Integrations

Shopify integration

Connect your Shopify store to Wbiztool and send WhatsApp messages automatically when orders come in and ship. Messages go out from your own connected WhatsApp number.

The app sends three kinds of notification:

Notification	Sent to	When
Customer order notification	The customer	A new order is created.
Order tracking notification	The customer	An order is fulfilled.
Admin order notification	Your admin numbers	A new order is created.

Before you start#

A Wbiztool account with a connected WhatsApp number on WhatsApp settings.
Access to your Shopify admin to approve the app.

Connect your store#

You can start from either side.

From the Shopify App Store
Open Wbiztool on the Shopify App Store, install the app and approve the permissions. You're taken to the Wbiztool store dashboard.
Or from the Wbiztool dashboard
Open Manage Shopify in the Wbiztool menu and connect a store. Enter your store name, such as mystore, or the full mystore.myshopify.com address, click Connect Store and approve the app in Shopify.

After connecting, Wbiztool registers the Shopify webhooks it needs for new and fulfilled orders. You can connect more than one store to a workspace; each store has its own settings page.

Configure notifications#

Open the store from Manage Shopify. Each notification has its own card.

Customer order notifications
Turn on Enable WhatsApp notifications for new orders, choose a number under WhatsApp Account for Customer Notifications (or leave Auto-select to use any connected number), and edit the Message Template. Save.
Order tracking notifications
Turn on Enable WhatsApp notifications for order tracking, and edit the Tracking Message Template. Save. Tracking messages are sent from the customer notifications number.
Admin order notifications
Add one or more Admin Mobile Numbers with country code, choose a number under WhatsApp Account for Admin Notifications, and edit the Admin Message Template. Admin alerts are sent whenever at least one admin number is saved. Save.

If the WhatsApp number you picked isn't connected when an order arrives, the message is sent from another connected number in your workspace. If no number is connected, the notification is skipped.

Templates and variables#

Default templates:

Notification	Default text
Customer order	`Hi, We have received your order #{{ order_number }}. We will get back to you soon.`
Order tracking	`Hi, Your order #{{ order_number }} has been shipped. You can track your order at {{ order_status_url }}.`
Admin order	`Hi, New order #{{ order_number }} has been placed at {{ shop_url }}.`

Click a variable on the settings page to insert it into the template.

Variable	Value
`{{ order_number }}`	Shopify order number, such as `1042`.
`{{ customer_name }}`	Customer's first name. Empty for orders with no customer record.
`{{ current_total_price }}`	Order total, without a currency symbol.
`{{ shop_name }}`	Your store name.
`{{ shop_url }}`	Your `myshopify.com` address.
`{{ order_status_url }}`	Tracking message: the latest fulfilment's tracking URL. Other messages: the order status page.

Example customer order template:

Hi {{ customer_name }}, thanks for your order #{{ order_number }} of {{ current_total_price }} at {{ shop_name }}.

For an order from Aman at a store called My Store, the customer receives:

Hi Aman, thanks for your order #1042 of 499.00 at My Store.

Customer phone numbers#

For customer messages, Wbiztool uses the first phone number it finds on the order, in this order: the order phone, the customer's phone, the shipping address phone, then the billing address phone. Spaces, brackets and + are removed, and a leading 0 is dropped. No country code is added, so the number stored in Shopify must already include one.

If an order has no phone number, the customer message is skipped. Make phone numbers required or collect them at checkout to reach every customer.

New-order messages are sent once per order. Repeat new-order webhooks from Shopify are ignored. Tracking messages have no such check, so if Shopify retries the fulfilled webhook, the customer can get the tracking message twice.

Troubleshooting#

Problem	What to check
No customer message for an order	The toggle is on, the order has a phone number with country code, and a WhatsApp number is connected.
No tracking message	The toggle is on, the order was marked as fulfilled in Shopify, and the order has a phone number. Tracking messages are sent only when Shopify sends its order fulfilled event, which happens once the whole order is fulfilled, not for partial fulfilments.
Admin alert not received	The admin number is saved with its country code.
Variable shows up as text	Write it with spaces inside the braces, such as `{{ customer_name }}`.
Message queued but not sent	Check that your WhatsApp number is connected on WhatsApp settings.