Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To begin automating WhatsApp order confirmations, you first need to access Pabbly Connect. Visit pabbly.com/connect in your browser. Upon arrival, you’ll see options to sign in or sign up.
If you’re new, click on ‘Sign Up Free’ to get started. Existing users can simply sign in. After signing in, you will be directed to the Pabbly apps window where you can select Pabbly Connect to proceed to the dashboard.
2. Creating a Workflow in Pabbly Connect
After accessing Pabbly Connect, you’ll need to create a workflow. Click on the option to create a new workflow. You can choose to create from scratch or use the AI workflow builder for assistance.
For this integration, select the AI workflow builder and enter a prompt: “When I receive a new order on Shopify, send a WhatsApp message via Pabbly Chatflow.” The AI will then guide you to select the appropriate Shopify trigger, which is ‘New Order’.
- Select ‘New Order’ as the trigger.
- Choose ‘Send Text Message’ as the action in Pabbly Chatflow.
Once these selections are made, approve and create the workflow. This sets up the basic structure for your automation.
3. Connecting Shopify with Pabbly Connect
To connect Shopify with Pabbly Connect, you will receive a webhook URL. Copy this URL as you will need it to set up the integration in your Shopify account.
Log into your Shopify account and navigate to Settings > Notifications. Here, you can create a new webhook. Choose ‘Order Creation’ as the event and select JSON as the format. Paste the copied webhook URL into the designated field before saving.
- Select ‘Order Creation’ for the event.
- Use the latest API version available.
After saving, you’ll see a confirmation that the webhook was saved successfully, indicating that Shopify is now connected to Pabbly Connect.
4. Sending WhatsApp Messages via Pabbly Chatflow
Now that Shopify is connected, you can set up the action to send WhatsApp messages using Pabbly Connect. Select Pabbly Chatflow as your action application. You will need to enter your API token, which can be found in your Pabbly Chatflow account settings under API and Webhooks.
Once you have the API token, paste it into the corresponding field in Pabbly Connect. Next, enter the WhatsApp number to which you want to send the confirmation message. Instead of hardcoding the number, you can map it dynamically using the data received from the trigger step.
- Map the customer’s WhatsApp number from the trigger response.
- Compose the WhatsApp message including order details.
After setting up the message and mapping the necessary fields, click on ‘Save and Send Test Request’ to send a test message.
5. Testing Your Automation
To ensure that your automation is working correctly, place a test order in your Shopify store. Use dummy details to complete the order. Once the order is placed, return to Pabbly Connect to check if the order details have been received.
If everything is set up correctly, you should see the details of the order, and the WhatsApp message should be sent to the mapped number. Check your WhatsApp to confirm receipt of the message.
By following these steps, you have successfully automated the process of sending order confirmations via WhatsApp using Pabbly Connect. This integration not only saves time but also enhances customer communication.
Conclusion
In this tutorial, we demonstrated how to automate WhatsApp order confirmations using Pabbly Connect with Shopify. This integration streamlines communication and improves customer satisfaction, making your order management process more efficient.
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