Automate WhatsApp Messages on Razorpay Payments Using Pabbly Connect

Learn how to automate WhatsApp messages for Razorpay payments using Pabbly Connect. This detailed tutorial walks you through each step of the integration process. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by navigating to its official website. Click on the ‘Sign In’ button if you are an existing user or ‘Sign Up for Free’ if you are new. Signing up provides you with 100 free tasks monthly, making it easy to start automating your workflows.

Once logged in, you will see a dashboard displaying various Pabbly applications. For this tutorial, we will focus on using Pabbly Connect to link Razorpay with Pabbly Chatflow. This integration will allow you to send automated WhatsApp messages to customers upon successful payments.

Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘Send WhatsApp Messages on Razorpay Payment’ and select the folder where you want to save it.

This action will take you to the workflow window, which is crucial for setting up triggers and actions. In this case, the trigger will be a payment captured in Razorpay, which will initiate the sending of a WhatsApp message through Pabbly Chatflow.

• Click on ‘Create’ to proceed to the workflow setup.
• Choose Razorpay as your trigger application.
• Select the trigger event as ‘New Payment Captured’.

After selecting the trigger event, you will receive a webhook URL that you will use to connect Razorpay with Pabbly Connect. Keep this URL handy for the next steps.

Configuring Razorpay Webhook

Now, log into your Razorpay account and navigate to the ‘Settings’ section. From there, go to the ‘Webhooks’ option under the developers’ tab. Click on the ‘Add New Webhook’ button and paste the webhook URL you copied earlier from Pabbly Connect.

When configuring the webhook, you will also need to select the event type. Choose ‘Payment Captured’ to ensure that your workflow in Pabbly Connect is triggered upon successful payments.

• Enter any optional secret and alert email if needed.
• Click on ‘Create Webhook’ to finalize the setup.
• You should see a confirmation message indicating the webhook was created successfully.

At this point, you have established a connection between Razorpay and Pabbly Connect. You will now proceed to test the webhook by making a payment.

Testing the Integration

To test your integration, create a test payment in Razorpay using the payment page for your product. For example, if you are selling the ‘Natural Glow’ skincare toner, navigate to the payment page and complete a test transaction.

After making the payment, return to your Pabbly Connect workflow. You should see that the details of the payment have been captured, including the order ID and customer information. This confirms that your webhook is functioning correctly and that the integration is set up properly.

Check the captured data in Pabbly Connect to ensure all details are correct. Make sure to note down the customer’s phone number for sending WhatsApp messages.

Once you confirm that the payment details are captured correctly, you can proceed to set up the action step to send WhatsApp messages.

Sending WhatsApp Messages Using Pabbly Chatflow

Now that you have confirmed the integration is working, it’s time to send automated WhatsApp messages. In your Pabbly Connect workflow, add a new action by selecting Pabbly Chatflow as the action application.

Choose the action event as ‘Send Message’ and connect your Pabbly Chatflow account by entering the API token. This token can be found in your Pabbly Chatflow settings under API settings.

Select the message template you created for order confirmations. Map the phone number and other variables such as customer name and order ID from the previous steps.

After setting up the message details, click on ‘Save and Send Test Request’ to send a test message. If successful, you will see a confirmation that the message was sent, and your customer will receive a WhatsApp message confirming their order.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending WhatsApp messages for Razorpay payments. By following these steps, you can streamline your customer communication and enhance their experience with automated notifications.

Utilizing Pabbly Connect not only saves time but also ensures that customers receive timely updates about their transactions, leading to increased satisfaction and efficiency.