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.

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

1. 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.

1. Click on Create an App and then enter the App name as Gallabox. Click on "Create app".

1. 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.

1. To configure Admin API Scopes, tick all Permissions “Read_….” and “Write_…” (if any). Click Save App, at the bottom of the page.

1. Click on API credentials and you will see API Key and Secret Key (i.e. API Key and Password).

Connect Shopify

1. Choose the connector - Shopify from the list of connectors.

1. After clicking on Shopify, you will see three actions- Replace Order Tag, Create Order, and Create Draft Order. Proceed with selecting any one of them and you will be asked to either create New Connection or choose from Existing.

1. If you haven't made any connection, you will have to enter API Key, Password, and Shopify Subdomain and click on Create Connection. Click on for guidance. Once you paste the API Key, Password, and Shopify Subdomain click on Create Connection.

Using the Shopify Connector

Replace Order Tag

1. Go to Shopify Connector click on Action - Replace Order Tag. Select the connection you created before to edit the Action as shown in the below GIF.

   

2. Select the corresponding variables in which you have stored the value for Order ID and Tags. Click on Save. Below GIF shows how the connector looks in a chat-flow.

   

Create Order

1. Go to Shopify Connector click on Action - Create Order. Select the connection you created before to edit the Action as shown in the below GIF.

This Action will work for an Order-based chat-flow.

1. Select the corresponding variables in which you have stored the value for Order ID and Tags. Click on Save. If you want to add Tag, Note, Source Name, and Email with the Order, you can use the optional fields to select the corresponding variable. Below screenshot shows how the connector looks in a chat-flow.

Create Draft Order

1. Go to Shopify Connector click on Action - Create Order. Select the connection you created before to edit the Action as shown in the below GIF.

This Action will create the draft order and send the payment link to the user.

1. Select the corresponding variables in which you have stored the value for WhatsApp Order, Draft Order ID, and invoice URL.. Click on Save. Below screenshot shows how the connector looks in a chat-flow.

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.

Make sure to add the right variables as values for all the fields.

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.