Automate Sending 80G Receipts on WhatsApp for Donations with Pabbly Connect

Learn how to automate sending 80G receipts on WhatsApp for donations using Pabbly Connect, Razorpay, and Google Docs in this detailed step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the process of sending 80G receipts on WhatsApp, you’ll first need to access Pabbly Connect. This platform allows you to integrate various applications seamlessly.

Visit the Pabbly Connect homepage and either sign in if you’re an existing user or create a new account. New users receive 100 free tasks every month, which is perfect for exploring the capabilities of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow something like ‘Send 80G Receipts on WhatsApp for Donations Received via Razorpay’. This will help you easily identify it later.

• Click on ‘Create’ to save your workflow.
• You will see two windows: Trigger and Action.
• Select Razorpay as the trigger application.

Now, select the event ‘Payment Captured’ as the trigger. This sets the stage for your automation, ensuring that every time a donation is made through Razorpay, it initiates the workflow in Pabbly Connect.

3. Setting Up Razorpay Webhook

To connect Razorpay with Pabbly Connect, you will need to set up a webhook. Copy the webhook URL provided in Pabbly Connect after selecting your trigger.

Next, go to your Razorpay dashboard, navigate to ‘Settings’, and find the ‘Webhooks’ section. Click on ‘Add New Webhook’ and paste the copied URL. Set the active event as ‘Payment Captured’ so Razorpay sends data to Pabbly Connect whenever a payment is made.

• Enter the webhook URL in Razorpay.
• Select the event ‘Payment Captured’.
• Click on ‘Create Webhook’.

After saving the webhook, return to Pabbly Connect and test the connection by making a test donation through Razorpay. This will confirm that the data is being sent correctly.

4. Creating ATG Certificates in Google Docs

After successfully capturing the payment data in Pabbly Connect, the next step is to generate the ATG certificate using Google Docs. Add a new action step and select Google Docs as the application.

Choose the action event ‘Create Document from Template’. You will need to select the ATG certificate template you have already created in Google Docs. This template should include placeholders for donor information such as name, email, and donation amount.

Select the template document from Google Docs. Map the donor’s details from the Razorpay response to the corresponding fields in the template. Click ‘Save and Send Test Request’ to create the document.

Once the document is created, you should see the new ATG certificate in your Google Docs, confirming that Pabbly Connect has successfully generated the document based on the payment data.

5. Sending the Receipt on WhatsApp

With the ATG certificate ready, the last step is to send it to the donor via WhatsApp. For this, you will use AI Sensi integrated with Pabbly Connect. Add another action step and select AI Sensi as the application.

Choose the action event ‘Send Template Message’. You will need to provide the necessary details such as the campaign name and the recipient’s phone number. Map the PDF link of the ATG certificate you created earlier so that it can be sent along with the message.

Enter the campaign name from AI Sensi. Map the donor’s phone number and name. Attach the PDF URL of the ATG certificate.

Click ‘Save and Send Test Request’ to send the WhatsApp message. The donor should receive a personalized message along with their ATG certificate, demonstrating the power of automation through Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate sending 80G receipts on WhatsApp for donations using Pabbly Connect, Razorpay, and Google Docs. By following the steps outlined, you can efficiently manage donations and enhance donor communication with ease.