Learn how to automate WhatsApp messages using Pabbly Connect with Instamojo payments and ConvertKit in this step-by-step tutorial. 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 start automating WhatsApp messages, you first need to access Pabbly Connect. Simply type ‘Pabbly.com/connect’ in your browser to reach the landing page. If you are a new user, click on ‘Sign Up for Free’ to create an account and receive 100 tasks free monthly.

After signing in, navigate to the dashboard and select Pabbly Connect. This is where you can create your workflows to integrate various applications like WhatsApp, Instamojo, and ConvertKit seamlessly.

2. Creating a New Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on ‘Create Workflow’ to begin setting up your automation. You will be prompted to name your workflow, such as ‘Send Automated WhatsApp Message for Instamojo Payment and Create ConvertKit Subscribers’. Select the folder where you want to save this workflow.

  • Name your workflow appropriately for easy identification.
  • Choose a folder to keep your workflows organized.

After naming your workflow, you will see two boxes appear: one for the trigger and one for the action. The trigger will be set to Instamojo when a successful payment is made, which will initiate the workflow.

3. Setting Up the Trigger with Instamojo

The next step is to set up the trigger in Pabbly Connect. Select ‘Instamojo V2’ as your trigger application and choose ‘Successful Payment’ as the trigger event. This means that every time a payment is processed, the workflow will be triggered automatically.

To connect Instamojo with Pabbly Connect, you will be provided with a webhook URL. Copy this URL and navigate to your Instamojo dashboard. Here, go to the product settings for the course you are selling and paste the webhook URL under the Advanced settings section.

4. Configuring the Action to Send WhatsApp Messages

After setting up the trigger, the next action is to send a WhatsApp message using Pabbly Connect. Select ‘Wati’ as your action application and choose ‘Send Template Message’ as the action event. You will need to connect your Wati account by entering the API endpoint and access token.

  • Enter your WhatsApp number and select the template you created earlier.
  • Fill in the broadcast name and any custom parameters required for your template message.

Once everything is configured, click ‘Save and Send Test Request’. Check your WhatsApp to confirm that the message has been sent successfully, indicating that the integration is functioning properly.

5. Adding Subscribers to ConvertKit

The final integration step involves adding subscribers to ConvertKit through Pabbly Connect. Select ConvertKit as your next action application and choose ‘Add Subscriber to a Sequence’ as the action event. Connect your ConvertKit account by entering your API key and secret.

Map the necessary fields such as email address, first name, and last name from the Instamojo response to ensure that the subscriber information is dynamic and updated with every new payment. Once you have mapped the fields correctly, click on ‘Save and Send Test Request’ to create the subscriber.

Check your ConvertKit dashboard to verify that the subscriber has been added successfully, completing the automation process between Instamojo, WhatsApp, and ConvertKit using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate WhatsApp messages and add subscribers to ConvertKit upon receiving payments through Instamojo. By following these steps, you can streamline your communication and enhance customer engagement 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.