Send Order Status Updates to Customers on WhatsApp Automatically

Learn how to send order status updates to customers on WhatsApp automatically using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send order status updates to customers on WhatsApp automatically, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and either sign in or sign up for a free account. New users can create an account to explore the features with 100 free tasks every month.

Once you are logged in, navigate to the Pabbly Connect dashboard. Here, you can create and manage all your automation workflows. Click on the ‘Create Workflow’ button to begin setting up your integration for sending order status updates.

2. Creating a Workflow in Pabbly Connect

After clicking the ‘Create Workflow’ button, you will be prompted to name your workflow. Enter a descriptive name, such as ‘Send Order Status Updates to Customers on WhatsApp Automatically’. This helps in identifying your workflow later.

• Select the new beta version of the workflow builder.
• Click on the ‘Create’ button to finalize your workflow setup.

This sets up your workflow environment within Pabbly Connect, ready for further configuration.

3. Setting Up the Trigger for WooCommerce

In this step, you will set up the trigger that initiates the workflow. Select WooCommerce as the trigger application and choose the event ‘New Order Created’. This means that every time a new order is placed in your WooCommerce store, it will trigger the workflow.

Click on the ‘Connect’ button to generate a webhook URL. Copy this URL as it will be used to connect your WooCommerce account to Pabbly Connect. Next, go to your WooCommerce dashboard, navigate to Settings, and then to Advanced where you will find the Webhooks option.

• Click on ‘Add Webhook’ and name it as ‘WooCommerce Orders’.
• Set the status to active and select the topic as ‘Order Created’.
• Paste the copied webhook URL and save the changes.

This connection allows Pabbly Connect to receive order details automatically when a new order is created in WooCommerce.

4. Mapping Data from WooCommerce to WhatsApp

Once the WooCommerce account is connected, you can map the order data to be sent via WhatsApp. Click on the ‘Recapture Webhook Response’ button in Pabbly Connect to fetch the latest order details. Make a test order in your WooCommerce store to see the data.

After placing the test order, return to Pabbly Connect to see the captured response. This response includes customer details like first name, last name, contact number, and product information.

Map the user’s contact number to send messages directly to their WhatsApp. Include personalized messages using dynamic fields from the captured data.

This mapping is essential for sending personalized order updates to customers via WhatsApp.

5. Sending WhatsApp Messages Using Pabbly Connect

Now, set up the action application to send messages via WhatsApp using Pabbly Connect. Select Pabbly Chatflow as the action application and choose the event ‘Send Text Message’. Click on the ‘Connect’ button to create a new connection.

In the connection setup, you will need an API token from your Pabbly Chatflow account. Navigate to the settings in Pabbly Chatflow, click on API and Webhooks, and copy your API token. Paste this token back into Pabbly Connect to establish the connection.

Map the recipient’s mobile number to ensure the message goes to the right customer. Compose your message, including order details dynamically pulled from the previous response.

After saving the setup, your workflow will automatically send WhatsApp messages to customers when a new order is created in WooCommerce.

Conclusion

By following this tutorial, you can effectively use Pabbly Connect to send order status updates to customers on WhatsApp automatically. This integration enhances customer communication and streamlines order management, ensuring that customers are always informed about their purchases.

With the right setup, you can leverage the power of Pabbly Connect to automate your business processes and improve customer satisfaction.