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Send Instant WhatsApp PDF Receipts After Shopify Payments

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Shopify with WhatsApp, you need to access Pabbly Connect. This platform allows you to automate workflows without coding. If you don’t have an account, visit Pabbly’s website to create a free account which gives you access to 100 free tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard by clicking on the “Access Now” button. Here, you can create and manage your automation workflows. Click on the “Create Workflow” button to begin your integration setup.

2. Creating a New Workflow in Pabbly Connect

After accessing the dashboard, select the option to create your workflow. Choose “Create from Scratch” to manually set up your automation. Name your workflow something descriptive, like “Send Instant WhatsApp PDF Receipts after Shopify Payments”.

Select the trigger application as Shopify V2.
Choose the trigger event as New Order.
Click the Connect button to retrieve the webhook URL.

This setup will initiate your workflow whenever a new order is placed on Shopify, making Pabbly Connect the central hub for your automation.

3. Setting Up Shopify Webhooks for Pabbly Connect

To connect Shopify with Pabbly Connect, you need to set up webhooks. Copy the webhook URL provided by Pabbly Connect and go to your Shopify account settings. Under Notifications, find the Webhooks section and click on “Create Webhook”.

In the webhook setup, select the event as “Order Creation” and paste the copied URL. Ensure the format is set to JSON and save the settings. This allows Shopify to send order details directly to Pabbly Connect.

4. Generating PDF Receipts with PDF Monkey

Once Shopify sends the order data to Pabbly Connect, the next step is to generate a PDF receipt using PDF Monkey. Select PDF Monkey as your action application and choose the “Custom API Request” event.

Enter your PDF Monkey API token to connect.
Set the request method to POST to send Shopify data.
Provide the API endpoint URL for PDF generation.

Map the necessary order details from Shopify into the JSON structure required by PDF Monkey. This ensures each receipt is personalized for every customer, showcasing how Pabbly Connect seamlessly integrates these applications.

5. Sending PDF Receipts through WhatsApp

The final step involves sending the generated PDF receipt to customers via WhatsApp using Pabbly Cartflow. Select Pabbly Cartflow as your action application and choose the event to send a document message.

Map the WhatsApp recipient’s number and the document URL of the generated PDF. Customize the message content to include customer-specific information. Ensure you have the correct mapping to avoid errors during the process.

After validating all fields, click “Save and Send Request” to test the workflow. If successful, the customer will receive their receipt instantly via WhatsApp, demonstrating the efficiency of Pabbly Connect in automating business processes.

Conclusion

This tutorial illustrated how to automate sending PDF receipts via WhatsApp after Shopify payments using Pabbly Connect. By integrating these platforms, businesses can enhance customer experience and streamline operations effectively.