Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Order Confirmations

To send real-time order confirmations via WhatsApp for Shopify sales, you first need to access Pabbly Connect. This powerful integration platform allows you to automate workflows without coding. If you are new to Pabbly, you can sign up at the official site and start with 100 free tasks monthly.

Once you log in, navigate to the Pabbly Connect dashboard. Here, you can create and manage your automation workflows. Click on the “Create Workflow” button to begin setting up your integration.

2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is straightforward. You can choose to create a workflow from scratch, use AI, or opt for the quick builder. For this tutorial, we will use the quick builder for its efficiency.

  • Select the prompt: “Send real-time order confirmations via WhatsApp for Shopify”.
  • Choose the trigger event from Shopify V2 as “New Order”.
  • Select Pabbly Chatflow as the action app for WhatsApp messages.

After selecting the appropriate options, click on the “Create Workflow” button. This action will set up the initial framework for your automation.

3. Connecting Shopify to Pabbly Connect

To integrate Shopify with Pabbly Connect, you need to establish a connection through a webhook. Click on the Shopify application in your created workflow. Pabbly Connect will provide a webhook URL that you will use to connect your Shopify account.

Navigate to your Shopify account, click on “Settings”, then select “Notifications”. Here, you will find the option to create a new webhook. Choose “Order Creation” as the event, set the format to JSON, and paste the webhook URL you copied from Pabbly Connect.

  • Set the API version to the latest available.
  • Click on “Save” to confirm your webhook settings.

Once saved, trigger a test order in your Shopify store to ensure the webhook is working correctly. This action will send data back to Pabbly Connect, confirming the connection.

4. Formatting Date and Time in Pabbly Connect

After setting up the connection, you will need to format the date and time for the order confirmation message. Add the “Date and Time Formatter” application in your workflow. Choose the action event as “Format Date with Time Zone”.

In the date field, map the response received from Shopify by selecting the customer updated date. You will need to adjust the time zone settings as well.

  • Select “UTC UTC” for the from time zone.
  • Choose “Asia/Kolkata” for the to time zone.

Once you have configured the date and time settings, click on “Save and Send Test Request” to confirm that the formatting works as expected. This step ensures that your order confirmation messages will display the correct date and time for your customers.

5. Sending WhatsApp Messages with Pabbly Connect

The final step is to send the formatted order confirmation message via WhatsApp using Pabbly Connect. Select the Pabbly Chatflow application in your workflow and choose the action event as “Send Template Message”.

Connect your Pabbly Chatflow account by entering the API token obtained from your Pabbly Chatflow dashboard. Map the recipient’s mobile number from the previous Shopify response to ensure the message reaches the correct customer.

  • Select the template you created for order confirmations.
  • Map all necessary variables like customer name, order number, and total price.

After mapping the fields, click on “Save and Send Test Request”. You should see a success status indicating that the message was sent. Check your WhatsApp account to confirm that the personalized order confirmation message was received.

Conclusion

In this tutorial, we outlined how to send real-time order confirmations via WhatsApp for Shopify sales using Pabbly Connect. By following these steps, you can enhance customer experience and automate your order confirmation process efficiently.