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Send Personalized WhatsApp Messages Automatically for New Shopify Orders

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start sending personalized WhatsApp messages for new Shopify orders, access Pabbly Connect by visiting pabby.com. This platform serves as the core integration tool for automating your workflow.

After visiting the website, sign in to your account. If you are a new user, you can sign up for free and receive 100 tasks monthly. Existing users should click on the “Sign in” option at the top right corner. Once logged in, navigate to the Pabbly Connect dashboard to begin creating your workflow.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the “Create Workflow” button. Name your workflow as “Send Personalized WhatsApp Message Automatically for New Shopify Orders”. This title reflects the purpose of your automation.

Select a folder for organization, such as “WhatsApp Automation”.
Click on “Create” to finalize the workflow setup.

Once the workflow is created, you will see the option to set up a trigger. This trigger will initiate the automation whenever a new order is placed in Shopify, making Pabbly Connect the bridge between Shopify and WhatsApp.

3. Setting Up the Trigger for Shopify Orders

To set up the trigger, select Shopify as your trigger application. Choose the “New Order” event from the options provided. Click on “Connect” to establish a connection between Pabbly Connect and your Shopify account.

A webhook URL will be generated, which you need to copy. This URL acts as a bridge for communication between Shopify and Pabbly Connect. Navigate to your Shopify account, go to “Settings”, then “Notifications”, and select “Webhooks”. Here, add the copied webhook URL and select “Order Creation” as the event.

4. Testing the Webhook Connection

After setting up the webhook, return to Pabbly Connect and you will see a message indicating it is waiting for a webhook response. To test this, place a dummy order in your Shopify store.

Navigate to your online store and select a product.
Fill in the order details and complete the payment.

Once the order is placed, return to the Pabbly Connect dashboard to check if the details from the order have been captured successfully. This confirms that the connection is working properly.

5. Sending Personalized WhatsApp Messages

Now that the trigger is set, the next step is to send a personalized WhatsApp message. Add a new action step and select WhatsApp Cloud API as your action application. Choose “Send Text Message” as the action event.

Connect your WhatsApp Cloud API by entering the necessary credentials, such as your phone number ID and access token, which can be obtained from the WhatsApp developer portal. After saving the connection, you can map the recipient’s phone number and customize the message.

Conclusion

By following this tutorial, you can easily send personalized WhatsApp messages for new Shopify orders using Pabbly Connect. This automation enhances customer communication and streamlines your order management process.