Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating Shopify with Slack, you first need to access Pabbly Connect. Open a new tab and navigate to Pabbly’s official site. If you’re new, click on the “Sign Up Free” option to create an account and explore the software with 100 free tasks each month.

For existing users, simply click on the “Sign In” option. Once logged in, locate the Pabbly Connect app and click on the “Access Now” button to reach your dashboard. Here, you can manage all your automation workflows in one place.

2. Creating a New Workflow in Pabbly Connect

Now that you’re in Pabbly Connect, it’s time to create a new workflow. Click on the “+ Create Workflow” button. You’ll see options to create from scratch or using AI. For this tutorial, choose “Create from Scratch”.

  • Select a name for your workflow, such as “New Shopify Order – Instantly Notify Teams on Slack”.
  • Choose a folder for your workflow, for example, “Pabbly Connect”.
  • Click on the “Create” button to finalize your workflow setup.

Your workflow is now created successfully. The next step is setting up a trigger to initiate the automation whenever a new order is placed in Shopify.

3. Setting Up Trigger for Shopify Orders

In this step, you will configure the trigger in Pabbly Connect to capture new orders from Shopify. Select Shopify as your trigger application and choose the event “New Order”.

Click on the “Connect” button, and you will receive a webhook URL. This URL is crucial for linking your Shopify account to Pabbly Connect. Now, navigate to your Shopify account, go to “Settings”, and select “Notifications”. Here, you will create a new webhook.

  • Click on “Create Webhook”.
  • Select the event as “Order Creation”.
  • Set the format to JSON and paste the webhook URL you copied from Pabbly Connect.
  • Choose the latest API version and click on “Save”.

Your webhook is now active, and Pabbly Connect is waiting for a response from Shopify. To test this, make a test purchase in your Shopify store.

4. Configuring the Action Step to Notify Slack

After successfully setting up the trigger, the next step is configuring the action in Pabbly Connect. Select Slack as your action application and choose the event “Send Channel Message”.

Click on the “Connect” button. You will have options to add a new connection or select an existing one. For this tutorial, choose to add a new connection and click on “Connect with Slack”. Enter the token type as “bot” and click on the “Save” button.

  • Authorize Pabbly Connect by allowing necessary permissions.
  • Select the channel ID where you want to send notifications, e.g., “Shopify New Orders”.
  • Map the order details dynamically using the response data from Shopify.

After mapping the necessary fields, click on “Save and Send Test Request” to verify the integration. You should see a new message in your Slack channel confirming the order details.

5. Finalizing Your Pabbly Connect Workflow

With your action step configured, it’s time to finalize your workflow in Pabbly Connect. Ensure that the toggle for enabling the workflow is turned on. This step is crucial; if it’s not enabled, your automation won’t function.

Once everything is set, you can test the entire workflow by placing a new order in your Shopify store. You should receive instant notifications in your Slack channel as configured. If you encounter any issues, feel free to reach out for support.

Remember, this automation not only saves time but also enhances communication within your team. With Pabbly Connect, you can easily set up similar integrations for other applications as well.

Conclusion

Integrating Shopify and Slack using Pabbly Connect allows for instant notifications on new orders, enhancing your team’s efficiency. This step-by-step guide illustrates how to set up your automation seamlessly.