How to Get Instant Sales Alerts

Learn how to set up instant sales alerts for your Shopify store using Pabbly Connect. Step-by-step guide to automate notifications to Slack. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Instant Sales Alerts

To get started with setting up instant sales alerts, you need to access Pabbly Connect. Begin by navigating to Pabbly.com/connect in your web browser. Here, you will find options to either sign in or sign up for a free account.

If you are a new user, click on the ‘Sign Up Free’ button to create your account and receive 100 free tasks each month. For existing users, simply sign in. Once logged in, you will see all Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to enter the dashboard.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button to start. You will be prompted to choose between the new beta version or the classic version; select the beta version for a more modern experience.

In the ‘Create Workflow’ dialog box, name your workflow ‘Get Instant Sales Alerts’ and select a folder for organization. After that, click the ‘Create’ button to finalize your workflow setup. This workflow will be the foundation for your automation process.

• Choose a name for your workflow.
• Select a folder to categorize your workflow.
• Click ‘Create’ to begin building your automation.

Now that your workflow is created, it’s essential to understand the two main components of automation: triggers and actions. Triggers initiate the process, while actions are the responses to those triggers.

3. Setting Up the Trigger for Shopify Orders

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select Shopify as your trigger application and choose ‘New Order’ as the event. Click on the ‘Connect’ button to establish the connection.

Pabbly Connect will provide you with a webhook URL. Copy this URL, as you will need it to link your Shopify account with Pabbly Connect. Log into your Shopify account, navigate to Settings, and select Notifications. Under Webhooks, create a new webhook with the following settings:

• Select ‘Order Creation’ for the event.
• Choose ‘JSON’ as the format.
• Paste the webhook URL from Pabbly Connect.

After saving the webhook, you will have successfully connected your Shopify account with Pabbly Connect. Now, you need to perform a test order to ensure everything is functioning correctly.

4. Testing the Workflow with a Test Order

To confirm that your setup is working, place a test order on your Shopify store. Go to your store, select a product, and proceed to checkout. Fill in the customer details and complete the payment process.

Once the test order is placed, return to Pabbly Connect. You should see a successful response indicating that the order details have been captured. This step verifies that the trigger is correctly set up to capture new orders from Shopify.

Select a product on your Shopify store. Complete the checkout process with test details. Check for a successful response in Pabbly Connect.

With the test order successfully processed, you are now ready to set up the action step that will send notifications to your Slack channel.

5. Setting Up Slack Notifications for Sales Alerts

The final step involves configuring Slack to receive notifications for new sales. In Pabbly Connect, add a new action step and select Slack as your application. Choose ‘Send Channel Message’ as the action event and click ‘Connect’.

To establish the connection, you will need to provide the necessary token type and grant access to Pabbly Connect. Once connected, select the channel where you want to send the alerts. Then, customize the message to include details such as the customer name, amount, and product name using dynamic mapping from the previous step.

Select the Slack channel for notifications. Map customer details dynamically from the trigger. Click ‘Save’ to finalize the action step.

After saving the action step, test the integration by placing another order. You should see a new message in your Slack channel confirming the sale. With this, your automation is complete, and you will receive instant sales alerts directly in Slack.

Conclusion

In this tutorial, we explored how to set up instant sales alerts using Pabbly Connect to integrate Shopify with Slack. By following these steps, you can automate your sales notifications and streamline your workflow effectively. Now you can stay updated with real-time sales alerts directly in your Slack channel.