Shopify / Email Octopus

[andrei.pulva]

Hi everyone

I need help setting up the following workflow in Pabbly Connect: with Shopify and Email Octopus to manage new contact into my newsletter existing list.

1. A new order is placed via Shopify.
2. The user opts in for the newsletter during the checkout process.
3. The order is confirmed, along with the email subscription opt-in.
4. Both Shopify and my email service provider, Email Octopus, implement a double opt-in process, where the user must confirm their email to subscribe to the newsletter.
5. In Shopify, the new order should show the contact in "pending" status for the newsletter, and the contact should be added to the Email Octopus list also in "pending" until the confirmation is done by the user from the email sent.
6. The user receives an email confirmation to confirm their subscription.
7. Upon confirmation, Shopify should automatically update the customer's status to "subscribed," and the Email Octopus list status should also update to "subscribed."

Could you please assist me in configuring this workflow step-by-step?

Many thanks for your help.

 

[andrei.pulva]

Up please

 

[ArshilAhmad]

Hi @andrei.pulva,

Follow the steps in the video below to set up Shopify as your trigger application and capture new orders. Ignore the action application shown in the video. Check whether the email subscription opt-in appears in the trigger step when a new order is captured.

Currently, we do not have a direct integration with Email Octopus. You can submit your request on our dedicated platform to suggest adding this application to Pabbly Connect.

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Our integrations team will review your request and, if possible, add the desired application to Pabbly Connect.

 

[andrei.pulva]

Hi there, many thanks for your help. I will follow the steps to set it up.

Here is what I am trying to achieve:
1. A new order is placed via Shopify.
2. The user opts in for the newsletter during the checkout process.
3. The order is confirmed, along with the email subscription opt-in.
4. Both Shopify and my email service provider, Email Octopus, implement a double opt-in process, where the user must confirm their email to subscribe to the newsletter.
5. In Shopify, the new order should show the contact in "pending" status for the newsletter, and the contact should be added to the Email Octopus list also in "pending" until the confirmation is done by the user from the email sent.
6. The user receives an email confirmation to confirm their subscription - it's a Shopify email notification.
7. Upon confirmation, Shopify should automatically update the customer's status to "subscribed," and the Email Octopus list status should also update to "subscribed."

Here is the set up I can do:
On Shopify side, I can see "order creation", I have added the webhook from Pabbly with JSON format. What is the correct Webhook API version? I can see the following choices: unstable, 2025-04 (release candidate), 2025-01 (latest), 2024-10, 2024-07 or 2024-04.
I have selected "2025-04 (release candidate)" and it seems to retrieves many fields, including customer email.

On email Octopus side, I have the following action events: "Add Subscriber" or "Update Contact from List" in Email Octopus
Please confirm/let me know what I should select, also if it' well "order creation" from Shopify.

 

[andrei.pulva]

Up please

 

[Preeti Paryani]

Hello @andrei.pulva,

Thanks for the detailed explanation.

Could you please show the multiple choices to us via a screenshot or screen recording so we can better understand the concern.

On Shopify side, I can see "order creation", I have added the webhook from Pabbly with JSON format. What is the correct Webhook API version? I can see the following choices: unstable, 2025-04 (release candidate), 2025-01 (latest), 2024-10, 2024-07 or 2024-04.
I have selected "2025-04 (release candidate)" and it seems to retrieves many fields, including customer email.

You can try using the Add Subscriber event and let us know if it works fine for you.

On email Octopus side, I have the following action events: "Add Subscriber" or "Update Contact from List" in Email Octopus
Please confirm/let me know what I should select, also if it' well "order creation" from Shopify.

 

[Himesh]

Hi there, many thanks for your help. I will follow the steps to set it up.

Here is what I am trying to achieve:
1. A new order is placed via Shopify.
2. The user opts in for the newsletter during the checkout process.
3. The order is confirmed, along with the email subscription opt-in.
4. Both Shopify and my email service provider, Email Octopus, implement a double opt-in process, where the user must confirm their email to subscribe to the newsletter.
5. In Shopify, the new order should show the contact in "pending" status for the newsletter, and the contact should be added to the Email Octopus list also in "pending" until the confirmation is done by the user from the email sent.
6. The user receives an email confirmation to confirm their subscription - it's a Shopify email notification.
7. Upon confirmation, Shopify should automatically update the customer's status to "subscribed," and the Email Octopus list status should also update to "subscribed."

Here is the set up I can do:
On Shopify side, I can see "order creation", I have added the webhook from Pabbly with JSON format. What is the correct Webhook API version? I can see the following choices: unstable, 2025-04 (release candidate), 2025-01 (latest), 2024-10, 2024-07 or 2024-04.
I have selected "2025-04 (release candidate)" and it seems to retrieves many fields, including customer email.

On email Octopus side, I have the following action events: "Add Subscriber" or "Update Contact from List" in Email Octopus
Please confirm/let me know what I should select, also if it' well "order creation" from Shopify.

Hello @andrei.pulva ,
2025-01 (latest) use this, and create another workflow for order update in shopify. In email Ocotopus you can do search subsciber by email and after that you can update it. So one workflow for order confirm and another workflow for order update(Confirm Email Subscription).

If you are still not able to solve this on your own feel free to DM me and we can do a free zoom call. FYI I'm not from Pabbly Connect team, just a freelancer who helps other Pabbly users.

 

[andrei.pulva]

Thank you for your help. Here is a screenshot from Shopify side:

 

[Himesh]

Thank you for your help. Here is a screenshot from Shopify side:

View attachment 52717

Select latest

 

[andrei.pulva]

@Himesh could you please kindly send me your contact details by DM to see this in direct in a zoom call? I think I got stuck with the mapping. Many thanks

 

[Himesh]

@Himesh could you please kindly send me your contact details by DM to see this in direct in a zoom call? I think I got stuck with the mapping. Many thanks

Sure,

You can email me @ [email protected]