How to Send Text Messages to Customers When a New Order is Placed in WooCommerce Using Pabbly Connect

Learn how to integrate WooCommerce with Twilio to send SMS notifications using Pabbly Connect. Step-by-step tutorial for seamless automation. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WooCommerce to Twilio Integration

To begin the integration of WooCommerce with Twilio, first, access Pabbly Connect by visiting its official website. Click on the ‘Sign In’ button to enter your account. If you do not have an account, you can create one in just a couple of minutes.

Once logged in, you’ll be directed to the dashboard of Pabbly Connect. From here, look for the ‘Connect’ section and click on ‘Access Now.’ This will lead you to the workflow creation area, where you can set up the integration.

2. Creating a New Workflow in Pabbly Connect

In the workflow area of Pabbly Connect, click on the ‘Create New Workflow’ button located at the top right corner. A dialog box will pop up prompting you to name your workflow. Enter ‘WooCommerce to Twilio’ and click on ‘Save’ to proceed.

After saving, you will see the trigger window. Here, change the app from ‘Webhook’ to ‘WooCommerce’ and select the method as ‘Order Updated’. This setup ensures that any updates to orders in WooCommerce will trigger the workflow.

3. Configuring WooCommerce Settings for Webhooks

Now, navigate to your WordPress dashboard, locate the WooCommerce settings, and click on the ‘Settings’ option. In the settings menu, click on the ‘Advanced’ tab, then go to ‘Webhooks’. Here, you will add a new webhook.

Click on the ‘Add Webhook’ button and fill in the details. Assign a random name to the webhook, set the status to ‘Active’, and select the topic as ‘Order Updated’. The most crucial part is the Delivery URL, which you will get from Pabbly Connect. Copy the URL provided in your Pabbly Connect dashboard and paste it into the Delivery URL field. Leave the secret blank and set the API version to ‘WP REST API Integration V3’ before saving the webhook.

4. Capturing Order Data in Pabbly Connect

After saving the webhook, Pabbly Connect is now set to capture data whenever an order is updated in WooCommerce. To test this, click on the ‘Capture Data’ button in Pabbly Connect. This will allow you to see if the integration is working correctly.

Next, go back to WooCommerce, click on ‘Orders’, and find an order to update. For this example, select an order, change its status from ‘Processing’ to ‘Completed’, and click on ‘Update’. After a few seconds, return to Pabbly Connect to see if it has captured the order details, including customer name, email, and phone number.

5. Sending SMS Notifications via Twilio

With the order data captured, it’s time to send an SMS notification to the customer using Twilio. In Pabbly Connect, click on the plus icon to add an action step. Change the app to ‘Twilio’ and select the method as ‘Send SMS Message’. Connect to Twilio by entering your Account SID and Auth Token, which you can find in your Twilio account settings.

Now, construct the SMS body. You can personalize the message by mapping the customer’s name from the captured data. For example, your message might read: ‘Thanks for your purchase, [Customer Name]. Your order has been completed.’ Enter your Twilio number as the sender and the customer’s phone number as the recipient. Finally, click on ‘Save and Send Test Request’ to send the SMS and confirm that it has been delivered successfully.

Conclusion

Integrating WooCommerce with Twilio using Pabbly Connect allows you to automate SMS notifications for order updates. This seamless process ensures that customers receive timely updates about their orders, enhancing their shopping experience. By following the steps outlined above, you can set up this integration easily and efficiently.