Learn how to notify your sales team about new orders in your Ecwid store using Pabbly Connect and Google Chat. Follow this detailed tutorial for step-by-step instructions.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To notify your sales team on new orders from your Ecwid account, you will first need to access Pabbly Connect. Start by navigating to the Pabbly website and selecting the Connect option. If you already have an account, simply log in; if not, sign up for free to get started.
Once logged in, you will be directed to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, and give your workflow a meaningful name, such as ‘Ecwid to Google Chat’. This setup allows you to automate notifications seamlessly.
2. Setting Up the Trigger for New Orders in Ecwid
The next step is to set up the trigger in Pabbly Connect for new orders in your Ecwid store. In the trigger window, select Ecwid as your application and choose the event called ‘New Order’. Click on the ‘Connect’ button to establish a connection with your Ecwid account.
- Select Ecwid as the application.
- Choose the ‘New Order’ event.
- Authenticate your Ecwid account.
After connecting, test the connection by clicking on ‘Save and Send Test Request’. This will fetch the latest order details from your Ecwid account, confirming that the trigger is set up correctly.
3. Configuring Google Chat Action in Pabbly Connect
Now that the trigger is set, you need to configure the action to send notifications to Google Chat. In the action window of Pabbly Connect, select Google Chat and choose the ‘Create Message’ event. Click on ‘Connect’ to establish a connection with your Google Chat account.
For this step, you will need to set up a Webhook URL in Google Chat. Navigate to the ‘Manage Webhooks’ section in your Google Chat settings, and create a new webhook. Copy this URL and paste it back into Pabbly Connect.
4. Mapping Data for Notifications
With the action configured, it’s time to map the data you want to send in the notification message. In Pabbly Connect, create a message that includes customer details, product information, and the order amount. Use the mapping feature to pull data directly from the trigger step.
- Customer Name: Map from the Ecwid order data.
- Customer Email: Map from the Ecwid order data.
- Product Name: Map from the Ecwid order data.
- Order Amount: Map from the Ecwid order data.
Once you have mapped all necessary fields, click on ‘Save and Send Test Request’ to send a test message to Google Chat. Verify that the message appears as expected in your Google Chat.
5. Testing the Integration
The final step involves testing the entire integration to ensure everything works smoothly. Make a new test order in your Ecwid store and check your Google Chat for the notification. This will confirm that Pabbly Connect is successfully sending order details to your sales team.
After placing the order, it may take a few moments for the notification to appear in Google Chat. If you do not see it immediately, wait a couple of minutes as the data may take some time to process.
Conclusion
By following these steps, you can effectively notify your sales team about new orders in your Ecwid store using Pabbly Connect and Google Chat. This integration streamlines communication and ensures your team is always updated on sales activities.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
- Check out Pabbly Connect – Automate your business workflows effortlessly!
- Sign Up Free – Start your journey with ease!
- 10,000+ Video Tutorials – Learn step by step!
- Join Pabbly Facebook Group – Connect with 21,000+ like minded people!