Connect Shopify and WhatsApp to collect orders using chatbot
Connect your Shopify store effortlessly with our detailed walkthrough. Replace order tags, create orders, and generate draft orders using our step-by-step guide.
Who can use this Card?
Gallabox Users having permission to either build and deploy bots or manage bots.
Available on all Paid Plans.
Overview
Embark on a seamless integration journey with Shopify using our step-by-step guide. Whether you're replacing order tags, creating orders, or generating draft orders, this documentation provides a detailed walkthrough for connecting Shopify to your chat-flow effortlessly.
Shopify API Key and Secret
Log into your Shopify admin panel, go to Apps Menu from left navigation. Scroll down the page and click on Develop apps for your store.
Click on Create an App and then enter the App name as Gallabox. Click on "Create app".
Once the App gets created on your Shopify admin, click on API credentials then scroll down, in the Access tokens area, click Configure Admin API access.
To configure Admin API Scopes, tick all Permissions “Read_….” and “Write_…” (if any). Click Save App, at the bottom of the page.
Click on API credentials and you will see API Key and Secret Key (i.e. API Key and Password).
Connect Shopify
Choose the connector - Shopify from the list of connectors.
After clicking on Shopify, you will see four actions- Replace Order Tag, Create Order, and Create Draft Order, and Complete Draft Order. Proceed with selecting any one of them and you will be asked to either create New Connection or choose from Existing.
Using the Shopify Connector
You can perform the following four actions using the Shopify Connector:
Allows you to update an existing order tag with a new one, helping categorize or track orders differently.
This action is the basic action of creating a new order in Shopify, capturing customer information, products, and payment details.
This action lets you create an order on behalf of a customer without immediate payment. You can then send an invoice or collect payment later.
This action finalizes a draft order, after a customer pays or confirms the order details. It then becomes a regular order with fulfillment options.
Replace Order Tag
Using the Replace Order Tag action, you can update tags on existing orders without manual edits. This is especially beneficial for sales campaigns, inventory management, and boosting customer service efficiency by maintaining clear and updated order categorization.
To use this Action:
Select the corresponding variables in which you have stored the value for Order ID and Tags or you can enter the information in the field. Click on Save.
Create Order
Available Fields for this Action:
Whatsapp Order
Indicates an order initiated through a WhatsApp integration. Example: {{intent.order}}
Name
Add a variable under which the values for customer's name is saved. Example: {{recipient.name}}
Phone
Add a variable under which the values for customer's phone number are saved. Example: {{recipient.phone}}
Financial Status
Choose from the dropdown the status of the order. Example: Partially Paid
Tag
Add a variable under which the values for order tags are saved or enter the Tag you would like to add to the contact. Example: COD Confirmation.
Note
Add a variable under which the values for order notes are saved or enter the note you want to attach with the order. Example: Need
Source Name
Identifies the channel where the order originated in Shopify.
Address
Customer's billing address associated with the order in Shopify.
City
City portion of the customer's billing address in Shopify
State
State or province portion of the customer's billing address in Shopify
Country
Country portion of the customer's billing address in Shopify.
Pin
Postal code associated with the billing address in Shopify.
Shipping address
Customer's address where the order will be shipped in Shopify.
Shipping City
Customer's city where the order will be shipped in Shopify.
Shipping State
Customer's state where the order will be shipped in Shopify.
Shipping Country
Customer's country where the order will be shipped in Shopify.
Shipping Pin code
Customer's postal code where the order will be shipped in Shopify.
Choose the variables where you stored the values for all the fields mentioned above. Then, click Save.
Create Draft Order
Draft orders in Shopify provide flexibility and control over order management. Creating draft orders is key for manually managing orders that don't go through the standard checkout process.
Available Fields for this Action:
Whatsapp Order*
Indicates an order initiated through a WhatsApp integration. Example: {{intent.order}}
Name*
Add a variable under which the values for customer's name is saved. Example: {{recipient.name}}
Phone*
Add a variable under which the values for customer's phone number are saved. Example: {{recipient.phone}}
Financial Status
Choose from the dropdown the status of the order. Example: Partially Paid
Discount Type
hoose from two options - Percentage or Fixed Amount.
Discount Value
Add a value for either percentage or any fixed amount.
Discount Title
he name or short description associated with a discount applied to an order. Example: Summer Sale
Discount Description
Additional details explaining the discount applied to an order. Example: 10% off all items
Address
Customer's billing address associated with the order in Shopify.
City
City portion of the customer's billing address in Shopify
State
State or province portion of the customer's billing address in Shopify
Country
Country portion of the customer's billing address in Shopify.
Pin
Postal code associated with the billing address in Shopify.
Shipping address
Customer's address where the order will be shipped in Shopify.
Shipping City
Customer's city where the order will be shipped in Shopify.
Shipping State
Customer's state where the order will be shipped in Shopify.
Shipping Country
Customer's country where the order will be shipped in Shopify.
Shipping Pin code
Customer's postal code where the order will be shipped in Shopify.
Draft Order ID
Add a variable under which the Draft Order ID will be saved. Example: order_created_manually
Invoice URL
Add a variable under which the Invoice URL will be saved. Example: Invoice_URL_generated
Enter the value or select the corresponding variables in which you have stored the value for all the fields. Click on Save.
Complete Draft Order
Available Fields for this Action:
Draft Order Id
Insert the variable under which temporary order is created in Shopify before customer payment or confirmation.
Payment Pending
Choose either True or False for the payment of that order.
Order Id
Insert the variable to store the finalized order Id in Shopify post payment confirmation by the customer.
Select the corresponding variables in which you have stored the value for Draft Order Id, from the dropdown select the payment pending status.
All the details of the customers captured after they interact with the chat-flow having Shopify Connector will be pushed to the connected Shopify account.
With your Shopify connector configured, effortlessly manage orders and draft orders. Follow the steps outlined in this guide to ensure accurate data input, whether it's replacing order tags or creating new orders. Optimize your Shopify integration by adding the right variables and values, making your chat-flow a powerful asset for streamlined e-commerce management.
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