Real-Time Shopify Order Tracking System

Learn how to set up a real-time Shopify order tracking system using Pabbly Connect, Google Sheets, and Slack for efficient order management. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Shopify Order Tracking

To create a real-time Shopify order tracking system, the first step is to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website. If you are a new user, click on the ‘Sign Up for Free’ option in the top right corner to create an account. This will allow you to explore the features of Pabbly Connect, including the ability to process 100 tasks for free each month.

Once you have logged into your account, you will be directed to the workflow builder. This is where you will set up the integration between Shopify and other applications like Google Sheets and Slack. Click on the ‘Add Trigger’ button to start building your automation workflow.

2. Creating a Trigger for New Shopify Orders

In this section, you will set up a trigger in Pabbly Connect to capture new orders from Shopify. Search for ‘Shopify V2’ in the trigger application section and select it. For the event, choose ‘New Order’ and click on the ‘Connect’ button. This will generate a Webhook URL that you will need to use in your Shopify account.

• Copy the Webhook URL provided by Pabbly Connect.
• Log in to your Shopify account and go to the ‘Settings’ section.
• Navigate to ‘Notifications’ and select ‘Webhooks’.
• Click on ‘Create Webhook’ and choose ‘Order Creation’ as the event.
• Paste the Webhook URL and set the format to JSON, then save the webhook.

Now your Webhook URL is set up in Shopify, establishing a connection with Pabbly Connect. To capture the Webhook response, you need to test it by placing a new order in your Shopify store.

3. Testing the Order Purchase

Next, you will need to perform a test purchase to verify that the integration is working correctly. Go to your Shopify store and select a product to purchase. Enter your details and complete the transaction. After purchasing, return to Pabbly Connect to see if the order details have been captured.

Within a few moments, Pabbly Connect will display the order data, including customer details, product information, and order status. This confirms that the integration is functioning as expected and is ready for the next steps.

4. Adding Order Details to Google Sheets

Once the order has been captured, the next step is to add the order details to Google Sheets using Pabbly Connect. Click on ‘Add New Action Step’ and search for ‘Google Sheets’. Select it and choose the ‘Add a New Row’ event. Connect your Google account if you haven’t done so already.

• Select the spreadsheet and specific sheet where you want to add the order details.
• Map the fields from the Shopify order to the corresponding columns in Google Sheets.
• Make sure to save and send a test request to confirm that the data is being added correctly.

After successfully adding the order details to Google Sheets, you will see the new row populated with the order information. This allows for easy tracking and management of your Shopify orders.

5. Notifying Your Team on Slack

The final step in this workflow is to notify your team on Slack whenever a new order is placed. In Pabbly Connect, click on ‘Add New Action Step’ and search for ‘Slack’. Select it and choose the ‘Send Channel Message’ event. Connect your Slack account if you haven’t done so already.

Choose the appropriate channel where you want to send the notifications. You can customize the message to include relevant order details like the customer name, product, and order status. After setting up the message, save and send a test request to ensure the notification is sent successfully.

With this, your team will receive real-time notifications on Slack whenever a new order is placed in Shopify, enhancing communication and efficiency.

Conclusion

By following these steps, you can create a real-time Shopify order tracking system using Pabbly Connect, Google Sheets, and Slack. This integration allows for efficient order management and instant notifications, streamlining your business operations.

Explore the capabilities of Pabbly Connect to enhance your workflow and automate your business processes effectively.