Learn how to create Razorpay payment links on form submission and send WhatsApp messages using Pabbly Connect. Step-by-step tutorial included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin, access Pabbly Connect by visiting its website. Once there, you can sign up for a free account or log in if you already have one. This platform is essential for integrating various applications such as WhatsApp and Razorpay.

After logging in, navigate to the dashboard where you can create a new workflow. Here, you will set up the automation that handles form submissions and payment link generation. Follow these steps:

  • Visit the Pabbly Connect website.
  • Sign up or log in to your account.
  • Go to the dashboard and click on ‘Create Workflow’.

By following these steps, you prepare Pabbly Connect to manage the integration and automation needed for your project.

2. Setting Up Paperform for Data Collection

In this section, we will use Paperform to collect data from users. Start by creating a new form that includes fields for customer name, email, phone number, amount, and payment expiry time. This form will serve as the trigger for our automation in Pabbly Connect.

Once your form is ready, you need to configure it to send data to Pabbly Connect. This is done by setting up a webhook in Paperform. Here’s how to do it:

  • Edit your Paperform and go to the ‘After Submission’ settings.
  • Select ‘Integrations’ and then ‘Webhooks’.
  • Paste the webhook URL from your Pabbly Connect workflow.

After saving these settings, your Paperform will now send data to Pabbly Connect whenever a user submits the form. This integration is vital for triggering the payment link creation.

With the data captured from Paperform, the next step is to create a payment link using Razorpay through Pabbly Connect. In your workflow, add an action step to connect to Razorpay. Select the action event as ‘Create Payment Link’.

To set this up, you will need your Razorpay API Key and Secret. Here’s how to obtain and input these details:

Log in to your Razorpay account and navigate to ‘Settings’. Go to ‘API Keys’ to generate or copy your Key ID and Secret. Input these details in the Pabbly Connect Razorpay action configuration.

After entering the required information, map the fields from Paperform to Razorpay, ensuring the amount is adjusted correctly (e.g., multiplying by 100 for INR). This setup allows Razorpay to generate the payment link based on user inputs.

4. Sending WhatsApp Messages via W API

Once the payment link is created, the final step is to send a WhatsApp message to the user. In your Pabbly Connect workflow, add another action step using W API to send the message. Select the action event as ‘Send Text Message’.

To configure this, you will need to input the Client ID, Instance ID, and Domain obtained from your W API account. Follow these steps:

Log in to your W API account and create a new instance if you haven’t already. Copy the Client ID, Instance ID, and Domain from your account settings. Paste these values into the corresponding fields in Pabbly Connect.

After saving these settings, map the WhatsApp number and compose the message to include the payment link. This integration ensures that the user receives a confirmation message with their payment link directly to their WhatsApp.

5. Conclusion

In this tutorial, we explored how to utilize Pabbly Connect to create a seamless workflow for generating Razorpay payment links and sending WhatsApp messages. By integrating Paperform, Razorpay, and W API, you can automate payment processes effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

This powerful integration allows businesses to enhance customer communication and streamline payment collection, making it a valuable tool for any online service.