How to Create Shopify Customer on Paperform Submission Using Pabbly Connect

Learn how to automate the creation of Shopify customers from Paperform submissions using Pabbly Connect with this step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by visiting the official website. Here, you can sign in to your existing account or create a new one if you’re a first-time user. Pabbly Connect offers a free plan that includes 100 tasks each month, making it easy to get started with automation.

After logging into your account, you will see various Pabbly applications. Click on the Pabbly Connect icon to enter the dashboard, where you can create a new workflow for your integration.

2. Create a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear, prompting you to name your workflow. Enter a descriptive name such as ‘Create Shopify Customer on Paperform Submission’ and select the appropriate folder for organization.

After naming your workflow, click on the ‘Create’ button to proceed. You will now see two sections labeled ‘Trigger’ and ‘Action’. The trigger will define what event will start the automation, while the action will define what happens when that event occurs.

3. Set Up Trigger for Paperform Submission

For the trigger application, select Pabbly Connect as your trigger app and choose ‘Paperform’ as the application. Next, select the trigger event as ‘New Form Submission’. This step ensures that every time a new form is submitted in Paperform, it will trigger the workflow.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL, then log into your Paperform account and navigate to the form you want to connect. Go to the ‘After Submission’ settings, select ‘Integrations and Webhooks’, and add the webhook URL. Choose the trigger event as ‘New Submission’ and save the settings.

• Access your Paperform account and open the desired form.
• Navigate to ‘After Submission’ settings.
• Add the copied webhook URL and choose ‘New Submission’ as the trigger event.

Once the webhook is added successfully, return to your Pabbly Connect workflow. You will see a message stating that it is waiting for a webhook response. This means the connection is established.

4. Test the Paperform Integration

To verify that the integration between Pabbly Connect and Paperform is functioning, perform a test submission on the form you just connected. Fill in the required fields, such as first name, last name, email, and phone number, then click the submit button.

After the test submission, return to your Pabbly Connect workflow. You should see the response from the form submission captured in the webhook. This confirms that the trigger is functioning correctly, and you are ready to set up the action in Shopify.

5. Create Customer in Shopify Using Pabbly Connect

Now that the trigger is set up, it’s time to configure the action. Select ‘Shopify’ as the action application in Pabbly Connect and choose ‘Create Customer’ as the action event. Click on the connect button to establish a connection between Shopify and Pabbly Connect.

You will need to enter your Shopify store’s subdomain and the Admin API access token. To get the access token, log into your Shopify account, go to settings, then apps and sales channels, and create a new app. Make sure to configure the necessary API scopes, such as read and write access for customers. Once you have the token, paste it into Pabbly Connect.

• Enter your Shopify store’s subdomain.
• Create a new app in Shopify and configure API scopes.
• Copy the Admin API access token and paste it into Pabbly Connect.

After setting up the connection, map the fields from the Paperform submission to the Shopify customer fields. Once completed, click on the ‘Save and Send Test Request’ button. If successful, a new customer will be created in your Shopify account based on the Paperform submission data.

Conclusion

In this tutorial, we demonstrated how to automate the creation of Shopify customers from Paperform submissions using Pabbly Connect. By following these steps, you can efficiently manage leads and enhance customer engagement in your e-commerce store. This integration not only saves time but also ensures that your customer data is accurately captured and utilized.