly Connect. This will enable the automation, allowing you to focus on other aspects of your business while Pabbly Connect handles notifications for high-value orders.

Remember, this integration not only saves time but also ensures your team is promptly informed about critical sales, improving overall operational efficiency.

Conclusion

In this tutorial, we explored how to integrate Shopify and Gmail using Pabbly Connect to automate notifications for high-value orders. By setting up triggers, actions, and filters, you can streamline your e-commerce operations effectively.