Watch Step By Step Video Tutorial Below






1. Access Pabbly Connect for Automation

To automate your WhatsApp order confirmations, the first step is to access Pabbly Connect. You can do this by visiting the Pabbly website and signing in to your account. If you are new, sign up for a free account to get started.

Once logged in, navigate to the Pabbly Connect dashboard. This is where you will create your automation workflow. Click on the “Create Workflow” button to begin setting up your integration.


2. Create a New Workflow in Pabbly Connect

In this section, you will create a new workflow that connects WooCommerce with WhatsApp through Pabbly Connect. Select “Create from Scratch” and choose the new beta workflow builder for a more efficient setup.

  • Select WooCommerce as the trigger application.
  • Choose “New Order Created” as the trigger event.
  • Name your workflow, for example, “WCommerce WhatsApp Automation”.

After naming your workflow, click on “Create” to finalize your setup. This will initiate the trigger setup for your automation.


3. Connect WooCommerce to Pabbly Connect

To connect WooCommerce to Pabbly Connect, you need to set up a webhook. This webhook will act as a bridge for data transfer between WooCommerce and Pabbly Connect. Go to the WooCommerce settings in your WordPress dashboard.

Under the “Advanced” section, find the “Webhooks” option and click on it. Here you will add a new webhook with the following details:

  • Name: New Order Created
  • Status: Active
  • Delivery URL: Copy the webhook URL from Pabbly Connect.

Save the webhook settings, and you are now ready to capture new order data in Pabbly Connect.


4. Test the Connection and Capture Data

After setting up the webhook, it’s time to test the connection. Place a test order on your WooCommerce store to ensure that Pabbly Connect captures the data correctly. Fill in the required fields like name, address, city, state, and phone number while checking out.

Once the order is placed, return to your Pabbly Connect dashboard to see if the webhook has captured the new order details. You should see a response indicating that the order has been received, confirming the connection is successful.


5. Send WhatsApp Confirmation Message

Now that you have successfully captured the order details, it’s time to send a WhatsApp confirmation message using Pabbly Connect. Add a new action step in your workflow and select Pabbly Chatflow as the action application.

In the action event, choose “Send Text Message”. You will need to connect your Pabbly Chatflow account by entering your API token. Once connected, map the necessary fields such as recipient mobile number and message content.

  • Recipient Mobile Number: Map this from the WooCommerce order details.
  • Message: Create a personalized message confirming the order.

After configuring these settings, save and execute the workflow. You should receive a WhatsApp message confirming the order details to the customer.


Conclusion

In this tutorial, we demonstrated how to automate WhatsApp order confirmations using Pabbly Connect with WooCommerce. By following these steps, you can streamline your order confirmation process and enhance customer communication effectively.