Send SMS on Successful Orders Automatically

Learn how to automate SMS notifications for successful orders in Shopify using Pabbly Connect. Step-by-step guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Order Notifications

To automate SMS notifications for successful orders, start by accessing Pabbly Connect. If you are an existing user, simply open your workflow builder. For new users, visit pabbl.com/connect to sign up for free. You get 100 free SMS every month, allowing you to explore the capabilities of Pabbly Connect.

Once signed up, you can use the platform’s workflow builder to create your automation. This section is crucial as it sets the foundation for your SMS notifications. After logging in, navigate to the workflow builder to begin integrating Shopify with Twilio through Pabbly Connect.

2. Setting Up the Trigger in Shopify Using Pabbly Connect

In this step, you will set up the trigger that initiates the SMS notification process. Click on the ‘Add Trigger’ button in Pabbly Connect and search for ‘Shopify’. Select ‘Shopify V2’ and choose the event as ‘New Order’.

• Select ‘Add Trigger’ in Pabbly Connect.
• Search for and select ‘Shopify V2’.
• Choose ‘New Order’ as the event.

After selecting the event, click on ‘Connect’ to receive the webhook URL. Copy this URL and proceed to your Shopify store settings. This connection is essential as it allows Pabbly Connect to capture new order data automatically.

3. Creating a Webhook in Shopify

With the webhook URL copied, navigate to your Shopify store settings. From the left sidebar, click on ‘Settings’ and then ‘Notifications’. Here, locate the ‘Webhooks’ section and click on the ‘Create Webhook’ button.

• Select ‘Order Creation’ as the event.
• Choose ‘JSON’ as the format.
• Paste the copied webhook URL.
• Select ‘Latest’ for the API version and click ‘Save’.

This setup confirms that your Shopify store is now connected to Pabbly Connect. To verify the connection, you will need to perform a test order, which will send data to Pabbly Connect.

4. Testing the Webhook Response in Pabbly Connect

To capture the webhook response, go to your online store and make a test purchase. Select a product and complete the checkout process. This action will trigger the webhook, sending order details to Pabbly Connect.

Once the order is placed, return to Pabbly Connect to see if it has successfully captured the response. The captured data will include customer details such as name, email, and phone number, confirming the integration is working correctly.

5. Sending SMS Notifications Using Twilio via Pabbly Connect

Now that you have successfully captured the order details in Pabbly Connect, it’s time to set up the action to send an SMS. Click on ‘Add New Action Step’ and search for ‘Twilio’. Choose ‘Send SMS Message’ as the event and click on ‘Connect’.

If you have previously connected Twilio, select the existing connection. Otherwise, create a new connection by entering your Twilio Account SID and Authorization Token. You can find these in your Twilio dashboard.

Enter the SMS body, including dynamic fields for customer name and order number. Map customer details from the previous step to personalize the SMS. Set the sender number from your Twilio account. Map the recipient’s phone number from the order details.

After configuring the SMS settings, click on ‘Save and Send Test Request’. You should receive a confirmation SMS, indicating that the integration is complete. This automation ensures that every time a new order is placed, the customer receives a timely SMS notification, enhancing their shopping experience.

Conclusion

In conclusion, using Pabbly Connect to automate SMS notifications for successful orders is a straightforward process. By integrating Shopify with Twilio, you can ensure your customers receive immediate updates about their purchases, enhancing customer satisfaction and engagement. Try this automation today to streamline your order notification process!