How to Create a Wave Customer on Instamojo Sale Using Pabbly Connect

Learn how to create a Wave customer on Instamojo Sale using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Wave customer on Instamojo Sale, you first need to access Pabbly Connect. This platform allows for seamless integration between various applications, including Instamojo and Wave. Start by visiting the Pabbly Connect website and signing in to your account.

If you are a new user, you can sign up for free, which provides you with 100 tasks monthly. Once you are logged in, you will see the dashboard where you can create and manage your workflows efficiently.

2. Creating a Workflow in Pabbly Connect

After accessing the dashboard, the next step is to create a workflow that connects Instamojo and Wave using Pabbly Connect. Click on the ‘Create New Workflow’ button to get started. Name your workflow for easy identification.

• Click on the ‘Create’ button.
• Select Instamojo as the trigger application.
• Choose ‘New Sale’ as the trigger event.

This setup will ensure that every time there is a new sale in Instamojo, the workflow will trigger and proceed to create a customer in Wave automatically. It simplifies the entire process, allowing you to focus on your business.

3. Setting Up Webhook in Instamojo

To facilitate the integration, you need to set up a webhook in Instamojo. This is done by copying the webhook URL provided by Pabbly Connect. Go to your Instamojo dashboard and navigate to the settings for your product.

• Select the ‘Smart Pages’ option.
• Edit the page for which you want to set the webhook.
• Paste the copied webhook URL in the designated field.

Save the changes to ensure the webhook is active. This connection will allow Instamojo to send data to Pabbly Connect whenever a sale occurs, which will then be forwarded to Wave.

4. Creating a Customer in Wave

With the webhook set up, the next step involves creating a customer in Wave using the data received from Instamojo. In your Pabbly Connect workflow, add an action step and select Wave as the action application. Choose ‘Create Customer’ as the action event. using Pabbly Connect

Map the necessary fields from the Instamojo data to the corresponding fields in Wave. This includes customer name, email address, and any other relevant information. Pabbly Connect simplifies this mapping process, making it easy to ensure that all data is accurately transferred.

5. Testing the Integration

Once the customer creation setup is complete, it’s essential to test the integration to ensure everything is working as intended. Use the test feature in Pabbly Connect to send a test request from Instamojo and check if a customer is created in Wave.

Upon successful testing, you will receive a confirmation that the customer has been created. This step verifies that your workflow is functioning correctly, and you can now automate the process of creating customers in Wave whenever a sale occurs in Instamojo.

Conclusion

In this tutorial, we explored how to create a Wave customer on Instamojo Sale using Pabbly Connect. By following the steps outlined, you can automate the process of customer creation, saving time and effort. This integration enhances your workflow and ensures efficient management of your sales data.