Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating Shopify with System.io, first, access Pabbly Connect. If you are a new user, visit pabbl.com/connect and click on “Sign Up for Free”. This will allow you to explore 100 free tasks per month, enabling you to add Shopify customers to System.io.

After signing up, log in to your Pabbly Connect account. If you’re an existing user, navigate directly to the workflow builder. This is where you will create the automation to connect Shopify and System.io.

2. Creating the Workflow in Pabbly Connect

In the Pabbly Connect workflow builder, you will set up the automation. Click on the “Add Trigger” button to start. Here, search for Shopify and select Shopify V2 as your trigger application. Choose the event as “New Order” and click on “Connect”.

  • Search for Shopify V2 in the trigger application.
  • Set the event to “New Order”.
  • Click on “Connect” to generate the webhook URL.

After obtaining the webhook URL, go to your Shopify store settings. Under “Settings”, navigate to “Notifications” and select “Webhooks”. Click on “Create Webhook” and set the event to “Order Creation”. Paste the webhook URL you copied from Pabbly Connect, select JSON format, and save the changes.

3. Capturing Webhook Response from Shopify

With the webhook set up, it’s time to capture the response. To do this, you can create a test order in your Shopify store. Navigate to your online store and purchase a product, like the butterfly necklace.

Enter the required details such as email, first name, and last name. Once you confirm the purchase, Pabbly Connect will capture the webhook response. This response will include the customer details, confirming that the integration is functioning correctly.

  • Navigate to your Shopify store to create a test order.
  • Confirm the purchase to trigger the webhook.
  • Wait for Pabbly Connect to capture the response.

After confirming the order, check back in Pabbly Connect to see the captured data. This will include the same name, email, and other details you entered during the purchase.

4. Creating a New Contact in System.io

Now that you have captured the webhook response, the next step is to create a new contact in System.io using the data received. Click on the “Add New Action Step” and search for System.io as the action application.

Select the event as “Create Contact” and click on “Connect”. If you have already established a connection, select it; otherwise, create a new connection using the API key from your System.io account.

  • Search for System.io in the action application.
  • Select “Create Contact” as the event.
  • Use the API key from System.io to establish the connection.

Once connected, you will need to map the details from the webhook response to create the contact. Only the email address is required, but you can also add the first name, last name, and phone number for completeness. Click on “Save and Send Test Request” to finalize the creation of the new contact.

5. Finalizing the Integration Process

After sending the test request, check your System.io account to confirm that the new contact has been created. Refresh the contacts section to see the updated count, which should reflect the new addition.

With this setup, every time a new order is placed on Shopify, a corresponding contact will be created in System.io automatically. This eliminates the need for manual entry, making your workflow efficient and streamlined.

In summary, by utilizing Pabbly Connect, you can seamlessly integrate Shopify and System.io to automate contact creation. This will save you time and reduce the risk of errors associated with manual data entry.

Conclusion

In this guide, we explored how to integrate Shopify with System.io using Pabbly Connect. This automation allows for the automatic creation of contacts, enhancing efficiency and reducing manual work. Try it out to streamline your processes today!