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What Happens After a Customer Places an Order? Automate Everything with Pabbly Connect

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate order processing, the first step is accessing Pabbly Connect. This platform allows seamless integration between various applications like Shopify and WhatsApp.

After signing up for Pabbly Connect, you can create a new workflow. This workflow will capture new orders from Shopify and send notifications through WhatsApp. Ensure you have your Shopify store and WhatsApp Cloud API ready for integration.

2. Integrating Shopify with Pabbly Connect

Start by linking your Shopify store to Pabbly Connect. This is done by creating a webhook in Shopify that will trigger every time a new order is placed.

Go to Shopify settings and select Notifications.
Create a new webhook for order creation.
Paste the webhook URL from Pabbly Connect.
Choose JSON as the format and save.

Once the webhook is set, you can test it by placing a new order on your Shopify store. This action will send data to Pabbly Connect, which can be viewed in your workflow.

3. Sending Order Confirmations via WhatsApp

Now that Pabbly Connect is capturing orders, the next step is to send confirmation messages through WhatsApp. For this, you’ll need to integrate Pabbly Chatflow.

To set this up, go to Pabbly Connect and create a new connection with Pabbly Chatflow. Enter your API token from your Chatflow account to establish the link. You will then map the customer’s phone number from the Shopify order data into the WhatsApp message template.

Use the mapping feature to insert dynamic data like customer name and order total.
Craft a personalized message including order details.

Once configured, every new order will trigger a WhatsApp notification to the customer, confirming their purchase.

4. Notifying the Business Owner on New Orders

In addition to notifying customers, Pabbly Connect also allows you to send alerts to the business owner about new orders. This is crucial for timely order processing.

To set this up, create another WhatsApp message within the same Pabbly Connect workflow. Input the business owner’s phone number manually and customize the message to include order details. This ensures that the business is always informed.

After configuring the message, you can test it by placing a new order. The business owner should receive a WhatsApp notification immediately after the customer confirmation message.

5. Logging Order Details in Google Sheets

Finally, Pabbly Connect can log all order details into Google Sheets for organized record-keeping. This integration helps in tracking sales and managing inventory efficiently.

To do this, set up a Google Sheets connection in Pabbly Connect. Choose the spreadsheet you want to use and map the fields accordingly. This includes customer name, email, order amount, and shipping address.

Select the correct Google account and grant access.
Map the necessary fields from the Shopify order data.

After saving the setup, every new order will automatically create a new row in your Google Sheets, keeping all order information organized and easily accessible.

Conclusion

By leveraging Pabbly Connect, businesses can automate their order processing effectively. This integration with Shopify, WhatsApp, and Google Sheets ensures timely notifications and organized records, streamlining operations.