Watch Step By Step Video Tutorial Below





1. Setting Up Pabbly Connect for Automation

To begin automating WhatsApp messages for Shopify orders, first access Pabbly Connect by visiting Pabbly.com/connect. If you are new, sign up for a free account to explore the platform.

After signing in, you will see various Pabbly applications. Click on the “Access Now” button under Pabbly Connect to reach the dashboard where you can create and manage your automation workflows.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the “Create Workflow” button to start a new automation. Name your workflow something descriptive, like “Automatically Send WhatsApp Messages for New Shopify Orders.” This will help you identify the workflow later.

Next, select your folder as “Pabbly Connect” and click the “Create” button. This action sets up the initial structure for your automation.

  • Click on “Create Workflow”.
  • Name your workflow appropriately.
  • Select the folder for organization.

Once your workflow is created, the next step is to set a trigger that will start the automation whenever a new order is placed in your Shopify store.

3. Setting Up the Trigger for Shopify Orders

In this section, you will configure the trigger for your automation using Pabbly Connect. Choose Shopify as your trigger application and select “New Order” as the event.

Click the “Connect” button to generate a webhook URL. This URL will be used to connect your Shopify account with Pabbly Connect. Copy the webhook URL provided and head over to your Shopify account to complete the integration.

  • Select Shopify as the trigger application.
  • Choose “New Order” as the event.
  • Copy the generated webhook URL.

Now, navigate to your Shopify settings, click on “Notifications,” and then on “Webhooks.” Create a new webhook by selecting “Order Creation” and pasting the copied URL. This establishes the connection between Shopify and Pabbly Connect.

4. Testing the Integration with a Sample Order

After setting up the webhook in Shopify, it’s time to test the integration. Place a test order in your Shopify store using a test email and contact number. Once the payment is successful, Pabbly Connect will receive the order details through the webhook.

Check your Pabbly Connect dashboard to confirm that the new order data has been received. This indicates that your Shopify store is now successfully connected to Pabbly Connect.

  • Place a test order in Shopify.
  • Confirm the order details are received in Pabbly Connect.
  • This confirms the connection is successful.

With the test order confirmation, you can now proceed to set up the action that will send WhatsApp messages to your customers.

5. Sending WhatsApp Messages Using Pabbly Connect

Now that your trigger is set, it’s time to configure the action that sends a WhatsApp message. Select Pabbly Chatflow as your action application and choose “Send Text Message” as the event.

Click on “Connect” and create a new connection by entering your Chatflow API token. This token can be found in your Pabbly Chatflow dashboard under the API settings. After entering the token, map the recipient’s mobile number and customize the message content based on the order details received from Shopify.

Once everything is set, click on the “Save and Send Test Request” button to send a test message. If successful, you will receive a confirmation that the message was sent, demonstrating that your automation is working as intended.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messages for Shopify orders. By following these steps, you can enhance customer experience with instant order confirmations.